A Cost Effective Way to Extend Your CRM to Casual Users within Your Organization & Supply Chain

Companies want to broaden access to critical information and reports from their CRM to infrequent users such as executives, and extended management team. And even to customers and business partners across the supply chain. These "casual" users don't need complete functionality. They typically will be looking at reports and records or approving steps in a process. Companies can't justify full license pricing for these sorts of users. Pivotal CRM On-Demand now provides access to many more users at a price point that is a fraction of the traditional licensing arrangement.

Casual users are infrequent CRM users, such as:

  • Executives
  • Employees outside of sales, service and marketing
  • Business partners
  • Distributors
  • Brokers
  • VARs

Now your distributors can review inventory and order status, and update records directly online. Your brokers can easily review clients' information, and assist you in providing better client service. And, of course, you have successfully extended your client relationship programs to the whole enterprise. Casual licenses allow you to focus all elements of the enterprise and the supply chain on your clients without depleting your IT budget.

Casual User & Business Partner licensing

Casual user licenses provides just the functionality that casual user need for the right price. With Casual Licenses, user can:

  • Read, report and edit records
  • Can run reports
  • Drill down to important information
  • Approve activities

Adding Casual Users

Casual user licenses can be added to your existing Saratoga CRM system. Pivotal CRM On-Demand offers you the flexibility to run side-by-side deployments with Saratoga 6.5.x.. Casual users will access Pivotal CRM On-Demand while normal users will continue to run on your Saratoga 6.5.x CRM system. Both the new web based casual users and the traditional CRM users work off the same database, same schema and same business rules.

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