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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 data 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

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 data 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 force data crm  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

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.

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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 force data crm  , Best-run Business , Sales Force , Best-run After-Sales , Asset Management Empowers Best-run Sales , Sales Process , Sales Distribution , Best Run Sales Flow , Run Online Sales , Best-run Supply Chains , Sale Increase , Best Run Affiliate Program , Shortages Sales , 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 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.

sales force data crm  Sales Productivity Checklist , Sales Force Training Sales , Sales Force Management , Sales Productivity Solution . Particularly in the midst of a challenging economy, balanced sales territories contribute to acquiring, growing, and retaining long-term and profitable relationships with customers. Executive Summary Optimal Deployments Leverage Analytics,Change Management Decisions about territory management directly affect customer relationships and the ability to tailor the company''s approach to various Read More

Sales Force Automation Buyer’s Guide


No matter how effective your sales staff is, there’s always room to boost efficiency and increase sales. But how you go about doing so may be a point of contention. Sales force automation (SFA) solutions come in many flavors, but they don’t all offer the comprehensive SFA functionality you need. Find out how to avoid the pitfalls of choosing SFA software, and get help matching your needs with the right solution for you.

sales force data crm  Research Resources Related to Sales Force Automation Buyer''s Guide : Sales Force Management Systems (SFA) (Wikipedia) Sales Force Automation Buyer''s Guide Sales Force Automation is also known as : SFA Project , SFA Buyer Guide , Sales Force Management , SFA Product , Sales Force Automation Software , SFA Solution , Sales Force Automation Solutions , Focus Sales Force Automation Buyer Guide , SFA Buyer Types , Sales Force Management Functions , Sales Force Automation System , SFA System , Marketing Read More

Agiline 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 force data 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

Data Security Is Less Expensive than Your Next Liability Lawsuit: Best Practices in Application Data Security


Insecure data. Heavy fines due to non-compliance. Loss of customers and reputation. It adds up to a nightmare scenario that businesses want to avoid at all costs. However, this nightmare is preventable: knowledge base-driven data security solutions can be critical tools for enterprises wanting to secure not only their data—but also their status in the marketplace.

sales force data crm   Read More

Data Blending for Dummies


Data analysts support their organization’s decision makers by providing timely key information and answers to key business questions. Data analysts strive to use the best and most complete information possible, but as data increases over time, so does the time required to identify and combine all data sources that might be relevant.

Data blending allows data analysts a way to access data from all data sources, including big data, the cloud, social media sources, third-party data providers, department data stores, in-house databases, and more, and become faster at delivering better information and results to their organizations. In the past, the challenge for data analysts has been accessing this data and cleansing and preparing the data for analysis. The access, cleansing, and preparing data stages are complex and time intensive. These days, however, software tools can help reduce the burden of data preparation, and turn data blending into an asset.

Read this e-book to understand why data blending is important, and learn how combining data means that you can get answers to your business questions and better meet your business needs. Also learn how to identify what features to look for in data blending software solutions, and how to successfully deploy these tools within your business. Data Blending for Dummies breaks the subject down into digestible sections, from understanding data blending to using data blending in the real world. Read on to discover how data blending can help your organization use its data sources to the utmost.

sales force data crm  data blending, data analyst, data source, data analysis, data software, data cleansing, data access, data blending software Read More

TEC 2015 Certification Report Zavanti CRM


Zavanti CRM is now certified by TEC for online evaluation of customer relationship management (CRM) solutions in the CRM Evaluation Center. Zavanti CRM covers the full customer engagement cycle—from capturing and qualifying a lead, to converting the lead into an opportunity and tracking the state of the opportunity with commercial information, to further converting that opportunity into a project.

Zavanti's front-end CRM system is an adaptation of Microsoft Dynamics CRM. Zavanti CRM leverages most Microsoft Dynamics CRM's out-of-the-box functionality and adapts it for the professional services and property development verticals.

Besides the typical CRM functionality (sales, marketing, and support), Zavanti CRM includes capabilities that support professional services teams with their delivery efforts.

TEC research analyst Raluca Druta gives on overview of the product in the Zavanti CRM certification report. You'll also find detailed functionality graphs comparing Zavanti CRM to competitor solutions in the major CRM functionality areas for professional services and property development.

sales force data crm  the typical CRM functionality (sales, marketing, and support), Zavanti CRM includes capabilities that support professional services teams with their delivery efforts. TEC research analyst Raluca Druta gives on overview of the product in the Zavanti CRM certification report. You''ll also find detailed functionality graphs comparing Zavanti CRM to competitor solutions in the major CRM functionality areas for professional services and property development. Read More

A Roadmap to Data Migration Success


Many large business initiatives and information technology (IT) projects depend upon the successful migration of data—from a legacy source, or multiple sources, to a new target database. Effective planning and scoping can help you address the associated challenges and minimize risk for errors. This paper provides insights into what issues are unique to data migration projects and to offer advice on how to best approach them.

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Master Data Management and Accurate Data Matching


Have you ever received a call from your existing long-distance phone company asking you to switch to its service and wondered why they are calling? Chances are the integrity of its data is so poor that the company has no idea who many of its customers are. The fact is, many businesses suffer from this same problem. The solution: implement a master data management (MDM) system that uses an accurate data matching process.

sales force data crm   Read More

Data Warehousing in the Big Data Era: Are You BIReady?


Netherlands-based BIReady automates the process of designing, deploying, and maintaining a data warehousing solution, allowing the optimization of all necessary BI and analytics tasks. Read this TEC product note from TEC senior BI and data management analyst Jorge Garcia to learn more about how BIReady is meeting its goal of helping companies become "BI ready."

sales force data crm  data warehouse, data warehouse automation, BIReady, BI, business intelligence, big data, DWH, BI automation, analytics, EDW Read More

Sales 2.0: How Businesses Are Using Online Collaboration to Spark Sales


A new set of business practices is creeping into the way companies sell to customers. Some call this new trend “Sales 2.0,” because many of the tools and methods fueling it are rooted in the Web 2.0 movement. Many companies are trying to harness the forces of Web 2.0 to apply them to their sales and marketing efforts. Discover how using collaborative technologies can help you sell your products and services more easily.

sales force data crm  Online Collaboration to Spark Sales A new set of business practices is creeping into the way companies sell to customers. Some call this new trend “Sales 2.0,” because many of the tools and methods fueling it are rooted in the Web 2.0 movement. Many companies are trying to harness the forces of Web 2.0 to apply them to their sales and marketing efforts. Discover how using collaborative technologies can help you sell your products and services more easily. 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 data crm  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

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 force data crm  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. All results were based on the most recent request for information (RFI) data supplied to us by the three vendors. The chart Read More