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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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 term sales force automation 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 » term sales force automation crm

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.

term sales force automation crm  This should be a long-term investment. -Michael Hanna Sales consultant, Sales Op Solutions Industry expert Advanced Requirements To differentiate their products, vendors have added features that improve their core SFA systems'' functionality and aim to maximize productivity gains. Though all of these features are useful to some degree, some will be better for your organization than others. Buying functionality you don''t need can be expensive and will introduce a layer of complexity that can hamper 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.

term sales force automation crm  , 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 field sales Read More

Should Uniqueness Vouch For Marketing Automation Niche Players?


Unica's possibly unique set of broad and astute functional footprint and geographic coverage, easily-deployable product with proven quick payback may prove the fact that the marketing automation point providers with a differentiating value proposition and with immaculate execution may prevail the onslaught of larger packaged suite providers.

term sales force automation crm  time. In the long term though, even the existing customers in France should reexamine their EMM applications needs, and decide whether they should remain on the current Marketic product, migrate to the Affinium product, or possibly consider a switch to a competitor''s product. On a more general note, prospective marketing automation customers should start by scrutinizing closely their major motivators for marketing automation and to determine whether they align with the overall CRM and corporate 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.

term sales force automation crm  it will yield long term dividends in terms of ensuring on-going management support and focusing the efforts of the project to meeting the agreed upon objectives. The internal business case can be based on a required Return on Investment or ROI. This is typically projected on a comparison of revenue enhancement and cost reductions attributable to the project net of the actual project costs. In many cases it may be difficult to estimate or specifically attribute revenue enhancement and cost reductions Read More

5 Tips for Energizing Your Sales Organization and Realizing Enterprise-wide Value with On-demand CRM


Increasingly, midsize companies are looking to customer relationship management (CRM) to energize their sales organizations and make the entire sales ecosystem more efficient. But while many solutions for midsize companies can be rapidly deployed to quickly energize a sales organization, what happens after that first jolt? Discover five tips for making sure your CRM choice continues to deliver return on investment (ROI).

term sales force automation crm  ERP. Consider the long term cost and functional requirements needed to support your integration end game so that you don''t put an increased burden on your IT infrastructure. Improving integration between applications, reducing IT costs are top goals for SMB IT in 2009 In a recent Forrester report on SMB, 71% of respondents identified both improving integration between applicatins and reducing IT costs as their top IT priorities.— The State Of SMB Software: 2009 , Forrester, June 2009 Tip 3: Don''t go 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.

term sales force automation crm  produce unforeseen issues. Long term success will depend on whether the right versus the expedient response is taken. CRM is a classic pay-me-now or pay-me-later decision. The challenge is that the pay-me-now part is very visible and the pay-me-later is usually buried in lost productivity, etc. Cheerleader . The CEO must be a very visible advocate and communicator for the initiative. Given these implications, each CEO must assess the opportunity and cost in real terms. CRM can change the performance 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.

term sales force automation crm  how then do you determine which CRM solution is best suited for your business? The fastest, simplest way is to do what we did to produce the results you see here: use TEC''s CRM Evaluation Center . We got our results in 20 minutes, versus weeks—or even months—of struggling with huge spreadsheets. TEC''s CRM evaluation center allows you to set priorities that reflect your organization''s business model and special needs at every level of functionality. At the modular and submodular levels—even down to Read More

CRM: Big is Not Always the Best


Customer relationship management (CRM) solutions can range from simple contact managers (for a few hundred dollars) to multimillion-dollar enterprise applications that take years to implement. This is why over-buying a CRM system can be one of the most costly mistakes a company can make. But where should you start your research? And what steps should you take after that?

term sales force automation crm  short term and long term costs of a CRM system for your company. With a hosted CRM system, you will face monthly rental costs for as long as you want to utilize and rent the CRM system. Further, you will need to keep in mind implementation, customization, and training costs. The biggest downfall of a hosted system is that the rental fees can reach exorbitant proportions over time. Typically, if you compare the rental fees over a two to three year period – for the same price you could have purchased an Read More

The Real Challenge of CRM: Employee Buy-In


Your company has just selected a new customer relationship management (CRM) system for your company. Congratulations should be in order. However, your work has really just begun. You know that in order for your CRM initiative to be successful, you’ll need buy-in from your users. What steps do you need to take to ensure buy-in and achieve real implementation success?

term sales force automation crm  success Quick wins. This term will be of great importance to you during your implementation. Too many times, we have all heard of CRM initiatives that have taken far too long to implement and have cost far too much. Some companies have taken six to eighteen months to implement their CRM system and have way overspent their budget. This shouldn’t be you. One of they key principles you should employ in your CRM initiative is what we call “quick wins”. What we mean by this is quite simple. Choose a few Read More

CRM and Technological Solutions: Be the Customer


In CRM, and now e-CRM, its not about the technology, but about focusing on the locus of importance around which CRM applications grew; namely, the customer. Ignore him at your peril.

term sales force automation crm  CRM,customer relationship management,Technological Solutions,CRM landscape,CRM application,crm implementation,crm integration,CRM projects,e-CRM,implementing a CRM application 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.

term sales force automation crm  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. Read More

CRM: Past, Present, and Future


Most customer relationship management (CRM) software users take for granted that they can track customers, send mailings, or assign requests to customer service representatives. Users today enjoy CRM systems that are highly accessible, both from a cost and technological point of view. But this was not always the case. TEC analyst Raluca Druta surveys the history and evolution of CRM with a view to defining the CRM of the future.

term sales force automation crm  customer relationship management,evolution of CRM,history of CRM,definition of CRM,CRM trends,future of CRM,empowering customer relationships Read More

CRM for Financial and Insurance Markets


Customer relationship management (CRM) focuses on the retention of customers by collecting data from all customer interactions with a company from all access points (by phone, mail, or Web, or in the field). The company can then use this data for specific business purposes by taking a customer-centric rather than a product-centric approach. CRM applications are front-end tools designed to facilitate the capture, consolidation, analysis, and enterprise-wide dissemination of data from existing and potential customers. This process occurs throughout the marketing, sales, and service stages, with the objective of better understanding one’s customers and anticipating their interest in an enterprise’s products or services.

term sales force automation crm  CRM for banks, CRM for banking, CRM insurance industry, financial services CRM, CRM industry, Compare CRM, CRM systems, CRM customer relationship management, CRM software, CRM comparison, top CRM, CRM software evaluation Read More