Finding the best CRM platforms might confuse some people. So, this article will discuss a Pivotal CRM review to give you some insight. Pivotal CRM is one of the CRM solutions for your business. Here are the pros and cons that will help you to decide which is the best for you.
What is Pivotal CRM?
Pivotal CRM is a software platform to organize a manufacturing, real estate, and health care business platform. It is built with the Microsoft.NET framework, and it is integrated with Microsoft Office. Pivotal CRM is also integrated with Microsoft Outlook and SharePoint.
They are known for a cheaper cost with a drag-and-drop visual designer allowing nonprimary team members to deploy and develop business solutions without another coding or third-party input. In addition, Pivotal CRM enables users to manage all the social media accounts within the applications.
Pivotal provides tools to help you attract customers to grow sales, manage your partner, and improve customer service teams. They claim to have purpose-built every aspect of a CRM solution to give you flexible access that can be customized anytime to suit your team’s behavior.
You can utilize this software via desktop or any mobile operating system, such as iOS and Android. Furthermore, you can choose from the premise, cloud deployments, and hybrid to operate the software.
Pivotal CRM Review
Pivotal CRM gives people many advantages. However, there are plenty of people who share their opinion regarding the workflow of the platform. There are pros and cons while using this software for their business.
1. What They Like About the Platform?
Many people leave an excellent Pivotal CRM review. They trust Pivotal to grow their business and help them with the customer service feature to build good customer relationships. Here are a few things that people like about the platform.
a. Easy To Use
Many people claim that this software is easy to use and understand. It has a clear and direct interface to make a new user comfortable. It also has a simple design to make the in-app activities accessible for new users. This platform brings simplicity to the use of the software.
Moreover, people can easily customize the dashboard to fit individual requirements. It also provides a snapshot of your business to track the customer’s profiles. This feature facilitates the user to maximize the benefit.
Primarily, people really like how Pivotal CRM is built because it is user-friendly and doesn’t need much time to understand all the tools. This platform is good for you if you are new to CRM software. Why so? Because you will never get complex problems in running your growing business.
b. Flexible Platform
Flexibility is the key point that makes Pivotal CRM liked by many people in the industry. It allows them to customize everything they need to run a business. They provide the tools to make you tailor the specific needs, such as creating a personalized workflow and data fields.
Pivotal CRM allows you to create an excellent environment for your business, especially for small businesses. It helps you to manage the company with your team because it has many fields that can be configured,
The flexibility will help you to make a personalized platform that suits your business requirement. Those things can help you to get many new customers and grow your business.
2. What They Dislike About the Platform?
Some previous users also leave a bad Pivotal CRM Review. Many people think that Pivotal still lacks everything, and the benefits don’t make them stay. They think Pivotal CRM needs a big improvement on the software to make the platform functional for all the services.
Here is what they dislike about the platform.
a. The Setup
The initial setup to set your preferences might be challenging for users with limited technical skills for using technology. It needs some training and configuration to bring the best of the platform. Even worse, the system might frustrate the person who sets the initial setting.
This creates a challenging situation for the person who operates it. People start to stop using this service to find another platform that brings easier accessibility for the initial setup.
b. The Interface
Many people said that Pivotal has an old interface and feels outdated. It has a heavy interface and fails to do some tasks. The interface is intimidating and buggy. It lags every time and stalls out on loading. The platform works very slowly, so some people cannot open multi tabs.
Pivotal CRM needs a better UI to make a new user comfortable using it. The interface brings a lot of problems in dealing with the software. As a result, Pivotal CRM needs many improvements to improve its interface for everyone new to using it.
This problem makes many users leave the platform because it makes lower productivity, while the main purpose of using CRM is to bring many benefits to the users.
c. The System
The system somehow only works on Windows or virtual desktops, while it claims to be available on Android and iOS on mobile phones. It makes the user unavailable to manage their business anywhere and anytime.
Moreover, the system requires a lot of input to get up and running. This platform works slowly and causes much trouble dealing with customers from multiple sources because of the system. Also, the slowness causes many failed tasks, such as ticket processing.
This platform somehow gets glitchy when trying to find specific information quickly. Likewise, the users somehow failed to load, so they do some additional action to make the login process successful.
Pivotal CRM needs a repair for their system to make a great environment from the start. They need to update their system to be better to prevent failures for anyone who wants to do some task with this platform. Therefore, updates will improve their customer trust and gain many clients back.
Pivotal CRM Review: the Best or Find Another One?
Pivotal CRM Review brings many insights to someone who wants to try CRM for the first time. As stated above, this platform doesn’t suit someone new to CRM because the setup is confusing. However, Pivotal CRM still is the easiest-to-use platform with much flexibility. It is your choice to choose this platform or to find another one.