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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


A guide to the benefits, technology and implementation essentials of CRM & SFA solutions
Companies spend staggering investments to make and keep their offerings competitive. By providing a centralized location to store account history and detailed

crm solution implementation sfa  acceptance of SFA and CRM means that there are numerous vendors and offerings available. In evaluating vendors, there is a fine line between enlightenment and confusion. One major decision is whether to consider hosted or non hosted applications. Either provides functionality, but hosted applications sometimes offer quicker implementation, reduced up front expenditures, and lower total cost of ownership. The application is run and managed by the vendor versus being done in house. As we have previously

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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

NetSuite CRM+


NetSuite is a cloud customer relationship management (CRM) solution that delivers a real-time 360-degree view of your customer experience, from lead and opportunity through to sales order management, upsell, renewals, and service.   In addition to advanced sales force automation (SFA), customer support, and marketing automation, NetSuite CRM+ delivers capabilities well beyond those offered by traditional CRM systems, including quotes, order management, commissions, sales forecasting, and more, all in one comprehensive cloud CRM solution.  

crm solution implementation sfa  those offered by traditional CRM systems, including quotes, order management, commissions, sales forecasting, and more, all in one comprehensive cloud CRM solution. Read More

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.

crm solution implementation sfa  have the attitude that CRM is just a necessary tool for today's market, and therefore direct the CIO to basically pursue a low-cost solution. It should be noted here that low cost does not mean inappropriate; the problem here is pre-supposing that this is the right solution . Also, this attitude can be fatalistic, with the at least we didn't bet the farm attitude being a consolation if the initiative is perceived to fail. Note that the literature contains many horror stories of organizations that 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 solution implementation sfa  waste of time. Every CRM solution can store phone numbers and addresses. Now, if your requirement is to “validate manually entered addresses as correct” or “relate organizations to other organizations in the CRM using a user defined hierarchy of relationships that are automatically managed and reciprocated through the solution”… well then there are very few vendors that can do this (we know of only two). So if, for example, this is important to your organization, spend time understanding Read More

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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How ERP and CRM Solutions Can Save You Money


Simply visit microsoft's dynamics ERP and CRM resource center to find out how microsoft dynamics can help your business prosper in a difficult econ...

crm solution implementation sfa  ERP and CRM Solutions Can Save You Money Business people want to know: What can I do to help my company save money during this economic downturn? How can I make business better? Perhaps you are asking the very same questions. One thing that's worked for many small and midsized companies is to use Microsoft Dynamics ERP and CRM software. It's enabled them to increase their companies' efficiencies, reduce their costs, and strengthen and grow their businesses—all during tough economic times. And you Read More

Managing ERP Implementation Projects to Deliver Increased ROI


ERP implementation projects have the potential to make or break a business. A well-implemented ERP solution can enable an organization to grow, run more cohesively, and drive substantial benefits in metrics. This report, based on an Aberdeen survey of 188 respondents, illustrates how Best-in-Class organizations scope out their ERP project plans and then manage and measure to deliver return on investment. Download the report.

crm solution implementation sfa  ERP Implementation Projects to Deliver Increased ROI ERP implementation projects have the potential to make or break a business. A well-implemented ERP solution can enable an organization to grow, run more cohesively, and drive substantial benefits in metrics. This report, based on an Aberdeen survey of 188 respondents, illustrates how Best-in-Class organizations scope out their ERP project plans and then manage and measure to deliver return on investment. Download the report. Read More

Selling Smarter with CRM


CRM is no longer a fancy, expensive tool for large enterprises looking to make their telemarketing efforts more effective. Rather, it’s an essential element of a successful, integrated sales strategy. Whether a company relies on inbound or outbound marketing, referrals and word of mouth, or some hybrid strategy for attracting customers and generating sales, the right CRM application can make the difference between profit and loss, or success and failure in any market. This paper examines several such tools and how they can be effectively used with multiple business models and businesses of any size.

crm solution implementation sfa  Smarter with CRM CRM is no longer a fancy, expensive tool for large enterprises looking to make their telemarketing efforts more effective. Rather, it’s an essential element of a successful, integrated sales strategy. Whether a company relies on inbound or outbound marketing, referrals and word of mouth, or some hybrid strategy for attracting customers and generating sales, the right CRM application can make the difference between profit and loss, or success and failure in any market. This paper Read More

Strategies for a Successful CRM Implementation: A Guide for Small and Medium Sized Enterprises


In general, most organizations agree that customer satisfaction—one measure of customer relationship management (CRM) success—improves when CRM software is implemented. This white paper discusses the keys to successfully implementing CRM software solutions, as well as some of the important prerequisites—people and processes—to finding and installing CRM technology.

crm solution implementation sfa  for a Successful CRM Implementation: A Guide for Small and Medium Sized Enterprises In general, most organizations agree that customer satisfaction—one measure of customer relationship management (CRM) success—improves when CRM software is implemented. This white paper discusses the keys to successfully implementing CRM software solutions, as well as some of the important prerequisites—people and processes—to finding and installing CRM technology. Read More

Decisions, Decisions: Key Issues to Consider in Selecting a Field Service Management Solution


Every company offering field service management and automation solutions will impress you with a long checklist of features: schedule boards, dispatching and routing, work order management, automatic billing, and more. How do you compare products and find the differences that should determine your choice? Download this white paper and read up on some of the key issues to explore as you compare products and providers.

crm solution implementation sfa  Decisions: Key Issues to Consider in Selecting a Field Service Management Solution Every company offering field service management and automation solutions will impress you with a long checklist of features: schedule boards, dispatching and routing, work order management, automatic billing, and more. How do you compare products and find the differences that should determine your choice? Download this white paper and read up on some of the key issues to explore as you compare products and provider Read More

Why CRM Software is a Smart Investment in a down Economy


Find out more about why CRM is such a smart and timely investment for your small or midsized business in the white paper, crm: a business imperativ...

crm solution implementation sfa  CRM Software is a Smart Investment in a down Economy Is it really possible to grow your company during an economic downturn—and still cut costs? Fortunately, the answer is yes—and there's no better way to do it than with the right customer relationship management (CRM) software. By its very nature, CRM is one of the only technologies that can both increase your company's revenues and reduce its costs . And that's a pretty good combination during tough economic times. Find out more about why CRM is Read More

Optimizing Returns from ERP Implementation


Enterprise resource planning (ERP) systems can help manufacturers solve business problems and increase return on investment (ROI), but their implementation should not be taken lightly. In this interview, experts from SAP, Infor, and Microsoft discuss factors affecting ROI from an ERP system. The panel offer viewpoints on the feasibility of measuring ROI, importance of ownership of ERP implementation, anticipated and real benefits, and benchmarks and drivers affecting quick time to value of an ERP solution.

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RFID Implementation: Moving Forward through the Four Phases


Implementation of a radio frequency identification system is best approached in four phases to ensure its success. Discussed here are the second and third phases, which deal with testing and validation, and the importance of setting up a pilot implementation.

crm solution implementation sfa  Implementation: Moving Forward through the Four Phases In part three of this series, phase one of a radio frequency identification (RFID) implementation was outlined and discussed in detail (please see Radio Frequency Identification Implementation: The First Steps . For more background on RFID, please see previous parts of this series: Are You Tuned into Radio Frequency Identification? and A How-to Guide for a Radio Frequency Identification Site Survey . Phase Two: Test and Validation Since RFID is unc Read More

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.

crm solution implementation sfa  Dyche, best-selling author of CRM books and industry expert says that fears of how IT systems will change a person's job and potentially take valuable information away from them, robbing them of their status and job security, is the single biggest roadblock every company faces in rolling out new systems. Establish a Change Management Program . These fears can most effectively be addressed with a thorough change management program. Change management is the study of how to overcome resistance to change. Read More

Extending CRM Concepts in ERP Systems


If you're a manufacturer or distributor considering an enterprise resource planning (ERP) system with an integrated customer relationship management (CRM) application, you need to find out how far the "CRM concept" really extends to other elements of the ERP system, such as order frequency, buyer habits, specific customer invoicing requirements, etc. How vendors answer the eight crucial questions in this report will tell you what you need to know.

crm solution implementation sfa  CRM Concepts in ERP Systems If you're a manufacturer or distributor considering an enterprise resource planning (ERP) system with an integrated customer relationship management (CRM) application, you need to find out how far the CRM concept really extends to other elements of the ERP system, such as order frequency, buyer habits, specific customer invoicing requirements, etc. How vendors answer the eight crucial questions in this report will tell you what you need to know. Read More