Quick & Easy Transition

Transitioning to Pivotal CRM On-Demand will allow you to preserve the best of your Saratoga CRM functionality, gain new functionality while reducing your IT costs.

Pivotal CRM On-Demand Preserves The Following Saratoga CRM Functionality:

  • Pivotal CRM On-Demand reads your existing Saratoga CRM schema, business rules, dataviews, and security logic without modification
  • Pivotal CRM On-Demand uses Saratoga CRM Administrative Tools - Schema Wizard, Screen Wizard, User Admin, etc.
  • Saratoga CRM Remote clients will work simultaneously with Pivotal CRM On Demand, using the same database, screens and business rules, and providing the same rich functionality
  • Outlook and Lotus Notes integration
  • Back-end system integration with on-premise deployments
  • Real-time mobile CRM with Apresta

Pivotal CRM On-Demand New functionality:

  • Minimal application deployment - deploy with just a URL and a web browser
  • Advanced dashboard capabilities including reports, charts, searches, RSS Feeds, and more via easy to use drag & drop interface
  • Simplified intuitive application UI with improved navigation bar, dataview toolbar, wizard based search and reports, and more
  • Advanced search and reporting with Private & Shared reports, and admin control
  • Support for Customer-Specific Branding utilizing web 2.0 standards, CSS-based UI presentation, and different branding options within a single deployment
  • Advanced multi-lingual capabilities including multi-language within a single set of screens, and within additional user-visible schema elements
  • Improved user administration and security with ability to track user properties, activities, and smart session controls (auto-logoff etc.)
  • Performance enhancements & scalability including load balancing and clustering

Hosted or On-Premise: The Flexibility to Choose your Path to Pivotal CRM On-Demand

Pivotal CRM On-Demand offers your organization the flexibility to choose your path to on-demand either on-premise or hosted by CDC. And both options deliver significant reduction in IT costs.

Benefits:

  • Lower IT costs
    • Minimal Upgrade costs
      • Seamless integration to your existing Saratoga CRM installation
    • Reduced maintenance cost
      • Eliminate Saratoga CRM maintenance and troubleshooting on PC's in the field
    • Reduced operating costs
      • No licenses required for any database software on PC's in the field
  • No training costs
    • It is your Saratoga CRM system in On-Demand format
    • User computers only need to have a browser

Additional benefits:

  • Hosted
    • Secure and reliable hosting facilities
    • Multi-tenant architecture
    • Free-up IT resources
  • On-Premise
    • savings - consolidate multiple Saratoga CRM implementations into one server.
    • Manage and maintain all implementation in one central location
    • Easy integration with back-end systems
    • Take advantage of your existing hardware and resources

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