- Region: UK
- Industry: Financial Services
- Sub Sector: Banking
- Size of company: 200 Employees
Pivotal is the market leading provider of cash and transaction management services across the UK and Ireland. Pivotal services include cash in transit, coin services, atm replenishment and engineering, foreign currency services and merchant services. Pivotal currently service over 3000 UK and Ireland customers helping them to save money, eliminate risk and increase the bottom line in their businesses.
Pivotal needed a way to monitor and manage their sales pipeline and inbound leads which would help the sales team with efficiency and also provide management with a clear overview of business performance. Pivotal also required a way to track the revenue of each of their accounts and also have their sales form built within Salesforce so sales users could easily input data when out with clients.
Business Requirements included:
Ignyto implemented the following Salesforce Solutions for Pivotal:
“Ignyto have been the perfect partner to work with to build our CRM system from the start up. They really understood our needs and worked with us to perfect the system. Our assigned account manager, Katie, couldn’t do enough to support us and was always on hand quickly for some of our out of the box questions and requests.
We couldn’t recommend Ignyto enough and will use in the future as we grow the CRM functionality.”