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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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 service sales force 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

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 » service sales force crm

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.

service sales force crm  Benefits to Your Customer Service and Sales Staff as well as your Customers The Six Essential Elements of Workflow in a hosted CRM Application Key Workflow Terminology You Must Understand Where to Start Your Planning Process What is Workflow Workflow is the automation of your business processes through which documents, information or tasks are passed from one participant to another according to a set of rules. . Top-tier hosted CRM applications are built around workflow, and optimized for your unique Read More

Customer Relationship Management Showdown: Microsoft Dynamics CRM vs. Oncontact CRM vs. SageCRM


For this Showdown, we looked at all three of the main CRM modules: sales force automation, marketing automation, and customer service and support. To eliminate any chance of bias and to ensure a level playing field, all the criteria that make up these three modules in our CRM Evaluation Center were given equal weight and priority. In other words, no area of functionality was treated as being more important than any other.

service sales force crm  is strongest in customer service and support, Oncontact, taking third place overall, may be the best of the three for your needs. It must be pointed out, though, that rankings, whether overall or by module, do not tell you everything you need to know. What they do provide is a basic, high-level view of the general strengths and weaknesses of vendors'' solutions right out of the box. However, the fact is that few businesses, if any, can use a CRM solution right out of the box. Every business has special 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.

service sales force crm  management, sales, marketing, customer service and any other group that affects your company''s relationship with customers and prospects, as well. With your ranked list in hand, start contacting the vendors and request a demo, and if possible, ask for a trial period to evaluate the solution. Again, having input from the sales reps is very important during this stage, and this is also a great time to add input from the IT team members who will have to implement and support the solution. The demos should 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.

service sales force crm  ends up making a service call, stretching the sales cycle even further. Lack of visibility into other systems, such as ERP: Not having access to real-time inventory figures means sales reps can only estimate how soon a product will be shipped and arrive at the customer''s door. Being unaware of sudden depletions in stock means that salespeople may provide customers with inaccurate estimates of delivery time and by so doing, risk inconveniencing and even angering customers if the product isn''t delivered Read More

A Stronger Field Sales Force and Better Internet Sales


Endress+Hauser (e+h), an international group of specialists for measurement devices and automated solutions for industrial process engineering, implemented both mySAP CRM mobile sales and e-selling capabilities to reinforce its market- and customer-focused orientation. As a result, it saw a stronger field sales force and increased sales through the Internet.

service sales force crm  Sales Force Management , Service Sales Force , Sales Force Automation , Sales Force Software , Sales Intelligence , Sales Force Reporting , Sales Force Data , Sales Force Effectiveness , Sales Force Benchmarking , Considering Sales-Force , Sales Software , Sales Force Consulting , Solutions Sales Force , Sales Force Development , Sales Assessments , Sales Force Redefining , Sales Force Resources , Merchandising Sales Force , Sophisticated Sales Force , Improve Sales Performance , Sales Performance , Read More

CRM: Creating a Credible Business Case and Positioning It with the CEO Part Two: Linking CRM with Organizational Direction


An effective business case must link CRM with achieving organizational objectives; but this step is just the beginning. Credibility implies that the document clearly delineates assumptions regarding cause and effect plus the mechanism that will be used to assess results and declare success.

service sales force crm  call centers, e-commerce, field service, and partner organizations. The objective is to design and implement a set of capabilities that will serve the needs of each group and that customer transactions and interactions will be captured in a common database such that both data and analysis will be available to everyone (subject to a set of security rules). Most organizations are structured into functional silos that compete for limited resources and have differing agendas, none of which are particularly Read More

Win More Business with Fewer Sales Resources: Reconfigure Discrete Manufacturing Sales Processes to Thrive


If you’re a sales executive at a discrete manufacturer, there’s a good chance you’ll soon face a perfect storm of significantly greater sales opportunities that must be pursued by a smaller, less experienced sales team. At many discrete manufacturers, there are experienced sales professionals who will be retiring soon and, unless provisions are made, will take considerable institutional knowledge with them.

But sales executives who see the problems on the horizon early enough and act quickly and strategically can create new business opportunities out of this adversity. This paper explores the applicable trends and presents promising strategies available to sales executives at discrete manufacturers.

service sales force crm  More Business with Fewer Sales Resources: Reconfigure Discrete Manufacturing Sales Processes to Thrive If you’re a sales executive at a discrete manufacturer, there’s a good chance you’ll soon face a perfect storm of significantly greater sales opportunities that must be pursued by a smaller, less experienced sales team. At many discrete manufacturers, there are experienced sales professionals who will be retiring soon and, unless provisions are made, will take considerable institutional Read More

Agiline CRM


Agiline CRM helps businesses know and maintain their customers. Agiline CRM is an enterprise-level CRM solution that provides coordination between customer care (service and support), sales, marketing, and other functions that touch your customers. Agiline CRM helps make the most of all your relationships by uniting people and processes with technology for serving your daily customers, distribution channels, suppliers, and internal customers. Agiline CRM features provide integration with other front-office and back-office applications. To help your mobile representatives, Agiline provides a disconnected version that allows complete access to customer information.  

service sales force crm  coordination between customer care (service and support), sales, marketing, and other functions that touch your customers. Agiline CRM helps make the most of all your relationships by uniting people and processes with technology for serving your daily customers, distribution channels, suppliers, and internal customers. Agiline CRM features provide integration with other front-office and back-office applications. To help your mobile representatives, Agiline provides a disconnected version that allows Read More

7 Practical Sales Tips


These days, nobody goes it alone. We all can use a few new techniques to help us close tough deals. This ebook outlines key sales strategies and gives you the resources you need to put them into action. Some recommendations are simple; others require thoughtful business decisions. But all guarantee an immediate and long-lasting impact on your sales organization. Get a few quick sales tips you can use anywhere, anytime.

service sales force crm  Practical Sales Tips These days, nobody goes it alone. We all can use a few new techniques to help us close tough deals. This ebook outlines key sales strategies and gives you the resources you need to put them into action. Some recommendations are simple; others require thoughtful business decisions. But all guarantee an immediate and long-lasting impact on your sales organization. Get a few quick sales tips you can use anywhere, anytime. Read More

Social CRM is Dead, Long Live Social Media Flavored CRM


Customer relationship management (CRM) is not and cannot really be social, since social means “of, relating to, or occupied with matters affecting human welfare” (definition taken from The Free Dictionary). In my opinion, CRM does not really affect human welfare, since it brings advantages only to its users and to the customers of the companies using it. In this blog post, I will explain why

service sales force crm  people to market your services, now you can search people on Facebook and Twitter, to see who might be interested in your products. Or, instead of using door-to-door sales people, you can send newsletters, e-mail blasts, etc. to thousands of people all at the same time. Social media can also help you • communicate with your existing or potential customers; •  market you products to a wider category of people; and •  address your customers’ need quickly and more efficiently. Why CRM Cannot be Read More

CRM, Success, and Best Practices: A Wake Up Call Part One: Searching and Establishing the Business Parameters of CRM


Customer relationship management is a sophisticated set of customer-facing tools; however, its technology has outpaced the management strategy used to implement it. Moreover, murky definitions and objectives have caused varying degrees of success and failure to emerge from the same initiative. Clearly defining the objective, implementing holistic best practices, and ensuring that senior management understands CRM as a business strategy can help maximize a CRM investment.

service sales force crm  by IBM Business Consulting Services. A summary of this study was published in Customer Relationship Management magazine (July 2004). The study identified five key drivers of CRM success: CRM strategy and value proposition development Budget process management Change management Governance Process change The IBM team''s claim is that focusing on these five factors can boost the success rate from 15 to 80 percent. The researchers at CRMGuru.com have conducted a similar study and published a report titled The Read More

Benefits of On-demand CRM over Traditional Installed-On-Premise CRM Software Solutions


The high price and complexity of traditional, installed, on-premise enterprise software has left small and medium businesses (SMB) unable to obtain true integrated customer relationship management (CRM) and enterprise resource planning (ERP) software. On-demand, software as a service is changing all that. The lower costs and the short implementation period for an on-demand customer relationship management solutions make it lucrative for smaller businesses.

service sales force crm  On-demand, software as a service is changing all that. The lower costs and the short implementation period for an on-demand customer relationship management solutions make it lucrative for smaller businesses. 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.

service sales force 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

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.

service sales force 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