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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 sales assessments

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

CRM for Financial and Insurance Markets

Customer relationship management (CRM) focuses on the retention of customers by collecting data from all customer interactions with a company from all access points (by phone, mail, or Web, or in the field). The company can then use this data for specific business purposes by taking a customer-centric rather than a product-centric approach. CRM applications are front-end tools designed to facilitate the capture, consolidation, analysis, and enterprise-wide dissemination of data from existing and potential customers. This process occurs throughout the marketing, sales, and service stages, with the objective of better understanding one’s customers and anticipating their interest in an enterprise’s products or services.  

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Documents related to » crm sales assessments

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.

crm sales assessments  Sales Force with Mobile CRM Sales Force is also known as : Sales Force , Leader in Software-as-a-Service , Sales Force Search , Considering Sales-Force , Salesforce Reporting , Buying Salesforce , Sales Effectiveness , Sales Strategy Productivity , Salesforce Search Specializes , Direct Sales Force , Outsourced Sales Solution , Putting Salesforce , Sales Training Sales Effectiveness Audits , Sales Force Automation , Sales Force Login , Sales Force Effectiveness , Sales Force Training , Sales Force Read More

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.

crm sales assessments  Customer Relationship Management | CRM Sales Force Structure | CRM Sales Force Management | CRM Service Sales Force | CRM Sales Force Automation | CRM Sales Force Software | CRM Sales Intelligence | CRM Sales Force Reporting | CRM Sales Force Data | CRM Sales Force Effectiveness | CRM Sales Force Benchmarking | CRM Considering Sales-Force | CRM Sales Software | CRM Sales Force Consulting | CRM Solutions Sales Force | CRM Sales Force Development | CRM Sales Assessments | CRM Sales Force Redefining | CRM Read More

A CRM System Needs A Data Strategy


A customer relationship management (CRM) system is inherently valuable for supporting customer acquisition and retention by gathering data from each contact with customers and prospects. Collecting data, however, cannot be isolated from a strategy for actually using that data. Here is an overview of how to evolve the focus of a data strategy to specifically suit both the acquisition and retention phases.

crm sales assessments  life cycle. Beyond the CRM tool, it is advantageous to store all customer information in a single place - rather than spread among marketing, sales or support databases, depending on which channel they used most recently. Universal access, where anyone in the organization can look at the same data, presents all departments a unified face of each customer. Likewise, customers should see but one, branded company regardless of how they made contact. To reflect a company''s unique business outlook and Read More

How to Choose a Hosted CRM Application for SMBs


While virtually all hosted customer relationship management (CRM) applications support sales force automation, marketing campaign management, and customer service, providing front-to-back-office integration has become a clear differentiator for small to medium businesses (SMBs). Read this white paper—which includes a handy table of evaluation criteria—to find out how to select the right hosted CRM software for you.

crm sales assessments  While virtually all on-demand CRM vendors provide features to support sales force automation, marketing campaign management and/or customer service, providing front-to-back office integration has become a clear differentiator in vendor selection. Aberdeen Analysis It’s No Longer About the Delivery Model: On-demand CRM solutions have been around since the mid-nineties. In fact, my third CRM implementation, (for a 125 person start-up) was an on-demand application which went out of business in 2002. Since Read More

Software as a Service beyond Customer Relationship Management and Sales


Applications are more often outsourced than infrastructure, and this is increasingly done through software as a service (SaaS). Vendors such as WebEx, Webcom, MCA Solutions, and Ariba are delivering applications as SaaS.

crm sales assessments  (for more information, see CRM for Complex Manufacturers Revolves Around Configuration Software ). Webcom touts that its software solutions provide the same level of depth as the on-premise peer products from Cincom Systems , Oracle , Trilogy , Selectica , Firepond , Big Machines , Access Commerce , etc., but without the highly involved and lengthy implementations typically associated with implementing these products on the customer site. One should, however, note that some of these competitors have been Read More

Global Leader in Destination Resort Sales and Marketing Delivers On Corporate Vision and Increases Sales


Founded in 2001, Playground is a destination resort sales and marketing company headquartered in Vancouver, British Columbia (Canada). The worldwide success of Playground is based on intellectual property—including information about resorts, selling history, target markets, prospects, and past customers. How does it capture this information and use it—safely and securely—to help sell and market real estate?

crm sales assessments  Leader in Destination Resort Sales and Marketing Delivers On Corporate Vision and Increases Sales Founded in 2001, Playground is a destination resort sales and marketing company headquartered in Vancouver, British Columbia (Canada). The worldwide success of Playground is based on intellectual property—including information about resorts, selling history, target markets, prospects, and past customers. How does it capture this information and use it—safely and securely—to help sell and market Read More

Sales and Operations Planning: the Key to Demand Satisfaction


There is a better way, and you can learn about it in the white paper sales and operations planning: the key to continuous demand satisfaction.

crm sales assessments  and Operations Planning: the Key to Demand Satisfaction Does your company suffer from any of these supply chain and demand problems? Stock-outs Excess inventory Late or unsuccessful product launches Introduction of new products that cannibalize your existing market(s) Loss of market share to competitors who were better able to forecast market demand Chances are, your sales and operations planning (S&OP) is to blame. And chances are, your company is using a static and insular S&OP process, one based mo Read More

The Case for a New CRM Solution


CRM software has gone well beyond being a "good to have" capability. Senior management is now generally quite clear that this genre of software is needed. However, it also often acknowledged that companies that have deployed CRM software solutions have not obtained the benefits that were promised. When we understand the reasons for this dissatisfaction, we can make the case for a new CRM solution. See the benefits of a new CRM solution.

crm sales assessments  Case for a New CRM Solution CRM software has gone well beyond being a good to have capability. Senior management is now generally quite clear that this genre of software is needed. However, it also often acknowledged that companies that have deployed CRM software solutions have not obtained the benefits that were promised. When we understand the reasons for this dissatisfaction, we can make the case for a new CRM solution. See the benefits of a new CRM solution. Read More

Aligning Sales Territories to Enhance Sales Productivity


Find out in aligning sales territories to enhance sales productivity.

crm sales assessments  Sales Territories to Enhance Sales Productivity Times are tough–and you''ve done everything you can think of to increase sales. But there''s something you may have overlooked: realigning your sales territories. For many organizations, sales territory realignment has been relegated to a low-priority administrative exercise. But smart companies are realizing that taking sales territory alignment seriously—and doing it properly—can result in more sales and revenues for your organization. Properly Read More

How to Boost Your Sales Productivity


But you can find out more about how sfa can permanently ratchet up your company's profits in the white paper maximizing profits with sales performa...

crm sales assessments  your customer relationship management (CRM) system, SFA can help you accurately match the right salespeople to the right accounts; efficiently measure sales performance and success using key performance indicators (KPIs); ensure that your sales representatives focus on performing the most productive activities at every moment; and ensure that your salespeople apply the right strategies—and go after the right opportunities. Can you do all these things manually? Not very well, and not for very long—the Read More

7 Practical Sales Tips


These days, nobody goes it alone. We all can use a few new techniques to help us close tough deals. This ebook outlines key sales strategies and gives you the resources you need to put them into action. Some recommendations are simple; others require thoughtful business decisions. But all guarantee an immediate and long-lasting impact on your sales organization. Get a few quick sales tips you can use anywhere, anytime.

crm sales assessments  Practical Sales Tips These days, nobody goes it alone. We all can use a few new techniques to help us close tough deals. This ebook outlines key sales strategies and gives you the resources you need to put them into action. Some recommendations are simple; others require thoughtful business decisions. But all guarantee an immediate and long-lasting impact on your sales organization. Get a few quick sales tips you can use anywhere, anytime. Read More

Sales Pipeline Management: Your Key to Increased Sales


Find out in improving sales pipeline performance through enhanced visibility.

crm sales assessments  Pipeline Management: Your Key to Increased Sales How do you turn sales opportunities into business? Smart companies are focusing on their sales pipelines. By employing best practices and the right software, they are able to take the right action at each step of the sales cycle. And they know where to focus their resources to get the best results. How can your company achieve that level of sales proficiency? Find out in Improving Sales Pipeline Performance through Enhanced Visibility . You''ll learn Read More

Market Focus Report: The Value of Mobile and Social for CRM


Nucleus Research surveyed 223 CRM decision makers to analyze the benefits of adding mobile device access and social capabilities to CRM. Respondents included small, medium, and large enterprises using both on-demand and on-premise CRM applications. Results show that adding mobile access and social collaboration to CRM delivers significant benefits to organizations. See why you should consider mobile and social CRM adoption.

crm sales assessments  Mobile and Social for CRM Nucleus Research surveyed 223 CRM decision makers to analyze the benefits of adding mobile device access and social capabilities to CRM. Respondents included small, medium, and large enterprises using both on-demand and on-premise CRM applications. Results show that adding mobile access and social collaboration to CRM delivers significant benefits to organizations. See why you should consider mobile and social CRM adoption. Read More

Sales 2.0: How Businesses Are Using Online Collaboration to Spark Sales


A new set of business practices is creeping into the way companies sell to customers. Some call this new trend “Sales 2.0,” because many of the tools and methods fueling it are rooted in the Web 2.0 movement. Many companies are trying to harness the forces of Web 2.0 to apply them to their sales and marketing efforts. Discover how using collaborative technologies can help you sell your products and services more easily.

crm sales assessments  2.0: How Businesses Are Using Online Collaboration to Spark Sales A new set of business practices is creeping into the way companies sell to customers. Some call this new trend “Sales 2.0,” because many of the tools and methods fueling it are rooted in the Web 2.0 movement. Many companies are trying to harness the forces of Web 2.0 to apply them to their sales and marketing efforts. Discover how using collaborative technologies can help you sell your products and services more easily. 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 sales assessments  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. Read More