1. Pivotal CRM Partner Management™ Suite
To grow revenue exponentially, support & energize
partners to do more.

2. Effective Partner Collaboration
Pivotal CRM encompasses a fully integrated
Partner Management suite that helps companies Growth these days is more about building
more effectively manage their partner strong partnerships than building factories,
relationships. Pivotal CRM Partner Management offices, and infrastructure. It’s about
reduces the costs associated with managing integrating with strong partners to form a
partners — and facilitates collaboration to single team.
generate sales, deliver customer value, and keep
customers satisfied.
Pivotal Partner Manager™
The system creates a collaborative inter-company A comprehensive, employee-facing application for
channel managers that simplifies the management
framework to exchange knowledge, manage
of partners across the entire partner lifecycle from
relationships, and synchronize transactions across recruitment to retirement. Pivotal Partner Manager
marketing, sales, and service. It gives partners enables organizations to build an effective partner
the tools and information they need to succeed, ecosystem; collaboratively sell, service and market to
and organizations better visibility into partner end customers; and measure and reward the partner
performance. community based on preset criteria.
Pivotal CRM Partner Management™ Pivotal Partner Analytics™
The Pivotal CRM Partner Management suite includes A versatile package that provides channel managers
a number of pre-integrated applications, which work with a Web-based tool for data mining and data
together to create a collaborative partner network: analysis. With detailed information on the performance
and profitability of the partner network by individual
or segment, or regions, channel managers have the
Pivotal ePartner™
knowledge and insight required to drive better business
A web-based partner self-service portal that dramatically decisions.
decreases the cost of supporting and empowering
partners by offering 24x7 access to collaborative sales, The Pivotal CRM Partner Management suite is
marketing, and service capabilities. seamlessly integrated with Pivotal CRM, which also
includes Pivotal Sales, Pivotal Marketing, Pivotal Service
and Pivotal Interactive Selling. Each of these five suites
works together to deliver on the promise of CRM,
producing meaningful increases in revenues, margins,
and customer loyalty.
OPERATIONS SERVICE
CEO
Pivotal Partner
Management Suite
PARTNERS
REVENUE Pivotal
SALES MARKETING ePartner
MARGINS
LOYALTY
PARTNERS
Pivotal Partner Pivotal Partner
Management Analytics
2 Pivotal CRM for Partner Management

3. Power Your Winning Partner Management Process
The Pivotal CRM Partner Management suite unifies partners into a single network,
increasing their effectiveness and reducing support costs.
• Recruit Partners: Recruit, certify, profile, train, and manage business partners
with Pivotal Partner Manager. Automate recruitment via online registration and
workflow. Differentiate partners based on expertise and performance for improved
targeting of communications, leads, and marketing programs.
Benefit: Streamline the ‘on-boarding’ of partners.
• Generate Leads: Generating leads is a two-way street. With Pivotal ePartner,
partners can register leads within a consolidated lead system, and organizations can
PARTNERS
send leads from the system to partners. Or, automatically route unique leads to the
specialized partner most likely to close the deal.
Benefit: Closed-loop lead management.
• Forecast Channel Revenue: Partners enter and update opportunity information,
allowing channel managers to monitor pipeline forecasts. Using Pivotal Partner
Analytics managers gain immediate visibility into channel operations and
performance through reporting and analysis. Discover what each partner needs
to generate more leads and revenue. Optimize the strengths—and minimize the
weaknesses—of your extended team.
Benefit: Predictable business performance.
• Collaborate with Partners: Collaborate with your partners across marketing,
sales, and service. Share intelligence on deals-inprogress, the competition and
most effective tactics. Pivotal Partner Manager helps organizations and partners
work together to solve service issues, improve marketing ROI, and increase product
development effectiveness.
Benefit: Increase partner effectiveness.
• Ensure a Consistent Customer Experience: Accelerate the sales cycle by giving
partners access to a complete set of tools, including quoting systems, marketing
literature, and pricing information. Give partners the ability to process customer
orders by synchronizing to back-end systems that provide order entry, validation,
and tracking. Ensure the customer experience partners provide is aligned with
corporate goals.
Benefit: Increase customer satisfaction.
• Gain Insight on Partner Performance: Build partner loyalty and improve decision-
making with visibility into most and least-valuable partners. Pivotal Partner
Manager monitors performance by win rates, revenue, and profitability. Share the
tactics of winning partners to grow the success of the entire channel network.
Benefit: Increase partner performance.
“ We have a fairly complex market. We sell through affiliates and through an
international sales system. We manage it all from start to finish with leading edge
technology from Pivotal CRM.
”
Doug Coleman, VP Application, Development, Comedy Partners
Pivotal CRM for Partner Management 3

4. “Pivotal CRM is approachfit for ourbusiness makes us
Their responsive
the ideal
to doing
growing business.
feel like a person and not just another number.
Pivotal CRM is 100% committed to our
success.
”
Brian J. Boon, Ph.D., President and CEO, CARF
Measurable Partner Results
Pivotal CRM’s results framework helps organizations Increase Partner Loyalty: Track partner metrics and
decide on a strategic goal, and provides the tactical map performance, and tie them to rewards. Make it easy
to get there. Results-oriented reporting allows team to share information across all business processes,
leaders to measure, monitor and analyze progress along including sales, service and marketing by allowing your
the way. business partners to collaborate via a personalized
working environment.
Increase Margins: Reduce channel support costs
Increase Win Rate: Analyze which partners are more
through online self-service for both partner and joint
successful, which are more profitable, and which
customer requests/issues. Provide marketing collateral,
need improvement. Identify key partner skills and
training and sales support online. Share prospect
resources so you can match the right partner to the
information, schedule activities and strategize online,
right opportunity. Identify which skills are lacking in the
thereby lowering the cost of joint deals.
partner network, and train or recruit accordingly.
Accelerate the Sales Cycle: Bring in the right partner
Reduce Channel Conflict: Automatically route leads to
at the right time to help identify solutions faster. Give
the most appropriate channel partners based on pre-
partners 24x7 access to up-to-date product information,
defined business rules.
training, sales tools, transaction data, and performance
analysis reports. Increase Customer Satisfaction: Provide customers
with a wide array of partners to match requirements.
Lower Cost-to-Results: Pivotal CRM provides a
Present consistent, channel-independent messages and
comprehensive partner management solution that results
processes to joint customers across all touchpoints.
in faster time-to-implement. An intuitive user interface
allows partners to quickly get up and running on their
personalized partner portal with minimal training.
Contact us today to learn more about how Pivotal CRM can address your unique needs. Call 1-877-PIVOTAL
(1-877-748-6825) or visit us at www.pivotalcrm.com.
“Pivotal CRM makes it possible one-to-one view theeach customer. franchisees with a
comprehensive,
for us to ensure
of
success of our
”
Angelo Tsagarakis, Commercial Manager
Flag Choice Hotels
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For more information or a complete list of our worldwide offices, please visit www.pivotal.com.