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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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 crm direct sales force

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 » crm direct sales force

How to Rise Above Today’s Economic Challenges: Equip Your Sales Force with Mobile CRM


In today’s tough economic climate, companies need their sales teams operating at peak performance. But traditional customer relationship management (CRM) may be hampering field salespeople’s productivity, with frequent downtime and lengthy sales cycles cutting them off from their managers. Learn how mobile CRM solutions can help speed up and improve the sales process, so your company can survive even the toughest market.

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5 Tips for Energizing Your Sales Organization and Realizing Enterprise-wide Value with On-demand CRM


Increasingly, midsize companies are looking to customer relationship management (CRM) to energize their sales organizations and make the entire sales ecosystem more efficient. But while many solutions for midsize companies can be rapidly deployed to quickly energize a sales organization, what happens after that first jolt? Discover five tips for making sure your CRM choice continues to deliver return on investment (ROI).

crm direct sales force  the cost side. Most CRM ROI business cases focus on direct and indirect benefits specific to a company''s sales and marketing ecosystem. Typical metrics tracked include sales efficiency, pipeline size, and visibility of comprehensive customer information. But the business case for CRM should identify value across the entire organization. Examine your integration strategy to determine what parts of your organization will be impacted. Finance resources can extend their visibility of enterprise performance Read More

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, and the target market is almost exclusively business-to-business (B2B), with the individuals often being decision makers high up the corporate ladder. Find out how to reach this difficult target, with prospecting methods and tips for making more complex sales.

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Sales Force Automation, Customer Relationship Management, and Sales Training: A Fusion of Methodology and Technology


Many organizations find it challenging to adopt sales force automation and customer relationship management solutions. Formal sales training and the related reinforcement tools can make the difference. We examine the key challenges and propose some solutions.

crm direct sales force  possible solutions. SFA and CRM tools do not help the salesperson: The salesperson''s fundamental goal is to convert qualified leads and prospects into buyers. If these tools neither store crucial customer information (and then provide easier access to this data), nor reduce the salesperson''s workload somehow, the tools will be additional overhead to the salesperson and their use will likely be rejected. Here''s the real question to ask: If this is the case, does the benefit to management (through the Read More

Sales Force Performance


Understanding market drivers is key to managing customer behavior. To do this, organizations must state and qualify their assumptions about the real drivers of sales performance. An improvement strategy can then be created, and with integrated budgets, success metrics, etc.

crm direct sales force  thought leader in the CRM and e-business industries. As a visionary and early adopter of sales force automation (SFA), in 1986, Petersen led one of the first successful national implementations of SFA in the United States. He has held senior level management positions with system integration and end user organizations. As a consultant, he developed a number of proprietary facilitation techniques to help organizations to better understand technology, and how to rally around a single threaded, phased Read More

Sales Tax and the Supply Chain: Avoiding Audit in High-Risk Areas


State sales tax revenue is second only to property tax as a source of revenue. And as states grow hungrier, they increase their audit scrutiny of high risk industries like manufacturing and distribution. For businesses providing products and services along the supply chain, sales tax audit risk isn’t always obvious, but, the transactions along the way can expose wholesalers, manufacturers, distributors, and retailers to audit risk. This Q&A reviews pressing questions of supply chain audit risk.

crm direct sales force  Sales tax, sales tax software, sales tax solution, Avalara, supply chain, supply chain audit, sales tax audit, audit risk 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.

crm direct sales force  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. Read More

Executive Sales and Operations Planning Maturity Levels and Key Solution Criterion


Sales and operations planning (S&OP) is the key integrated process that the supply chain organization can leverage to achieve visibility and transformation across the entire organization and throughout the value chain. This white paper explores the current business challenges face by companies, the priority allocated to S&OP, the maturity levels associated with S&OP, and the role of technology enablers.

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Aplicor


The Aplicor software solution is an integrated, wireless, and web-based CRM suite that includes sales force automation (SFA), marketing automation, project office, customer support, and an enterprise portal.  

crm direct sales force  integrated, wireless, and web-based CRM suite that includes sales force automation (SFA), marketing automation, project office, customer support, and an enterprise portal. Read More

Best Practices for Sales Engagement


As the landscape of modern sales evolves based on global trends, sales people are finding themselves stretched to do more, sell on the go, and make quota faster. Sales leaders need to increase productivity and reduce friction in the sales process in order to hit their quotas. This document outlines five steps necessary to improve your sales pipeline and forecast.

crm direct sales force  ClearSlide, selling, sales engagement, sales, sales team, sales technology, customer engagement, customer analytics Read More

Enterprise On-Demand CRM Comparison Guide


This guide provides a feature list comparison of 12 on-demand CRM products for businesses.

crm direct sales force  On-Demand CRM Comparison Guide This guide provides a feature list comparison of 12 on-demand CRM products for businesses. Read More

Sales & Operations Planning: A Two-part Journey to a Bigger Bottom Line


This whitepaper demonstrates how you can positively impact your bottom line through improved sales and operations planning (S&OP), defined as "continuously balancing supply and demand, while connecting the impact of operational decisions to your financial plan." In this regard, S&OP cannot be talked about in isolation. It includes elements of demand planning, supply planning, and budgeting. Its purpose is to create the demand-supply balance essential to guiding operational decisions that have been evaluated against the financial context. Effectively executed, S&OP will deliver improved inventory turns and margins, leading to increased revenue, higher customer satisfaction, and better use of capital. Download to learn more today.

crm direct sales force  S&OP, IBS, sales and operations, sales planning, operations planning, sales and operations planning, supply and demand, demand planning, operations, demand management Read More

Integrative CRM Enhances Midsize Business Agility and Performance


Customer relationship management (CRM) is more feasible and affordable than ever for midsize businesses. Learn what it takes to build a successful program in this report.

crm direct sales force  CRM Enhances Midsize Business Agility and Performance Customer relationship management (CRM) is more feasible and affordable than ever for midsize businesses. Learn what it takes to build a successful program in this report. Read More

Leveraging CRM for Midsize Company Growth


Customer relationship management (CRM) strategies, principles, and technologies play a pivotal role in helping organizations grow from small, entrepreneurial companies with ad-hoc processes, into several hundred million dollar powerhouses. This document covers the basics, providing some helpful guidelines, and providing a rough, general framework for you to begin your initiative.

crm direct sales force  CRM for Midsize Company Growth Customer relationship management (CRM) strategies, principles, and technologies play a pivotal role in helping organizations grow from small, entrepreneurial companies with ad-hoc processes, into several hundred million dollar powerhouses. This document covers the basics, providing some helpful guidelines, and providing a rough, general framework for you to begin your initiative. Read More