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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

Creating Business Value with Communication-enabled CRM Processes: Enhancing Marketing, Sales, and Service


Customer relationship management (CRM) issues can often be traced to ineffective processes involving human communication. But you can overcome the limitations of marketing, sales, and service processes. With communication-enabled business processes—powered by communications systems integrated with business applications—you can have more visibility into interactions and improve your end-to-end performance. Learn more.

service sales force crm  office. Measurable Improvements to Service Process Performance Six months after sales implemented CEBP, customer service implemented CEBP. After the go-live stage in customer service, all users with authorization could connect to an integrated CRM and communication system from any network-connected PC or mobile device. In addition to best-of-breed communication tools, the front-line agents have an integrated user interface for accessing customer data, interaction history, and back-office queues. The 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

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

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

Giving Service Companies a Fast Start


But, there are ways you can succeed, and you can find out about them in the sap white paper, giving service companies a fast start.

service sales force crm  Service Companies a Fast Start If you''re in IT services or strategic consulting, you''re getting squeezed from all sides . Global competition is driving down margins and profits. Fixed-price contracts are pushing up project and delivery risks. And the economy''s in deep recession. You know you have to cut costs and increase operational efficiencies. But will your software allow you to do what you need to? If you''re using outdated, non-integrated software systems, the answer could be no. But, there Read More

CRM Selections: When An Ounce Of Prevention Is Worth A Pound Of Cure Part Two: Using A Knowledge Base To Reduce The Time, Risk And Cost Of A CRM Selection


Using a knowledge base in the selection process can reduce the time, risk and cost of procuring technology. Well constructed knowledge bases that are used in a tested selection methodology reduce the RFI process from months to weeks, eliminate data quality issues and allow an apples to apples comparison of vendor offerings.

service sales force crm  Call Center and Customer Service and Industry Vertical Module Availability. The CRM Evaluation Center allows selection teams to drill into any area of the model to compare vendor strengths and weaknesses. Figure 5 Although Microsoft CRM took fist place with baseline priorities, a few changes to the priorities can change the rank and scores. Figure 6 indicates a new set of priorities. Figure 6 In this scenario Exact Software took first place in the overall model, as indicated in Figure 7. Selection teams Read More

Identify and Leverage Your Existing Service Life Cycles


Service management has become critical for today’s organizations. To remain competitive, businesses need more appropriate services to support their customers, suppliers, and business partners. Discover how “service cycles” have evolved since the 1990s, learn how to make hidden service life cycles visible, and find out how, once they are visible, they can help you improve services and align IT with business objectives.

service sales force crm  and Leverage Your Existing Service Life Cycles Only IBM offers integrated service management solutions for all industries — across business and IT — addressing the full service lifecycle, both within and beyond the datacenter. Discover how to transform your assets — traditional IT, physical, and emerging smart assets — into unique business value. Source: IBM Resources Related to Identify and Leverage Your Existing Service Life Cycles : Service Management (Wikipedia) Information Technology (IT) Read More

Saleslogix CRM Best Practices Guide


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

service sales force crm  assistance, please contact customer service. Hours: 8:00 AM to 5:30 PM EST. Phone: +1 514-954-3665, ext.367. Read More

A Green Guide to Streamlining Field Service Operations: Saving Money . . . and the Planet


With three primary “green” benefits to implementing cutting-edge field service technology solutions, every company—across any industry—can justify the effort based on the specific priorities that speak to it. In this analysis, we will review each of these benefits, outlining the range of advantages and concrete ROI. Regardless of a company’s priorities, this multi-layer list of benefits makes the decision a clear one.

service sales force crm  Guide to Streamlining Field Service Operations: Saving Money . . . and the Planet With three primary “green” benefits to implementing cutting-edge field service technology solutions, every company—across any industry—can justify the effort based on the specific priorities that speak to it. In this analysis, we will review each of these benefits, outlining the range of advantages and concrete ROI. Regardless of a company’s priorities, this multi-layer list of benefits makes the decision a clear Read More

CRM, Success, and Best Practices: A Wake Up Call Part Two: Modeling Success with Senior Management and CRM Culture


To maximize the return on investment of a customer relationship management system, a new CRM best practices model should be used. A point-based system, self-assessment model that emphasizes senior management leadership and the need to create a culture consistent with CRM can lead to a deployment strategy that is correlated with success. An interactive version of this assessment is included with this article.

service sales force crm  of the product and service. Performance is best optimized by acquiring, developing, and retaining profitable customers. Leadership The behavior of a company''s leaders creates a clarity and unity of purpose within the organization and a culture in which people excel. Management by Processes and Facts Effectiveness is leveraged when companies understand and manage inter-related activities and operational decisions are made using reliable information. People Development and Involvement The full potential of Read More

Maximizer 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.

service sales force crm  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

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

How to Choose a Hosted CRM Application for SMBs


While virtually all hosted customer relationship management (CRM) applications support sales force automation, marketing campaign management, and customer service, providing front-to-back-office integration has become a clear differentiator for small to medium businesses (SMBs). Read this white paper—which includes a handy table of evaluation criteria—to find out how to select the right hosted CRM software for you.

service sales force crm  sales, marketing and/or customer service analytics. Sales analytics might include pipeline forecasts, opportunity management, and win/loss metrics. Marketers use CRM to perform customer segmentation and/or ROI assessments on marketing campaigns. Conversely, customer service analytics are used to track call time resolution, product quality issues or case management. Both NetSuite and SAP currently offer more advanced analytics functionality. NetSuite’s integrated multi-channel approach provides a robust Read More