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Aptean CRM, formerly Pivotal CRM, is a customer relationship management (CRM) software system offered by Avolin, [1] an enterprise software and service company headquartered in Austin Texas. Pivotal CRM includes software tools for sales force automation (SFA), marketing automation and lead management , and customer service automation, as well ...
Pivotal Software, Inc. was an American multinational software and services company based in San Francisco that provided cloud platform hosting and consulting services. Since November 2023, Pivotal has been part of Broadcom .
Pivotal CRM / Aptean CRM Aptean 6.6 January 2019 Proprietary.NET yes Windows MS SQL, Oracle 1996 Really Simple Systems / Spotler CRM Really Simple Systems 2016 2006 SaaS: VBScript, JavaScript, ASP yes Cloud Computing: MySQL: 2006 SageCRM: Sage Group: Sage CRM 2019 R1 February 2019 Proprietary or SaaS: ASP.NET, ASP yes Windows MS SQL, ORACLE ...
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For small businesses, a CRM system may consist of a contact management system that integrates emails, documents, jobs, faxes, and scheduling for individual accounts. CRM systems available for specific markets (legal, finance) frequently focus on event management and relationship tracking as opposed to financial return on investment (ROI).
MarketFirst Software’s core product was MarketFirst, a marketing automation and lead management tool that complemented the rest of the Pivotal CRM (customer relationship management) suite. [ 5 ] In 2012, CDC Software merged with Consona Corporation, to form Aptean.
The accounts do not generate as much revenue as traditional private banking, but given the number of customers, can provide sizeable revenue to the bank. In 2016, Credit Suisse and UBS replaced the phrase "private banking" with "wealth management"; private banking has faced reputational risk as an area for tax avoidance or even tax evasion. [9]
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