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Software Functionality Revealed in Detail
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 sales managers 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

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.  

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Documents related to » sales managers crm

Putting the "I" in CRM Series 1: The Impact to the Sales Team


Customer relationship management (CRM) has long been seen as a must-have sales tool. However, much of the value of traditional CRM accrues to managers, not the reps that use them daily. Learn how CRM designed for the individual benefits the entire sales organization from increased data quality to more predictable revenue pipelines.

sales managers crm  The Impact to the Sales Team Customer relationship management (CRM) has long been seen as a must-have sales tool. However, much of the value of traditional CRM accrues to managers, not the reps that use them daily. Learn how CRM designed for the individual benefits the entire sales organization from increased data quality to more predictable revenue pipelines. 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 managers crm  To Your Service and Sales Staff and Customers Improved customer service. Armed with accurate and timely data on recent customer interactions, service issues and problems, customer service staff can make well-informed decisions about how best to deal with customer requests. Higher levels of customer satisfaction. Build a reputation for excellence in customer service by providing the service and support they need before they ask for it. Improved quality of service. Because managers are able to give better 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 managers crm  profit margins. In fact, sales managers have tremendous difficulty getting the majority of their sales reps to use their CRM or SFA systems. According to AMR Research, 33 to 47 percent of customer management applications [are] facing serious adoption issues a statistic that doesn''t even account for the reps who do use the system, but use it inefficiently. All together, this adds up to the fact that large numbers of field sales reps are not achieving the needed levels of productivity that help companies 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 managers crm  objectives, it''s essential that sales managers are in tune with the field. They need to develop solid insights into each sales rep''s capabilities, experience, performance, internal influence, and rapport with accounts. This human element is essential to developing balanced territories. When realignment is necessary, understanding each individual enables sales managers to better deal with change management, establish equitable assignments and compensation plans, and mitigate stress among salespeople. 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 managers crm  Determining the Right Customers Sales managers and sellers are continually challenged to increase their sales volumes and margins in a growing and dynamic market. Sellers are routinely stretched to broader territories and product lines. Determining which customers to pursue and qualifying your customers are essential steps for effective sales activities. But how do you know which customers to focus your effort on? A recent benchmarking survey conducted by Americas’ SAP Users’ Group (ASUG) and SAP Read More

8 CRM Essentials: An Executive Guide to the Must-have Elements of Every Successful CRM Initiative


It’s no secret that winning and retaining customers is the key to growth and success. But that’s no small feat, with ever-increasing customer demands, as well as the difficulty of implementing and enforcing processes to support your interactions with prospects, customers, and partners. Eight proven customer relationship management (CRM) best practices can help you create a customer retention strategy. Learn more.

sales managers crm  Dan Chiazza Director, Global Sales Operations Harris Interactive CRM Essential 4: Real-Time Visibility To stay competitive, businesses must mind their metrics. Constantly monitoring the health of the business, determining what s working and what s not, and making adjustments to improve operations and increase revenue are essential to surviving and thriving in today s competitive market. As easy as it sounds, every executive knows that too often, it s difficult or impossible to get the timely analysis Read More

Sales Opportunity Blueprinting: Where the Money Is


Find out more in the white paper sales opportunity blueprinting.

sales managers crm  you do to increase sales right now, in the midst of a severe economic recession? Today, some of the most proficient and effective sales organizations use a blueprint to evaluate their sales opportunities in order to create the best chance for success. Find out more in the white paper Sales Opportunity Blueprinting . Here you''ll discover a powerful set of sales-generation best practices that can help drive your company''s sales figures to the next level. You''ll learn how to determine which customers and Read More

CRM Buyer's Guide


If you're interested in a CRM solution, here's a guide to help you zero in on the best one for your company's needs.

sales managers crm  essential CRM tools, including sales force automation (SFA), service and support solutions, and reporting and analytics tools. Get the guide that makes it easy for you to find the right CRM solution. Download your PDF copy of CRM Buyer''s Guide today! For assistance, please contact customer service. Hours: 8:00 AM to 5:30 PM EST. Phone: +1 514-954-3665, ext.367. Read More

Saleslogix CRM Best Practices Guide


Find out in the saleslogix CRM guidebook by nucleus research, a leading research analyst firm.

sales managers crm  the benefits of increased sales and profits. But how can you use SalesLogix CRM to your maximum advantage? And what are the best practices associated with it that you can pick up and profit from? Find out in the SalesLogix CRM Guidebook by Nucleus Research, a leading research analyst firm. Based on the experiences of SalesLogix CRM users across the US and Europe, discover the components and features of SalesLogix, and how they can help you do more selling the best approaches to customization how to Read More

NetSuite 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 managers 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

Aplicor


The Aplicor software solution is an integrated, wireless, and web-based CRM suite that includes sales force automation (SFA), marketing automation, project office, customer support, and an enterprise portal.  

sales managers crm  CRM suite that includes sales force automation (SFA), marketing automation, project office, customer support, and an enterprise portal. Read More

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 managers 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

Complete Guide to Sales Force Automation (SFA)


Complete Guide to Sales Force Automation Get the buyer's guide that gives you everything you need to know about sales force automation solutions.

sales managers crm  Guide to Sales Force Automation (SFA) Get the buyer''s guide that gives you everything you need to know about sales force automation (SFA) solutions. In one practical document, you''ll get information on SFA basics; the features and options available to you; detailed product, cost, and vendor considerations; what to look for in an SFA vendor; the major pitfalls to avoid; and tips and advice from other SFA buyers. The right SFA solution can dramatically boost efficiency and increase your sales. Get 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 managers crm  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

Sales Process Map


Today’s new technologies and tools are changing the sales process. Sales teams that incorporate social insights into the sales process are pulling ahead, while reps who stick with traditional methods are falling behind. This step-by-step guide helps you to reach prospects, qualify leads, and close deals. Download the guide and know what you need to do to close more deals faster and collaborate instantly on what matters.

sales managers crm  tools are changing the sales process. Sales teams that incorporate social insights into the sales process are pulling ahead, while reps who stick with traditional methods are falling behind. This step-by-step guide helps you to reach prospects, qualify leads, and close deals. Download the guide and know what you need to do to close more deals faster and collaborate instantly on what matters. Read More