UXC Eclipse appointed as Australian partner for Aptean’s Pivotal CRM

UXC Eclipse LogoMay 15, 2014 – UXC Eclipse Pty Ltd (UXC Eclipse) has signed an agreement with Aptean to be a preferred implementation partner for Aptean’s Pivotal CRM (Customer Relationship Management) solution in Australia.

Aptean‘s Pivotal solution is a full-featured CRM platform built on the Microsoft .NET framework. The partnership sees UXC Eclipse appointed as a fully-authorised reseller of the Aptean Pivotal software licenses, End-User Maintenance Agreements and a supplier of Pivotal professional services.

“We chose UXC Eclipse because the company has a strong team of consultants who know the Aptean Pivotal solution well,” said Frank Hung, managing director, Asia Pacific Sales, Aptean “We are confident that the UXC Eclipse team’s implementation, customisation and support skills for this product will deliver outstanding results for Australian customers. UXC Eclipse will hit the ground running.”

Bradley Stroop, CEO UXC Eclipse, said, “UXC Eclipse is excited to add Aptean Pivotal back into its portfolio. It fits perfectly with UXC Eclipse’s other solutions and enhances the team’s ability to deliver technology solutions that help businesses operate more effectively.

“Aptean Pivotal is built on a flexible platform that provides a customised CRM experience built around business processes and needs; not the other way around. Combined with UXC Eclipse’s approach, which uses the right mix of people, processes, software and technology to meet customer requirements, Aptean Pivotal offers Australian customers a solution that automates and streamlines their sales, marketing, customer service and partner relationship management functions.

“Our confidence and experience in this solution means UXC Eclipse can deliver strong Australian success for Aptean.”

A new release of the Aptean Pivotal solution will be launched later in the month, which will include new features around Social, Business Intelligence and Mobility.

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About UXC Eclipse
UXC Eclipse is a leading provider of intelligent business solutions to the enterprise and mid-market.

Established in 1991, UXC Eclipse’s success has been built by providing the highest levels of service and offering a choice of solutions from leading software vendors. UXC Eclipse also delivers industry-specific (vertical) solutions on the Microsoft platform to meet ERP and CRM requirements.

UXC Eclipse’s service offerings include applications business consulting & project management, applications development, corporate performance management and business process management.

With a team of over 600 people across 18 international offices (Australia, New Zealand, Fiji, Canada and then United States), UXC Eclipse is committed to supporting over 2,700 customers.

About Aptean
Aptean, a global leader in enterprise application software (EAS), gives businesses of all sizes a competitive edge. We empower people and businesses with end-to-end, industry-specific solutions to address complex business challenges more effectively. Our software applications and professional business services enable more than 5,000 customers to more successfully manage their businesses. Software built specifically for our target markets, aligned with deep knowledge across vertical industries, allows businesses to satisfy their customers, operate more efficiently, and stay at the forefront of their industries.

For more information, visit our website at http://www.uxceclipse.com.

UXC Eclipse press contact:
Michelle Taylor
Recognition PR
02 9252 2266

How to find your perfect CRM partner this Valentine’s Day

OBS LogoAll your industry colleagues are in love with their CRM system. Their sales are soaring, while you’re not sure if you’ll ever find the right match.

But finding the perfect CRM partner is possible if you follow ‘the CRM dating rules’ from IT services company OBS. According to Kirsty Holmes, CRM Consultant OBS, it is possible to avoid the dodgy pretenders and failed relationships and have a long happy life with your CRM, as long as you take the right steps.

Get your priorities straight
Using 10 different dating websites would make your head ache. Similarly, don’t try to do everything all at once with a CRM solution. Narrow your criteria to just one of the three core CRM areas below.

Think about which area or business unit would get the most value from a CRM trial. It’s important to understand what you want to get out of a trial before you embark on one. For example:
1. Sales team for salesforce automation;
2. Marketing team for behavioural and marketing analytics; or
3. Delivering inside out customer service.

Engage a matchmaker
Just like with dating, some businesses have a list of features they want while others struggle to articulate what they need. Don’t be afraid to ask for independent, expert input and guidance. The right help at this stage is invaluable and a ‘matchmaker’ might be exactly what you need.

What attributes are you looking for? What are the key features that will demonstrate real value? Desired qualities and outcomes will vary depending on your needs but most businesses should consider the following:
1. Pipeline, forecasting and central sales data;
2. Easy configuration, integration and extensibility;
3. Business Intelligence;
4. Customer Relationship Management;
5. Mobility options;
6. Document Generation;
7. Workflows.

Trial the commitment
A trial won’t tell you everything you need to know, it will only skim the surface. Only once you’re committed will you find out what a system can really do. It’s important to have a framework in place to evaluate your potential suitor.
* How much do you like them: How will you evaluate if CRM is a good fit for the business?
* How much do you need to change them to really like them: What configuration is necessary to make this work for your unique needs?
* Are they worth the effort: What are the key features that will make this investment pay off?

Introduce CRM to your family
If you want CRM to be more than a fling then you need an executive project sponsor.  Think of this as introducing them to your family.

The executive project sponsor should be someone with seniority who clearly understands the objectives of the CRM project and can articulate its benefits to the rest of the senior management team. 
Kirsty, said: “Independent, expert insight will help you understand how your business could be improved through CRM and let you experience the cost-effectiveness, quick deployment and rapid user adoption of business solutions. The right CRM partner understands your needs and adds business value.”

“If you’re ready to put yourself out there and try to find a CRM partner, follow these tips and you may be in love within weeks.”

Why KISSing is best when it comes to CRM

OBS LogoNovember 11, 2013 – Unlocking the benefits of a Customer Relationship Management (CRM) system can lead to an improved bottom line through more efficient teams and increased customer retention rates, but many companies are failing to use CRM systems consistently and effectively.

The solution is to simplify the system and make it easier for staff to use, according to Matthew Tan, CRM Practice Lead, OBS

Tan said, “A CRM system can offer many benefits to a business and its customers. It increases visibility of the sales pipeline and customer interactions. This in turn lets managers track against targets and provide support where required. Customers now expect a company to have a record of all the interactions that have taken place and for transactions or complaints to be dealt with quickly and efficiently. A CRM system ensures that all the relevant information is recorded.

“The more complex a system is the less people are likely to use it. That might sound obvious, but once they realise the benefits of a CRM system, many organisations attempt to implement too many features too quickly. This becomes intimidating for users and ultimately risks the project failing. The message is clear; don’t try to tackle everything at once. In other words, stick to that time-honoured advice of KISS (Keep It Simple, Stupid).”

How to KISS:
1. Capture the important stuff first
A phased implementation ensures that users don’t become overwhelmed and implementation remains as simple as possible. First, start to capture the most important data such as customer details, the service or product being proposed, and the estimated value and close dates. Even with just this basic data, organisations will immediately benefit from the ability to create dashboards and reports, which can then be used to create other information such as sales leader boards and progress charts.

2. Don’t burden users
Some organisations place too much responsibility on the users of the CRM to figure out how to navigate complex user interfaces and remember all the different fields to fill in. Using the system should be intuitive and simple. Make sure that your CRM is clearly navigable and have support in place for any questions that might arise.

3. Choose a simple interface
A busy screen can be intimidating. Highlight important fields and make it clear when to fill them in. Key data should be kept to a minimum to avoid overwhelming users, particularly in the early stages of adoption.

4. Don’t ask for superfluous information
Only ask for information that is actually required. Anything else is time-consuming, unnecessary and risks irritating the end-user. Make sure that the benefits of capturing each piece of information are clearly explained.

5. Present information in a meaningful way
An organisation might have a significant amount of data, but if it is not presented in a clear, easy-to-understand format, it will not be used and will go to waste. Make sure your information is presented in the simplest way possible.

Keeping it simple doesn’t remove the need for training, change management or executive support. It will help the implantation run more smoothly and increase adoption across an organisation.


OBS is a leading Australian IT Services Company focused on helping organisations transform their business with Microsoft technology. OBS provides world class consulting, implementation, development and managed application services around Microsoft SharePoint, Dynamics CRM and Cloud technologies.

OBS is recognised for its passionate people, innovative solutions, and proven success in more than 300 organisations across Australia including a quarter of the ASX 200.

Part of the Empired Group of Companies, OBS has over 150 staff in offices across Australia that service Sydney, Melbourne, Canberra, Adelaide, Brisbane and Perth