Click on the slide!

CRM Products and Services

Red Clay implements and integrates Microsoft and Pivotal CRM for companies of all sizes.

More...
Click on the slide!

Oracle Utilities / LODESTAR

Red Clay boasts the deep experience in Oracle Utilities (LODESTAR) Rules Language and supports that competency with strong ASP and Crystal Reports development skills.

Click on the slide!

Development Services

Red Clay can cost-effectively, design, develop, deploy and support web-based applications, server-side transaction platforms or LAN-based client / server systems that fulfill your specific business requirements.

Frontpage Slideshow (version 2.0.0) - Copyright © 2006-2008 by JoomlaWorks

Pivotal CRM Implementation

Pivotal CRM implementation, integration, and consulting services for small and medium-sized businesses

 

Red Clay is recognized as the #1 Pivotal CRM consulting firm in the United States. Red Clay offers complete Pivotal CRM implementation, integration, training, and support services for both new and existing Pivotal CRM installations.

Pivotal CRM is ideal for companies with specialized business models and robust in-direct sales channels offering.

Pivotal offers custom solutions for the financial services, healthcare, home building, real estate, legal services, and manufacturing industries.

The advantage of Pivotal’s industry-specific CRM applications is that they address underlying industry processes—saving your business from that first layer of customization and providing functionality that you can gain value from immediately. Our solutions are based on a customizable platform that allows you to make enhancements to suit the exact needs your business dictates—so you can stay nimble in the face of change.

With Pivotal CRM, you can deploy a solution that offers built-in best practices specific to your industry and provides a flexible technology foundation that ensures your ongoing success.

 

Sales Force Automation

  • Microsoft Outlook Integration
  • Microsoft Office Data Interaction
  • Team Selling
  • Quote and Proposal Management
  • Revenue Forecasting
  • Territory Management
  • Mobile Solution
  • Call Scripting
  • Opportunity Management
  • Relationship Management
  • Sales Efficiency Tools
  • Multi-Channel Sales Integration
  • Automated Price Calculations
  • Discount Management
  • Order Management
  • Competitive & Industry Intelligence
  • Expense Management
  • Sales Analytics

Service Automation

  • Service-Request and Issue Management, Queuing, and Tracking
  • Automatic Service Request Routing
  • Service-Level Agreement and Escalation Management
  • E-mail Management
  • Problem Resolution
  • Quality Management
  • Time and Activity Tracking and Management
  • Internal and External FAQ/Knowledgebase Management
  • Product Registration and Contract Management

Partner Management

  • Partner Recruitment
  • Partner Assessment and Enrollment
  • Lead Management and Distribution
  • Opportunity Management
  • One View of Partner Sales Cycle and Operations
  • Partnership Profile

CRM Analytics

  • Data Mart Schema
  • Data Integration and ETL Routines
  • Built-In Set-Up Wizards for SQL Server
  • Microsoft Office Integration
  • Open Interface to BI Viewers and Analysis Tools
  • Pre-Defined Sales and Marketing Reports and Analysis Templates

Call Scripting

  • Script-Authoring Module
  • Script Launching
  • Branching Logic
  • Scoring Formulas
  • Closed-Loop Activities and Follow-Up
  • Intuitive User Interface
  • Inbound and Outbound Interaction Automation
  • Telemarketing Capabilities
  • Reporting

 

Pivotal CRM Sales Demo

Pivotal CRM Demo

Runtime: 3 Minutes, 57 Seconds

 

 

Webcasts