The Pivotal CRM team offers business-integration solutions and implementation services, reducing the cost and complexity traditionally associated with integration to Oracle JD Edwards EnterpriseOne HMS.

1. Pivotal CRM Homebuilder Front
Office Integration with Oracle JD
Edwards EnterpriseOne HMS
s o l u t i o n
Homebuilders benefit from a cost-effective, seamlessly
integrated front-office-to-back-office solution
Pivotal homebuilder Front office– the Pivotal CRM team offers business-integration solutions
enterpriseone integration Benefits
• Tight Integration - share data seamlessly
and implementation services, reducing the cost and complexity
and streamline processes with tightly traditionally associated with integration to oracle JD edwards
integrated applications
enterpriseone hMs. With Pivotal CRM solutions, homebuilders
s h e e t
• Productivity - improve efficiency and
prevent errors by synchronizing key can deploy best-in-class applications in the back and front office,
information between the front and back
office
and optimize their cross-application business processes—quickly
• Ease of Use - benefit from a single point
and effectively.
of data entry; automate processes to Homebuilders have invested heavily in their expertise of the Pivotal Professional Services
simplify and coordinate your maintenance EnterpriseOne Homebuilder Management team and Pervasive integration specialists,
of communities, inventory home and lot System to increase business-process efficiency. homebuilders benefit from unrivaled, world-
availability, sales and construction stages,
But these investments yield maximum value class EnterpriseOne and Pivotal CRM
and plan, elevation, and option assignments
only when they are integrated with a flexible, integration expertise. This expertise can assist
• Flexibility and Scalability - leverage a robust Customer Relationship Management homebuilders in integrating other functional
standards-based solution to reduce the cost (CRM) system, providing a crystal-clear, 360- areas, such as scheduling or home mortgage
and complexity of integration
degree view of the homebuyer that can be used operations. Pivotal CRM delivers industry
Feature/Function highlights to make informed business decisions, improve best practices, a proven methodology for
• Geographic structures such as divisions, efficiencies, add value to every customer touch, implementation, preconfigured integration
communities, and phases are maintained and improve the overall homebuyer experience. framework templates, and easy-to-use
in EnterpriseOne and integrated with Pivotal As the marketplace becomes more competitive middleware technology to enable homebuilders
CRM and homebuyers become more discriminating, to deploy a comprehensive integrated enterprise
• Existing EnterpriseOne address-book
homebuilders that embrace a customer-for- that includes a complete, flexible Homebuilder
contacts are integrated with Pivotal CRM; life philosophy can optimize their processes Front Office CRM system fully integrated with an
new buyers, co-owners, lenders, and realtors to present a unified face to prospects, EnterpriseOne back office, at a low total cost of
are passed back to the EnterpriseOne homebuyers, and homeowners, who demand a ownership.
address book consistent, personalized experience across all
• The EnterpriseOne product library— departments. Fully integrated Applications
including plans, elevations, options, and lot Designed to meet the needs of high-production
inventory—is maintained in EnterpriseOne The Pivotal CRM team has partnered with
homebuilders, integration between Pivotal
and integrated with Pivotal CRM Pervasive Software to rapidly connect
Homebuilder Front Office and Oracle JD
EnterpriseOne and Pivotal Homebuilder
• The complete options list, including option Edwards EnterpriseOne offers support for the
Front Office, reducing the time, cost, and
packages and wildcards, is brought into entire homebuyer lifecycle. With this solution,
Pivotal CRM for option selection.
risk associated with enterprise application
complete end-to-end front-office and back-
integration. This partnership gives homebuilders
• Buyer-selected options, contracts, office integration improves data flow and
the best of both worlds: EnterpriseOne, a stable,
addendums, and changes are brought back management access to shared data. Integrated
proven back-office homebuilder management
into EnterpriseOne processes cut manual steps, redundant data
system, and Pivotal Homebuilder Front Office,
• Pivotal CRM tracks the history and entry, and multiple user interfaces, dramatically
a flexible, enterprise-wide marketing, sales, and
relationships between homebuyers, realtors, improving efficiencies.
customer care solution that tightly integrates
lots, contracts, and options for the life of the processes across functional departments and
customer—and the home Any time information is maintained in more than
geographic markets. No single vendor can one location, data synchronization problems
provide this today. Most homebuilders choose can occur, and the administrator needs to
EnterpriseOne and Pivotal CRM independently ensure that each system maintains the same
because they find each to be the best product version of common data. For most companies,
to meet their business needs. Now Pivotal CRM this means manually entering the same data in
efficiently links these critical information systems both locations. With fully integrated applications,
together to build customers for life. however, Pivotal Homebuilder Front Office and
EnterpriseOne can coexist and work together
The Pivotal CRM team has also partnered
by transferring data bi-directionally between the
with Pervasive Software to deliver
two systems, dramatically reducing the risk of
comprehensive integration services and
lost data and lost opportunities.
a cost-effective integration solution for
homebuilders. Leveraging the combined
Pivotal CRM | Solution Sheet

2. The transfer of data is typically done in a batch mode, with always know exactly which lots and homes are available for
information visible in both systems upon completion of the sale and their current phase in the construction process.
batch transfer—completely eliminating the need to log and
make updates in both applications, and mitigating costly data Through this integration, homebuilders eliminate otherwise-
errors. Scheduling of the data synchronization is controlled daunting duplicate data entry in their CRM system. More
by the homebuilder and can be automatically executed as importantly, it allows them to segment and assign sales teams
frequently as desired, from every few minutes to hourly or and specific representatives to sales releases. When it is time
daily. Integrated data is then immediately available to front- to start selling, every release is optimally staffed, so sales
office and back-office users online, and is automatically associates can sell better, sell more, and sell faster.
synchronized with disconnected mobile users.
Reflect Geographic Data in Pivotal homebuilder
Front office Make options for each Construction Phase
Construction planning forms the basis of what products Available in the Front office
are available for sale at any given time. All of that critical Administrators set up available options for each neighborhood
information is entered and stored in EnterpriseOne HMS, in the backend. With integration between Pivotal CRM
available to the back-office on demand, but virtually out and EnterpriseOne, these can be pushed live to the front
of sight to the people who want it most: the sales team. office, so that the assignment of options to releases in each
Sharing information and updates from EnterpriseOne with construction phase is accurately reflected in Pivotal CRM. This
Pivotal Homebuilder Front Office allows sales representatives capability helps sales representatives work with customers to
to access every available release, lot, and inventory home accurately build and select optimal preferences on the spot.
within each region, division, and neighborhood that they are After a contract has been signed, buyer-selected options are
permitted to sell. Their jobs are made that much easier—they brought back into EnterpriseOne.
Pivotal CRM | Solution Sheet

3. Once a community is set up in EnterpriseOne and pulled adjustments, deposits, and contingencies—are all reflected in
into Pivotal CRM, all related data, including pricing, is EnterpriseOne, for consistency across the business.
available in the Pivotal CRM system. Only lots with a release
date in EnterpriseOne will be made available to the front- Maintain a shared Address Book
office. As the release progresses, subsequent changes Break down silos with a single system of detailed contact
to the price in EnterpriseOne are reflected in the Pivotal records. Key demographic data on customers and their
CRM system. Pivotal CRM supports the wildcarding option relationships with lenders or brokers can be shared
feature in EnterpriseOne, allowing for a minimum amount throughout the company—in both the back and front office.
of data transformation to the CRM system. Accordingly, Bi-directional capabilities streamline data entry and ensure
administrators only need to specify options once to make information entered in EnterpriseOne or Pivotal CRM is
them available or wildcarded for all elevations, plans, and always in synch and up to date. Back-office personnel have
releases in each neighborhood. This integration leads to everything they need to get the home built and financed, and
increased productivity and lower costs. front-office staff can easily access customer information to
personalize follow-up, conduct marketing, and ultimately help
Make inventory homes Available in Pivotal find the right home for their customers.
homebuilder Front office
Once geographic data and the option catalog are pulled into The Integration Solution
Pivotal CRM, the sales team can easily access the status The Pivotal CRM and Pervasive teams provide a platform for
and details of homesite inventory homes. The sales team can integration that controls the most expensive and unpredictable
quickly identify and look up pre-planned inventory homes, portion of any integration project: the cost of development.
and inventory homes that have been sold once but are again Integration projects often start small but grow quickly as the
available for sale. With complete access to product plans/ need arises for custom coding and development to tackle the
elevations for lots, sales representatives can look up divisions wide variety of situations an integration team often encounters
and see which plans are assigned to a neighborhood and during the course of a project.
which lots are available for sale, speeding up the sales cycle. A preconfigured solution provides a solid footing for a reliable,
When sales representatives are with customers, they can use adaptable integration and also takes as much account
Pivotal Homebuilder Front Office to look up plans/elevations as possible of customers’ specific requirements. The pre-
that are assigned to lots in EnterpriseOne. They can also look packaged integration solution between Pivotal CRM and
up the status of lots. The Pivotal CRM application facilitates EnterpriseOne includes:
the management of inventory homes by automatically • Integration processes built using the Pervasive
handling the listing of an inventory home and its configuration Development Studio, running on the Pervasive Business
when a contract is cancelled and the construction has already Integrator
begun.
• Customizations to Pivotal Homebuilder Front Office
send Contact and Contract Details to required to integrate with EnterpriseOne
enterpriseone • Configuration of forms and set-up processes
Once a contract is signed, the execution of the contract can • The run-time environment and data repositories required to
be set in motion. Unique buyer information is transferred support the integration
from Pivotal CRM directly to EnterpriseOne, kick-starting
• Documentation
the construction process and instantly providing needed
information for accurate billing, releasing of purchase • Professional services expertise from both the Pivotal CRM
orders, setting up building schedules, and assigning work and Pervasive teams, executing a proven integration
to subcontractors. Through this integration, homebuilders methodology
eliminate the need to re-enter information, which reduces • Ongoing support
errors and administrative costs.
As customers select new options or put the finishing touches Accelerated integration Methodology
on their plans, the systems are automatically updated to The Pivotal CRM team believes customers should spend
reflect the changes. time focused on their business, not on the business of
technology. We understand the importance of leveraging data
Contract details are sent from Pivotal Homebuilder Front in EnterpriseOne from Pivotal Homebuilder Front Office, and
Office to EnterpriseOne only after a homesite has been sold; vice versa. We have partnered with Pervasive Software to
all quotes remain in Pivotal CRM. Cancellations, transfers, employ an in-depth and flexible implementation methodology,
and updates to contract details—such as the realtor, lenders, “PRIMe,” that powers the successful implementation of data-
infrastructure projects and speeds customer achievement of
value. The key to an on-time, on-budget implementation is
Pivotal CRM | Solution Sheet

4. i. Discovery Phase ii. implementation Phase iii. Acceptance Phase
Key Activities: Key Activities: Key Activities:
Pre-project Assessment/Discovery • Detailed Design Workshops • Client/User Acceptance Testing
• Detailed Requirements Workshop • Integration, Mappings, and UI • Conference Room Pilot
• Proposal/Project Plan Development • Specifications Development • Training and Education (optional)
• Customer Review and Acceptance • Technical Implementation • Integration Rollout
Documentation Development • Post-Project Review
• Migration, Functional, and Technical
Design
• Design Review
• Integration Configuration and
Development
• Data Migration of EnterpriseOne
Records
- Cutover Requirements and Strategy
- Data Mapping Validation
- Data Scrub and Population of Pivotal
CRM
• User Profile Setup
- Security Profiles
- Validation
- Employee Record Setup
• Integration Functional and Performance
Testing
• UI Testing
Deliverables: Deliverables: Deliverables:
• Legal Documentation • Specification of Operational Design and • Support Documentation
• Project Plan and Proposal Customer Environment • Project Overview (De-brief ) Session
• Business Process Flow Diagram • Documentation of Best Practices,
• Documentation of Functional • Suggested Process Improvements, and
• Requirements, Mappings, and UI Other Intellectual Property
Specifications
• Milestone Deliverables and Reviews
• Change Requests
• Testing Results Report
understanding what needs to be done and using professional, have been completed, that the customer can receive
experienced project management and integration specialists world-class support, and that new best practices
to keep the project team focused on the goal: improving your identified are implemented. Details of the scope of
business with tools that fit and optimize your processes. documentation, knowledge transfer, and production
rollout will be defined explicitly in the initial proposal.
PRIMe is a three-phase methodology consisting of the
following: Each of the PRIMe steps may include one or more substeps
based on your needs. These are the components that make
1. Discovery Phase: this phase is dedicated to PRIMe flexible enough to scale to many different types and
understanding the customer’s requirements and defining sizes of data infrastructure projects.
the project objectives, with the goal of producing a
project plan and proposal. PRIMe, combined with best practices in CRM and integration
to EnterpriseOne, forms the basis for data-integration
2. Implementation Phase: Pervasive Professional Services
excellence. Not only will homebuilders benefit from a
team members assigned to the project review the
complete and scalable integration solution, they will also
approved design documents. Details are documented
benefit from a proven methodology. Customers have found
and clarified by working with the customer to resolve
that by incorporating learning and best practices from initial
unknowns and mitigate risks. As milestones are reached
projects, later projects are done more quickly, and more work
or scope changes are identified, they are reviewed with
can be reused. This produces faster time-to-benefit from
the customer.
application integration by minimizing learning curves within
3. Acceptance Phase: the acceptance phase consists of the organization. The complete solution of technology and
three steps, which ensure that the project deliverables
Pivotal CRM | Solution Sheet

5. methodology can help you move from current state to desired About Pervasive software
state smoothly, while helping you become self-sufficient for Pervasive Software is a global value leader in data
future initiatives. infrastructure software. The company’s award winning
products enable customers to manage, integrate, analyze,
About Pivotal CRM for homebuilders & Real and secure their critical data, providing the industry’s best
estate combination of performance, reliability and cost. Pervasive’s
Tailored specifically for the high-production homebuilders strength is evidenced by the size and diversity of its customer
industry, Pivotal Homebuilder Front Office is designed base, serving tens of thousands of customers in virtually every
to handle the complete marketing automation, lead industry market around the world. With headquarters in Austin,
management, sales automation, and customer care cycles Texas, Pervasive was founded in 1994 and sells its products
of volume homebuilders—from the first point of interest into more than 150 countries.
through the complete sales cycle to the handling of service
and warranty requests years after a home is purchased.
Built on an enterprise-class, Microsoft-based platform,
Pivotal Homebuilder Front Office offers industry-specific
functionality, while still providing the flexibility to support each
homebuilder’s unique business processes and operations.
For more information, please visit pivotal.com/homebuilders.
take the Pivotal step with Pivotal CRM for homebuilders & Real estate
To learn more about how Pivotal CRM for Homebuilders & Real Estate can help your organization increase efficiencies and improve client service,
call us today at +1 877-PIVOTAL (+1 877-748-6825) or visit us at http://www.pivotal.com/homebuilders.
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