Integration with Pivotal CRM 6.5

The standard COMBINUM/CRM integration is now compatible with the redesigned Pivotal CRM 6.5.

Pivotal CRM 6.5 features a completely redesigned sales automation user experience that enables secure, mobile access from any laptop, desktop or tablet.

User adaptation key to CRM success

Pivotal CRM is a modern CRM system built on the innovative Microsoft .NET platform as is COMBINUM.

The design and navigation in Pivotal CRM is designed to closely mirror Microsoft® interface. The idea is to minimize the learning curve and make the system easy to adapt for the users. Too many CRM projects have failed because the systems are too cumbersome to use or not focused on their task.

Read more about Pivotal CRM 6.5.

Customer-oriented quotes combined with rules and logic

It is with pride we launch the integration between Pivotal CRM 6.5 and COMBINUM. It's a standard integration that has been developed in close cooperation with Pivotal Italia.

Giovanni Musolino, Sales Manager at Pivotal Italia:

"With the integration to COMBINUM we create an efficient workflow that combines the customer-oriented quote management in Pivotal CRM with the logic and rules of the configurator."

The user creates his quote or order the usual way inside the CRM system, but with one click new opportunities are opened in the form of a configurator window where the user can configure the chosen product. The integration also manages display and query of saved configurations, reuse, getting and setting of data, status handling and login.

The integration is built on web services which let COMBINUM and Pivotal CRM communicate in a dynamic way. The integration platform is generalized and is excellently suited for building integrations with other CRM or ERP systems.