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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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 salesforce ideaexchange sfa

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)

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 » salesforce ideaexchange 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.

salesforce ideaexchange sfa  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 global marketplace makes it harder than ever for Read More

Salesforce.com Wants to Help You Transition to a Customer Company


Coincidentally or not, my industry analyst career started at about the same time that salesforce.com was founded, back in 1999. And boy, has the vocal cloud software company had an amazing transition over the years—once dismissed as a fad-like niche sales force automation (SFA) vendor with glorified contact management capabilities, salesforce.com is now a $3 billion (USD) enterprise software

salesforce ideaexchange sfa  GE Capital leverages the Salesforce Chatter social networking tool (in part based on the GroupSwim and DimDim acquisitions) so that its employees, customers, and partners can collaborate with real-time feeds, files, and updates. Reportedly, the company has cut down in-person meetings by 30 percent via Chatter communities. 2.     Connected Employees: How do you sell as a team? NBCUniversal uses multiple saleforce.com products starting with the original Salesforce Sales Cloud offering and Chatter where Read More

Improving Customer Relationships: An Integrated Approach


It’s a simple idea: get a better understanding of your customers’ wants and needs, deliver on their expectations, and your revenue will increase. But more than 40 percent of companies surveyed do not have a formal customer relationship management (CRM) strategy in place. And those that have one still struggle with CRM at nearly every stage. Learn more about areas where you can improve your own CRM system strategy.

salesforce ideaexchange sfa  customer relationships,maintaining customer relationships,get info on customer relationships,improving customer relationships,manage customer accounts,customer relationship mgt,customer relationship management Read More

Do You Want Your App to Talk Back to You (as a Chatterbox)? - Part 3


In Part 1 of this blog series I admitted to being a late adopter of a sort, in part for not immediately jumping onto the social media bandwagon. In particular, my initial reaction to Salesforce Chatter (a.k.a. Collaboration Cloud) was tepid when it was introduced at the Dreamforce 2009 conference. However, a few months have passed and this period has helped salesforce.com craft the much clearer

salesforce ideaexchange sfa  my initial reaction to  Salesforce Chatter (a.k.a. Collaboration Cloud)  was tepid  when it was introduced at the Dreamforce 2009 conference . However, a few months have passed and this period has helped salesforce.com craft the much clearer cloud computing evolution message that was analyzed in Part 2 . The article then also went on to explain my change of heart and discussed Salesforce Chatter’s current state of affairs (in terms of the current number of beta users and third-party solutions). Read More

Infor Will Launch Interaction Advisor on the Salesforce Platform


Infor will make its Epiphany Interaction Advisor available to Salesforce Platform users. Infor's Interaction Advisor assists customer-facing professionals with guessing client behavior and future purchases by creating a real-time customer profile. Client profiles are constructed from a collection of historical, personal, and contextual data. Furthermore, the Interaction Advisor employs real-time

salesforce ideaexchange sfa  Interaction Advisor on the Salesforce Platform Infor will make its  Epiphany Interaction Advisor available to Salesforce Platform  users. Infor''s Interaction Advisor assists customer-facing professionals with guessing client behavior and future purchases by creating a real-time customer profile. Client profiles are constructed from a collection of historical, personal, and contextual data. Furthermore, the Interaction Advisor employs real-time predictive analytics and cross-channel business rules Read More

Is Kenandy Turning into a Manufacturing Workday?


In anticipation of the upcoming Dreamforce 2013 mega conference by salesforce.com, we recently had an intro briefing with Kenandy’s top brass. The new company’s chairman and chief executive officer (CEO) is Sandra “Sandy” Kurtzig, an enterprise software industry pioneer who founded former ASK Computer Systems with the veteran enterprise resource planning (ERP) product ManMan in 1972, and helped

salesforce ideaexchange sfa  enterprise built on the Salesforce Platform . Kenandy ERP was devised and built from the ground up to offer the following value props for customers: Start Fast —Implement new operations quickly and integrate easily to any legacy system in your IT environment . Go Far —Understand and manage your business in real time and align your global network with native collaboration. Stay Flexible —Create your own analysis and apps (without adding to the IT backlog) and let Kenandy manage the upgrades. In June Read More

Salesforce.com Releases Another Wave of BI Capabilities


Salesforce.com recently released an update to the Salesforce Wave (a.k.a., Salesforce Analytics Cloud) business intelligence (BI)/analytics cloud software platform. The release is centered on mobile capabilities and includes several tools meant to allow mobile users to quickly pull up and visualize data. The cloud CRM software leader claims that over half of the Salesforce Analytics Cloud queries come from mobile devices.

salesforce ideaexchange sfa  an update to the Salesforce Wave (a.k.a., Salesforce Analytics Cloud) business intelligence (BI)/analytics cloud software platform, which was launched at Dreamforce 2014 with much fanfare. The release is centered on mobile capabilities and includes several tools meant to allow mobile users to quickly pull up and visualize data. The cloud customer relationship management (CRM) software leader claims that over half of the Salesforce Analytics Cloud queries come from mobile devices.   One of the new tools Read More

Sales Force Automation, Customer Relationship Management, and Sales Training: A Fusion of Methodology and Technology


Many organizations find it challenging to adopt sales force automation and customer relationship management solutions. Formal sales training and the related reinforcement tools can make the difference. We examine the key challenges and propose some solutions.

salesforce ideaexchange sfa  CRM or SFA solution). Salesforce.com , however, has an application programmer interface (API) that allows technologies developed in-house to interface with Salesforce.com''s online SFA tools. An organization using (for example) Knowledge Advantage''s online SIM ( Systems Interdependency Modeling ) tool suite could, with minimal investment, develop an interface using Salesforce.com tools to share information between the SIM system and Salesforce.com. An appropriate analysis asks the vital questions: What is Read More

Getting Back to Selling


Faced with longer sales cycles, declining sales productivity, and increasingly discerning customers, companies are being forced to streamline and automate how sales information is processed, and change the mechanics of deal-making. Learn more about the strategies that best-in-class (BIC) companies are employing to improve sales effectiveness, boost productivity, and ultimately remain competitive.

salesforce ideaexchange sfa  (38% vs. 51% BIC), Salesforce Automation (17% vs. 51% BIC) and contact management solutions (38% vs. 50% BIC). Whether they take an organizational (CRM), departmental (SFA) or individual/team approach (contact management software) to account, contact and opportunity management, Laggards should immediately invest in these capabilities, or plan to do so, in the next budget period. Fast Facts 93% of Best-in-Class firms measure time on administrative tasks spent by sales representatives, compared to 70% of Read More

Reinventing the Business Workspace


A new, connected way of working is breaking down the old, functional silos of activity that kept workers isolated in their desktop cubicles. Rippling across the modern, web-enabled workplace, it links people wherever they work and collaborate—in workplaces, virtual spaces, meeting rooms, and mobile devices. Learn how on-demand applications can combine to create productive, adaptable information sharing and workflow.

salesforce ideaexchange sfa  and workflow. Source : Salesforce Resources Related to Reinventing the Business Workspace : Workspace (Wikipedia) Reinventing the Business Workspace Business Workspace is also known as : Business Workspace Support , Build Workspace , Business Workspace , Collaborative Workspace , Corporate Workspace , Open Workspace , Workspace , Planning Workspace , Development Workspace , Project Workspace , Project Workspaces , Small Business Workspace , Workspace Change , Workspace Control , Workspace Innovations , Read More

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.

salesforce ideaexchange sfa  SasS providers such as Salesforce.com, NetSuite and Aplicor provide security infrastructures that generally exceed the capabilities of most of their clients.   Vendor Viability Having validated the functionality of the solution and determined the preferred deployment model, it is important to ensure that the selected vendor will be around for the long term. As even the largest companies like Enron, WorldCom and Andersen collapse, size or even the reliance on public company status gives us little Read More

Assessing FinancialForce.com’s Early Years


FinancialForce.com, the offspring of an established best-of-breed provider of accounting and project-based applications and a cloud computing pioneer, aims to help companies align finance, sales, and service for profitable growth through its accounting, billing, and professional services automation (PSA) applications. Tom Brennan, FinancialForce.com’s vice president of product marketing, discusses the company’s successes.

salesforce ideaexchange sfa  growth. Social Accounting The Salesforce CRM (a.k.a. Sales Cloud ) offering is about growing the top line, while FinancialForce.com focuses on the bottom line. By combining those systems and aligning those business areas, customers can gain strategic, game-changing advantages. The customer relationship management (CRM) and accounting applications are embedded such that the line between them is indiscernible. When this seamless user experience is combined with the power of the Force.com platform and new Read More

Customer Relationship Management: Putting Customers at the Center of the Business


No longer are customers simply sideline participants. Organizations are empowering them with a wealth of knowledge to engage in more informed decision-making. A customer relationship management (CRM) solution that encompasses all aspects of your business gives customers unprecedented visibility into the actions that impact them. Ultimately, this leads to greater accountability within the organization, and greater satisfaction among customers.

salesforce ideaexchange sfa  business process,business process analysis,business process architecture,business process association,business process automation,business process components,business process data Read More

Northeast Lantern Selects Rootstock Cloud ERP


Rootstock Software, provider of cloud manufacturing and supply chain applications on the Salesforce cloud platform, announced that Northeast Lantern (Exeter, New Hampshire) has selected Rootstock’s Cloud Manufacturing ERP to manage inventory and for visibility into production flow on the shop floor.

salesforce ideaexchange sfa  chain applications on the Salesforce cloud platform, announced that Northeast Lantern (Exeter, New Hampshire) has selected Rootstock’s Cloud Manufacturing ERP to manage inventory and for visibility into production flow on the shop floor.   Northeast Lantern was running all reports in QuickBooks and had to export various reports to Excel to combine them into a single new report just to find the information required. And that didn’t allow the company to track inventory or have a snapshot of production Read More

FinancialForce Billing


FinancialForce Billing™ manages the entire order to cash process, all within the Salesforce Platform. FinancialForce Billing generates invoices directly from the data already prepared on the Salesforce Platform, for streamlined and error-free billing, improving cash flow.

salesforce ideaexchange sfa  process, all within the Salesforce Platform. FinancialForce Billing generates invoices directly from the data already prepared on the Salesforce Platform, for streamlined and error-free billing, improving cash flow. Read More