CRM goes vertical

Pivotal is introducing what it claims are the first vertical CRM offerings specifically designed for mid-enterprise companies. Pivotal also announces it is working closely with strategic partner Cap Gemini Ernst & Young on its newly released strategy for the investment banking, healthcare insurance and real estate/construction verticals.

Pivotal reports industry-specialized CRM offerings feature pre-configured business rules and workflow, adaptable data models and customization designed for specific business needs of mid-enterprise companies. The company reports it developed this approach by working closely with existing customers to gain a understanding of the requirements in each target segment.

Pivotal's first set of industry offerings will combine Pivotal's acclaimed mid-enterprise CRM software suite with specialized features and services for the investment banking, healthcare insurance and real estate/construction markets.

The company describes the offerings as follows:

• Mid-Enterprise Investment Banking allows commercial banks automate corporate finance opportunity management, increase sales and trading transaction closure rates and improve the information flow between analysts, sales and trading professionals. Pivotal also enables investment banks to quickly and securely serve the critical financial information requests of customers and prospects.

• Mid-Enterprise Healthcare Insuranceis designed to link health insurance company employees with independent agents, employer groups and members in a collaborative sales, marketing and service environment to increase the value of every interaction. With this offering, healthcare insurance companies can drive sales and marketing, agency relations, underwriting, and operations, with cross-enterprise collaboration. Using the offering, healthcare insurers and agents can quickly respond to business requests and inquires in real-time, reduce administrative costs, and increase premium revenues.

• Mid-Enterprise Real Estate/Construction enables are able to address the challenges of managing multi-channel leads by using unique tools to increase up-selling and cross-selling opportunities and improve customer service. The system offers multi-channel access lead management, marketing and profiling, property management, quote management, realtor management and customer homebuilder action planning.