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Software Functionality Revealed in Detail
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 sales effectiveness 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

Configure Price Quote (CPQ)

Configure, price, and quote (CPQ) solutions (sometimes known as quote-to-order, or Q2O, systems) help drive sales effectiveness by supporting configuration and pricing activities and the generation of quotes that occure during the sales process. CPQ solutions create accurate and professional sales quotes for complex, custom-engineered or customizable products while streamlining core processes and lowering costs. Common features of CPQ software include product catalog and pricing functionality, product visualization, and support for channel sales.  

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Documents related to » sales effectiveness crm

The Impact of CRM and Sales Process: Monetizing the Value of Sales Effectiveness


To work through all the issues necessary to improve sales performance, executives have a number of options for leveraging people and knowledge. However, an area that shows significant potential for helping sales teams meet or exceed their goals is the effective alignment of sales process and technology. Executives looking to optimize performance should consider this approach to achieve their goals.

sales effectiveness crm  Monetizing the Value of Sales Effectiveness To work through all the issues necessary to improve sales performance, executives have a number of options for leveraging people and knowledge. However, an area that shows significant potential for helping sales teams meet or exceed their goals is the effective alignment of sales process and technology. Executives looking to optimize performance should consider this approach to achieve their goals. Read More

Best Practices of the Best-run Sales Organizations: Sales Opportunity Blueprinting


To move your sales team to the next level, you need to find answers to several questions. For example: How do you determine which customers provide the best opportunity for a successful sale? Can you develop and present a comprehensive view of your value position to a prospect? What is the role of IT in driving a best-run sales organization? Find out how leading companies have answered these questions—and how they excel.

sales effectiveness crm  Best-run Finance Methods , Sales Effectiveness , Sales Manufacturing , Secrets Best-run Practices , Sales Method , Sales Operations Planning . Why are we talking about blueprints? After all, blueprints are used in the construction of buildings, highways, or airplanes – providing a plan of action for pulling together complex materials and steps to successfully accomplish a project. No one would compare sales activities to construction. But we can say that deciding where to direct our time, energy, and Read More

Surado CRM Increasing Sales


The Surado CRM Sales module empowers sales teams by providing an intuitive system that presents a comprehensive single view of the customer across your entire organization. Combine this with a powerful knowledge base and automated business rules to create a consistent sales methodology throughout your entire team. With Surado CRM, your sales teams are enabled to manage the complete prospect to customer life cycle with efficiency and effectiveness.

sales effectiveness crm  CRM Increasing Sales The Surado CRM Sales module empowers sales teams by providing an intuitive system that presents a comprehensive single view of the customer across your entire organization. Combine this with a powerful knowledge base and automated business rules to create a consistent sales methodology throughout your entire team. With Surado CRM, your sales teams are enabled to manage the complete prospect to customer life cycle with efficiency and effectiveness. Read More

Aligning Sales Territories to Enhance Sales Productivity: Improving Customer Relationships in a Tough Economy


In a tough economy, retaining customers and reducing costs become paramount, and sales force productivity takes center stage. You should also be thinking about territory alignment: territory management directly affects customer relationships and the ability to tailor your approach to various market segments. Learn how to optimize territory alignment with the right set of tools, and overcome sales process obstacles.

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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.

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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.

sales effectiveness crm  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. Read More

CRM Selections: When An Ounce Of Prevention Is Worth A Pound Of Cure Part One: The CRM Selection Challenge


Two of the greatest challenges IT decision makers face when selecting a CRM package is first, having a comprehensive understanding of their functional and technical requirements and second, identifying the vendors that best match their requirements. This article will focus on determining the functionality and technology required to enable business processes, and how to compare vendor offerings once those requirements have been documented.

sales effectiveness crm  centers, websites and mobile sales forces. Once the vision is properly formulated it is important to model the business processes required to fulfill the vision. After the business processes have been modeled it is necessary to determine the functionality and technology requirements that enable each of the business processes. In summary, the procedure is as follows: Document the CRM vision -> Determine the business processes required to enable the Vision -> Determine the functionality and technology 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 effectiveness 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

The Challenges of Multitenant-aware CRM Instances with Entity and Function Commonalties


The master/subordinate customer relationship management (CRM) tenant approach facilitates a common set of workflow, record awareness, and data synchronization options across a variety of large-scale CRM instances. Based on years of research and development expertise, this approach lends itself not only to regulatory compliance and reporting solutions but also to ease of use, maintainability, and security. Find out how.

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Exactus CRM


EXACTUS CRM is comprised of integrated sales, marketing, and customer service modules. Its features include sales, marketing, and customer service functionality, as well as potential customer and opportunity management, and marketing campaigns lists. It also offers complete customer history overviews, automated event management, and search functionality within a knowledge base.  

sales effectiveness crm  is comprised of integrated sales, marketing, and customer service modules. Its features include sales, marketing, and customer service functionality, as well as potential customer and opportunity management, and marketing campaigns lists. It also offers complete customer history overviews, automated event management, and search functionality within a knowledge base. Read More

2011 Customer Relationship Management Buyer's Guide: Innovations in CRM


Customer relationship management (CRM) has matured, and offers more choices than ever before. This buyer’s guide reviews the latest innovations in this software space, focusing on cloud, mobile, and social options, and includes a section on the range of customer-centric and process-oriented add-ons and applications available. The guide also includes valuable CRM resources, case studies, and a directory of CRM vendors.

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Dynamics CRM: Customer Relationship Management (CRM) Competitor Analysis Report


This comprehensive, customer relationship management (CRM) knowledge base covers the full range of CRM functionality. Modeled especially to help clients requiring modern B2B or B2C solutions, it covers marketing automation, sales force automation, customer service and support, partner management, contract management and creation, project and team management, Internet sales, e-mail response management, analytics, and important technical criteria.

sales effectiveness crm  it covers marketing automation, sales force automation, customer service and support, partner management, contract management and creation, project and team management, Internet sales, e-mail response management, analytics, and important technical criteria. Read More

Sales Force Automation Buyer's Guide


Sales force automation makes it possible, and you can learn how in the sales force automation buyer's guide.

sales effectiveness crm  to run a successful sales operation . Sales representatives, sales managers, and senior executives all approach sales from different angles. And all three groups have different information requirements and priorities. You''ll need timely, up-to-date information in order for all groups to be successful—but how do you achieve this? Sales force automation (SFA) makes it possible, and you can learn how in the Sales Force Automation Buyer''s Guide . In this SFA buyer''s guide, you''ll learn what SFA is Read More

CRM and Technological Solutions: Be the Customer


In CRM, and now e-CRM, its not about the technology, but about focusing on the locus of importance around which CRM applications grew; namely, the customer. Ignore him at your peril.

sales effectiveness crm  about automating processes within Sales, Marketing, Customer Support, Field Force, and even Partner Relationships. But really, we should be focused on the essence of CRM and its real reason for being part of the IT arsenal: Its ability to make the entire customer experience easier, less painful, and maybe even enjoyable, so that we can attract and retain customers and improve and maintain corporate profitability over the long run. Listen as the customer says: Tell me what kinds of products or services Read More