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Software Functionality Revealed in Detail
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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

export sales leads  Calendar Functionality Microsoft Excel Import/Export Customizable Interface Contact Management Requirements Account History and Tracking Call/Email History and Tracking Mail Merge for Letters and Faxes List Building and Management Contact Hierarchy Management Time/Date Stamped Notes Web 2.0/Social Media Integration Lead Tracking Requirements Prospect Management Automated Lead Capture Integration into Drip Marketing Systems Requirements Sales Requirements Sales Forecasting Order Management Product

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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.

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) RFI/RFP Template

Management of opportunities, sales forecasting, leads, accounts and contacts, activities, territories, contracts, quotes and proposals, partners, analytics, reporting, and more 

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Mid-Market ERP Vendors Doing CRM & SCM In A DIY Fashion Part 1: Recent Announcements


While the ERP mid-market has seen more vibrant intra-market merger & acquisition activity during 2001, it appears that 2002 will, for some more tenacious Tier 2/Tier 3 vendors, be the year of delivering products under their own steam as to counteract the onslaught by Tier 1 vendors and mid-market juggernauts.

export sales leads  the need to manually export/import data from a Web server into the CRM database. In addition, the Marketing Portal utilizes IMPACT CRM's built-in PDL to automatically reply to prospective or customers or consumers who submit data via the Web. A Customer Service Portal, which completes the IMPACT eCRM offering by enabling customer self-service from the Web, is scheduled for release in Q2, 2002 and will be offered free of charge to existing IMPACT CRM customers. This concludes Part 1 of a two-part analysis Read More

How to Outsell the Competition: The Benchmarking Edge for Successful Sales Execution


Benchmarking is a process where companies compare their performance over time against their competition. In doing so, they can identify where their strengths lie and where improvement may be needed. The point of benchmarking is to focus on areas that will yield the best return. For companies to succeed in their benchmarking efforts and gain a sustained competitive advantage, five key steps should be considered.

export sales leads  not require re-entry or export into hard-to-use and inaccurate spreadsheets. SBI cites the following typical sources of information as places to begin gathering data: CRM system Finance systems Payroll system Expense reporting system HR systems Sales management team. and they point out that it may take some digging. This is where the clear advantage of an integrated business management system is apparent: rather than looking at six separate sources for data that may prove inconsistent or nonexistent, Read More

Made2Manage Affirms Its Technological Astuteness


By continually enhancing functional footprint while concurrently providing technologically advanced solutions, Made2Manage is determined to endure the ongoing market shakeout, although it will have to exert a fierce fight.

export sales leads  and the ability to export updates into an Excel spreadsheet for easy modification. Advanced reporting capabilities using a My Profile feature or other desired classifications. Since EDI one of the most common forms of automated electronic communication used by businesses today and is often a requirement for manufacturers working with large customer organizations, Made2Manage has gone a step further with its existing EDI solution, which enables system-to-system communication to improve data accuracy and Read More

Managing Your Supply Chain Using Microsoft Navision


This is a reprint of the summary chapter from the book Managing Your Supply Chain Using Microsoft Navision by Dr. Scott Hamilton.

export sales leads  The tool also supports export/import for exchanging spreadsheet data. Customizing via Additional Fields. New fields can be added to tables with immediate visibility in list format windows and availability for customizing card formats and reports. The object-oriented design also supports more complex customizations. Numerous case studies throughout the book illustrated some of these customizations. Design Factors Shaping System Usage in Distribution Environments Major factors shaping system usage include 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.

export sales leads  Force Automation, Customer Relationship Management, and Sales Training: A Fusion of Methodology and Technology Commentary Key sales training vendors are increasingly integrating sales methodology, sales force automation (SFA) technology, and customer relationship management (CRM) systems. These vendors range from The Complex Sale , with its GPS software suite, to OnTarget and Wilson Learning with their relationship with Oracle / Siebel 's CRM suite, to Knowledge Advantage and their sales automation Read More

Automation: A Company's Best Ally Against Sales Tax Audits


Sales and use tax management is a challenge for every business, and there can be major financial repercussions if a taxing agency questions the figures. Automated solutions help businesses improve their reporting and workflow processes so they can comply with the myriad of sales and use tax laws and stand up to any audit examination. Read this white paper to learn about the problems with manual management, an inside look at audits and what auditors really look for, hidden costs of not putting the proper emphasis on reporting and compliance, and the benefits of automation solutions for sales and use tax.

export sales leads  A Company's Best Ally Against Sales Tax Audits Sales and use tax management is a challenge for every business, and there can be major financial repercussions if a taxing agency questions the figures. Automated solutions help businesses improve their reporting and workflow processes so they can comply with the myriad of sales and use tax laws and stand up to any audit examination. Read this white paper to learn about the problems with manual management, an inside look at audits and what auditors Read More

Sales Commissions and Spreadsheets-A Calculated Disaster


Spreadsheets are used in the calculation of sales commissions in most businesses. This is particularly true for small and mid-market businesses that cannot afford more robust systems. Given the common use of spreadsheets, it would be wise to understand the consequences for businesses that depend on them. In fact, the ramifications of errors in spreadsheets can be serious and dramatic.

export sales leads  Commissions and Spreadsheets-A Calculated Disaster Spreadsheets are used in the calculation of sales commissions in most businesses. This is particularly true for small and mid-market businesses that cannot afford more robust systems. Given the common use of spreadsheets, it would be wise to understand the consequences for businesses that depend on them. In fact, the ramifications of errors in spreadsheets can be serious and dramatic. Read More

Fast Facts: Latest Sales & Marketing Stats


Here are the latest facts and stats about digital sales and marketing. This collection of new marketing stats will help you stay in sync with the latest industry trends and inform your marketing automation strategies, including lead generation, e-mail, social media, and more.

export sales leads  Facts: Latest Sales & Marketing Stats Here are the latest facts and stats about digital sales and marketing. This collection of new marketing stats will help you stay in sync with the latest industry trends and inform your marketing automation strategies, including lead generation, e-mail, social media, and more. Read More

The Future of Sales Performance Management


Sales managers have faced the same challenges since long before customer relationship management (CRM) applications were invented. However, new tools and technologies are making their jobs easier. The future of sales performance management is integrated with CRM and social collaboration. It helps managers provide real-time coaching and motivation in context to drive better sales behaviors and, ultimately, better sales results.

export sales leads  Future of Sales Performance Management Sales managers have faced the same challenges since long before customer relationship management (CRM) applications were invented. However, new tools and technologies are making their jobs easier. The future of sales performance management is integrated with CRM and social collaboration. It helps managers provide real-time coaching and motivation in context to drive better sales behaviors and, ultimately, better sales results. Read More

Export Operations & Compliance Benchmark Report: Going Global with Regulatory Reform


This second annual benchmark study covers U.S. export operations and compliance. The survey covered export regulatory reform, operations management practices, organizational structure, compliance policies, and export management technology. This year’s study looks at the impact of going global with export control reform.

export sales leads  benchmark study covers U.S. export operations and compliance. The survey covered export regulatory reform, operations management practices, organizational structure, compliance policies, and export management technology. This year’s study looks at the impact of going global with export control reform. Read More

Successful Sales and Operations Planning in Five Steps


A sales and operations planning (S&OP) meeting is a critical decision-making activity that sets the overall direction for the company. Executives discuss trade-offs between customer service, inventory investments, production capabilities, supply availability, and distribution concerns, in order to balance generating profit with satisfying operational goals. Learn the five essential steps for successful S&OP planning.

export sales leads  Sales and Operations Planning in Five Steps Voyager Sales and Operations Planning enables you to establish a central warehouse for diverse planning data, using information from sales, production, finance, marketing, transportation and procurement. Logility synchronizes this data so your entire enterprise can work from a one number platform to save time and achieve clarity. This removes hours and days from your planning process. You can slash the planning cycle and complete multi-divisional Read More

Sales Force Performance


Understanding market drivers is key to managing customer behavior. To do this, organizations must state and qualify their assumptions about the real drivers of sales performance. An improvement strategy can then be created, and with integrated budgets, success metrics, etc.

export sales leads  Force Performance Introduction Managing customer behavior will give companies a better understanding of the market, and in turn, will allow them to properly create strategies and allocate resources. By understanding these drivers, organizations will be able to establish true metrics that can better gauge cause and effect relationships in the market. The following description of potential drivers is intended to cross industry lines; as such, some of the items may not apply to a particular company or Read More

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.

export sales leads  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. Read More

How to Evaluate a Sales and Operation Planning System


The features available in today’s sales and operations planning (SOP) systems make these systems indispensable assets for an organization. Reporting tools and graphical representations are just a couple of these key features. Find out what else to look for in an SOP system.

export sales leads  to Evaluate a Sales and Operation Planning System Sales and operations planning (SOP) is one of the more critical functions an organization must undertake, as its effects span across various departments, and have the potential to directly influence the organization’s profits. A successful SOP department harmonizes the different beats of each division into an agreeable melody. It is definitely a challenge to find an effective tool that can merge the data from different systems to create a coherent Read More