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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

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Visit the TEC store to compare leading software solutions by funtionality, so that you can make accurate and informed software purchasing decisions.
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 crm sales proposal


IT Sales Lead Generation: Understanding the Complex Sales Needs of the IT Industry
The sales lead generation process for technology companies is very different from lead generation in other industries. Technology sector needs are more precise,

crm sales proposal  creating sales process | crm sales lead management | custom lead generation | customer lead generation | customer management | customer nurturing | customer relation management | customer relations | customer relations management | customer relationship | customer relationship management | customer relationship management (crm) system | customer relationship management (crm), | customer relationship management crm software | customer relationship management software | customer relationship management

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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

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.  

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Leveraging 3-D for Sales Automation


It’s no longer acceptable for salespeople to respond to customers’ inquiries with “I’ll get back to you.” In the time it takes to respond, a competitor with stronger product knowledge, customized proposals, or better pricing will win your business. Find out how to provide your salespeople with the ability to explain complex manufacturing processes and other key factors—before you lose your sales to your competitors.

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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.

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Sales Performance Management


A productive sales force must concentrate on acquiring, growing, and retaining profitable relationships with its clients. This requires clear, detailed views of prospects, customers, and the market—and the ability to turn insight into action. The right sales force automation (SFA) system can help you determine priorities and action plans to achieve the best results with your customers—and boost your profit margins.

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Success Keys for Proposal Automation


Proposal writing has become a common requirement throughout the entire business world. And for many sales people, they are a necessary evil. If you're thinking about automating your proposal process, there are ten critical success keys to a successful implementation.

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Sales Opportunity Blueprinting: Where the Money Is


Find out more in the white paper sales opportunity blueprinting.

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Web-enabled Sales Tactics


The Internet has changed the buying process for enterprise level solutions and sales departments must learn to adapt to today's self-directed buyer. The new, competitive sales high ground is to effectively manage a convenient on-line/off-line buy cycle experience at every point of contact.

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Sales and Marketing


Sales (the function that directly generates revenue through the sale of products or services) and marketing (the function that addresses customer needs and wants through communication) are two indispensible pillars of today’s businesses. Due to the affinity between sales and marketing, the two are commonly considered to be in the same category of business area. A few trends in this business area:

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How to Convert Service Calls Into Sales


In the white paper how to convert service calls into sales, you'll discover how real-time offer management allows your company to continuously lear...

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Sales Performance Management (SPM) for Dummies


Sales Performance Management for Dummies is designed to help you understand the process and meet the challenges of sales performance management (SPM). This book can help you understand the importance of SPM, key components of an SPM system, and the guidelines to evaluate the best SPM solution that fits your organization's needs.

Topics include:
  • Chapter 1: What you need to know about SPM
  • Chapter 2: Seeing the benefits of SPM solution
  • Chapter 3: Ten things to look for in an SPM solution
Download your copy now!

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Proof Positive: Increasing Your Online Sales and Transactions


In Proof Positive: Increasing Your Online Sales and Transactions, you'll learn about the highest level of Web security: extended validation SSL.

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