Pivotal for Davidson

Representatives of CDC Software announced today that Davidson Companies has chosen the Pivotal Customer Relationship Management suite of software applications for its Equity Capital Markets practice. Davidson cited Pivotal CRM’s financial services industry-specific functionality as primary reason for going Pivotal.

Davidson’s Equity Capital Markets will be employing Pivotal CRM for its comprehensive, integrated, industry-specific application that promises to increase operational performance, streamline processes across the value chain, and improve responsiveness to client requests. When Pivotal installation is complete, Davidson Companies plan to have approximately 200 users in 20 offices supporting 16,000 contacts.

Davidson Companies, founded in 1935, is an employee-owned financial services holding company based in Great Falls, Montana. Davidson Companies owns D.A. Davidson & Co., the largest full-service investment firm based in the region. Also part of the Davidson Companies family are Davidson Trust Co., a wealth management and trust operation; Davidson Investment Advisors, a professional money management firm; Davidson Fixed Income Management, a registered investment adviser providing wealth management and other fixed income services; and Davidson Travel, a full-service travel agency.

Pivotal Corporation is a software unit of CDC Corporation that boasts of clientele of 1,800 companies all its own, including Farm Credit Services of America, WCI Communities, Premera Blue Cross, Qiagen, ESRI, AvMed Health Plans, Sharp Electronics Corporation, and CMS Cameron McKenna.

CDC Software is a provider of enterprise software applications designed to assist organizations in delivering a superior customer experience. The CDC Software product suite includes Pivotal CRM, c360 CRM, Microsoft Dynamics CRM platform development tools, Ross enterprise resource planning, Ross supply chain management, IMI warehouse management, order management, Platinum China human resource solutions, and business analytics.

CDC Software now boasts more than 5,000 customers worldwide in the manufacturing, financial services, health care, home building, real estate, and wholesale and retail distribution industries. CDC Software is a division of CDC Corporation, a provider of enterprise resource planning and supply chain management software applications in addition to its CRM solutions.