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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 force white papers

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 sales force white papers

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 white papers  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

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 white papers  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 Read More

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 sales force white papers  of a long range CRM strategy. Sales executives pushing for CRM to gain immediate sales efficiencies need to look beyond their realms and consider how the choice may impact all operational areas. And they need to insure their choice complements—or may even enhance—their company''s overall IT infrastructure strategy. Here are some tips for making that selection process easier Tip 1: Plan on becoming the first power-user of your new CRM solution Like any software, CRM can only deliver anticipated 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 sales force white papers  Sales Force Automation , CRM Sales Force Automation , Purchase of an SFA Solution , SFA Buyer Type Worksheet , Sales Force Automation Application . Introduction No matter how effective your sales staff is, there''s always a desire to boost your reps'' efficiency and increase their number of sales. And it''s not just a manager''s concern; most sales reps are all in favor of increased selling because it translates directly into money in their pockets. But how you go about that may become a point of contention. Read More

The Web-Enabled Sales Process


Traditional enterprise-level sales strategies are no longer sufficient in bringing new customer accounts. Today's self-directed buyers delay sales contact and pre-qualify solutions via the Internet. Sales can leverage this medium by understanding the buy cycle to deliver value and begin an influential on-line relationship.

crm sales force white papers  implemented customer relationship management (CRM) systems to improve relationships with prospects and customers. Yet with each initiative, the cost of sales has escalated, and with each quarter end new account revenue results have been more and more disappointing. Consequently, sales management teams have been under intense pressure to keep their attention focused on the final act of closing the deal. The problem is that the sales department has spent too much time repairing the symptoms of the sales Read More

TEC’s Latest CRM Buyer’s Guide Highlights Game-changing Innovations


Technology Evaluation Centers (TEC) has released its latest Customer Relationship Buyer’s Guide: Innovations in CRM. Produced by TEC research analysts, this comprehensive buyer’s guide provides an up-to-the-minute look at the major trends that are revolutionizing the world of CRM: cloud computing, social media, collaboration tools, mobile technology, and extended CRM functionality. Along with the vital facts on CRM features and benefits buyer require to make good, informed decisions on CRM, the guide also lays out the pros and cons of each key area of innovation—and uses real-life examples to show how companies are using innovations in CRM to successfully attract and retain customers.

crm sales force white papers  Latest CRM Buyer’s Guide Highlights Game-changing Innovations TEC’s Latest CRM Buyer’s Guide Highlights Game-changing Innovations Technology Evaluation Centers (TEC) has released its latest Customer Relationship Buyer’s Guide: Innovations in CRM. Produced by TEC research analysts, this comprehensive buyer’s guide provides an up-to-the-minute look at the major trends that are revolutionizing the world of CRM: cloud computing, social media, collaboration tools, mobile technology, and Read More

Sales and Operations Planning Part One: Identifying and Forecasting Demand


An effective sales and operations planning game plan results in fewer stock-outs, shorter delivery lead-times, higher on-time shipping percentages, a manageable amount of expediting, and improved customer service. Several guidelines are suggested to improve a firm's sales and operations planning process and the effectiveness of each product's game plan. This is an excerpt from the book Managing Your Supply Chain Using Microsoft Navision.

crm sales force white papers  and Operations Planning Part One: Identifying and Forecasting Demand Sales and Operations Planning Part One: Identifying and Forecasting Demand Featured Author - Dr. Scott Hamilton - December 11, 2003 Introduction A firm''s sales and operations planning (S&OP) process starts with the definition of all demands for the firm''s goods and services. It formulates game plans that drive supply chain activities to meet those demands. Hence, an effective S&OP game plan requires consideration of both demands and 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 sales force white papers  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 Force Automation Buyer's Guide


Sales force automation makes it possible, and you can learn how in the sales force automation buyer's guide.

crm sales force white papers  Force Automation Buyer''s Guide Can you juggle three balls at once? If you can, then you have what it takes to run a successful sales operation . Sales representatives, sales managers, and senior executives all approach sales from different angles. And all three groups have different information requirements and priorities. You''ll need timely, up-to-date information in order for all groups to be successful—but how do you achieve this? Sales force automation (SFA) makes it possible, and you can learn Read More

A Quick Look at Version 6.5 of Sugar CRM Professional


Sugar CRM announced the latest version of its customer relationship management (CRM) solution at Sugarcon 2012, its annual conference. After the event, I had a very interesting conversation with Jan Sysmans, senior director of product marketing, and Chris Bucholtz, editor-in-chief of CRM Outsiders, and would like to share the most interesting findings here with you. Version 6.5

crm sales force white papers  Version 6.5 of Sugar CRM Professional Sugar CRM announced the latest version of its customer relationship management (CRM) solution at Sugarcon 2012 , its annual conference. After the event, I had a very interesting conversation with Jan Sysmans, senior director of product marketing, and Chris Bucholtz, editor-in-chief of CRM Outsiders, and would like to share the most interesting findings here with you. Version 6.5 offers more than enhanced functionality—it is based on the new approach Sugar CRM is 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.

crm sales force white papers  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

Soffront Presents Enterprise CRM 10.0


Soffront Software Inc., launched version 10.0 of its customer relationship management (CRM) solution, with a complete technology upgrade to the latest version of Microsoft .NET, a renewed user interface, and support for easier integration with third-party applications. In addition, Soffront CRM is now browser agnostic—all major browsers, such as Internet Explorer, Firefox, Chrome

crm sales force white papers  Presents Enterprise CRM 10.0 Soffront Software Inc.,  launched version 10.0 of its customer relationship management (CRM) solution , with a complete technology upgrade to the latest version of Microsoft .NET, a renewed user interface, and support for easier integration with third-party applications. In addition, Soffront CRM is now browser agnostic—all major browsers, such as Internet Explorer, Firefox, Chrome, and Safari, can support it. While the solution can be deployed either in 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 force white papers  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

Infor Epiphany


Infor's CRM solution provides the tools your company needs to engage customers in a multi-channel, closed-loop dialogue that nurtures their loyalty to your products and services and improves your bottom-line results. Infor CRM is comprised of the following key components: Marketing—delivers inbound and outbound marketing capabilities that streamline the campaign process and create real-time customer profiles which can be analyzed to identify high-impact offers at the moment of customer interaction. Sales—provides sales force automation and opportunity management capabilities that facilitate customer conversations by driving intelligence into every customer interaction. Service—serves as the foundation for personalized contact center operations, giving customer service representatives a unified view of customers across all existing systems and empowering them to shorten call times and resolve issues on the first call. Powerful real-time analytics drive personalized, customer-focused processes and offers, turning customer interactions into revenue opportunities across emails, phone calls, and web inquiries.  

crm sales force white papers  your bottom-line results. Infor CRM is comprised of the following key components: Marketing—delivers inbound and outbound marketing capabilities that streamline the campaign process and create real-time customer profiles which can be analyzed to identify high-impact offers at the moment of customer interaction. Sales—provides sales force automation and opportunity management capabilities that facilitate customer conversations by driving intelligence into every customer interaction. Service—serves Read More

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 sales force white papers  the value of the CRM or SFA tools to the sales force, through live examples. To the Point There may be many reasons for ineffective use of CRM or SFA solutions by a sales force. However, sales training programs can be catalysts for optimizing the CRM or SFA investment. It is vital to carefully analyze the sales person''s selling methodology, the implied methodology of the tools, and the capacity of a sales vendor to either bridge the technologies, or craft a tailored program. One or more of these Read More