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Software Functionality Revealed in Detail
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 crm team selling

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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Documents related to » crm team selling

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.

crm team selling  business segments to incorporate CRM software strategies to manage information in the sales process. Performance Management: Best-in-Class firms focus on sales performance measurement suggests that they can address the causes of lagging sales effectiveness while continuing practices that lend to productivity. Eighty-seven percent (87%) of Best-in-Class organizations measure sales effectiveness and productivity at least quarterly, one and a half times the rate of Laggards. Best-in-Class firms also deploy Read More

Seven Magic Questions: How to Improve Your Win Ratio by Selling Value Instead of Price


There are many consultative sales methods. Each has unique strengths and techniques, but they all try to focus on what matters to the customer. To improve your win ratio, there are seven questions you must first be able to answer.

crm team selling  customer relationship management,CRM,sales methods,proposal writing,sales presentations,proposal automation,needs analysis,customer-centric practices,client-centered proposals,consultative sales methods Read More

The Lexicon of CRM - Part 3: From R to Z


CRM. C.R.M. itself is an acronym, standing for Customer Relationship Management. This is part three of a three-part article to provide explanation and meaning for most of the common CRM phraseology. Here, in alphabetical order, we continue the Lexicon of CRM

crm team selling  an investment. When evaluating CRM packages, be sure to factor in investments of both time and capital in your ROI analysis. Rollback Capability - The ability of an RDBMS, in the case of a catastrophic failure, to be able to return to, or roll back to, a set point in time when the database was known to be stable. This is less preferred than the ability for an RDBMS to fail-over to a hot spare server, losing no data and suffering no down time in the process.   S   Sales Pipeline - This is the list of Read More

Optimizing Sales Engagements: Selling at the Speed of Change


The results from a recent sales engagement optimization study from CSO Insights show that sales organizations are facing a constant stream of change, and sales strategies are often not as effective as planned. Results from this study showed that for forecasted deals, only 48.3% actually resulted in wins, 27.1% ended in competitive losses, and 24.6% ended up as no decisions.

The good news is that taking a proactive approach to dealing with sales process changes can have a significant impact on sales effectiveness. This finding was evident when the performance of sales organizations that continuously assessed how effectively they were selling was compared against those that did not perform such an assessment.

We asked the sales leaders from the continuous assessment group several questions to determine what their secrets to success are:

- What tools are salespeople using when engaging with customers?
- Where and how does this engagement occur?
- How effective are salespeople at engaging with customers?
- When does the engagement process need to be enhanced, modified or replaced?

Download this white paper to learn how more effective sales organizations are dealing with change, leveraging new processes and technologies to optimize sales engagement effectiveness and turn “how” they sell into a competitive advantage.

crm team selling  customer engagement, sales effectiveness, sales, selling, sales team, sales cycle, sales process, CRM, change management, ClearSlide Read More

CRM: A Business Imperative during the Economic Downturn


The economic downturn means that businesses must capitalize on every opportunity to gain revenue. With the right customer relationship management (CRM) solution, you can protect current revenue streams and unearth new customer revenue opportunities—despite the most challenging market conditions. CRM helps ensure you deliver exceptional service to your current customers, building their long-term loyalty. Find out how.

crm team selling  your sales operations, Sage CRM Solutions can: Maximize cross- and up-sell opportunities Improve team collaboration on opportunities Improve prospect targeting Increases revenue yield per opportunity and account Provide real-time visibility on sales KPIs Improve win rates Shorten sales cycles Reduce sales training costs Eliminate duplicated sales processes Decrease time spent on administrative tasks Reduce sales forecast variance Eliminate inconsistent sales practices Lowering costs and driving Read More

Top Ten Reasons Why Your CRM Should Be Microsoft Dynamics CRM




crm team selling  Ten Reasons Why Your CRM Should Be Microsoft Dynamics CRM Read More

Pure-Play CRM Vendors: Choose an Integrated or Best-of-Breed Solution?


When selecting a CRM vendor should you go with a one-source solution, reducing the need for integration with other corporate data sources, or go with a best-of-breed approach, getting the best in each category but being left with standalone applications that must be integrated? This article compares the two approaches and offers some advice.

crm team selling  Play CRM Vendors: Choose an Integrated or Best-of-Breed Solution? Pure-Play CRM Vendors: Choose an Integrated or Best-of-Breed Solution? R. Garland - September 5, 2001 Introduction  There are a LOT of CRM vendors. If you count the pure-play Integrated CRM vendors and niche, or, fill-the-cracks vendors, there at least fifty from which to choose. Should you go with a one-source solution, reducing the need for integration with other corporate data sources, or go with a best-of-breed approach, getting Read More

CRM is Busting Out Of Its Britches: Operational, Analytical, and Collaborative CRM Are Born


Back in the early 90’s, ‘CRM’ wasn’t even a trendy acronym. You had a few players thinking beyond 'stovepipe' enterprise applications, but not much beyond. Fast forward to 2001. CRM has gotten fat, and the fatter it gets, it becomes more difficult to understand, more expensive to buy, more difficult to implement, and less likely to satisfy - either buyers of the software or their customers. Keep your eye on the ball: your customers, and your business.

crm team selling  a unified manner. Analytical CRM focuses specifically on the customer interaction and satisfaction piece of Corporate Business Intelligence. Through measurement of customer reactions and interactions , it can help a company analyze and understand such things as: the success rate of marketing campaigns; sales rates and the performance of the sales team members; other sales related issues such as Customer profitability (considering both Sales and Service costs), Pipeline Revenue analysis, and product line 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.

crm team selling  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 Read More

Aptean Pivotal CRM Certification Report


Pivotal CRM covers a wide range of real-life business challenges across all three areas of CRM—sales force automation, marketing management, and service management—and is easily configurable to customers’ specific industry, compliance, and local requirements. Pivotal CRM by Aptean is now TEC certified in the customer relationship management (CRM) software solution space—download the certification report now for in-depth product analysis and a comprehensive functionality comparison with the average CRM solution.

crm team selling  Pivotal CRM Certification Report Pivotal CRM covers a wide range of real-life business challenges across all three areas of CRM—sales force automation, marketing management, and service management—and is easily configurable to customers’ specific industry, compliance, and local requirements. Pivotal CRM by Aptean is now TEC certified in the customer relationship management (CRM) software solution space—download the certification report now for in-depth product analysis and a comprehensive Read More

CRM, ERP, BI, and IT Investment-Where Do You Find the Business Benefit?


Most companies want to use customer relationship management (CRM) applications to “supercharge” their sales forces. They want to gain some advantage with customer retention and acquisition, to manage the sales pipeline, and to have better market insight. But few companies realize these goals, often because of the way CRM is implemented. Find out where a CRM implementation can get off track—and how to ensure CRM success.

crm team selling  because of the way CRM is implemented. Find out where a CRM implementation can get off track—and how to ensure CRM success. Read More

Infor Epiphany


Infor's CRM solution provides the tools your company needs to engage customers in a multi-channel, closed-loop dialogue that nurtures their loyalty to your products and services and improves your bottom-line results. Infor CRM is comprised of the following key components: Marketing—delivers inbound and outbound marketing capabilities that streamline the campaign process and create real-time customer profiles which can be analyzed to identify high-impact offers at the moment of customer interaction. Sales—provides sales force automation and opportunity management capabilities that facilitate customer conversations by driving intelligence into every customer interaction. Service—serves as the foundation for personalized contact center operations, giving customer service representatives a unified view of customers across all existing systems and empowering them to shorten call times and resolve issues on the first call. Powerful real-time analytics drive personalized, customer-focused processes and offers, turning customer interactions into revenue opportunities across emails, phone calls, and web inquiries.  

crm team selling  Epiphany Infor''s CRM solution provides the tools your company needs to engage customers in a multi-channel, closed-loop dialogue that nurtures their loyalty to your products and services and improves your bottom-line results. Infor CRM is comprised of the following key components: Marketing—delivers inbound and outbound marketing capabilities that streamline the campaign process and create real-time customer profiles which can be analyzed to identify high-impact offers at the moment of customer inte Read More

Pivotal CRM Is Now a TEC Certified Solution


TEC is pleased to announce that Pivotal CRM—an Aptean product—is now one of Technology Evaluation Centers’ (TEC’s) customer relationship management (CRM) certified solutions. Pivotal CRM covers a wide range of CRM real-life business challenges across all three areas of CRM—sales force automation, marketing management, and service management.

crm team selling  CRM Is Now a TEC Certified Solution TEC is pleased to announce that Pivotal CRM—an Aptean product—is now one of Technology Evaluation Centers’ (TEC’s) customer relationship management (CRM) certified solutions and is available for evaluation online in the Customer Relationship Management (CRM) Evaluation Center.   Within the next few weeks, the Pivotal CRM certification report will be available for download on the TEC Certification Reports page . The report will provide a detailed overview Read More

Selling Power Inc


Selling Power provides resources for professional selling skills, motivation, and sales management know-how in the B2B environment.

crm team selling   Read More