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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 processing and tracking

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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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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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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4 Essential Components for Successful Sales


Most companies are aware that the buying processes of the world and its buyers are changing, but many have yet to recognize the need to make changes within their own sales force. Often sales professionals don’t have the proper skills or tools needed to be successful. But by integrating the four sales process components, they’ll be able to capture information that can be used to place them high above the competition.

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Rules-based Marketing: Helping Companies Transform Leads into Sales


For years, small to medium businesses have envied the powerful marketing campaigns of their larger counterparts. But today, bigger budgets and marketing departments are no longer the only keys to marketing success. Rules-based marketing is an automated strategy involving if–then rules, resulting in communications that are more timely, relevant, and consistent across multiple communication channels, for even the smallest organization.

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The Lexicon of CRM - Part 3: From R to Z


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Successful Sales and Operations Planning in Five Steps


A sales and operations planning (S&OP) meeting is a critical decision-making activity that sets the overall direction for the company. Executives discuss trade-offs between customer service, inventory investments, production capabilities, supply availability, and distribution concerns, in order to balance generating profit with satisfying operational goals. Learn the five essential steps for successful S&OP planning.

crm sales processing and tracking  Sales and Operations Planning in Five Steps Voyager Sales and Operations Planning enables you to establish a central warehouse for diverse planning data, using information from sales, production, finance, marketing, transportation and procurement. Logility synchronizes this data so your entire enterprise can work from a one number platform to save time and achieve clarity. This removes hours and days from your planning process. You can slash the planning cycle and complete multi-divisional 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.

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SMB Team On-Demand CRM Comparison Guide


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The Definitive Guide to the Right Metrics for Your Inside Sales Team


To manage their teams successfully and hit their revenue number, sales leaders must carefully measure their individual sales reps’ performances. Though many useful leading indicators and metrics to do this, deeper metrics provide a more comprehensive and nuanced understanding of your sales team’s performance and will help you manage sales more effectively. This white papers focuses on the ‘best practices’ sales metrics in three key areas—activities, sales pipeline, and sales results—so you can go beyond scratching the surface of sales management and start digging into the metrics that truly matter.

crm sales processing and tracking  Definitive Guide to the Right Metrics for Your Inside Sales Team To manage their teams successfully and hit their revenue number, sales leaders must carefully measure their individual sales reps’ performances. Though many useful leading indicators and metrics to do this, deeper metrics provide a more comprehensive and nuanced understanding of your sales team’s performance and will help you manage sales more effectively. This white papers focuses on the ‘best practices’ sales metrics in three Read More

Cloud vs. On-Premise Sales Tax Solutions: Which Works Best for Your Company?


Consider this. No one likes to do sales tax, but it is a mandatory requirement for all businesses. Manual or even semi-manual efforts can result in errors in sales tax rates and rules, collection and remittance and associated audit-related fines and penalties. When considering which sales tax solution software works best for your company, price is only one aspect of the decision. The chart given in this paper highlights some of the differences between cloud-based and on-premise sales tax solutions, as well as the key attributes of both.

crm sales processing and tracking  vs. On-Premise Sales Tax Solutions: Which Works Best for Your Company? Consider this. No one likes to do sales tax, but it is a mandatory requirement for all businesses. Manual or even semi-manual efforts can result in errors in sales tax rates and rules, collection and remittance and associated audit-related fines and penalties. When considering which sales tax solution software works best for your company, price is only one aspect of the decision. The chart given in this paper highlights some of Read More

From Strategy to Execution: Accelerating Sales Growth


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Sales Is from Mars, Marketing Is from Venus


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Aligning Sales Territories to Enhance Sales Productivity: Improving Customer Relationships in a Tough Economy


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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 processing and tracking  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