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CRM for Financial and Insurance Markets RFP Template
CRM for Financial and Insurance Markets RFP Template covers industry-standard functional criteria of CRM for Financial and Insurance Markets that can help you easily gather and prioritize your business needs in a simple and categorized excel document. More than a RFP template, it is a working document that serves as a knowledge base reference throughout the life-span of your CRM for Financial and Insurance Markets software project. Includes: Insurance and Investment,Marketing Automation,Sales Force Automation (SFA),CRM Analytics,Call Center and Customer Service,Professional Services Automation (PSA),e-CRM,E-Mail Response Management,Industry Vertical Module Availability,Product Technology</span>

after sale knowledge management  Territory management Team-selling support Sales knowledge base Online product catalog Portal organized around sales Automated correspondence Literature fulfillment Single-user scheduling Multi-user scheduling Sales speech scripting Direct mail tools Lead generation tools Forecasting module Order manager Supports OLAP technology Resource allocation tools Activity manager Interacts with product configurator Embedded customer survey module Application window design module Application query design module Read More...

The Complexities of Quote-to-order and Possible Solutions
It is becoming necessary to go beyond the direct sales force to sell complex products. With the advent of personal computers and the Internet, new possibilities for reaching manufacturing clients have opened up, and new sales opportunities have become available.

after sale knowledge management  products that require considerable sales knowledge. Some concerns that are very specific to this arena include the following: Sales cycles are lengthier because of the need to consult the master vendor over many details. Security and geographic concerns can make it very difficult to distribute information and keep the information current. Because of product complexity, agents may choose (or may only be allowed) to sell a limited range of products. For instance, companies may simplify dealer products to Read More...
Point of Sale (POS) Systems RFI/RFP Template
Transaction Management, Register Management, Sale Slip Management, Price Management, Inventory Management, Reports and Inquiries, Business Architecture, Product Technology
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Documents related to » after sale knowledge management


Getting Back to Selling
Faced with longer sales cycles, declining sales productivity, and increasingly discerning customers, companies are being forced to streamline and automate how sales information is processed, and change the mechanics of deal-making. Learn more about the strategies that best-in-class (BIC) companies are employing to improve sales effectiveness, boost productivity, and ultimately remain competitive.

after sale knowledge management  Although the issues of sales knowledge management and sales process management are both a focus of BIC organizations from a strategic standpoint, there has been a higher adoption rate in sales process management enablers (Figures 2 & 3). Start with the process. What is the sales process for our solution? What stages? What definitions of each stage? Make sure you all have the same understanding so the process is real world, robust and thus the basis for all that follows. Senior Vice President and Managing Read More...
CRM for Financial and Insurance Markets Software Evaluation Report
CRM for Financial and Insurance Markets 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.

after sale knowledge management  Territory management Team-selling support Sales knowledge base Online product catalog Portal organized around sales Automated correspondence Literature fulfillment Single-user scheduling Multi-user scheduling Sales speech scripting Direct mail tools Lead generation tools Forecasting module Order manager Supports OLAP technology Resource allocation tools Activity manager Interacts with product configurator Embedded customer survey module Application window design module Application query design module Read More...
Customer Relationship Manufacturing: the Symbiosis of Sales and Manufacturing
The departments within a company are like the children in a family: the owner, chief executive officer (CEO), or any other decision maker in the company, has a favorite department—in somewhat the same way that parents tend to have a favorite child. Not having children of my own, I did some research on the topic and found this very interesting article on a study about the burying beetle

after sale knowledge management  information between production and sales. Knowledge bases created and maintained for products and customers, with well-structured data and well-defined analytical processes, should be available to both departments as a common source of know-how. Something else you could try is to make departments switch places regularly , for a short period of time. Have one of your sales people work in production for a few hours and vice versa. Getting to know exactly what the others do—and how they do it—will help Read More...

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