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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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 r manager sales


Critical Business Functions: Misunderstood, Underutilized, and Undervalued Part Two: Closing the Circle of Credit and A/R Management
Using credit and A/R management as a sales tool requires defining goals and measuring results. Determining the competitive landscape and using A/R management

r manager sales  invoice from a collections rep to the CFO or other senior manager if legal action is the next logical step. Trigger Points : While dates drive a typical contact manager and certainly dates will drive an A/R Management application once first contact has been made, the trigger that will drive the first contact with a customer (concerning a newly identified overdue invoice) will be an event. Smaller companies could get by with a very limited number of event types, while larger organizations may want to take

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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) Software Evaluation Report

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. 

Evaluate Now

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How Project Portfolio Management Can Deal a Winning Hand to the SMB Project Manager


Project portfolio management (PPM), once a solution only larger organizations could afford, enables companies to analyze, recommend, authorize, activate, expedite, and monitor projects. In recent years, however, small to medium businesses have been able to benefit from PPM too, through software-as-a-service models of this tool.

r manager sales  monitoring is usually the responsibility of the project manager (PM) and the project management office. 3. Administration —the management and updating of project portfolios according to their deliverables and resources (planned and used) in order to document the project status, note key milestones, and ensure adherence to the schedule for project deliverables. Usually the mandate of the PM. The Democratization of PPM Long before the digital age, British novelist G.K. Chesterton wrote: You can never Read More

Case Study: Rich Products Corporation


Rich’s legacy IT systems could not interoperate with platforms and applications among departments, preventing a single, centralized view of the product development process and limiting collaboration. The company decided it needed a new product lifecycle management (PLM) system to integrate and accelerate PLM processes. Rich’s new system supports research and development (R&D), formula management, and more.

r manager sales  Study: Rich Products Corporation Infor PLM (Product Lifecycle Management) helps your business maximize profit by optimizing every stage of your product's life, from bids or project request to portfolio management, to product development, to scale up, to ongoing maintenance and retirement. Source: Infor Resources Related to Case Study: Rich Products Corporation : Rich Products Corporation (Wikipedia) Product Lifecycle Management (Wikipedia) Case Study: Rich Products Corporation Product Lifecycle Read More

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.

r manager sales  freeing both the sales rep and the manager to concentrate on closing the deal, not mundane tracking and checking tasks. Without Workflow-enabled CRM, your staff is expected to remember the sales process and when to report and forecast revenue. In addition, management involvement along the way is inefficient, and increases the likelihood of errors. The following diagrams graphically illustrate the difference Workflow delivers. Diagram 1. Without Workflow Diagram 2. With Workflow Although this is a very Read More

J.D. Edwards On The Mend; This Time Might Be For Real


Although not quite yet out of the woods, by having product flexibility 'in the bag', and by providing now much more of its own 'must have' collaborative applications (e.g. SCM and CRM), J.D. Edwards might again start looking forward to the future.

r manager sales  several new views and reports. The scenario manager allows the user to quickly simulate the impact of adjusting supply chain variables and conditions and assess the effect of the changes on the supply chain in terms of cost, profit, margins, customer service levels, capacity and material requirements, etc. Advanced Planning 4.0's Order Promising application now provides real-time Available-to-Promise (ATP), Capable-to-Promise (CTP) and Profitable-to Promise (PTP) capabilities. Order Promising supports Read More

The Case for a Specialised Sales Forecasting Software Solution


This white paper addresses the question “Why do you need a specialised sales forecasting software solution?” It makes the case for implementing a purpose-built sales forecasting software tool, and provides a number of considerations and parameters that can be used to evaluate suitable solutions.

r manager sales  Case for a Specialised Sales Forecasting Software Solution This white paper addresses the question “Why do you need a specialised sales forecasting software solution?” It makes the case for implementing a purpose-built sales forecasting software tool, and provides a number of considerations and parameters that can be used to evaluate suitable solutions. Read More

Rackmount Server Sales Surge


Rack-optimized servers are reported to have increased their quarter-over-quarter unit sales by over 50%

r manager sales  Server Sales Surge Rackmount Server Sales Surge R. Krause - August 17, 2000 Event Summary July 31, 2000 - IDC reports that unit sales of rack-optimized Intel-based servers increased over 55% from 4Q99 to 1Q00, compared with a 2% decline for the overall Intel server market. In the meantime, major Intel server vendors are planning to increase their rack-optimized products offerings in the coming months. Market Impact This trend has been obvious for a long time, so we're surprised it took the market 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.

r manager sales  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

Sales Force Automation (SFA) Software Evaluation Report


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.

r manager sales  Force Automation (SFA) Software Evaluation Report TEC's Sales Force Automation (SFA) Software Evaluation Report allows you to compare and analyze the features, functions, and services of multiple enterprise software solutions. Vendor responses are comprehensively rated on their level of support of for each criterion (supported, not supported, customization, future releases, etc.) to ensure you make and accurate and informed decision. This Software Evaluation Report provides extensive information Read More

Complete Guide to Sales Force Automation (SFA)


Complete Guide to Sales Force Automation Get the buyer's guide that gives you everything you need to know about sales force automation solutions.

r manager sales  Guide to Sales Force Automation (SFA) Get the buyer's guide that gives you everything you need to know about sales force automation (SFA) solutions. In one practical document, you'll get information on SFA basics; the features and options available to you; detailed product, cost, and vendor considerations; what to look for in an SFA vendor; the major pitfalls to avoid; and tips and advice from other SFA buyers. The right SFA solution can dramatically boost efficiency and increase your sales. Get Read More

Sales Enablement: User Acceptance Means More Sales


Productive salespeople can make the difference between your company’s success or its ultimate failure. A new approach to sales productivity is emerging, and it focuses on the productive interaction between salespeople and customers. This sales enablement concept helps meet the needs of not only management, but also the frontline users—and it’s the key to winning, retaining, and satisfying your customers.

r manager sales  Enablement: User Acceptance Means More Sales Productive salespeople can make the difference between your company’s success or its ultimate failure. A new approach to sales productivity is emerging, and it focuses on the productive interaction between salespeople and customers. This sales enablement concept helps meet the needs of not only management, but also the frontline users—and it’s the key to winning, retaining, and satisfying your customers. Read More

5 Ways to Improve Outbound Sales Performance: Best Practices to Increase Your Pipeline


There’s a quality-based prospecting approach that is gaining traction among sales professionals these days. It’s not about finding someone willing to listen to you; instead, it’s about finding someone who wants to collaborate with you. The goal becomes about developing relationships that can yield ongoing results. By applying the strategies in this paper, you can transform the dynamic of outbound sales.

r manager sales  Ways to Improve Outbound Sales Performance: Best Practices to Increase Your Pipeline There’s a quality-based prospecting approach that is gaining traction among sales professionals these days. It’s not about finding someone willing to listen to you; instead, it’s about finding someone who wants to collaborate with you. The goal becomes about developing relationships that can yield ongoing results. By applying the strategies in this paper, you can transform the dynamic of outbound sales. Read More

The Definitive Guide to the Right Metrics for Your Inside Sales Team


To manage their teams successfully and hit their revenue number, sales leaders must carefully measure their individual sales reps’ performances. Though many useful leading indicators and metrics to do this, deeper metrics provide a more comprehensive and nuanced understanding of your sales team’s performance and will help you manage sales more effectively. This white papers focuses on the ‘best practices’ sales metrics in three key areas—activities, sales pipeline, and sales results—so you can go beyond scratching the surface of sales management and start digging into the metrics that truly matter.

r manager sales  Definitive Guide to the Right Metrics for Your Inside Sales Team To manage their teams successfully and hit their revenue number, sales leaders must carefully measure their individual sales reps’ performances. Though many useful leading indicators and metrics to do this, deeper metrics provide a more comprehensive and nuanced understanding of your sales team’s performance and will help you manage sales more effectively. This white papers focuses on the ‘best practices’ sales metrics in three key Read More

The Sales and Marketing Stimulus Package


One obstacle standing between demand generation and lead management is the lack of sales and marketing alignment necessary to create demand and capitalize on ready buyers. That lack of alignment is reducing the number of opportunities that convert to closed deals. Learn how to create a “stimulus package” to inject more efficient capital, energy, and management efficiency into your sales and marketing practices.

r manager sales  Sales and Marketing Stimulus Package One obstacle standing between demand generation and lead management is the lack of sales and marketing alignment necessary to create demand and capitalize on ready buyers. That lack of alignment is reducing the number of opportunities that convert to closed deals. Learn how to create a “stimulus package” to inject more efficient capital, energy, and management efficiency into your sales and marketing practices. Read More

The Impact of CRM and Sales Process: Monetizing the Value of Sales Effectiveness


To work through all the issues necessary to improve sales performance, executives have a number of options for leveraging people and knowledge. However, an area that shows significant potential for helping sales teams meet or exceed their goals is the effective alignment of sales process and technology. Executives looking to optimize performance should consider this approach to achieve their goals.

r manager sales  Impact of CRM and Sales Process: Monetizing the Value of Sales Effectiveness To work through all the issues necessary to improve sales performance, executives have a number of options for leveraging people and knowledge. However, an area that shows significant potential for helping sales teams meet or exceed their goals is the effective alignment of sales process and technology. Executives looking to optimize performance should consider this approach to achieve their goals. Read More