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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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Compare Software Solutions
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 management erp

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) RFI/RFP Template

Management of opportunities, sales forecasting, leads, accounts and contacts, activities, territories, contracts, quotes and proposals, partners, analytics, reporting, and more 

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Documents related to » sales force management erp

Sales Performance Management


A productive sales force must concentrate on acquiring, growing, and retaining profitable relationships with its clients. This requires clear, detailed views of prospects, customers, and the market—and the ability to turn insight into action. The right sales force automation (SFA) system can help you determine priorities and action plans to achieve the best results with your customers—and boost your profit margins.

sales force management erp  your direct and indirect sales force into a team of knowledgeable and trusted advisors – fostering efficient collaboration between sales, marketing, and service teams to align efforts on fulfilling customer needs. Source : SAP Resources Related to Sales Performance Management : Customer Relationship Management (CRM) (Wikipedia) Sales Performance Management Performance Management is also known as : Performance Management , Effective Performance Management , Innovation Management , Learn Performance , 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 force management erp  relationship management (CRM) or sales force automation (SFA) solutions, which focus on sales leads and customer targeting. Rather the technology is being used to share information and collaborate. The fact is that most enterprises have thus far invested tremendously in information technology (IT) support for administrative processes, whereas there has hardly been any investment in support for non-routine, cognitive information, which is of paramount importance for business decision makers, service and Read More

Can ERP Meet Your eBusiness Needs? Part Two: ERP is the Foundation


As a result of this push towards full eBusiness integration, businesses face challenges that force them to push the envelope of business information systems. ERP grew from its predecessors of MRP and MRP II, constantly expanding its solution footprint to address more and more of the needs of the enterprise. As you approach eBusiness, whether you do so eagerly or are dragged there kicking and screaming, you will find your business much more exposed.

sales force management erp  becoming more demanding. While sales may remain strong, their ability to deliver begins to suffer. These companies are feeling the effects of our rapidly changing world, in spite of the barriers they have erected to protect themselves from this reality. What happens to these companies as their customers or even major suppliers become more demanding and start to require some forms of inter-operability as a condition of doing business with them? How will they react to this change? Especially when Read More

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 management erp  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 management erp  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

Zavanti ERP Is TEC Certified for ERP for Services and PPM for PSA Evaluation


TEC is pleased to announce that Zavanti ERP by Zavanti is now TEC certified in the enterprise resource planning (ERP) for services and project portfolio management and professional services automation (PPM for PSA) software spaces. Zavanti offers an end-to-end suite of solutions for the property development, building and construction, property management, and professional services organizations, particularly the engineering, architecture, contractors, and consultants vertical markets.

sales force management erp  sales made in the sales ledger, and rental invoices. Provides integrated debtor management to assist with settlements. Project Accounting Job Costing Keeps accurate budget vs. commitment vs. actual accounting figures for all of a user’s projects. Manages budgets and over runs/under runs. Committed Cost Management Purchase Orders Tracks and controls users’ commitments for development, construction, and overhead budgets. Users can keep development and construction managers within budget, force budget Read More

Sage 300 ERP 6.0 Certification Report (ERP for Distribution)


Sage 300 ERP (formerly Sage ERP Accpac) 6.0 is TEC Certified for online evaluation of enterprise resource planning (ERP) solutions for distribution in the ERP 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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Epicor ERP Software System (v. 9.05) for Distributors ERP Certification Report


Epicor ERP Software System (v. 9.05) is now TEC Certified for online evaluation of enterprise resource planning (ERP) solutions for distributors in the ERP 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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Tenrox Project Workforce Management Certification Report: Project Portfolio Management (PPM) for Internal Departments


Tenrox Project Workforce Management is now TEC Certified for online evaluation of PPM solutions in the Project and Process Management 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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Integrating Customer Relationship Management and Service Resolution Management


The business case for integrating call center service resolution management into customer relationship management is becoming increasingly obvious, as companies need to rely more on inbound (customer-generated) calls than on outbound telemarketing efforts.

sales force management erp  revenue. The improvement of sales and marketing processes can bring in new revenue, while call center productivity can drive down the costs of servicing customers, as well as present up-sell and cross-sell opportunities (and maintain customer satisfaction). The business case for call center applications is becoming increasingly obvious, especially given the recently established National Do Not Call Registry in the US. The revenue driver will thus become inbound customer calls rather than companies trying Read More

Intelisis ERP


Intelisis is a customizable business solution based on three main processes: ERP, supply chain management (SCM), and customer relationship management (CRM). Intelisis ERP is a management system that integrates smart operational data, for all functional areas and departments in the same information flow, allowing for timely and effective organization. The key to the Intelisis ERP architecture is its process management, which allows the registration of administrative or operational procedures. It also includes a traceability mechanism that identifies the flow of operations, from the generation of reports and business rules to the generation of financial statements.  

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CDC Ross ERP for Process Manufacturing ERP Certification Report


CDC Ross ERP is TEC Certified for online evaluation of process manufacturing enterprise resource planning (ERP) solutions in the ERP 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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SmartOrg Portfolio Navigator for Product Lifecycle Management Certification Report


SmartOrg Portfolio Navigator is TEC Certified for online evaluation of product development and portfolio management (PD&PM) solutions in the Product Lifecycle Management (PLM) 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, and in-depth analyst commentary.

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The Complete Systems Management Book: An Introduction to Integrated and Automated IT System Management


Effective IT systems management is a challenge, especially for midsized companies that must maintain sophisticated IT environments without the budgets of their larger counterparts. This comprehensive guide provides IT newcomers—as well as experienced veterans—with all the information they need to understand the best ways to align people, processes, policies, and tools for a cohesive, streamlined, and supportable IT infrastructure.

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