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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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 create sales pipeline


IT Sales Lead Generation: Understanding the Complex Sales Needs of the IT Industry
The sales lead generation process for technology companies is very different from lead generation in other industries. Technology sector needs are more precise,

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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.

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

Configure Price Quote (CPQ)

Configure, price, and quote (CPQ) solutions (sometimes known as quote-to-order, or Q2O, systems) help drive sales effectiveness by supporting configuration and pricing activities and the generation of quotes that occure during the sales process. CPQ solutions create accurate and professional sales quotes for complex, custom-engineered or customizable products while streamlining core processes and lowering costs. Common features of CPQ software include product catalog and pricing functionality, product visualization, and support for channel sales.  

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Documents related to » create sales pipeline

How to Outsell the Competition: The Benchmarking Edge for Successful Sales Execution


Benchmarking is a process where companies compare their performance over time against their competition. In doing so, they can identify where their strengths lie and where improvement may be needed. The point of benchmarking is to focus on areas that will yield the best return. For companies to succeed in their benchmarking efforts and gain a sustained competitive advantage, five key steps should be considered.

create sales pipeline  example, you can also create your own KPIs to measure other things important to measuring your sales success. And if you are an ecommerce company that provides goods or services over the Web, look for a solution that enables you to drill-down to any customer record and see a complete history of that customer's activities on your website, seeing exactly what pages he or she has visited, how often, and even the page currently being viewed. With this kind of functionality, not only can you view the exact Read More

Sales Force Automation Buyer’s Guide


No matter how effective your sales staff is, there’s always room to boost efficiency and increase sales. But how you go about doing so may be a point of contention. Sales force automation (SFA) solutions come in many flavors, but they don’t all offer the comprehensive SFA functionality you need. Find out how to avoid the pitfalls of choosing SFA software, and get help matching your needs with the right solution for you.

create sales pipeline  needs. The battle to create a competitive advantage among SFA vendors has led to a diverse menu of features to examine during the buying process. Also, SFA solutions may have other unique attributes that may make them ideal fits for your company. We've laid out the most important of these below. The three most important criteria to respondents were: 1. The right features: 48% 2. The right cost: 18% 3. Ease of implementation: 12% Essential Requirements Every SFA solution should include a core group of Read More

Software as a Service for Customer Relationship Management and Sales


Major vendors are noting the growing demand for software as a service. However, smaller providers are forging new ground by offering services for inventory and collaborative planning.

create sales pipeline  developers or partners to create and manage their own data centers or infrastructures. The vendor expects these AppExchange applications to not only dramatically extend its on-demand CRM application portfolio, but also to include diverse new areas such as finance, electronic signatures, document management, project management, credit and collections, mobile workforce management, data cleansing, professional services management, human resources (HR) and many, many others. There is no charge for trying Read More

Sales Performance Management


A productive sales force must concentrate on acquiring, growing, and retaining profitable relationships with its clients. This requires clear, detailed views of prospects, customers, and the market—and the ability to turn insight into action. The right sales force automation (SFA) system can help you determine priorities and action plans to achieve the best results with your customers—and boost your profit margins.

create sales pipeline  help determine priorities and create action plans to achieve the best results. Opportunities form the basis of sales pipelines, and salespeople spend most of their time working on them. As a result, it is important to deploy a process that helps you better understand and compare opportunities so you can eventually derive more revenue and profitability from them. Many sales organizations manage their pipelines and sales processes by targeting opportunities, which represent qualified chances to make sales Read More

Surado CRM Increasing Sales


The Surado CRM Sales module empowers sales teams by providing an intuitive system that presents a comprehensive single view of the customer across your entire organization. Combine this with a powerful knowledge base and automated business rules to create a consistent sales methodology throughout your entire team. With Surado CRM, your sales teams are enabled to manage the complete prospect to customer life cycle with efficiency and effectiveness.

create sales pipeline  automated business rules to create a consistent sales methodology throughout your entire team. With Surado CRM, your sales teams are enabled to manage the complete prospect to customer life cycle with efficiency and effectiveness. Read More

Creating an Effective Sales Catalog


An effective sales catalog is a key part of configure, price, quote (CPQ), because it makes it easier for salespeople to find products, select and configure the right product for their customers, and create quotes. Read these tips to guide you in creating a useful tool as part of an effective and efficient sales process.

create sales pipeline  for their customers, and create quotes. Read these tips to guide you in creating a useful tool as part of an effective and efficient sales process. Read More

Microsoft Dynamics CRM 2015 Unifies Sales and Marketing


Microsoft is launching Microsoft Dynamics CRM 2015—a release that promises to unify sales and marketing by delivering personalized customer experiences, and hence providing more effective marketing campaigns and increased sales opportunities.

create sales pipeline  Dynamics CRM 2015 Unifies Sales and Marketing Microsoft is launching Microsoft Dynamics CRM 2015 , which includes updates to Microsoft Dynamics CRM Online, Microsoft Dynamics Marketing , and Microsoft Social Listening services. These updates will be generally available in the fourth quarter of 2014 and will introduce significant new capabilities to help sellers and marketers more effectively collaborate and gain insights to deliver a more personalized experience to their customers.   The new Read More

Emotional Intelligence and Sales Results: Closing the Knowing and Doing Gap


The challenge facing many sales managers and business owners is the transfer of selling skills that made them top sales producers. When you take on the role of a sales manager, it’s no longer about what you can produce—it’s about what you can get others to produce. The driven sales manager listens and invests even more time and energy on teaching selling skills and techniques. Find out more.

create sales pipeline  Intelligence and Sales Results: Closing the Knowing and Doing Gap The challenge facing many sales managers and business owners is the transfer of selling skills that made them top sales producers. When you take on the role of a sales manager, it’s no longer about what you can produce—it’s about what you can get others to produce. The driven sales manager listens and invests even more time and energy on teaching selling skills and techniques. Find out more. Read More

Leveraging 3-D for Sales Automation


Product knowledge is now readily available to buyers online, so it’s no surprise that salespeople are seeking new tools and new skills to close sales. A powerful new set of tools has taken its place in the salesperson’s arsenal: 3-D applications.

create sales pipeline  3-D for Sales Automation Originally published - November 9, 2007 The Googlization of information has leveled the playing field between sales representatives and prospects. With easy access to information, buyers are initiating purchasing cycles by performing extensive product research on the Internet long before inviting a sales representatives into the process. Increasingly, buyers today know as much, if not more, about the product and the competition's products as the seller knows. Product Read More

Cloud vs. On-Premise Sales Tax Solutions: Which Works Best for Your Company?


Consider this. No one likes to do sales tax, but it is a mandatory requirement for all businesses. Manual or even semi-manual efforts can result in errors in sales tax rates and rules, collection and remittance and associated audit-related fines and penalties. When considering which sales tax solution software works best for your company, price is only one aspect of the decision. The chart given in this paper highlights some of the differences between cloud-based and on-premise sales tax solutions, as well as the key attributes of both.

create sales pipeline  vs. On-Premise Sales Tax Solutions: Which Works Best for Your Company? Consider this. No one likes to do sales tax, but it is a mandatory requirement for all businesses. Manual or even semi-manual efforts can result in errors in sales tax rates and rules, collection and remittance and associated audit-related fines and penalties. When considering which sales tax solution software works best for your company, price is only one aspect of the decision. The chart given in this paper highlights some of Read More

Automation: A Company's Best Ally Against Sales Tax Audits


Sales and use tax management is a challenge for every business, and there can be major financial repercussions if a taxing agency questions the figures. Automated solutions help businesses improve their reporting and workflow processes so they can comply with the myriad of sales and use tax laws and stand up to any audit examination. Read this white paper to learn about the problems with manual management, an inside look at audits and what auditors really look for, hidden costs of not putting the proper emphasis on reporting and compliance, and the benefits of automation solutions for sales and use tax.

create sales pipeline  A Company's Best Ally Against Sales Tax Audits Sales and use tax management is a challenge for every business, and there can be major financial repercussions if a taxing agency questions the figures. Automated solutions help businesses improve their reporting and workflow processes so they can comply with the myriad of sales and use tax laws and stand up to any audit examination. Read this white paper to learn about the problems with manual management, an inside look at audits and what auditors Read More

Sales and Marketing


Sales (the function that directly generates revenue through the sale of products or services) and marketing (the function that addresses customer needs and wants through communication) are two indispensible pillars of today’s businesses. Due to the affinity between sales and marketing, the two are commonly considered to be in the same category of business area. A few trends in this business area:

create sales pipeline  and Marketing Sales (the function that directly generates revenue through the sale of products or services) and marketing (the function that addresses customer needs and wants through communication) are two indispensible pillars of today’s businesses. Due to the affinity between sales and marketing, the two are commonly considered to be in the same category of business area. A few trends in this business area: Read More

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.

create sales pipeline  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. Read More

The Sales Cloud


In today’s business environment, sales people don’t have time to spend hours hunting for leads, researching accounts, and calling wrong numbers. And sales is changing. Businesses around the world are grappling with how to turn the rise of social networks and explosion of social information into a competitive sales advantage. Get everything you need to connect with customers—all in one place and available anytime, anywhere.

create sales pipeline  Sales Cloud In today’s business environment, sales people don’t have time to spend hours hunting for leads, researching accounts, and calling wrong numbers. And sales is changing. Businesses around the world are grappling with how to turn the rise of social networks and explosion of social information into a competitive sales advantage. Get everything you need to connect with customers—all in one place and available anytime, anywhere. Read More