X
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 solutions by funtionality, so that you can make accurate and informed software purchasing decisions.
Compare Now
 

 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.  

Start Now

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

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

Harness the Power of Your Virtual Sales Team


Early in the campaign, the important thing is to get all your team members on the same page, share available knowledge, and plan ways to gather other required information. The first few meetings should be formal, with a printed agenda, including clear goals and time constraints (showing respect for team members' time). This process, of course, is called "discovery."

crm team selling  a customer relationship management (CRM) application—so that it can be shared by your team. You might also find project management software useful if you''re working a complex deal with a lot of resources, tasks, and critical deadlines. Whatever planning tools you use, be sure to keep your team members well informed. Smart use of your team members'' knowledge and skills . Know what all team members are capable of, and use these assets at appropriate times. Need to get one of your prospect''s decision Read More

Welcome to the CRM Mid-Market Abyss-PeopleSoft


As the market shifts from sophisticated enterprise CRM implementations to the more competitive and overcrowded mid-market-large enterprise vendors tend to step on mid-market vendor's toes. The real concern is to determine whether the mid-market cultural and functional differences are well understood and acted upon or do the large players simply offer a smaller mockup of their existing enterprise solutions. This article, which evaluates the PeopleSoft mid-market CRM solution, is the first of a series of research articles that focus on the mid-market applications provided by large CRM vendors.

crm team selling  be able to use CRM functionalities, mid-sized companies have to shift how they do business. Traditionally the SME market was catered to by vendors like Onyx , Epicor , SalesLogix , J.D. Edwards , FirstWave , Frontrange (Goldmine) , Maximizer , etc. These vendors basically created their tools based on the SME needs and priced the tools accordingly. Microsoft recently joined the team with its new CRM package MSCRM. See Microsoft Convergence 2003 Portrayed an Enterprise Solutions Crossroad! The Major 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

Pivotal CRM


Pivotal CRM is a full-featured customer relationship management (CRM) platform built on the Microsoft .NET framework, suited to organizations of all sizes that are looking to optimize their CRM processes, including sales, marketing, and service automation. Pivotal is built on a flexible platform, so the CRM experience is built around an organization’s business processes. Pivotal CRM is supported by a full continuum of services that are affordable, easy to use, and configurable to any organization in any industry Pivotal CRM includes the following functionality: Sales Force Automation Marketing Automation Service Automation Partner Automation Social CRM Mobile CRM Pivotal CRM Platform

crm team selling  CRM Pivotal CRM is a full-featured customer relationship management (CRM) platform built on the Microsoft .NET framework, suited to organizations of all sizes that are looking to optimize their CRM processes, including sales, marketing, and service automation. Pivotal is built on a flexible platform, so the CRM experience is built around an organization’s business processes. Pivotal CRM is supported by a full continuum of services that are affordable, easy to use, and configurable to any Read More

CRM Secrets of ROI and TCO


There is a real cost associated with buying and using a customer relationship management (CRM) software system. Licensing, implementation, integration, and adminstration, are just some of the challenges companies face. Learn the secrets of twenty-one experts in CRM, IT, business and management consulting on getting real value from CRM software.

crm team selling  getting real value from CRM software. Read More

Social CRM is Dead, Long Live Social Media Flavored CRM


Customer relationship management (CRM) is not and cannot really be social, since social means “of, relating to, or occupied with matters affecting human welfare” (definition taken from The Free Dictionary). In my opinion, CRM does not really affect human welfare, since it brings advantages only to its users and to the customers of the companies using it. In this blog post, I will explain why

crm team selling  CRM is Dead, Long Live Social Media Flavored CRM Customer relationship management (CRM) is not and cannot really be social, since social means “ of, relating to, or occupied with matters affecting human welfare ” (definition taken from The Free Dictionary ). In my opinion, CRM does not really affect human welfare, since it brings advantages only to its users and to the customers of the companies using it. In this blog post, I will explain why CRM is not social and why social CRM (SCRM) is 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

EBSuite CRM


The EBSuite CRM web-based solution uses J2EE and Web Services technologies, and includes sales force automation (SFA), customer support and help desk, marketing automation and online/offline campaign management, project management, and mobile CRM modules.  

crm team selling  CRM The EBSuite CRM web-based solution uses J2EE and Web Services technologies, and includes sales force automation (SFA), customer support and help desk, marketing automation and online/offline campaign management, project management, and mobile CRM modules. 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

Exactus CRM


EXACTUS CRM is comprised of integrated sales, marketing, and customer service modules. Its features include sales, marketing, and customer service functionality, as well as potential customer and opportunity management, and marketing campaigns lists. It also offers complete customer history overviews, automated event management, and search functionality within a knowledge base.  

crm team selling  CRM EXACTUS CRM is comprised of integrated sales, marketing, and customer service modules. Its features include sales, marketing, and customer service functionality, as well as potential customer and opportunity management, and marketing campaigns lists. It also offers complete customer history overviews, automated event management, and search functionality within a knowledge base. Read More

Top CRM for Financial Services


To make your search easier, you can quickly and easily compare CRM software for financial services using TEC's patented software decision support s...

crm team selling  CRM for Financial Services Top CRM for Financial Services How do you handle the relentless pressure to produce results amid rabid competition and increased regulatory requirements? These are challenging times for financial services companies . One response within the financial services industry has been to beef up customer relationship management (CRM) processes. If your company is considering new CRM technology, finding the right system or upgrade can be a difficult task. To make your search easier, Read More