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Software Functionality Revealed in Detail
We’ve opened the hood on every major category of enterprise software. Learn about thousands of features and functions, and how enterprise software really works.
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Visit the TEC store to compare leading software solutions by funtionality, so that you can make accurate and informed software purchasing decisions.
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 b to b sales force crm

Software Functionality Revealed in Detail

We’ve opened the hood on every major category of enterprise software. Learn about thousands of features and functions, and how enterprise software really works.

Get free sample report
Compare Software Solutions

Visit the TEC store to compare leading software by functionality, so that you can make accurate and informed software purchasing decisions.

Compare Now

Sales Force Automation (SFA)

Sales Force Automation (SFA) systems help sales and marketing teams with functions related to taking orders, generating proposals or quotes, managing territories, managing partners, and maintaining contact data. Systems often include various levels of analytic and reporting capabilities. 

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Documents related to » b to b sales force crm

A Stronger Field Sales Force and Better Internet Sales


Endress+Hauser (e+h), an international group of specialists for measurement devices and automated solutions for industrial process engineering, implemented both mySAP CRM mobile sales and e-selling capabilities to reinforce its market- and customer-focused orientation. As a result, it saw a stronger field sales force and increased sales through the Internet.

b to b sales force crm  maintain a competitive edge, by enabling the company to optimize its processes in areas such as product life-cycle management and data warehousing. The latest additions to the company''s SAP infrastructure include mySAP™ Customer Relationship Management (mySAP™ CRM) and its e-selling and mobile sales capabilities. E+H InfoServe, the E+H group''s IT service provider, helped implement the solution. Today, mySAP CRM helps E+H support its sales efforts within the process industry – which includes selling Read More

The Lexicon of CRM - Part 1: From A to I


C.R.M. itself is an acronym, standing for Customer Relationship Management. This is part one of three-part article to provide explanation and meaning for most of the common CRM phraseology. Here, in alphabetical order, is the Lexicon of CRM.

b to b sales force crm  knowledge, or geographical location. B   B2B - Business to Business . Represents business that is conducted primarily between two businesses. B2C - Business to Customer . Represents business that is conducted between a business and end users or customers. Bluetooth - A wireless protocol that allows two objects to communicate with each other, transferring data and transmitting information without having to point at each other as today''s devices equipped with IrDA technology do. BPR - Business Process Read More

5-step CRM Software Selection Guide: A Pragmatist’s Guide to CRM Software Selections


Selecting a new enterprise customer relationship management (CRM) solution is an undertaking that requires careful planning and managed execution. And in fact, there are a number of common mistakes that organizations make. Failing to execute the selection process in an objective and structured fashion can be an expensive financial mistake—as well as a fatal hit to your professional reputation.

b to b sales force crm  quote form.   Oncontact B Notes System navigation console looked good at first glance (functionality was not available for good RT usage), low price There were lots of extra pricing tack-ons, such as the fact that each user who accesses the system in a mobile capacity must purchase Sybase SQL Anywhere or the client version of Microsoft SQL Server. RightNow A- Notes Sales representative offered very consistent contact without being pushy or high pressure. Feedback I gave the salesman after the first Read More

Rules-based Marketing: Helping Companies Transform Leads into Sales


For years, small to medium businesses have envied the powerful marketing campaigns of their larger counterparts. But today, bigger budgets and marketing departments are no longer the only keys to marketing success. Rules-based marketing is an automated strategy involving if–then rules, resulting in communications that are more timely, relevant, and consistent across multiple communication channels, for even the smallest organization.

b to b sales force crm  can provide relevant information back to prospects and customers in real time. DTL: How is this approach changing the marketplace? BG: People are realizing it’s just too expensive to pay for custom-built tools. The cost of paying a custom development company to write your back-end business rules and update your back-end database, and to implement some marketing tool isn’t comparable to the cost of iMarketing Automation. Marketing is fluid, so every time you design a campaign, if you use the custom Read More

Getting Back to Selling


Faced with longer sales cycles, declining sales productivity, and increasingly discerning customers, companies are being forced to streamline and automate how sales information is processed, and change the mechanics of deal-making. Learn more about the strategies that best-in-class (BIC) companies are employing to improve sales effectiveness, boost productivity, and ultimately remain competitive.

b to b sales force crm  Back to Selling Getting Sales Back to Selling If you receive errors when attempting to view this white paper, please install the latest version of Adobe Reader. Information can be readily rolled up, tracked and reported on generating continuous, meaningful and accurate reports on exactly how well a sales organisation is performing. It allows you to define sales and lead processes to suit your business and priorities. It puts control at your fingertips in creating a lean, successful sales Read More

TEC 2015 Certification Report Zavanti CRM


Zavanti CRM is now certified by TEC for online evaluation of customer relationship management (CRM) solutions in the CRM Evaluation Center. Zavanti CRM covers the full customer engagement cycle—from capturing and qualifying a lead, to converting the lead into an opportunity and tracking the state of the opportunity with commercial information, to further converting that opportunity into a project.

Zavanti's front-end CRM system is an adaptation of Microsoft Dynamics CRM. Zavanti CRM leverages most Microsoft Dynamics CRM's out-of-the-box functionality and adapts it for the professional services and property development verticals.

Besides the typical CRM functionality (sales, marketing, and support), Zavanti CRM includes capabilities that support professional services teams with their delivery efforts.

TEC research analyst Raluca Druta gives on overview of the product in the Zavanti CRM certification report. You'll also find detailed functionality graphs comparing Zavanti CRM to competitor solutions in the major CRM functionality areas for professional services and property development.

b to b sales force crm  CRM is now certified by TEC for online evaluation of customer relationship management (CRM) solutions in the CRM Evaluation Center. Zavanti CRM covers the full customer engagement cycle—from capturing and qualifying a lead, to converting the lead into an opportunity and tracking the state of the opportunity with commercial information, to further converting that opportunity into a project. Zavanti''s front-end CRM system is an adaptation of Microsoft Dynamics CRM. Zavanti CRM leverages most Microsoft Read More

How to Improve Business Results through Secure Single Sign-on to SAP


On top of the many challenges faced by IT managers today comes yet another challenge: ensuring efficient and secure user access to SAP. Because of the unencrypted communication between users’ workstations and the backend servers, the SAP environment—and the confidential data it stores—become vulnerable. With a secure single sign-on solution to SAP, however, you can significantly improve the security of this environment.

b to b sales force crm  to Improve Business Results through Secure Single Sign-on to SAP On top of the many challenges faced by IT managers today comes yet another challenge: ensuring efficient and secure user access to SAP. Because of the unencrypted communication between users’ workstations and the backend servers, the SAP environment—and the confidential data it stores—become vulnerable. With a secure single sign-on solution to SAP, however, you can significantly improve the security of this environment. Read More

Ariba to Leave Integration to Specialists


E-purchasing vendor Ariba chooses Tibco Software to integrate back-end programs.

b to b sales force crm  to Leave Integration to Specialists Event Summary Business-to-business E-purchasing company Ariba Inc. (Nasdaq: ARBA) has selected software tool maker Tibco Software Inc. (Nasdaq TIBX) to help Ariba''s customers connect their backend enterprise systems to the Ariba Network. Ariba supplies its own software to connect its customers to systems by vendors such as SAP, PeopleSoft, Oracle and Baan, but according to Ariba VP Dave Rome, the use of specialists such as Tibco will be more efficient. Market Read More

How to Adapt to Changing Consumer Behaviors


Agile commerce means engaging with your customers in a consistent and relevant way, over whatever device or touch point your customer wants to engage with you. This white paper explores what agile commerce is all about, the benefits of an agile commerce strategy, as well as the steps organizations should take to shape an agile commerce environment.

b to b sales force crm  is all about, the benefits of an agile commerce strategy, as well as the steps organizations should take to shape an agile commerce environment. Read More

Lynx to Donate Advanced Messaging to Linux Open-Source Community


Through the release of Lynx’s Messenger Technology code to the ‘Open-Source’ community they hope to gain a strong foothold in Linux messaging as the operating system gains in popularity.

b to b sales force crm  improvements and features to be added to the product. User Recommendations The release bodes well with Linux open source developers who generally take kindly to companies who make their software code available for re-tooling, testing, and engineering, and often implementation and use. This news release really only appeals to Linux messaging developers and companies positioned on the Linux fence. Read More

The High Cost of Change for ERP: What Does It Take to Keep Up-to-date?


Businesses of all sizes and in all industries are finding it difficult and costly to update and modify enterprise resource planning (ERP) systems after installation. The question isn’t whether a typical ERP solution supports change, but rather at what cost? Learn what midsize companies are doing about maintaining, modifying, and updating their ERP systems post-implementation, and what you could be doing better.

b to b sales force crm  Take to Keep Up-to-date? Businesses of all sizes and in all industries are finding it difficult and costly to update and modify enterprise resource planning (ERP) systems after installation. The question isn’t whether a typical ERP solution supports change, but rather at what cost? Learn what midsize companies are doing about maintaining, modifying, and updating their ERP systems post-implementation, and what you could be doing better. Read More

How to Use Talent Supply Chain Management to Overcome Challenges in the Professional Services Market


Professional service providers are starting to apply supply chain management concepts to their strategies for hiring and retaining talent. Adapting to market demands such as globalization and a more sophisticated client base means human resources departments need a complete and integrated process of talent management. But hiring and keeping top talent can also help you increase revenues and increase client loyalty. Find out how.

b to b sales force crm  market demands such as globalization and a more sophisticated client base means human resources departments need a complete and integrated process of talent management. But hiring and keeping top talent can also help you increase revenues and increase client loyalty. Find out how. Read More

Everything You Ever Wanted to Know About LMS But Were Afraid to Ask-Well Maybe Not Everything!


Today, if a company wants to retain its employees, it must take great strides to make their jobs more rewarding. To give their employees the learning experience they’re looking for, many organizations are now implementing learning management systems (LMSes).

b to b sales force crm  type of system to buy to compliment their learning strategy. What Is Learning Management? Learning management is a term used to define strategies that are developed to help achieve learning outcomes. A learning management system (LMS) provides the necessary tools for managing, creating, scheduling, training, or learning in an organization. LMS typically helps to manage both classroom and on-line learning (also known as e-learning). Some LMSs often manage classroom learning alone or e-learning alone, Read More

Enterprise CRM Platform (ECP)


ECP is a platform of role-specific CRM productivity tools for insurance and financial service professionals, providing complete product line capabilities in a comprehensive, industry-specific solution.  

b to b sales force crm  providing complete product line capabilities in a comprehensive, industry-specific solution. Read More

How to Create Dashboards People Love to Use


Dashboards have become a standard business tool over the last decade. Dozens of dashboard-building solutions have sprung up to meet the demand. Yet in the flurry of technology and enthusiasm, little attention has been paid to how to design focused, thoughtful, and user-friendly dashboards. This guide will show you concepts and best practices for creating a high-impact dashboard that people love to use.

b to b sales force crm  enthusiasm, little attention has been paid to how to design focused, thoughtful, and user-friendly dashboards. This guide will show you concepts and best practices for creating a high-impact dashboard that people love to use. Read More