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 sales processing and tracking sfa

Browse RFP templates

Visit the TEC store for RFP templates that can save you weeks and months of requirements gathering, and help ensure the succes of your software selection project.

Browse Now
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 processing and tracking sfa

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 processing and tracking sfa  Structure , Inventory Control Sales Processing , Sales Force Motivation , Salesforce Ideaexchange , Term Sales Force Automation , Salesforce com Integrates , Salesforce Mobile , Sales Assessments Sales Force Development , Covering Salesforce , Salesforce On-demand , Sales Assessment Test , Perspectives on Salesforce , Custom Objects in Salesforce . Executive Brief There''s never been a time when you haven''t needed your field salespeople to perform at peak ability. But a number of challenges in today''s Read More

SSA GT Beefs Up BPCS V8 Through Partnerships' Spree


With a flurry of alliance making activities, SSA GT is executing a strategy to save the company from oblivion by extending the value proposition to existing customer base. SSA GT seemingly intends to achieve its all-round product portfolio and implementation approach through in-depth strategic partnerships with specialized application providers. There are significant differences however between SSA GT's and other vendors (for example, Baan's or Ross Systems') comeback approaches.

sales processing and tracking sfa  every phase of their sales cycle, from initial lead generation through qualification, closure, order fulfillment and follow-on (after) sales. BPCS CRM Service - a customer service and support module for managing globally distributed customers and partners and their Service Level Agreements (SLAs). BPCS CRM Helpdesk - an enterprise-wide incident (call) management system that enables IT groups to assist internal staff with their requests and schedules and coordinates training courses for internal staff and Read More

Surado! A Rising Mid-market CRM Provider


Our quest for quality and well-priced mid-market CRM software solutions, takes us this week to review Surado Solutions Inc. developers of Surado CRM Solutions. Surado positions itself high in many functional areas, against many mid-market software vendors such as SalesLogix, Epicor, Microsoft CRM, Kana, and Commence Corporation.

sales processing and tracking sfa  an automated workflow to sales teams accessible through the SFA module. Marketing campaigns can be created based on time periods, target audience, and channels. The Analytics module, although it is more of a reporting tool rather than an on-line analytical processing (OLAP) engine, provides key indicators on campaigns'' return on investment (ROI) and opportunities driven by each campaign source. The Sales Automation module has all the bells and whistles an SFA tool can offer but through its integration Read More

4 Essential Components for Successful Sales


Most companies are aware that the buying processes of the world and its buyers are changing, but many have yet to recognize the need to make changes within their own sales force. Often sales professionals don’t have the proper skills or tools needed to be successful. But by integrating the four sales process components, they’ll be able to capture information that can be used to place them high above the competition.

sales processing and tracking sfa  more closely reflect a sales professional''s writing skills or poor use of a word processing system rather than his selling ability. A company must ensure that its sales professionals write sales proposals that help buyers make informed buying decisions. Equally important, the company must ensure that its sales proposals: Are customer-centric Contain the pertinent customer information gathered during the consultative sales process, including the results of the ROI analysis Reflect the sales organization''s Read More

A guide to the benefits, technology and implementation essentials of CRM & SFA solutions


Companies spend staggering investments to make and keep their offerings competitive. By providing a centralized location to store account history and detailed contact information for every buyer and automating what had been manual tasks, sales force automation (SFA) and customer relationship management (CRM) have begun to positively impact sales efforts.

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The Sales and Marketing Stimulus Package


One obstacle standing between demand generation and lead management is the lack of sales and marketing alignment necessary to create demand and capitalize on ready buyers. That lack of alignment is reducing the number of opportunities that convert to closed deals. Learn how to create a “stimulus package” to inject more efficient capital, energy, and management efficiency into your sales and marketing practices.

sales processing and tracking sfa  Sales and Marketing Stimulus Package One obstacle standing between demand generation and lead management is the lack of sales and marketing alignment necessary to create demand and capitalize on ready buyers. That lack of alignment is reducing the number of opportunities that convert to closed deals. Learn how to create a “stimulus package” to inject more efficient capital, energy, and management efficiency into your sales and marketing practices. Read More

Sales Benchmark Index


Sales Benchmark Index (SBI) is a sales and marketing consultancy focusing on business-to-business (B2B) companies. SBI’s specialties include lead generation, channel management, and sales strategy.

sales processing and tracking sfa  Benchmark Index Sales Benchmark Index (SBI) is a sales and marketing consultancy focusing on business-to-business (B2B) companies. SBI’s specialties include lead generation, channel management, and sales strategy. Read More

Sales Tax Compliance and the CFO: What Automation Means for Risk Management


It’s time C-level executives take a closer look at how sales tax is managed within their organizations. This report highlights what finance and accounting professionals know (and don’t know) about managing sales tax, and more importantly, why risk of non-compliance is more important in this legislative climate. This report draws upon a recent study by Wakefield Research, which investigates what leading and emerging companies in the U.S. know about sales tax compliance.

sales processing and tracking sfa  closer look at how sales tax is managed within their organizations. This report highlights what finance and accounting professionals know (and don’t know) about managing sales tax, and more importantly, why risk of non-compliance is more important in this legislative climate. This report draws upon a recent study by Wakefield Research, which investigates what leading and emerging companies in the U.S. know about sales tax compliance. Read More

Business.com Guide to Credit Card Processing


Consumers are so used to the convenience of credit and debit cards that it’s no longer an option for a merchant to take plastic—it’s a necessity. This overview of credit card processing takes a look at the equipment you need to read cards and transmit data, reviews the types of fees credit card processing companies charge merchants, and offers a few tips for purchasing a credit card processing plan.

sales processing and tracking sfa  com Guide to Credit Card Processing Consumers are so used to the convenience of credit and debit cards that it’s no longer an option for a merchant to take plastic—it’s a necessity. This overview of credit card processing takes a look at the equipment you need to read cards and transmit data, reviews the types of fees credit card processing companies charge merchants, and offers a few tips for purchasing a credit card processing plan. Read More

Case Study: Rack-tracking System


The client: a US-based provider of reusable rack rental, recovery, and closed loop logistics management for bulk shipping and display of live goods, from nurseries to retailers. Faced with growing demand for its racks, the distributor required an enterprise-wide application that allowed flexibility for growth, while reducing operational complexity and maintaining the company’s excellent track record.

sales processing and tracking sfa   Read More

How to Evaluate a Sales and Operation Planning System


The features available in today’s sales and operations planning (SOP) systems make these systems indispensable assets for an organization. Reporting tools and graphical representations are just a couple of these key features. Find out what else to look for in an SOP system.

sales processing and tracking sfa  to Evaluate a Sales and Operation Planning System Sales and operations planning (SOP) is one of the more critical functions an organization must undertake, as its effects span across various departments, and have the potential to directly influence the organization’s profits. A successful SOP department harmonizes the different beats of each division into an agreeable melody. It is definitely a challenge to find an effective tool that can merge the data from different systems to create a coherent 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 processing and tracking sfa  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

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 processing and tracking sfa  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

Case Study: Achieving a 99.7% Guaranteed IT Asset Tracking Rate


Learn how Grant Thornton achieved a 99.7% guaranteed IT asset tracking rate across a nation-wide network of leased computers to tightly control network endpoints, achieve regulatory compliance, and drive down total cost of ownership (TCO).

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The Future of Sales Performance Management


Sales managers have faced the same challenges since long before customer relationship management (CRM) applications were invented. However, new tools and technologies are making their jobs easier. The future of sales performance management is integrated with CRM and social collaboration. It helps managers provide real-time coaching and motivation in context to drive better sales behaviors and, ultimately, better sales results.

sales processing and tracking sfa  Future of Sales Performance Management Sales managers have faced the same challenges since long before customer relationship management (CRM) applications were invented. However, new tools and technologies are making their jobs easier. The future of sales performance management is integrated with CRM and social collaboration. It helps managers provide real-time coaching and motivation in context to drive better sales behaviors and, ultimately, better sales results. Read More