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Sales Force Automation (SFA)
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...
 

 sales reporting


Reporting Tools
Analysis and reporting services are an important part of the enterprise resource planning process. Microsoft Dynamics NAV has been designed to give users

sales reporting  analysis view relating to sales in a particular area for a particular time period and for a particular group of customers. The views can be saved for later use and can be sent to Excel at the click of a button, whereby the automatic creation of relevant pivot tables allows the use of such functionalities as dragging and dropping fields as well as the use of additional measures, dimensions, and filter criteria. To reflect changes in the database, you must update the views. This means that the data in the

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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 Get this template

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Sales Force Automation (SFA)
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...

Documents related to » sales reporting

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.

sales reporting  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. Read More

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 reporting  critical stages of the sales and reporting cycles. Start with a Simple Report Successful performance-management efforts involve more than reporting; they support informed sales decisions and improved win rates. The first element, however, is a simple report from which you attain information about effective activities that salespeople can undertake to close deals. Salespeople, for example, can use report information to determine that their pipelines are insufficient to reach future sales targets, identify 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 reporting  Leader in Software-as-a-Service , Sales Force Search , Considering Sales-Force , Salesforce Reporting , Buying Salesforce , Sales Effectiveness , Sales Strategy Productivity , Salesforce Search Specializes , Direct Sales Force , Outsourced Sales Solution , Putting Salesforce , Sales Training Sales Effectiveness Audits , Sales Force Automation , Sales Force Login , Sales Force Effectiveness , Sales Force Training , Sales Force Compensation , Sales Force Structure , Inventory Control Sales Processing , Read More

BI Reporting: Does the Tool Really Matter?


Last month I listened to several discussions about the importance of choosing the right reporting tool when installing a business intelligence (BI) solution. Here are some questions that were raised: Is the reporting tool really relevant when deploying a complete BI solution? Which type of reporting tool should I choose when deploying a BI system? Choosing the right reporting tool may not be as

sales reporting  periodical reports used for sales, customers, delivery, etc. -    Operational Reports: used for reviewing stock, expense, and accounts payable data, etc. The types of reports have a lot of influence when you are considering a reporting tool because they are also related to the number of users using the reporting tool. It’s important to try to establish a list of pros and cons of all your reporting needs based on the depth (or type) of reports you will be generating. Figure 2: General relationship Read More

Ten Steps to Evaluate and Select A Mid-Market Budgeting, Forecasting, and Reporting Solution


Business performance management (BPM) applications, particularly budgeting, forecasting, and reporting (BFR) solutions, bring high value to a mid-size company. But embarking upon a BPM initiative can seem daunting. There are many factors to consider, including potential benefits, expected costs, etc. Read this step-by-step guide that helps these companies navigate through these factors and move forward with a BPM solution.

sales reporting  Steps to Evaluate and Select A Mid-Market Budgeting, Forecasting, and Reporting Solution Business performance management (BPM) applications, particularly budgeting, forecasting, and reporting (BFR) solutions, bring high value to a mid-size company. But embarking upon a BPM initiative can seem daunting. There are many factors to consider, including potential benefits, expected costs, etc. Read this step-by-step guide that helps these companies navigate through these factors and move forward with a BPM Read More

Proof Positive: Increasing Your Online Sales and Transactions


In Proof Positive: Increasing Your Online Sales and Transactions, you'll learn about the highest level of Web security: extended validation SSL.

sales reporting  Positive: Increasing Your Online Sales and Transactions Seventy-five percent of Internet users are concerned about identity theft. If people don't trust your Web site, they won't leave behind personal data—and certainly not their payment information. This means lost customers, sales, and registrations for your business. But there is a way to show customers your site is safe to do business with. In Proof Positive: Increasing Your Online Sales and Transactions , you'll learn about the highest level of Read More

Get Your Sales Team Going with Mobile CRM


As you'll discover in the executive brief. get your sales teams going with mobile crm, mobile CRM lets your sales reps perform more of the activiti...

sales reporting  Your Sales Team Going with Mobile CRM Are your field salespeople performing at peak ability? Are they connected and ready to do the things that bring in sales anytime and anywhere? Wouldn't it be a worthwhile objective to get your salespeople booking more face time with clients, and winning more business in less time? It's all possible, if you equip your salespeople with mobile CRM. As you'll discover in the executive brief Get Your Sales Teams Going with Mobile CRM , mobile CRM lets your sales reps Read More

5 Keys to Converting More Leads into Sales


Marketing and sales teams have long disputed who’s responsible for converting leads into sales opportunities. Marketing argues that it has generated leads and tosses them over to sales, while sales complains the leads aren’t qualified. Learn how to convert more leads into sales with five key strategies, starting with encouraging sales and marketing to work together. Better lead management means you can win more deals.

sales reporting  Converting More Leads into Sales Marketing and sales teams have long disputed who’s responsible for converting leads into sales opportunities. Marketing argues that it has generated leads and tosses them over to sales, while sales complains the leads aren’t qualified. Learn how to convert more leads into sales with five key strategies, starting with encouraging sales and marketing to work together. Better lead management means you can win more deals. Read More

InsideOut Makes Firewall Reporting Useful


Firewall logs can be cryptic and very difficult to analyze. There are a number of firewall reporting products on the market that attempt to address this problem, however one particular product recently caught our attention.

sales reporting  Makes Firewall Reporting Useful Introduction    If you've read Laura Taylor's Read Your Firewall Logs! then you understand just how important it is to review your firewall's logs on a daily basis. Unfortunately, firewall logs can be cryptic and very difficult to analyze. There are a number of firewall reporting products on the market that attempt to address this problem, however one particular product recently caught our attention. Unlike many of the other firewall reporting products on the 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 reporting  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

Sales and Operations Planning: the Key to Demand Satisfaction


There is a better way, and you can learn about it in the white paper sales and operations planning: the key to continuous demand satisfaction.

sales reporting  demand Chances are, your sales and operations planning (S&OP) is to blame. And chances are, your company is using a static and insular S&OP process, one based more on logistics and historical performance than on strategy. There is a better way, and you can learn about it in the white paper Sales and Operations Planning: The Key to Continuous Demand Satisfaction . Here you’ll discover a dynamic, integrated S&OP approach—one that brings together sales, marketing, finance, manufacturing, and logistics Read More

Ad Hoc Reporting


Find out why ad hoc reporting has become a critical component of the business intelligence (BI) environment—and learn how easy it is to make this type of analysis possible for the everyday business user. Along with an overview of the benefits of ad hoc reporting, this white paper will show you how the New York City Health Department makes reporting easy for its users, while eliminating the backlog of report requests for IT.

sales reporting  Hoc Reporting Find out why ad hoc reporting has become a critical component of the business intelligence (BI) environment—and learn how easy it is to make this type of analysis possible for the everyday business user. Along with an overview of the benefits of ad hoc reporting, this white paper will show you how the New York City Health Department makes reporting easy for its users, while eliminating the backlog of report requests for IT. Read More

J.D. Edwards Teams with FRx Software to Improve Reporting Solutions


J.D. Edwards recently announced support for financial reporting solutions from FRx Software. This software makes it possible to consolidate information from multiple databases, platforms, and servers to provide a complete financial picture.

sales reporting  this space a competitive sales opportunity. However, J.D. Edward's approach seems to be to gather all the data from the distinct datasources through the FRx reporting engine, rather than to build a data warehouse. The warehouse approach would be a more efficient use of network and CPU resources over time, and is the approach taken by other vendors such as SAP and PeopleSoft. In addition, building OLAP cubes on the fly is very resource intensive. The upside is that the data is completely current as of the Read More

Surado CRM Increasing Sales


The Surado CRM Sales module empowers sales teams by providing an intuitive system that presents a comprehensive single view of the customer across your entire organization. Combine this with a powerful knowledge base and automated business rules to create a consistent sales methodology throughout your entire team. With Surado CRM, your sales teams are enabled to manage the complete prospect to customer life cycle with efficiency and effectiveness.

sales reporting  CRM Increasing Sales The Surado CRM Sales module empowers sales teams by providing an intuitive system that presents a comprehensive single view of the customer across your entire organization. Combine this with a powerful knowledge base and automated business rules to create a consistent sales methodology throughout your entire team. With Surado CRM, your sales teams are enabled to manage the complete prospect to customer life cycle with efficiency and effectiveness. Read More