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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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 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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Best Practices of the Best-run Sales Organizations: Sales Opportunity Blueprinting


To move your sales team to the next level, you need to find answers to several questions. For example: How do you determine which customers provide the best opportunity for a successful sale? Can you develop and present a comprehensive view of your value position to a prospect? What is the role of IT in driving a best-run sales organization? Find out how leading companies have answered these questions—and how they excel.

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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 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.

crm direct sales force  Avidian''s Prophet and Microsoft CRM Dynamics Online/4.0, use Outlook as the basis for their interfaces). Data entry is another adoption killer; if the SFA solution forces the sales rep to spend an inordinate amount of time typing information into the system instead of selling, the system is likely to be little-used. Reporting, both for reps and for sales managers, was also viewed as extremely important, with its importance increasing with the size of the company surveyed. Large businesses with larger 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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Maximizer CRM 12: CRM Certification Report


Maximizer CRM 12 is now TEC Certified for online evaluation of customer relationship management (CRM) solutions in the CRM Evaluation Center. The certification seal is a valuable indicator for organizations relying on the integrity of TEC research for assistance with their software selection projects. Download this report for product highlights, competitive analysis, product analysis, and in-depth analyst commentary.

crm direct sales force  CRM 12: CRM Certification Report Maximizer CRM 12 is now TEC Certified for online evaluation of customer relationship management (CRM) solutions in the CRM Evaluation Center. The certification seal is a valuable indicator for organizations relying on the integrity of TEC research for assistance with their software selection projects. Download this report for product highlights, competitive analysis, product analysis, and in-depth analyst commentary. 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

The Real Challenge of CRM: Employee Buy-In


Your company has just selected a new customer relationship management (CRM) system for your company. Congratulations should be in order. However, your work has really just begun. You know that in order for your CRM initiative to be successful, you’ll need buy-in from your users. What steps do you need to take to ensure buy-in and achieve real implementation success?

crm direct sales force  quick to implement, cost-effective CRM solutions that enable you to better serve your customers and prospects. Source : Oncontact Software Resources Related to The Real Challenge of CRM: Employee Buy-In : Customer Relationship Management (CRM) (Wikipedia) The Real Challenge of CRM: Employee Buy-In CRM System is also known as : Best CRM System , Best CRM Systems , Business CRM Software , Business CRM Systems , CRM Applications , CRM System Companies , CRM Best Practices , Integrated CRM System , CRM Read More

Green Beacon Solutions


Green Beacon is a Gold-Certified Microsoft Partner specializing in software, services, and support for Microsoft Dynamics AX, Dynamics CRM and other leading business solutions. Our teambrings the experience of hundreds of successful client implementations, delivering on the company's mission to guide clients to success by providing practical business solutions with a rapid and substantial return on investment. As a well-established business and technology consulting firm, we know the key to every solution deployment is an understanding of the business requirements and objectives of a business enterprise.Green Beacon helps clients by defining critical business drivers and providing business and technology consulting that enables clients to successfully implement and deploy ERP and CRM solutions. Additionally as more and more organizations require on-demand and cost-effective services in the everyday management of their business applications, Green Beacon also lends added-value to our clients through our integrated support service offering, Professional Application Management Services (PAMS). Integrated Support incorporates monitoring, implementation and consultation services for both ERP and CRM applications. We are headquartered in Boston, Massachusetts.

crm direct sales force  Microsoft Dynamics AX, Dynamics CRM and other leading business solutions. Our teambrings the experience of hundreds of successful client implementations, delivering on the company''s mission to guide clients to success by providing practical business solutions with a rapid and substantial return on investment. As a well-established business and technology consulting firm, we know the key to every solution deployment is an understanding of the business requirements and objectives of a business Read More

Sales 2.0: Faster Sales in a Sluggish Economy


The Internet offers a wealth of information for buyers, who can window-shop from their desks. Power has shifted to buyers, who no longer need to rely on salespeople for information. But sales managers can use Sales 2.0 to tap into these new buying habits to instantly interact with prospects and provide personalized service. Find out how Sales 2.0 can help you instantly view and serve prospects entering your online store.

crm direct sales force   Read More

Zavanti CRM Is Now a TEC Certified Solution


TEC (Technology Evaluation Centers) is pleased to announce that Zavanti CRM is now one of TEC’s customer relationship management (CRM) certified solutions. Built on the MS Dynamics CRM 2013 platform, Zavanti CRM leverages most of the out-of-the-box functionality in MS Dynamics and adapts it for the professional services and property development verticals.

crm direct sales force  CRM Is Now a TEC Certified Solution TEC (Technology Evaluation Centers) is pleased to announce that Zavanti CRM is now one of TEC’s customer relationship management (CRM) certified solutions and is available for evaluation online in the Customer Relationship Management (CRM) Evaluation Center.   Within the next few weeks, the Zavanti CRM certification report will be available for download on the TEC Certification Reports page . The report will provide a detailed overview of the product, with a Read More

SMB Team On-Demand CRM Comparison Guide


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

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

Sales and Operation Planning: Integrate with Finance and Improve Revenue


Sales and operations planning (S&OP) is the key integrated process that the supply chain organization (specifically the vice president of supply chain) can use to achieve visibility across the entire organization and the value chain. This white paper highlights the results of over 220 companies participating in a survey on S&OP initiatives, and compares the views of the supply chain and finance organizations.

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Sales Opportunity Blueprinting: Where the Money Is


Find out more in the white paper sales opportunity blueprinting.

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Understanding New CRM Functionality: Approaches to Ensure a Well-planned Successful CRM Implementation


Why do some customer relationship management (CRM) implementations fail? The answer: companies’ lack of understanding of their current CRM environments, and of what areas need modification or improvement. Companies with a clear understanding of what they need from a CRM solution—as well as of what CRM means to their business—are more likely to succeed. To clinch that success, some key elements should be assessed first.

crm direct sales force  New CRM Functionality: Approaches to Ensure a Well-planned Successful CRM Implementation Why do some customer relationship management (CRM) implementations fail? The answer: companies’ lack of understanding of their current CRM environments, and of what areas need modification or improvement. Companies with a clear understanding of what they need from a CRM solution—as well as of what CRM means to their business—are more likely to succeed. To clinch that success, some key elements Read More