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Pivotal CRM | Pivotal Professional Services
Pivotal Technical Account Management Services
Ongoing guidance, coaching, and recommendations to maximize the value of your investment.
Dedicated technical experts available on short notice
Planning assistance to scale and grow as business needs evolve
Peak system performance and optimal configuration, leveraging best practices
Rapid deployment path and configuration times, accelerating time-to-benefit
Pre-paid services for a quick response and cost-effective deployment
To learn more about Pivotal Technical Account Management (TAM) Services, contact your account manager at +1 877-748-6825 or [email protected].
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Keeping your CRM system and technology infrastructure current with business requirements is an ongoing project. Companies often face challenges keeping up with demand for new functionality, new workflows, new systems to integrate, and new users to support—or simply making decisions about what to implement, when, and how. Pivotal CRM can help.
Pivotal Technical Account Managers (TAMs) are senior technical resources responsible for providing guidance, coaching, and recommendations. Their job is to ensure Pivotal CRM applications and the technology infrastructure on which they are built are working properly and living up to their full potential. TAMs can help you improve your overall deployment strategy, integrate data with more systems, follow best practices, and take advantage of newly released software. They work with you to proactively plan future phases and extensions to your system.
Fix Problems Faster by Applying Deep Technical ExpertiseAs Pivotal CRM’s most senior technical staff, TAMs have vast experience with Pivotal CRM products. Having previously encountered most problems, they can often fix problems significantly faster than even your most highly skilled technical staff.
Get Priority Access to a Wealth of Pivotal ResourcesTAMs have direct access to all of Pivotal CRM’s resources, including R&D and our consulting, training, and global technical support teams. By leveraging this expertise, they can meet immediate business objectives and advise you on ways to reach your long-term goals. They can escalate critical problems as high in the Pivotal CRM technical organization as needed to solve them effectively—and quickly. TAMs are also at the forefront of every Pivotal CRM product innovation. They can provide guidance on new product direction and strategy and the impact they will have on your implementation.
Optimize Your System PerformanceThe role of a TAM is to guarantee the technical success of your deployment. They provide advice and recommendations that help ensure systems are deployed correctly and optimized to meet the performance your users demand. They verify that workflows and customizations support business objectives and are based on industry best practices. And they make certain that the entire solution works properly and integrates seamlessly into your environment.
Get Practical Advice on Your CRM StrategyTAMs can evaluate your existing deployment strategy to mitigate risk and maximize user adoption, as well as helping to guide and develop your vision and strategy for future CRM projects. They begin by evaluating your Pivotal CRM implementation to understand whether it is meeting originally stated business objectives. Through a formal CRM Strategy Workshop, TAMs assist in creating your 12-, 24-, or 36-month plan. Finally, they consult with your staff to ensure that your system is positioned to accommodate anticipated growth and scale.
Enjoy Low-Risk, Cost-Effective OptionsPivotal provides flexible, fixed-fee customized or pre-packaged offerings, including our Basic, Advanced, and Enterprise programs. Each comes with varying amounts of TAM support, so you can pick just the right amount of service to meet your business’ needs and budget. “Basic” provides 10 days of consulting over a three-month period. “Advanced” provides 20 days of consulting over a three-month period. Our “Enterprise” program, designed for organizations with more complex needs, provides up to one year of committed TAM service at a reduced, fixed daily fee.
Put a Pivotal Technical Account Manager on your team and gain anytime access to a CRM expert who ensures you get the most from your CRM investment
Get Expert Help at Every Project PhasePivotal CRM provides a full range of TAM services that support every phase of your project.
Plan Assist in the creation of a 12-, 24- and 36-month CRM strategy.
TAM-led CRM Strategy Workshops
Joint-authored CRM strategy
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Advise the client on the product and corporate direction of Pivotal Corporation.
Assistance with technology workshops•
Define Provide an assessment of the overall project plan, scope, and associated risks.
Document-planning assistance•
Project plan appraisal•
Project scope appraisal•
Project risk appraisal•
Review business objectives of the implementation for comprehensiveness, viability, and inter-departmental compatibility.
Requirements planning assistance•
Requirements analysis appraisal•
Analyze Certify the technology will support business requirements. Identify requirements that might impede project success and provide alternatives.
Platform planning assistance•
Platform appraisal•
Review the proposed network, server, and client architecture.
Platform planning assistance•
Platform appraisal•
Design Certify the overall design of the implementation, including but not limited to hardware and software configuration and application customizations.
Design planning assistance•
Application design appraisal•
Build Certify that Pivotal best practices are being used during the development and implementation processes.
Customization appraisal•
Code development mentoring if needed •
Test Certify that test plans will properly identify problems within the customized application, and ensure that the delivered system meets the specified requirements prior to implementation.
Test planning assistance•
Test plan appraisal•
Deploy Provide an assessment and recommendations on the overall deployment strategy and plans to maximize adoption rate and mitigate risk.
Deployment planning assistance•
Deployment plan appraisal•
Certify the training plan to ensure user acceptance of the application and eventual self-sufficiency.
Training plan development assistance•
Training plan appraisal•
Offer proactive support and facilitation for the resolution of critical support incidents.
Promptly resolved issues•
Pivotal Professional ServicesPivotal CRM strives to help organizations achieve meaningful CRM results by delivering a collaborative and flexible set of services that are designed to meet the unique requirements of each Pivotal customer. Drawing on our extensive technical and industry knowledge and proven methodologies, we give companies the speed and predictability of a CRM solution completed on time, on budget, and customized to each customer’s unique way of doing business.
Learn more about the wide range of implementation, optimization, and upgrade services that accelerate and increase return on your Pivotal CRM investment, while reducing total cost of ownership. Contact us at +1 877-748-6825 or [email protected]. Customers outside of North America should send an e-mail to [email protected].
Take the Pivotal Step with Pivotal Technical Account Management Services Contact a Pivotal CRM representative today to learn more about how we can address your unique needs. Call +1 877-PIVOTAL (1-877-748-6825) or visit us at www.pivotal.com.
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