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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 th 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

How to Choose a Hosted CRM Application for SMBs


While virtually all hosted customer relationship management (CRM) applications support sales force automation, marketing campaign management, and customer service, providing front-to-back-office integration has become a clear differentiator for small to medium businesses (SMBs). Read this white paper—which includes a handy table of evaluation criteria—to find out how to select the right hosted CRM software for you.

sales assessments crm  and/or customer service analytics. Sales analytics might include pipeline forecasts, opportunity management, and win/loss metrics. Marketers use CRM to perform customer segmentation and/or ROI assessments on marketing campaigns. Conversely, customer service analytics are used to track call time resolution, product quality issues or case management. Both NetSuite and SAP currently offer more advanced analytics functionality. NetSuite’s integrated multi-channel approach provides a robust data-mart of 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

A Stronger Field Sales Force and Better Internet Sales


Endress+Hauser (e+h), an international group of specialists for measurement devices and automated solutions for industrial process engineering, implemented both mySAP CRM mobile sales and e-selling capabilities to reinforce its market- and customer-focused orientation. As a result, it saw a stronger field sales force and increased sales through the Internet.

sales assessments crm  Sales Force Development , Sales Assessments , Sales Force Redefining , Sales Force Resources , Merchandising Sales Force , Sophisticated Sales Force , Improve Sales Performance , Sales Performance , Sales Process , Leading Sales Force , Effective Sales Force , Sales Managers , Sales Force Program , Sales Force Strategies . In the 50 years since its founding, the Swiss company Endress+Hauser (E+H) has developed into an internationally leading group of specialists for measurement devices and automated 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

Saleslogix CRM Best Practices Guide


Find out in the saleslogix CRM guidebook by nucleus research, a leading research analyst firm.

sales assessments crm  the benefits of increased sales and profits. But how can you use SalesLogix CRM to your maximum advantage? And what are the best practices associated with it that you can pick up and profit from? Find out in the SalesLogix CRM Guidebook by Nucleus Research, a leading research analyst firm. Based on the experiences of SalesLogix CRM users across the US and Europe, discover the components and features of SalesLogix, and how they can help you do more selling the best approaches to customization how to Read More

Infor Epiphany


Infor's CRM solution provides the tools your company needs to engage customers in a multi-channel, closed-loop dialogue that nurtures their loyalty to your products and services and improves your bottom-line results. Infor CRM is comprised of the following key components: Marketing—delivers inbound and outbound marketing capabilities that streamline the campaign process and create real-time customer profiles which can be analyzed to identify high-impact offers at the moment of customer interaction. Sales—provides sales force automation and opportunity management capabilities that facilitate customer conversations by driving intelligence into every customer interaction. Service—serves as the foundation for personalized contact center operations, giving customer service representatives a unified view of customers across all existing systems and empowering them to shorten call times and resolve issues on the first call. Powerful real-time analytics drive personalized, customer-focused processes and offers, turning customer interactions into revenue opportunities across emails, phone calls, and web inquiries.  

sales assessments crm  of customer interaction. Sales—provides sales force automation and opportunity management capabilities that facilitate customer conversations by driving intelligence into every customer interaction. Service—serves as the foundation for personalized contact center operations, giving customer service representatives a unified view of customers across all existing systems and empowering them to shorten call times and resolve issues on the first call. Powerful real-time analytics drive personalized, Read More

Your CRM Selection Challenge: CDC Pivotal CRM vs. NetSuite CRM+


Every now and then, I’ll examine the data from TEC’s past software selection projects, and explore the choices users have made. The information below is based on a real-life CRM selection project, but I have modified some of the data in order to respect confidentiality agreements still in place. To put myself in the user’s shoes, here’s how I answered the CRM Evaluation Center

sales assessments crm   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.

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YOur CRM Solution in Our 2011 CRM Buyer's Guide


Find out about listing andsponsorship options. To learn more aboutsponsorship opportunities, please complete this brief questionnaire or contact us...

sales assessments crm  more than a million sales, marketing, and finance executives with the 2011 TEC Customer Relationship Management (CRM) Buyer''s Guide*. Don''t miss this unique opportunity to reach our large, targeted IT audience Promoted to more than a million TEC members and newsletter subscribers—and sent to thousands of qualified companies that have evaluated CRM software on the TEC site in the last 12 months—being in the TEC CRM Buyer''s Guide may be your best way to develop new business in 2011. (Apply for listing Read More

CRM, Success, and Best Practices: A Wake Up Call Part One: Searching and Establishing the Business Parameters of CRM


Customer relationship management is a sophisticated set of customer-facing tools; however, its technology has outpaced the management strategy used to implement it. Moreover, murky definitions and objectives have caused varying degrees of success and failure to emerge from the same initiative. Clearly defining the objective, implementing holistic best practices, and ensuring that senior management understands CRM as a business strategy can help maximize a CRM investment.

sales assessments crm  and early adopter of sales force automation (SFA), in 1986, Petersen led one of the first successful national implementations of SFA in the United States. He has held senior level management positions with system integration and end user organizations. As a consultant, he developed a number of proprietary facilitation techniques to help organizations to better understand technology, and how to rally around a single threaded, phased implementation approach. Prior to founding GSP & Associates, Petersen was Read More

Aplicor


The Aplicor software solution is an integrated, wireless, and web-based CRM suite that includes sales force automation (SFA), marketing automation, project office, customer support, and an enterprise portal.  

sales assessments crm  CRM suite that includes sales force automation (SFA), marketing automation, project office, customer support, and an enterprise portal. Read More