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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 intelligence

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 intelligence

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.

crm sales intelligence  | CRM Reviews | CRM Sales Force Automation | CRM Selection | CRM Service | CRM Services | CRM Software | CRM Software Application | CRM Software Solution | CRM Solution | CRM Solutions | CRM Strategies | CRM Strategy | CRM System | CRM Systems | CRM Technology | CRM Tools | CRM Vendors | CRM White Paper | CRM Workflow | CRM Workflow Assembly | CRM Workflow Change | CRM Workflow Examples | CRM Workflow Manager | CRM Workflow Monitor | CRM Workflow Service | CRM Workflows | Customer Management | Customer Read More

CRM is Busting Out Of Its Britches: Operational, Analytical, and Collaborative CRM Are Born


Back in the early 90’s, ‘CRM’ wasn’t even a trendy acronym. You had a few players thinking beyond 'stovepipe' enterprise applications, but not much beyond. Fast forward to 2001. CRM has gotten fat, and the fatter it gets, it becomes more difficult to understand, more expensive to buy, more difficult to implement, and less likely to satisfy - either buyers of the software or their customers. Keep your eye on the ball: your customers, and your business.

crm sales intelligence  the entire customer lifecycle. CRM Software fosters a comprehensive, integrated approach to the customer, putting the customer at the center and integrating such corporate functions as Sales, Marketing, Customer Support, and Field Sales and Service, all in an effort to increase Customer Satisfaction, improve internal morale, increase sales, and differentiate the company from its competitors. Figure 1. Click here to view larger image Operational CRM Operational CRM is at the heart of what we''ve previously Read More

8 CRM Essentials: An Executive Guide to the Must-have Elements of Every Successful CRM Initiative


It’s no secret that winning and retaining customers is the key to growth and success. But that’s no small feat, with ever-increasing customer demands, as well as the difficulty of implementing and enforcing processes to support your interactions with prospects, customers, and partners. Eight proven customer relationship management (CRM) best practices can help you create a customer retention strategy. Learn more.

crm sales intelligence  Management | Relationship Management CRM | Sales | Sales Marketing | Salesforce | Software Essential | Solutions Systems | Strategic CRM | Successful CRM | Successful CRM Initiative | System Essential | Workflow Functionality | 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 intelligence  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

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 intelligence  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

Sales Enablement: User Acceptance Means More Sales


Productive salespeople can make the difference between your company’s success or its ultimate failure. A new approach to sales productivity is emerging, and it focuses on the productive interaction between salespeople and customers. This sales enablement concept helps meet the needs of not only management, but also the frontline users—and it’s the key to winning, retaining, and satisfying your customers.

crm sales intelligence  Enablement: User Acceptance Means More Sales Productive salespeople can make the difference between your company’s success or its ultimate failure. A new approach to sales productivity is emerging, and it focuses on the productive interaction between salespeople and customers. This sales enablement concept helps meet the needs of not only management, but also the frontline users—and it’s the key to winning, retaining, and satisfying your customers. Read More

The Forrester Wave: CRM Suites for Large Organizations, Q2 2010


In Q2 2010, Forrester evaluated 18 customer relationship management (CRM) solutions—CDC Software, Chordiant Software, FrontRange Solutions, Maximizer Software, Microsoft, NetSuite, Oracle, Pegasystems, RightNow Technologies, SageCRM, Sage SalesLogix, salesforce.com, SAP CRM, SugarCRM, and Sword Ciboodle—against 516 criteria reflecting the requirements of large organizations. Learn what they discovered.

crm sales intelligence  Forrester Wave: CRM Suites for Large Organizations, Q2 2010 In Q2 2010, Forrester evaluated 18 customer relationship management (CRM) solutions—CDC Software, Chordiant Software, FrontRange Solutions, Maximizer Software, Microsoft, NetSuite, Oracle, Pegasystems, RightNow Technologies, SageCRM, Sage SalesLogix, salesforce.com, SAP CRM, SugarCRM, and Sword Ciboodle—against 516 criteria reflecting the requirements of large organizations. Learn what they discovered. Read More

Optimizing Sales Engagements: Selling at the Speed of Change


The results from a recent sales engagement optimization study from CSO Insights show that sales organizations are facing a constant stream of change, and sales strategies are often not as effective as planned. Results from this study showed that for forecasted deals, only 48.3% actually resulted in wins, 27.1% ended in competitive losses, and 24.6% ended up as no decisions.

The good news is that taking a proactive approach to dealing with sales process changes can have a significant impact on sales effectiveness. This finding was evident when the performance of sales organizations that continuously assessed how effectively they were selling was compared against those that did not perform such an assessment.

We asked the sales leaders from the continuous assessment group several questions to determine what their secrets to success are:

- What tools are salespeople using when engaging with customers?
- Where and how does this engagement occur?
- How effective are salespeople at engaging with customers?
- When does the engagement process need to be enhanced, modified or replaced?

Download this white paper to learn how more effective sales organizations are dealing with change, leveraging new processes and technologies to optimize sales engagement effectiveness and turn “how” they sell into a competitive advantage.

crm sales intelligence  Sales Engagements: Selling at the Speed of Change The results from a recent sales engagement optimization study from CSO Insights show that sales organizations are facing a constant stream of change, and sales strategies are often not as effective as planned. Results from this study showed that for forecasted deals, only 48.3% actually resulted in wins, 27.1% ended in competitive losses, and 24.6% ended up as no decisions. The good news is that taking a proactive approach to dealing with sales Read More

Top Business Intelligence Solutions 2009


To find out, simply use TEC's business intelligence evaluation center to compare how more than 20 leading BI solutions meet your companys needs.

crm sales intelligence  Business Intelligence Solutions 2009 New developments in business intelligence (BI) software have made BI more accessible, affordable, and valuable to your business than ever before. And now you can get the benefits quickly, with much smaller implementation budgets and timelines. The leaders include SAP BusinessObjects Edge Business Intelligence, ProClarity by Microsoft, Hyperion System 9 by Oracle, Exact Business Analytics by Exact Software, Infor PM 10, IBM Cognos 8 BI, MicroStrategy 9, and Oco Read More

Sales Process Map


Today’s new technologies and tools are changing the sales process. Sales teams that incorporate social insights into the sales process are pulling ahead, while reps who stick with traditional methods are falling behind. This step-by-step guide helps you to reach prospects, qualify leads, and close deals. Download the guide and know what you need to do to close more deals faster and collaborate instantly on what matters.

crm sales intelligence  Process Map Today’s new technologies and tools are changing the sales process. Sales teams that incorporate social insights into the sales process are pulling ahead, while reps who stick with traditional methods are falling behind. This step-by-step guide helps you to reach prospects, qualify leads, and close deals. Download the guide and know what you need to do to close more deals faster and collaborate instantly on what matters. Read More

The Sales Cloud


In today’s business environment, sales people don’t have time to spend hours hunting for leads, researching accounts, and calling wrong numbers. And sales is changing. Businesses around the world are grappling with how to turn the rise of social networks and explosion of social information into a competitive sales advantage. Get everything you need to connect with customers—all in one place and available anytime, anywhere.

crm sales intelligence  Sales Cloud In today’s business environment, sales people don’t have time to spend hours hunting for leads, researching accounts, and calling wrong numbers. And sales is changing. Businesses around the world are grappling with how to turn the rise of social networks and explosion of social information into a competitive sales advantage. Get everything you need to connect with customers—all in one place and available anytime, anywhere. Read More

The Five Styles of Business Intelligence: Industrial-strength Business Intelligence


If you’re not on top of the range of business intelligence (BI) functionality that has evolved over the past 15 years, this framework can help. There’s a fundamental shortcoming in most BI tools today, as a single architecture cannot support the full range of BI functionality—leading to excessive costs, delays, and user dissatisfaction. Learn about a solution that covers the five different styles of BI functionality.

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Business Intelligence Vendors


Current pure play business intelligence (BI) leaders offer the advantage of superior analytics and planning capabilities; however, enterprise resource planning (ERP) vendors are improving their analytic capabilities and accessibility.

crm sales intelligence  once prosperous SCM and CRM markets, these advantages will diminish. ERP vendors are continuing to improve their analytic capabilities and accessibility and add universal interfaces, including the new Web service standards to facilitate data access and integration from other environments. Despite BI''s proven staying power within IT departments, BI vendors need to establish as strong a hold on the market as possible before enterprise and platform vendors catch up. Vendors like Microsoft, IBM, and Oracle Read More

Making Sense of Business Intelligence in the Mid-Market: Why Sage Intelligence Is the Right Fit for You


The right business intelligence (BI) solution can provide many benefits to your business. From access to real-time data across the organization and graphical reporting tools to better insight and collaboration, BI can give your company a competitive advantage. Download this white paper to find out more about Sage Intelligence.

crm sales intelligence  business intelligence solution, BI solution, Sage Intelligence, Sage ERP, data visualization, Equation Technologies Read More

Making Business Intelligence Easy: Collaborative Business Intelligence


The merging of BI and Web 2.0 technologies has given rise to the new concept of collaborative BI, a type of collaborative decision making (CDM) platform. Collaborative BI has been hailed by many as the answer to the persistent problem that, despite increasing amounts of money being spent on BI, many organizations are failing to utilize reporting and analytics effectively. Read this white paper to learn the essential features of a collaborative BI platform and how to enable collaborative BI in your organization.

crm sales intelligence  collaborative BI, collaborative business intelligence, Yellowfin BI, Yellowfin software, Yellowfin white paper, collaborative decision making, CDM Read More