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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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 sales assessments crm

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 » sales assessments crm

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.

sales assessments crm  , Salesforce Mobile , Sales Assessments Sales Force Development , Covering Salesforce , Salesforce On-demand , Sales Assessment Test , Perspectives on Salesforce , Custom Objects in Salesforce . Executive Brief There''s never been a time when you haven''t needed your field salespeople to perform at peak ability. But a number of challenges in today''s global marketplace makes it harder than ever for field sales representatives to stay on top of the game and keep your company''s bottom line from sinking into Read More

A CRM System Needs A Data Strategy


A customer relationship management (CRM) system is inherently valuable for supporting customer acquisition and retention by gathering data from each contact with customers and prospects. Collecting data, however, cannot be isolated from a strategy for actually using that data. Here is an overview of how to evolve the focus of a data strategy to specifically suit both the acquisition and retention phases.

sales assessments crm  service sales. For example, sales data can reveal which customers are due for product/service upgrades or warranty extensions. To guide development of a retention data strategy, answer the following: What are the characteristics of the best customers? What keeps them loyal? What''s the potential for developing similarly loyal customers? What are the information and service needs of established customers compared to those of prospects? What prospect information, if any, needs to be saved once a Read More

Software as a Service beyond Customer Relationship Management and Sales


Applications are more often outsourced than infrastructure, and this is increasingly done through software as a service (SaaS). Vendors such as WebEx, Webcom, MCA Solutions, and Ariba are delivering applications as SaaS.

sales assessments crm  the Salesforce.com models, and sales data is certainly an area of high risk. In addition to requiring user sign on, there could be virtual private network (VPN) access, which is as protective as internal security. For diverse mash-up deployments, Jamcracker Service Delivery Network provides an array of related services, like single sign-on, provisioning, billing, support, etc. Prospective SaaS customers should not be overly concerned with semantics and the vendors'' marketing gimmicks, but rather view Read More

ERP Selection Facts and Figures Case Study - Part 2: Qualitative Assessments and Analysis


This is part two of a note describing an opportunity TEC had to evaluate and compare the four top ERP vendors for a client. Each vendor’s offering differed in such areas as functionality, flexibility, process fit and ease of use. Find out what TEC learned as a result of the selection engagement.

sales assessments crm  location is very simple. Sales order and product profitability analyses are done through pre-built scorecards that run off of sophisticated queries that eliminate the need to populate OLAP cubes. Disadvantages : Identification of components with long purchase lead times at an early design stage and for early planning purposes is poor. Overall : Online help is very useful. Email routing help is very sophisticated. Screen navigation is intuitive because users only have to learn five different screen forms Read More

Sales Force Performance


Understanding market drivers is key to managing customer behavior. To do this, organizations must state and qualify their assumptions about the real drivers of sales performance. An improvement strategy can then be created, and with integrated budgets, success metrics, etc.

sales assessments crm  Process Alignment . The sales function does not operate in a vacuum. Other functions comprise the go to market process and contribute to the customer experience and therefore impact customer behavior both positive and negative. If the sales function has to gain new customers to replace lost customers, this action will dilute sales productivity and the productivity of the organization at-large. Therefore, this driver requires the organization to assess the level of effort that is required to create a Read More

EBSuite CRM


The EBSuite CRM web-based solution uses J2EE and Web Services technologies, and includes sales force automation (SFA), customer support and help desk, marketing automation and online/offline campaign management, project management, and mobile CRM modules.  

sales assessments crm  Services technologies, and includes sales force automation (SFA), customer support and help desk, marketing automation and online/offline campaign management, project management, and mobile CRM modules. Read More

The Benefits of Selecting a CRM Implementation Partner


As you begin a customer relationship management (CRM) initiative, software selection is only one facet of a successful project. You may consider implementing your new CRM system with internal resources. But even in providing a simple CRM solution in your company, a number of steps need to take place, including requirements gathering, configuration, and more. Discover the benefits of selecting a CRM implementation partner.

sales assessments crm  Skills | Planning | Sales Force Automation CRM | Advantages and Disadvantages of CRM | Improve Customer Service | Advantages Using CRM | Harvest Solutions Consulting Services | Pilot Program | Technical Support for CRM System | CRM Customer Service | End-User Channels | End-User with Technical Support | On-demand Vendors | How to Configure a CRM System | CRM Case Study | Facet of a Successful Project | Efficient Customer Relationship Management Configuration | CRM Insights Blog | Case Studies for Read More

Maximizer CRM 12: CRM Certification Report


Maximizer CRM 12 is now TEC Certified for online evaluation of customer relationship management (CRM) solutions in the CRM Evaluation Center. The certification seal is a valuable indicator for organizations relying on the integrity of TEC research for assistance with their software selection projects. Download this report for product highlights, competitive analysis, product analysis, and in-depth analyst commentary.

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CRM: Creating a Credible Business Case and Positioning It with the CEO Part Two: Linking CRM with Organizational Direction


An effective business case must link CRM with achieving organizational objectives; but this step is just the beginning. Credibility implies that the document clearly delineates assumptions regarding cause and effect plus the mechanism that will be used to assess results and declare success.

sales assessments crm  organization: Performance of the sales organization is defined in terms of hitting quota while staying within budget. Performance of marketing departments is typically measured in terms of products and programs. For example, my product met its profit objectives or my program generated x leads. Call centers and help desks are often managed on a cost containment philosophy where productivity and risk avoidance policies prevail. None of these functions would view themselves as being customer antagonistic Read More

Sales Force Automation (SFA) Buyer's Guide


The sales force automation buyer's guide will help you find the ideal sfa system for your company.

sales assessments crm  business couldn''t use more sales these days? Sales force automation (SFA) can help bring in those extra dollars. But how do you find an SFA solution that''s powerful enough to do the job for both sales reps and management? The Sales Force Automation Buyer''s Guide will help you find the ideal SFA system for your company. In this definitive guide, you''ll learn what type of SFA buyer you are; what the core and advanced elements of an SFA system are; the costs you can expect to incur; the difference between Read More

Why CRM Is So Hard and What To Do About It: Data is key to making CRM work


Making a CRM investment work is a two-step process that begins with unifying disparate systems by creating and managing standardized, reusable business definitions mapped to the different CRM system schemas throughout the organization.

sales assessments crm  for instance, should channel sales share leads with direct sales? Information technology (IT) departments bear the brunt of this departmentalization. Corporate executives, moreover, are frustrated by their inability to use the data contained in separate business units, which has been gathered over the years as a result of concerted marketing and CRM initiatives. The high cost of these siloed CRM projects only adds to the pain. Marketing Now Drives CRM The companies struggling to make CRM work today Read More

Agile ERP Vendor Ditches a Microsoft Dynamics CRM Alliance for, well, its own CRM Solution (Part II)


Part I of this blog topic has revisited Agresso's post-implementation agility capabilities (as to accommodate businesses living in a change -- so called BLINC's), and its devised growth strategy via in-house developments, complementary acquisitions and/or partnerships. Most recently, Agresso expressed the intent to acquire the United Kingdom UK-based competitor CODA, but the analysis of this

sales assessments crm   Read More

Customer Relationship Management Showdown: Microsoft Dynamics CRM vs. Oncontact CRM vs. SageCRM


For this Showdown, we looked at all three of the main CRM modules: sales force automation, marketing automation, and customer service and support. To eliminate any chance of bias and to ensure a level playing field, all the criteria that make up these three modules in our CRM Evaluation Center were given equal weight and priority. In other words, no area of functionality was treated as being more important than any other.

sales assessments crm  . Introduction Given that sales and customer retention are the lifeblood of any organization, we thought we’d take a closer look at three of the leading mid-market CRM solutions. Two of them, Microsoft Dynamics CRM and SageCRM, come from large, integrated vendors, while the third, Oncontact CRM, comes from a smaller, best-of-breed vendor that offers CRM solutions only. Sage''s CRM solution comes in both hosted (SageCRM.com) and non-hosted configurations. For this Showdown, we looked at all three of the Read More

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.

sales assessments crm  CRM: How to Maximize Sales and Service Productivity CRM Without Workflow is not CRM: How to Maximize Sales and Service Productivity If you receive errors when attempting to view this white paper, please install the latest version of Adobe Reader. Intuit products and services assist customers in North America, Asia, Europe and Australia, with offices in the United States, Canada, the United Kingdom and other locations. Inutuit has completed the purchase of certain products from Entellium. Meet your Read More