CDC Software’s Pivotal CRM for SMB Solution to be Implemented at California Investment Management Firm
SHANGHAI, ATLANTA, August 30, 2011—CDC Software Corporation (NASDAQ: CDCS), a global enterprise software provider of on-premise and cloud deployments, today announced Chandler Asset Management plans to implement Pivotal CRM for Small and Mid-size Business (SMB) for the investment management firm’s Institutional Asset Management and Wholesale Asset Management lines of business.
Pivotal CRM for SMB is CDC Software’s customer relationship management (CRM) solution specifically tailored for small and medium-sized organizations and designed for quick deployments in as little as six weeks. Chandler Asset Management, a San Diego, Calif.-based investment management firm, is implementing Pivotal CRM for SMB since its legacy contact management system could not manage the complexity of its client information. Chandler Asset Management plans to implement Pivotal CRM for SMB for 20 users, which includes workers who will access the system remotely from their Denver and Chicago offices.
Chandler Asset Management is an independent, client-focused investment
adviser that manages more than $6 billion for institutional investors including public agencies, healthcare providers, foundations, endowments and corporations. The company specializes in the management of investment grade fixed income portfolios.
“Our success is based on our in-depth understanding of each client’s specific objectives and preferences,” said Martin Cassell, CEO, Chandler Asset Management. “We selected Pivotal CRM for SMB because we needed a flexible system specifically designed for the business processes and data models commonly used by institutional asset management firms like us. Also, as a small firm, we needed an affordable and easy to use solution that could start delivering timely results and we believe Pivotal SMB is just that system.”
“Despite the differences in size between enterprise and SMB companies, Chandler Asset Management, share many of the same business requirements and challenges of our larger institutional asset management customers using Pivotal CRM,” said Jason Rushforth, president of Front Office line of business for CDC Software. “Pivotal CRM’s functionality was designed to specifically address the unique business requirements of this financial services market. That is why we believe Pivotal CRM for SMB will help Chandler Asset Management manage client activity more strategically which ultimately will help them grow their business.”
With Pivotal CRM for SMB, companies can gain a complete view of their customers across sales, marketing and customer service that can help them win new business, build customer loyalty, improve insight, reduce costs, and increase revenue. Pivotal CRM for SMB offers a complete out-of-the-box CRM solution with all the functionality required to meet the needs of small and mid-size businesses, with a fast implementation and low total cost of ownership. Pivotal CRM for SMB’s functionality includes contact management, sales force automation, customer service and self-service, and partner management, as well as marketing automation, all provided in a modular fashion for maximum flexibility.
Pivotal CRM for SMB is based on the powerful Pivotal CRM 6 platform which offers a seamless and elegant user experience that integrates CRM with the Microsoft technologies that are familiar to most SMBs. With Microsoft SharePoint and Microsoft Visual Studio Form Designer embedded in Pivotal CRM for SMB’s Toolkit, the CRM system can become a hub for all business activities and collaborations, allowing users to complete much of their daily work without having to switch back and forth between multiple applications. With Microsoft Outlook embedded, users don’t have to worry about data synchronization issues between their CRM and Outlook inbox, and they can complete their calendaring, task, or e-mail activities in either application. Pivotal CRM for SMB also features easier configuration, enhanced searching and reporting, ease of use, and the flexibility to conform to each SMB’s unique way of doing business, all of which help increase user adoption and lead to overall higher worker productivity.
Pivotal CRM for SMB is architected for high user adoption, ease of use and maintenance, and low total cost of ownership with SMBs in mind; it provides personalized and dynamic task-based navigation, rich personalized dashboards to push relevant content, easy configuration and customization, and an intuitive and familiar Microsoft-style user interface.
About Pivotal CRM
CDC Software’s Pivotal CRM is a flexible, powerful customer relationship management solution for organizations that want to use CRM strategically by modeling, enhancing and streamlining their unique sales, marketing, and customer service processes. Built with the user experience in mind, Pivotal CRM offers significant flexibility and customizability, enabling organizations to tailor the system precisely to their users’ needs. With a Microsoft-style interface and role- and task-based navigation, Pivotal CRM is an easy-to-use system that reduces the learning curve and helps increase user adoption. Pivotal CRM embeds Microsoft Outlook and SharePoint and tightly integrates with the Microsoft Office suite, bringing data to the user when and where they need it, for optimal efficiency.
About CDC Software
CDC Software (NASDAQ: CDCS), The Customer-Driven Company™, is a global enterprise software provider of on-premise and cloud deployments. Leveraging a service-oriented architecture (SOA), CDC Software offers multiple delivery options for their solutions including on-premise, hosted, cloud-based Software as a Service (SaaS) or blended-hybrid deployment offerings. CDC Software's solutions include enterprise resource planning (ERP), manufacturing operations management, enterprise manufacturing intelligence, supply chain management (demand management, order management and warehouse and transportation management), global trade management, e-Commerce, human capital management, customer relationship management (CRM), complaint management and aged care solutions.
CDC Software's acquisitions are part of its "integrate, innovate and grow" strategy. Fueling the success of this strategy is the company's global scalable business and technology infrastructure featuring multiple complementary applications and services, domain expertise in vertical markets, cost effective product engineering centers in India and China, a highly collaborative and fast product development process utilizing Agile methodologies, and a worldwide network of direct sales and channel operations. This strategy has helped CDC Software deliver innovative and industry-specific solutions to approximately 10,000 customers worldwide within the manufacturing, distribution, transportation, retail, government, real estate, financial services, health care, and not-for-profit industries. For more information, please visit www.cdcsoftware.com.
Cautionary Note Regarding Forward-Looking Statements
This press release includes "forward-looking statements" within the meaning of the United States Private Securities Litigation Reform Act of 1995, including statements relating to our beliefs about the planned implementation of Pivotal CRM for SMB at Chandler Asset Management, our beliefs and expectations regarding the features and potential benefits of using Pivotal CRM for SMB, our beliefs regarding our market and competitive position, and other statements that are not historical fact, the achievement of which involve risks, uncertainties and assumptions. These statements are based on management's current expectations and are subject to risks and uncertainties and changes in circumstances. There are important factors that could cause actual results to differ materially from those anticipated in the forward looking statements including, among others: the continued ability of our products to address industry and customer requirements; demand for and market acceptance of new and existing solutions; the acceptance of our products in new territories and geographies; the ability and willingness of our partners to fulfill any obligations they may have to us; and the development of new functionalities that would allow customers to operate more effectively. Further information on risks or other factors that could cause results to differ is detailed in our filings or submissions with the United States Securities and Exchange Commission, including our Annual Report on Form 20-F for the year ended December 31, 2009, filed with the SEC on June 1, 2010, and those of our ultimate parent company, CDC Corporation, located at www.sec.gov. All forward-looking statements included in this press release are based upon information available to management as of the date of this press release, and you are cautioned not to place undue reliance on any forward looking statements which speak only as of the date of this press release. Results may vary from customer to customer, based upon particular facts and circumstances. Any website addresses provided herein for parties other than the company or its subsidiaries or affiliates, are not part of this press release and the contents such websites are not incorporated herein or adopted in any way by the company. The company assumes no obligation to update or alter the forward looking statements whether as a result of new information, future events or otherwise. Historical results are not indicative of future results.