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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 lead generation 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 lead generation crm

IT Sales Lead Generation: Understanding the Complex Sales Needs of the IT Industry


The sales lead generation process for technology companies is very different from lead generation in other industries. Technology sector needs are more precise, and the target market is almost exclusively business-to-business (B2B), with the individuals often being decision makers high up the corporate ladder. Find out how to reach this difficult target, with prospecting methods and tips for making more complex sales.

sales lead generation crm  Sales Lead Generation: Understanding the Complex Sales Needs of the IT Industry IT Sales Lead Generation: Understanding the Complex Sales Needs of the IT Industry If you receive errors when attempting to view this white paper, please install the latest version of Adobe Reader. TSL provides a range of sales lead generation , telesales and marketing services that increase sales for technology companies worldwide, and keeps their clients happy. Source : Technology Sales Leads (TSL) Resources Related to 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.

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The New Measures of Sales Success


A number of technology-driven changes to the status quo are just now beginning to converge and make possible entirely new ways of selling. At the same time, the habits and expectations of customers are changing as well, in ways that will require all companies to radically rethink how they market and sell their products and services. This white paper offers you a fast yet thorough look at the key factors that are determining the future of the sales function.

sales lead generation crm  New Measures of Sales Success A number of technology-driven changes to the status quo are just now beginning to converge and make possible entirely new ways of selling. At the same time, the habits and expectations of customers are changing as well, in ways that will require all companies to radically rethink how they market and sell their products and services. This white paper offers you a fast yet thorough look at the key factors that are determining the future of the sales function. 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 lead generation crm  are: 1. More efficient sales management 2. Better lead management by reps Vendor SFA products may seem similar at first, so focus on each vendor''s approach to addressing your particular sales issues. Some are committed to keeping their products simple and sales-focused, whereas others implement their SFA solutions within a more complex CRM infrastructure. If your company doesn''t need a high level of integration but plans to grow, make sure you have an idea of whether your SFA solution will grow with you. 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 lead generation crm  quickly a customer or sales lead should be responded to. This is often determined by the type of customer, incident, or product involved. Where to Start Your Planning Process The first phase in preparing your company for Workflow-enabled CRM involves mapping your business processes to define all of the manual and automatic internal processes of your company, i.e., setting your business rules according to the requirements of your sales or customer service departments. From there, you will determine how 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 lead generation 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

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 lead generation crm  to validate functionality. Aggressive sales teams have been known to overstate capabilities, only to try and sell vaporware when they arrive for a live demonstration. Selection teams often lack a tool or method to compare the RFI responses. This is especially problematic when selection teams do not setup a specific process for the vendors to follow when answering RFIs. Leaving the potential for open-ended responses, having illogical response categories and not requesting the responses in a structured Read More

Enterprise CRM Platform (ECP)


ECP is a platform of role-specific CRM productivity tools for insurance and financial service professionals, providing complete product line capabilities in a comprehensive, industry-specific solution.  

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5-step CRM Software Selection Guide: A Pragmatist’s Guide to CRM Software Selections


Selecting a new enterprise customer relationship management (CRM) solution is an undertaking that requires careful planning and managed execution. And in fact, there are a number of common mistakes that organizations make. Failing to execute the selection process in an objective and structured fashion can be an expensive financial mistake—as well as a fatal hit to your professional reputation.

sales lead generation crm  into its core modules: Sales Force Automation (SFA) , Marketing Management and Customer Support. Each core module is then broken down into the major sub-processes. For example, SFA breaks down into Account Management, Contact Management, Activity Management, Opportunity Management and Sales Forecasting. CALL SCRIPTS Customizable call scripts permit user-defined questions, permissible answers and scoring Ability to categorize call scripts by script type and sub-type Ability to script openings, narratives, Read More

Soffront CRM


The Soffront CRM application is comprised of solutions for marketing automation, customer support, defect tracking, order processing, CRM portal, sales automation, employee support, knowledge management, asset management, and mobile CRM.  

sales lead generation crm  order processing, CRM portal, sales automation, employee support, knowledge management, asset management, and mobile CRM. Read More

NetSuite CRM+


NetSuite is a cloud customer relationship management (CRM) solution that delivers a real-time 360-degree view of your customer experience, from lead and opportunity through to sales order management, upsell, renewals, and service.   In addition to advanced sales force automation (SFA), customer support, and marketing automation, NetSuite CRM+ delivers capabilities well beyond those offered by traditional CRM systems, including quotes, order management, commissions, sales forecasting, and more, all in one comprehensive cloud CRM solution.  

sales lead generation crm  and opportunity through to sales order management, upsell, renewals, and service.   In addition to advanced sales force automation (SFA), customer support, and marketing automation, NetSuite CRM+ delivers capabilities well beyond those offered by traditional CRM systems, including quotes, order management, commissions, sales forecasting, and more, all in one comprehensive cloud CRM solution. Read More

Ebix CRM


Ebix CRM began developing solutions to support agents and advisors more than 20 years ago. Our goal: to help industry professionals better leverage vital client information in a new way. With its very first solutions, Ebix CRM pushed the envelope of contact management to include customer service and policy and investment tracking – all from a financial services industry perspective.

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Executive Sales and Operations Planning Maturity Levels and Key Solution Criterion


Sales and operations planning (S&OP) is the key integrated process that the supply chain organization can leverage to achieve visibility and transformation across the entire organization and throughout the value chain. This white paper explores the current business challenges face by companies, the priority allocated to S&OP, the maturity levels associated with S&OP, and the role of technology enablers.

sales lead generation crm  Sales and Operations Planning Maturity Levels and Key Solution Criterion Sales and operations planning (S&OP) is the key integrated process that the supply chain organization can leverage to achieve visibility and transformation across the entire organization and throughout the value chain. This white paper explores the current business challenges face by companies, the priority allocated to S&OP, the maturity levels associated with S&OP, and the role of technology enablers. Read More

The Definitive Guide to the Right Metrics for Your Inside Sales Team


To manage their teams successfully and hit their revenue number, sales leaders must carefully measure their individual sales reps’ performances. Though many useful leading indicators and metrics to do this, deeper metrics provide a more comprehensive and nuanced understanding of your sales team’s performance and will help you manage sales more effectively. This white papers focuses on the ‘best practices’ sales metrics in three key areas—activities, sales pipeline, and sales results—so you can go beyond scratching the surface of sales management and start digging into the metrics that truly matter.

sales lead generation crm  Metrics for Your Inside Sales Team To manage their teams successfully and hit their revenue number, sales leaders must carefully measure their individual sales reps’ performances. Though many useful leading indicators and metrics to do this, deeper metrics provide a more comprehensive and nuanced understanding of your sales team’s performance and will help you manage sales more effectively. This white papers focuses on the ‘best practices’ sales metrics in three key areas—activities, sales Read More

Sales 2.0: Faster Sales in a Sluggish Economy


The Internet offers a wealth of information for buyers, who can window-shop from their desks. Power has shifted to buyers, who no longer need to rely on salespeople for information. But sales managers can use Sales 2.0 to tap into these new buying habits to instantly interact with prospects and provide personalized service. Find out how Sales 2.0 can help you instantly view and serve prospects entering your online store.

sales lead generation crm  2.0: Faster Sales in a Sluggish Economy The Internet offers a wealth of information for buyers, who can window-shop from their desks. Power has shifted to buyers, who no longer need to rely on salespeople for information. But sales managers can use Sales 2.0 to tap into these new buying habits to instantly interact with prospects and provide personalized service. Find out how Sales 2.0 can help you instantly view and serve prospects entering your online store. Read More