Case Study: Pivotal improves sales pipeline visibility and forecasting with Ignyto and Salesforce Sales Cloud

Pivotal streamlines sales in 14.5 days with Ignyto

Pivotal, a market-leading provider of cash and transaction management services, needed a way to monitor its sales pipeline and track account revenue. The company faced challenges with sales efficiency and required a clear overview of business performance for management. To address this, they partnered with Ignyto for a Salesforce solution.

Ignyto implemented Salesforce Sales Cloud and 123 Form Builder, creating tailored sales processes with validation rules and building an integrated form for data capture. This provided Pivotal with lead capture from multiple sources, the ability to track and compare forecasted versus actual revenue, and comprehensive reporting. The vendor delivered the solution in just 14.5 days, resulting in a system that enforces best practices and offers an accurate overview of business performance.

Pivotal