Pivotal Polska

Innovative IT Solution Support

For almost 20 years, we’ve been prototyping, developing, and implementing innovative IT solutions supporting the core business processes of our clients from financial institutions to real estate, medical, manufacturing, and e-commerce companies. We aim to deliver best-in-class IT solutions and enable our clients to improve the efficiency of their client relationship processes.

Advisory & Implementation Services: 

  • Analysis of the Clients’ needs 
  • Solution advisory 
  • Design & development of dedicated solutions 
  • Project management​ 
  • Implementation & Configuration 
  • Testing​ services 
  • User training 
  • Go – live support

Maintenance & Support Services: 

  • Production support
  • Bug fixes
  • Performance management 
  • Change requests implementation
  • Platform upgrades 
  • Security vulnerabilities

Enterprise Debt Management – EDM 3.0:  

  • CRM: 360 ClientView; Tasks calendar; Security; Integration 
  • Front-end processes: DebtCall processing: (Restructuring, Termination, Field debt collection, hard debt collection); Call Center integration; Reporting 
  • Smart debt collection engine: strategy path configuration; recommendation of next steps; templates of written communication 
  • AI for EDM 3.0 – advisory, scenario: classification models (products & clients); scoring models (products & clients); recommendation of the next, best action

Financial Services:

  • CRM for Retail & Corporate Line of Business
  • Front-end processes: sales processing (account opening, credit, loans, mortgages and more); post-sales (account management, credit card, limit management); internet & mobile banking support services 
  • Call Centers 
  • Debt collection EDM 3.0 
  • Investment Advisory Platform

Real Estate:

  • CRM, marketing and sales management
  • Investment budgeting & forecasting
  • Projects management: project tracking (timeframe, scope management, milestones)
  • Post sales support: individual flat requirements; finishing packages; claims & complaints; self Service Portal
  • Payment Monitoring
  • Reporting & analysis

Production, Distribution, Retail, B2B E-Commerce:

  • Finance & Operations: CRM, Sales process: 360 View (client, supplier, products); SFA; lead & opp management; campaign management; offerings; negotiations; pricing & order management; contact management
  • Post-sales processes: service support
  • Supplier management
  • Logistics support: delivery monitoring; incident notifications, alerts

Pivotal Poland sp.z o.o.

ul. Powązkowska 44C, 01-797 Warsaw, Poland

+48 22 814 77 12 • info@pivotal.plwww.pivotal.pl

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