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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 sales force features

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) Software Evaluation Report

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 sales force features

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 force features  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

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.

crm sales force features  The functionality-matrix breaks the CRM software solution into its core modules: Sales Force Automation (SFA) , Marketing Management and Customer Support. Each core module is then broken down into the major sub-processes. For example, SFA breaks down into Account Management, Contact Management, Activity Management, Opportunity Management and Sales Forecasting. CALL SCRIPTS Customizable call scripts permit user-defined questions, permissible answers and scoring Ability to categorize call scripts by script Read More

CRM Without Workflow Is Not CRM: How to Maximize Sales and Service Productivity


Since there are multiple vendors offering hosted customer relationship management (CRM) applications, the buyer’s toughest decision is finding a vendor that offers the many benefits that come from a workflow engine similar to those used in multimillion-dollar CRM deployments. Truth be told, CRM alone is not enough, as not all providers have a workflow engine which enables full process automation.

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Three Es of CRM


With product lifecycles accelerating and pricing pressures increasing, organizations must focus on delivering unique customer experiences to differentiate themselves from the competition. Customer relationship management and enterprise resource planning technologies play a critical enabling role.

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CRM 101


Welcome to another installment in our back-to-basics series. So far, we’ve covered ERP 101 and SCM 101. What Is CRM? CRM is more than a software application. It is a set of strategies, processes, and associated software systems designed to improve the interactions and engagement of customers. CRM involves not only the use of these tools, but also corporate cultural transformation

crm sales force features  the appropriate organizational framework. CRM also includes sales force automation (SFA), customer service and support, and enterprise marketing management. Top Benefits of CRM CRM provides you with customer insight and a real-time information pipeline, which allows for accurate and timely forecasting. This allows you to build and focus on high-profit, sustainable customer relationships. CRM also provides your staff with customer intelligence and best practices to increase their likelihood of successful t 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 sales force features  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

On-Premise vs. On-Demand CRM


When looking to acquire an initial customer relationship management (CRM) solution or replace an existing deployment, a host of considerations must be made, not the least of which is choosing between an on-demand or on-premise solution. Both the on-demand and on-premise models have pros and cons, as well as risks and rewards. Download this white paper and know what you need to consider before making a final decision.

crm sales force features  Premise vs. On-Demand CRM When looking to acquire an initial customer relationship management (CRM) solution or replace an existing deployment, a host of considerations must be made, not the least of which is choosing between an on-demand or on-premise solution. Both the on-demand and on-premise models have pros and cons, as well as risks and rewards. Download this white paper and know what you need to consider before making a final decision. Read More

Sales and Operations Planning: The Key to Continuous Demand Satisfaction


All companies use some form of sales and operations planning (S&OP) to synchronize market data with production output. But most practice a planning process based on logistics rather than strategy. Taking a more strategic approach, however, the S&OP process can be designed to bring together a company’s marketing, finance, sales, and operations departments to continuously monitor—and meet—customer demand.

crm sales force features  and Operations Planning: The Key to Continuous Demand Satisfaction Sales And Operations Planning: The Key To Continuous Demand Satisfaction If you receive errors when attempting to view this white paper, please install the latest version of Adobe Reader. SAP® xApp™ Sales and Operations Planning Aligns the Enterprise on Unified Plan to Meet Production Targets, Sales Goals and Customer Demands Source : SAP Resources Related to Sales And Operations Planning : Sales and Operations Planning Read More

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 sales force features  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

Setting Smarter Sales Performance Management Goals


Better sales performance management (SPM) capabilities that include advanced analytics and reporting allow organizations to gain real-time insight into sales operations, provide stakeholders with actionable steps, and increase revenues and profits. Read this IBM white paper to learn more.

crm sales force features  Smarter Sales Performance Management Goals Better sales performance management (SPM) capabilities that include advanced analytics and reporting allow organizations to gain real-time insight into sales operations, provide stakeholders with actionable steps, and increase revenues and profits. Read this IBM white paper to learn more. Read More

Sales Benchmark Index


Sales Benchmark Index (SBI) is a sales and marketing consultancy focusing on business-to-business (B2B) companies. SBI’s specialties include lead generation, channel management, and sales strategy.

crm sales force features  Benchmark Index Sales Benchmark Index (SBI) is a sales and marketing consultancy focusing on business-to-business (B2B) companies. SBI’s specialties include lead generation, channel management, and sales strategy. Read More

Your CRM Selection Challenge: CDC Pivotal CRM vs. NetSuite CRM+


Every now and then, I’ll examine the data from TEC’s past software selection projects, and explore the choices users have made. The information below is based on a real-life CRM selection project, but I have modified some of the data in order to respect confidentiality agreements still in place. To put myself in the user’s shoes, here’s how I answered the CRM Evaluation Center

crm sales force features  CRM Selection Challenge: CDC Pivotal CRM vs. NetSuite CRM+ Every now and then, I’ll examine the data from TEC’s past software selection projects, and explore the choices users have made. The information below is based on a real-life CRM selection project, but I have modified some of the data in order to respect confidentiality agreements still in place. To put myself in the user’s shoes, here’s how I answered the CRM Evaluation Center questionnaire : Industry : Manufacturing Structure : Read More

Putting the "I" in CRM Series 1: The Impact to the Sales Team


Customer relationship management (CRM) has long been seen as a must-have sales tool. However, much of the value of traditional CRM accrues to managers, not the reps that use them daily. Learn how CRM designed for the individual benefits the entire sales organization from increased data quality to more predictable revenue pipelines.

crm sales force features  the I in CRM Series 1: The Impact to the Sales Team Customer relationship management (CRM) has long been seen as a must-have sales tool. However, much of the value of traditional CRM accrues to managers, not the reps that use them daily. Learn how CRM designed for the individual benefits the entire sales organization from increased data quality to more predictable revenue pipelines. Read More

Top 10 Features Small and Medium Businesses Should Seek in a CRM Solution


Once thought of as only relevant for enterprises, customer relationship management (CRM) technology is increasingly being used by small and medium businesses across industries. So, as you evaluate your options, you need to determine which solution will best meet your organization's marketing, sales, and business needs in the present and as it grows. Read about the top 10 features small and medium businesses should look for in a CRM solution.

crm sales force features  Should Seek in a CRM Solution Once thought of as only relevant for enterprises, customer relationship management (CRM) technology is increasingly being used by small and medium businesses across industries. So, as you evaluate your options, you need to determine which solution will best meet your organization''s marketing, sales, and business needs in the present and as it grows. Read about the top 10 features small and medium businesses should look for in a CRM solution. Read More

Sales Performance Management (SPM) for Dummies


Sales Performance Management for Dummies is designed to help you understand the process and meet the challenges of sales performance management (SPM). This book can help you understand the importance of SPM, key components of an SPM system, and the guidelines to evaluate the best SPM solution that fits your organization's needs.

Topics include:
  • Chapter 1: What you need to know about SPM
  • Chapter 2: Seeing the benefits of SPM solution
  • Chapter 3: Ten things to look for in an SPM solution
Download your copy now!

crm sales force features  Performance Management (SPM) for Dummies Sales Performance Management for Dummies is designed to help you understand the process and meet the challenges of sales performance management (SPM). This book can help you understand the importance of SPM, key components of an SPM system, and the guidelines to evaluate the best SPM solution that fits your organization''s needs. Topics include: Chapter 1: What you need to know about SPM Chapter 2: Seeing the benefits of SPM solution Chapter 3: Ten things to Read More