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Sales Force Automation (SFA)
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...
 

 proposal

Discrete Enterprise Resource Planning (Discrete ERP) RFI / RFP Template

Financials, Human Resources, Manufacturing Management, Inventory Management, Purchasing Management, Quality Management, Sales Management, Product Technology Get this template

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Sales Force Automation (SFA)
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...

Documents related to » proposal

Success Keys for Proposal Automation


Proposal writing has become a common requirement throughout the entire business world. And for many sales people, they are a necessary evil. If you're thinking about automating your proposal process, there are ten critical success keys to a successful implementation.

proposal  Keys for Proposal Automation In today''s economy, sales people have to write more proposals, and better proposals, than ever before. As the industry has become more competitive and complex, customers have become both more confused and more demanding. As a result, they are likely to listen to a presentation, nod their heads, and mutter those dreaded words, Sounds good! Why don''t you put that in writing for me? Why Do Customers Want Proposals? Writing proposals is about as much fun as having your Read More

Focus on Corporate Governance Requires a Business-Oriented Selling Approach


If you are selling products or services that are critical to your prospect’s success or for that matter, their very survival, your proposal will likely be elevated to the board of directors level for final approval. How do you sell at the board level?

proposal  their very survival, your proposal will likely be elevated to the board of directors level for final approval. Why is that? Government, shareholder and press focus on corporate governance has put boards on notice that they are being held accountable for their oversight responsibilities. Those often include investments in strategic technology. And those boards are listening. I know. I sit on the board of a public company. We are getting involved in product and service acquisitions and zooming into details Read More

Vendors Beware! It’s Not What You Say, It’s How You Say It.


A study from Iowa State University’s Department of Electrical and Computer Engineering suggests that the format and organization of a proposal can significantly affect a vendor’s chance of winning a contract. And we thought those university professors didn’t know much about the real world!

proposal  the writer of a proposal is attempting to communicate ideas to the reader, and most readers are pretty much the same. For example, a study that was reported more than two decades ago showed that readers of technical manuals preferred writing at a 5th grade level, regardless of whether they were administrative assistants with high school diplomas or scientists with Ph.D.s. So we''d advise vendors to look closely at these results, which we summarize in the next section. If you''re unsure, you could do your Read More

Instead of Discounting, Back Some Value Out of Your Proposal


Last minute discounting has become so prevalent that many companies have come to depend on it as their default sales strategy. Employing a go-to-market strategy of being the lowest cost provider is one thing, but dramatic, tactical discounting on every deal will erode your company's margins and leave you digging a deeper and deeper hole in which your company will ultimately bury itself.

proposal  Value Out of Your Proposal Introduction Last minute discounting has become so prevalent that many companies have come to depend on it as their default sales strategy. Employing a go-to-market strategy of being the lowest cost provider is one thing, but dramatic, tactical discounting on every deal will erode your company''s margins and leave you digging a deeper and deeper hole in which your company will ultimately bury itself. I don''t want to give you the impression that discounting is never appropriate. Read More

iQuoteXpress Launches Version 6.0 of Its SaaS CPQ solution


iQuoteXpress has launched the latest version of its software-as-a-service (SaaS) sales proposal, e-catalog, configuration, and reporting software. The latest version of iQuoteXpress has been extended with important new features for lead tracking and calendar/activity functionality. iQuoteXpress added these new features in response to in-depth market research and customer feedback

proposal  its software-as-a-service (SaaS) sales proposal, e-catalog, configuration, and reporting software. The latest version of iQuoteXpress has been extended with important new features for lead tracking and calendar/activity functionality. iQuoteXpress added these new features in response to in-depth market research and customer feedback. iQuoteXpress v6.0 is now available to all existing and new customers.   The new Leads module allows opportunity tracking and management before the quotation process begins. Read More

CallidusCloud


CallidusCloud is the leading provider of sales and marketing effectiveness software. Headquartered in Pleasanton, CA, CallidusCloud enables organizations to accelerate and maximize their lead to money process with its complete suite of solutions that identify the right leads, ensure proper territory and quota distribution, enable sales forces, automate quote and proposal generation, automate contract creation and negotiation, and streamline sales compensation—driving bigger deals, faster.  With CallidusCloud, users can: • Boost revenues by delivering more high-value leads • Maximize sales effectiveness by deploying real-time sales guidance, sales coaching, and targeted incentives that focus sales execution on results  • Build a knowledge-based culture with on-the-go mobile learning and training • Build top performing teams by hiring the right people and accelerating their time to productivity  The company’s products include: Marketing Automation to attract and nurture leads; Territory & Quota for optimizing the territory management process: Sales Performance Manager to provide a comprehensive sales coaching program; Sales Enablement to provide a central content repository, playbooks, and deal rooms; Litmos, a learning management system, Configure Price Quote, Contract Lifecycle Management, MySalesGame to drive adoption of new tools with gamification, Incentive Compensation, and Channel Management.  Over 3,400 leading global organizations across all industries rely on CallidusCloud‘s easy-to-use, scalable solutions to streamline business processes, optimize effectiveness, and drive improved performance. The solution suite is delivered as a SaaS platform designed to deliver rapid time to value, reduced cost of ownership, and a superior customer experience.  

proposal  forces, automate quote and proposal generation, automate contract creation and negotiation, and streamline sales compensation—driving bigger deals, faster.  With CallidusCloud, users can: • Boost revenues by delivering more high-value leads • Maximize sales effectiveness by deploying real-time sales guidance, sales coaching, and targeted incentives that focus sales execution on results  • Build a knowledge-based culture with on-the-go mobile learning and training • Build top performing teams Read More

How to Select an ERP System When You’re Dead


When Nietzsche declared in 1882 that “God is dead,” I’ll bet he had no idea that ERP system vendors were already queuing up to fill the gap. He just wasn’t the practical, forward-thinking kind, that was his problem (Nietzsche, I mean, not God). Now, in heaven, they take the long view. So when they started casting around for a replacement to their legacy system, they took the time to conduct

proposal  user trials Assess implementation proposal Conduct a TCO analysis (pricing) Analyze market data Visit reference company sites Quantify the subjective assessment Revisit your analysis Make your selection Phase Four: Post-selection Negotiate the contract Obtain executive approval Notify rejected vendors Handle disputes Notify the winning vendor Sign the contract Plan for implementation Conduct installation and configuration (or migration) Perform user testing Develop due diligence report/audit Go live Read More

The Five Sure-fire Strategies for Gaining Management Approval for WMS Projects


Despite the consensus that warehouse management systems (WMS) offer many benefits, getting approval for a new system is challenging. You need to get key decision makers in operations, IT, and finance—as well as the executive team and the board of directors—to see value in the proposed WMS. But how can you improve your chances of getting management approval? Discover five strategies for information-gathering and approval.

proposal  have a separate cost proposal from the ERP vendor regarding the price of initial implementation for its warehouse module and how future changes or upgrades will be billed. Is it flexible enough to meet changing business requirements? Is the warehouse module down when the ERP is down for routine maintenance? Ask the ERP customer references how easily they have been able to change the ERP warehouse module over time and whether the actual implementation costs remained in line with original project Read More

1ClickBusiness


Modular, cloud based software system, including online billing, proposal generation, payment and accounts management, with company performance dashboards. Upgrades and Add-Ons for even more functionality. Targeted at entrepreneurs, small to medium sized enterprises. Powered by Dyntell Software, Swiss based IT industry investment in European and N. American geographies.

proposal  system, including online billing, proposal generation, payment and accounts management, with company performance dashboards. Upgrades and Add-Ons for even more functionality. Targeted at entrepreneurs, small to medium sized enterprises. Powered by Dyntell Software, Swiss based IT industry investment in European and N. American geographies. Read More

Q2O Systems: Solutions for Quotation Management and Pricing Configuration


Quote-to-order systems include quotation management and pricing configuration solutions. Pricing configuration engines automate pricing and quoting processes for manufacturers with complex requirements. Their benefits include quotes that are quick and accurate, leading to increased customer satisfaction.

proposal  satisfaction. Specialized quoting and proposal solutions are thus designed to handle any sales model, whether a sales representative''s model, an independent dealer''s model, or a reseller''s model. Specialized quoting and proposal products have to seamlessly integrate with ERP solutions to provide uninterrupted sales automation and tracking, from lead creation and distribution, to quoting and proposal generation, to order placement and post-order service. In addition to increasing the accuracy of orders Read More

Getting Back to Selling


Faced with longer sales cycles, declining sales productivity, and increasingly discerning customers, companies are being forced to streamline and automate how sales information is processed, and change the mechanics of deal-making. Learn more about the strategies that best-in-class (BIC) companies are employing to improve sales effectiveness, boost productivity, and ultimately remain competitive.

proposal  processes Standard approach to proposal generation and proposal management Central repository of sales and product marketing information Incentive/ Compensation Management Order/ Quote Generation Contact Management Software Customer Relationship Management Solutions Sales force Automation Product Configuration Forecast Management Although the issues of sales knowledge management and sales process management are both a focus of BIC organizations from a strategic standpoint, there has been a higher Read More

Hoping Jon & Kate Can Come to Terms Like JDA & i2


Many people are aware of a reality show on television titled “Jon @ Kate Plus 8”, which features a couple that is separated and ready to get divorced. Occasionally couples have disagreements and need to get away from each other to sort things out then come back to the table with new perspectives.  That’s what JDA and i2 have done with their deal from last year. JDA plans (once again) to acquire i2

proposal  soured due to JDA''s proposal to renegotiate the initial agreement of $346 million. Maybe it was good to break up, and then make up in the hopes of getting a better deal. Who thought the software industry would see such drama? Last year, the i2 board of directors didn''t think JDA''s revised proposal was in the best interests of i2''s stockholders. This year, JDA went back to the table with i2. The companies reevaluated the deal so that both organizations would benefit and become leaders in the supply chain Read More

When Shortlists Are Too Short, Who's to Blame?


This insightful case study from SageCircle talks about how a vendor almost missed out on a $35M deal because it was left off an RFP shortlist. Although the case study is geared toward software vendors—focusing on the importance of an active analyst relations team—it also illustrates important points applying to software selection projects. The case study is in some ways a cautionary tale for

proposal  create the request for proposal (RFP), set up the vendor short list in collaboration with the client, send the RFP to the selected vendors, and then evaluate the responses.” Somewhere along the way, the consultant developing the shortlist was not privy to information the analyst firm maintained on the vendors. That suggests serious faults in the methodology employed. We do RFP/shortlist development projects all the time at TEC, so I know the intricacies of what it takes to cast your net around the Read More

How to Start a No-fail Project, Part 3: Planning for Success


An estimated two-thirds of IT projects aren’t completed on time or budget, while 15 percent are cancelled entirely. But your IT project doesn’t have to be a gamble. By knowing the most common causes of project failure, your company increases the potential for a successful project outcome. Learn more about how inadequate initial project planning can be one of your greatest obstacles to success—and how you can overcome it.

proposal  Program , Project Management Proposal , Project Management Report , Project Management Requirements , Project Management Resources , Project Management Service . According to The Standish Group ( www.standishgroup.com ), a major IT research institution, only 34% of IT projects are completed on time and within budget. Standish estimates that 51% overrun their schedules and surpass their budgets while 15% are cancelled. Although these findings show vast improvement from their first study in 1994, the rates Read More

Competuition: Teach Competition to Your Procurement Process


High-profile corporate scandal has resulted in laws such as the Sarbanes-Oxley Act, to monitor business practices. To help safeguard against unethical practices during procurement, entities are also adopting elements from the US Federal Acquisition Regulation (FAR).

proposal  eventually, extension of the proposal receipt due date Modification of the initial RFP, modification and receipt of proposals, and, eventually, extension of the proposal receipt due date Disqualification of proposals, proposals returned unopened Proposal opening at proposal receipt due date Rating, scoring, and sorting proposals in a decision matrix Selection of the best matching proposals Providers contacted and requested for their best and final offer (BAFO) Selection of the best matching proposal Read More