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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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Visit the TEC store to compare leading software solutions by funtionality, so that you can make accurate and informed software purchasing decisions.
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 sales force automation b2b

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)

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 contact data. Systems often include various levels of analytic and reporting capabilities. 

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Documents related to » sales force automation b2b

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 force automation b2b  Economic Challenges: Equip Your Sales Force with Mobile CRM How to Rise Above Today''s Economic Challenges: Equip Your Sales Force with Mobile CRM If you receive errors when attempting to view this white paper, please install the latest version of Adobe Reader. Established in 1993, Technology Evaluation Centers, Inc. (TEC) is the first web-native technology research enterprise. TEC provides decision support systems (DSS) that enable stakeholders to objectively identify the software products that best Read More

Software as a Service for Customer Relationship Management and Sales


Major vendors are noting the growing demand for software as a service. However, smaller providers are forging new ground by offering services for inventory and collaborative planning.

sales force automation b2b  to rapidly meet traditional sales force automation (SFA) business needs, such as account and contact management, activity management, opportunity and pipeline management, calendar and task management, and sales analytics, to help companies better manage new and existing business opportunities, lead generation, sales execution, and client engagement. As expected, these core CRM features are served through a new user interface (UI) tailor-made for sales and marketing users, offering a variety of shortcuts Read More

PROS Inc.’s New Mission-“Big Data” Sales & Marketing Apps


The first part of this report takes a close look at the expansion of PROS, Inc., a leading provider of prescriptive pricing and revenue management software, first into the business-to-business (B2B) arena, and then into big data apps for sales and marketing. In this second part, we (TEC) speak to Andres Reiner, president, chief executive officer (CEO), and director of PROS, about some of the

sales force automation b2b  through our direct global sales force and indirectly through our partner ecosystem of resellers, alliance partners, and system integrators. Our sales force is organized by our target markets in manufacturing, distribution, services, and travel, and is responsible for the worldwide sale of our solutions to new and existing customers. We are a global company that conducts sales, sales support, professional services, product development and support, and marketing around the world. Our headquarters is Read More

B2B Demand Generation: How Successful Companies Are Improving Sales and Marketing Results


For decades, solution-selling and marketing methodologies have used the principle of identifying pains associated with business processes, in order to create urgency and demand for products and services. With the foundational premise that marketers need to drive more revenue while optimizing marketing investments, successful business-to-business (B2B) companies have focused on four critical pillars needed to optimize the lead-to-sale process.

sales force automation b2b  higher percentage of their sales force making quota, convert more leads into real opportunities, and have more wins with fewer no decisions1) successful business-to-business (B2B) companies have focused on four critical pillars needed to optimize the lead-to-sale process. Making PROFITABLE Lead Generation Investments It may seem obvious that investments in marketing initiatives need to be proitable-but it is still not easy for many organizations to understand the true impact of their marketing Read More

Marketing Automation: Coming of Age Slowly


Marketing is possibly the only remaining major business function yet to revise its core processes to take advantage of IT that can cut time, costs, and improve the quality of its operation. Nevertheless with marketing automation there are huge untapped opportunities for business improvement, given marketing has a unique vantage point in any enterprise to understand the customer needs, buying behavior, and value perception.

sales force automation b2b  also components such as sales force automation (SFA), employee relationship management (ERM) or call centers. Marketing automation point solution providers have also fallen prey to pessimistic investors and diminishing global corporations'' appetites for technology. They have taken the impact of the slowdown because of a more budding market yet to create the market awareness of its true value proposition, and because of the slower adoption of information technology (IT) in marketing departments (such as a Read More

Maximizer CRM 12: Salesforce Automation Certification Report


Maximizer CRM 12 is now TEC Certified for online evaluation of salesforce automation (SFA) solutions in the Customer Relationship Management (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.

sales force automation b2b  CRM 12: Salesforce Automation Certification Report Maximizer CRM 12 is now TEC Certified for online evaluation of salesforce automation (SFA) solutions in the Customer Relationship Management (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. Read More

Sales Forecasting for Your Business Advantage


With Advanced Sales Forecasting software from NetSuite, you now have the ability to run accurate, up-to-the-second sales forecasts to address your most pressing business questions. As a result, you can manage your data and your business with greater accuracy, speed, and confidence.

sales force automation b2b  Business Advantage With Advanced Sales Forecasting software from NetSuite, you now have the ability to run accurate, up-to-the-second sales forecasts to address your most pressing business questions. As a result, you can manage your data and your business with greater accuracy, speed, and confidence. Read More

Sales and Operation Planning: Integrate with Finance and Improve Revenue


Sales and operations planning (S&OP) is the key integrated process that the supply chain organization (specifically the vice president of supply chain) can use to achieve visibility across the entire organization and the value chain. This white paper highlights the results of over 220 companies participating in a survey on S&OP initiatives, and compares the views of the supply chain and finance organizations.

sales force automation b2b  Finance and Improve Revenue Sales and operations planning (S&OP) is the key integrated process that the supply chain organization (specifically the vice president of supply chain) can use to achieve visibility across the entire organization and the value chain. This white paper highlights the results of over 220 companies participating in a survey on S&OP initiatives, and compares the views of the supply chain and finance organizations. Read More

PPM for Professional Services Automation


A business practice that assists organizations to align their portfolio of projects with their business strategy. Professional services automation (PSA) refers to a system designed to streamline and track resources, projects, portfolios, revenues, and the costs of professional services organizations (PSOs), which provide billable services to their clients. Consequently, PPM for PSA provides both the high-level monitoring of project portfolios as business investments and automates the project-specific functionality of time, billing, expense reporting, opportunity management, and resource management, linking back office functionality with the PSO’s portfolio of projects.

sales force automation b2b   Read More

Win More Business with Fewer Sales Resources: Reconfigure Discrete Manufacturing Sales Processes to Thrive


If you’re a sales executive at a discrete manufacturer, there’s a good chance you’ll soon face a perfect storm of significantly greater sales opportunities that must be pursued by a smaller, less experienced sales team. At many discrete manufacturers, there are experienced sales professionals who will be retiring soon and, unless provisions are made, will take considerable institutional knowledge with them.

But sales executives who see the problems on the horizon early enough and act quickly and strategically can create new business opportunities out of this adversity. This paper explores the applicable trends and presents promising strategies available to sales executives at discrete manufacturers.

sales force automation b2b  More Business with Fewer Sales Resources: Reconfigure Discrete Manufacturing Sales Processes to Thrive If you’re a sales executive at a discrete manufacturer, there’s a good chance you’ll soon face a perfect storm of significantly greater sales opportunities that must be pursued by a smaller, less experienced sales team. At many discrete manufacturers, there are experienced sales professionals who will be retiring soon and, unless provisions are made, will take considerable institutional knowledge Read More

Sharpen Your Sales Axe: 10 Ways to Hone Your Prospecting Chops


While luck might occasionally play a part in sales success, prep and research are much more likely to help you meet sales quotas. The silver bullet for sales success is, as it turns out, plain old hard work.

Another factor is kaizen, the Japanese philosophy around continuous improvement of working practices. It’s a good concept to keep in mind for sales: the more you refine your approach, the more successful you’ll be.

Luckily for sales professionals, prep and research have become faster and easier, thanks to tools like professional social networks and sales engagement platforms. These tools, combined with a methodical approach to raising your profile among prospects and gathering information that helps make a sale, can streamline the process of selling.

This white paper presents 10 ideas for making a better impression on prospects, growing your network, and refining your sales pitches.

sales force automation b2b  Your Sales Axe: 10 Ways to Hone Your Prospecting Chops While luck might occasionally play a part in sales success, prep and research are much more likely to help you meet sales quotas. The silver bullet for sales success is, as it turns out, plain old hard work. Another factor is kaizen, the Japanese philosophy around continuous improvement of working practices. It’s a good concept to keep in mind for sales: the more you refine your approach, the more successful you’ll be. Luckily for sales Read More

Best Practices for Sales Engagement


As the landscape of modern sales evolves based on global trends, sales people are finding themselves stretched to do more, sell on the go, and make quota faster. Sales leaders need to increase productivity and reduce friction in the sales process in order to hit their quotas. This document outlines five steps necessary to improve your sales pipeline and forecast.

sales force automation b2b  Practices for Sales Engagement As the landscape of modern sales evolves based on global trends, sales people are finding themselves stretched to do more, sell on the go, and make quota faster. Sales leaders need to increase productivity and reduce friction in the sales process in order to hit their quotas. This document outlines five steps necessary to improve your sales pipeline and forecast. Read More

The Web-based Sales Portal-A Catalyst for Business Transformation


A sales portal is one of many tools that can be used to help transform a business, especially a consumer packaged goods company. In this article, key structural and functional elements, as well as the advantages of implementing and effectively using a sales portal, are discussed.

sales force automation b2b  Web-based Sales Portal-A Catalyst for Business Transformation Originally published - August 3, 2007 The Consumer Packaged Goods Industry Consumers today are more demanding; they have more disposable income and many options to choose from. Consumer packaged goods (CPG) companies need to keep abreast of changing consumer needs and business scenarios to remain competitive in the market. Such companies need to manage their new product innovations and promotions more efficiently and effectively in order to Read More

Evolution to Revolution: The Test Automation Maturity Curve


The evolution of test automation towards data-driven and key/action word frameworks reflects the realization that the process becomes more efficient if there is less code to develop and maintain. Instead of taking twenty years to evolve towards efficiency, you can take a revolutionary leap with a code-free approach that makes it easier to implement, manage, and maintain automated tests.

sales force automation b2b  automation maturity,automation processes,marketing automation maturity assessment,evolution to revolution test automation,empiricism theory automation,process automation technologies,control and automation maturity,correct level of automation,integration maturity model Read More

B2B Reality Check: Overcoming Challenges in B2B Transaction Automation


There is a common perception that supply chain automation has created an environment in which transactions move quickly and efficiently in industries such as the retail supply chain and high-tech manufacturing. However, this perception is challenged by a recent research study, based on interviews with 400 management representatives of medium to large organizations in the USA, UK, Germany, and France.

sales force automation b2b   Read More