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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 solution implementation sfa


10 Steps to a Successful CRM Implementation
When selecting or implementing a customer relationship management (CRM) solution, a mistake or error in judgment can be extremely costly. That’s why you should

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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.

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) RFI/RFP Template

Management of opportunities, sales forecasting, leads, accounts and contacts, activities, territories, contracts, quotes and proposals, partners, analytics, reporting, and more 

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Documents related to » crm solution implementation sfa

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.

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Making the Leap to CRM


Making the leap to customer relationship management (CRM) doesn’t have to be a difficult process. But many companies have difficulty knowing how to get their CRM initiative off to the right start. There is, however, a simple, step-by-step process which will help guide your CRM implementation project in the right direction, even if you’ve never implemented a CRM system before.

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Difficult Conversations: Positioning Your CEO in a CRM Implementation Part One: Sources of Misconception and Faulty Assumptions


For a successful customer relationship management (CRM) implementation, the chief executive officer (CEO) must have an ongoing role in the process. The project implementer must be aware of common CRM misconceptions, and communicate the nature of CRM to c-level management.

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A Spoonful of SugarCRMCase Study and Review of an Open Source CRM Solution


SugarCRM is a rapidly growing open source CRM company with solutions that appeal to a community of enthusiastic users. This study, based on a client who selected the Sugar Sales Professional CRM solution, compares product functionality to the competition and highlights some of SugarCRM's open source business practices.

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Xperia Executiv Solution Series


The Xperia EXECUTIV Solution Series takes an evolutionary step beyond helping your company run business better, by providing a flexible, targeted approach to solving the most critical issues impacting companies today. Years of customer-driven development have produced an extensive base of functionalities, proven to provide exceptional value and to enable companies to optimize operations and maintain profitability. Xperia matches the exact set of functionalities required to meet a company's most pressing business and technical needs. Morevoer, when needed, it is possible to extend the solution's capabilities to provide even greater value using web technology. Xperia offers a full suite of applications that will run a business seamlessly. The solutions include all aspects of customer service, such as order entry, inventory allocation, credits, returns, invoicing, sales-rep commissions, and quotas. Xperia is a full production suite of applications for the importer as well as the domestic manufacturer; it includes component inventory; purchasing; bill of material (BOM) with product specifications and full cost sheet analysis; planning capabilities (automatic forecasts as well as manual); work-order issue, tracking, and receiving; container creation; vessels; bill of lading; customs; and container tracking and receiving. All the systems are integrated with the financials and create automatic feeds. Xperia offers accounts payable, accounts receivable, general ledger, and letter of credit system as part of the financials. Additional system features include e-mail spooled file capabilities, history, security, and business-to-business (B2B) applications.  

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Get Your Sales Team Going with Mobile CRM


As you'll discover in the executive brief. get your sales teams going with mobile crm, mobile CRM lets your sales reps perform more of the activiti...

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10 Steps to Purchasing a Web Conferencing Solution


Before you commit to a web conferencing solution, you should answer several questions about what your organization wants to accomplish with an online collaboration tool. It’s equally important to understand your company’s requirements—from features and functions, to pricing, deployment, and support. Following the steps on this checklist can help you choose the web conferencing solution that delivers the greatest value.

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Reflexis Unveils SMB Retail Execution Solution


Reflexis Systems announced a new store task management solution called ReflexisPlus for smaller retailers (with about 200 stores or fewer, and less than $250 million in annual sales).

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Customer Relationship Management (CRM)


Customer relationship management (CRM) focuses on the retention of customers by collecting all data from every interaction, every customer makes with a company from all access points whether they are phone, mail, Web, or field. The company can then use this data for specific business purposes, marketing, service, support or sales while concentrating on a customer centric approach rather than a product centric. Customer relationship management defines methodologies, strategies, software, and other web-based capabilities that help an enterprise organize and manage customer relationships. Customer relationship management 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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5 Tips to Assure a Successful ERP Implementation


Are you preparing to oversee an enterprise resource planning (ERP) implementation project? Are you worried about the statistics that report less-than-successful ERP implementations? While there are many reasons a given implementation project may be less than perfect, there are a few steps you and your ERP implementation team can take to increase your chances of success. Learn about the five steps to a positive outcome.

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