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Sales Force Automation (SFA)
Sales Force Automation (SFA)
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...
 

 example proposals


The Role of Sales Training Requirements Definition and Requests for Proposals in the Success of Technology Companies
The first step in choosing an effectiveness service provider (ESP) that best meets your company's needs is to develop a requirements definition. When used as a

example proposals  a company that, for example, generates $30 million in sales and $4.5 million in earnings, two training events per year represent an incredible 4.8 percent of annual earnings! Where else in the organization can your spend 1 percent of revenue or 4.8 percent of earnings without a business plan outlining the requirements and benefits, an action plan to track results, and some type of RFP with performance criteria issued to competing vendors? A twice annual sales training event approaches the total informatio

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Quote-to-Order RFI/RFP Template

Online Catalog, PIM Capabilities, Q2O/CPQ Workflow Management, Personalization and Localization, Rule Engines and Knowledge Base (Repository),Document Management (for Proposals and Contracts), Pri... Get this template

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Sales Force Automation (SFA)
Sales Force Automation (SFA)
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...

Documents related to » example proposals

Sweet Spots and What-Nots: Enterprise Management Software Vendor Provides Notable Solutions


Deltek uses a wealth of standalone and bundled modules to target various markets, including professional services firms both domestically and internationally, as well as the full range of federal contractors and project-focused enterprises.

example proposals  and team turnover. Another example of how a tight vertical fit works compared to generic solutions, in the construction segment, is the requirement of cost-plus contract accounting (one of a variety of methods for pricing and billing project work). A cost-plus project has a different set of requirements from a fixed-price contract, since in the first case, a services company wants to maximize billable hours, while in the latter case, the goal is to minimize them. While bolt-on features exist for generic Read More

Software Selection: An Approach


Selecting package software can have long-term benefits or long-term regrets. To avoid the latter, your approach needs to be sound, logical, and prudent. It also has to be completed in your lifetime. Read about an approach to software selection that helps an organization get to the primary objective of identifying the best software solution quicker but with the necessary due diligence.

example proposals  Within each criterion, for example degree of fit, detailed conditions would be specified by which to evaluate a vendor's proposed solution. Once the criteria have been defined, priority or weights are assigned to each criterion; the higher the weight, the more important the criterion. Weighted criteria are an attempt to promote an objective and unbiased scoring of vendor proposals. Note that these criteria, not the ranking, are shared with the vendors. Ranking of the criteria must be approved by the Read More

Applications Giants Bolster Their Pricing Management Capabilities


Previously price management was an overlooked area by vendors because they lacked the native capabilities to meet this need. However, through partnerships and acquisitions, they are creating viable products, which are enabling enterprises to see greater return.

example proposals  Vendavo is a prime example of how the gentle giant meets specific customer needs by leveraging the independent software vendor (ISV) partner ecosystem, called SAP's Industry Value Network ( IVN ) to complement and extend SAP solution offerings by filling the white space and red space in its industry product roadmaps. It might be interesting to note that it was the SAP Chemicals Industry Business Unit ( IBU ) that has also long sensed the rising demand for adaptive manufacturing (plant-level visibility Read More

Zoho Advances Its CRM Solution with Zoho CRM Document Library


Zoho has announced the Zoho CRM Document Library—an application that allows sales teams to share sales collateral, materials, proposals, and other relevant material. The tool is integrated with Zoho CRM, allowing users to access documents from within Zoho while avoiding the use of external document management systems such as Zoho Docs or Google docs. Furthermore, Zoho CRM Document

example proposals  Professional Edition. So, for example, if your company has subscribed to 20-user license, you will get total 5GB common storage space for all users. We’ve also increased the file storage for free users. Read More

Podcast: A Project Manager's Guide to Business Performance Management


As business performance management (BPM) has expanded into virtually all areas of business, project managers have been broadening their soft management skills. Learn what project managers can borrow from BPM to streamline service delivery, optimize operations, and improve customer satisfaction.

example proposals  management provides an excellent example of how BPM applications have been brought to the next level. Organizations have moved beyond the simple management of an organization's financial performance towards the management of it employees. Employee performance management can be used to match an employee's goals to that of the organization—basically matching what an employee wants to do with what a company needs to get done. It can be used to identify how employees are achieving against the goals created Read More

Enterprise Applications--The Genesis and Future, Revisited Part Six: Looking to the Future


Unless all the functional modules have access to and use the same data in near real-time, unless all processes are fully integrated (so that, for example a mobile sales rep can see the live inventory data for order promising), and unless users can seamlessly move from one module to another, we are not talking about coherency but rather about the hodgepodge of disconnected (or very loosely connected, in the best scenario) islands of information.

example proposals  and receivable (AP/AR) for example. Quite the contrary, it will have only emphasized their importance. Still, one should ensure the transaction coherency that this extended scope of enterprise applications might likely hinder. In other words, unless all the functional modules have access to and use the same data in near real-time, unless all processes are fully integrated (so that, for example, a mobile sales representative can see the live inventory data for order promising), and unless users can Read More

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.

example proposals  Keys for Proposal Automation In today's economy, sales people have to write more proposals, and better proposals, than ever before. As the industry has become more competitive and complex, customers have become both more confused and more demanding. As a result, they are likely to listen to a presentation, nod their heads, and mutter those dreaded words, Sounds good! Why don't you put that in writing for me? Why Do Customers Want Proposals? Writing proposals is about as much fun as having your Read More

10Gen and Microsoft Partner, Deliver NoSQL in the Cloud


10Gen and Microsoft have signed an agreement that will enable MongoDB users on Windows Azure to access MongoDB’s latest features and ensure the best possible user experience. For example, newly available is the MongoDB Installer for Windows Azure to automate the deployment process. MongoDB users will be able to take advantage of features such as triple data replication and tutorials—for example

example proposals  possible user experience. For example, newly available is the MongoDB Installer for Windows Azure to automate the deployment process. MongoDB users will be able to take advantage of features such as triple data replication and tutorials—for example, how to deploy a single standalone MongoDB server to Windows Azure Virtual Machines for Windows 2008 R2 Server and CentOS , which opens the door for Linux users to work within Microsoft’s cloud infrastructure. Read More

Plex Systems Partners with Insequence Corporation


Plex Systems, the enterprise resource planning (ERP) provider of the Plex Manufacturing Cloud (formerly Plex Online), has announced its collaboration with Insequence Coporation, provider of manufacturing sequencing technology. The joint capabilities should improve the process of delivering components to the manufacturing supply chain in an efficient fashion. Managing the

example proposals  Car seats are another example of components managed with a just-in-time (JIT) sequencing strategy. While Plex needs a vibrant strategic partner ecosystem, the Insequence alliance might have been driven more by prospective deals. Plex has had basic sequencing functionality for a long time, but some prospects mandate the use of Insequence, since JIT sequencing is an incredibly sensitive aspect of their business. A great deal of manufacturers (automotive, electronics, aerospace and defense) benefit from Read More

Justification of ERP Investments Part 1: Quantifiable Benefits from an ERP System


Studies that surveyed manufacturers about the impact of ERP systems on firm performance indicate that company size and industry do not affect the results. Benefits have been indicated for large and small firms, whether they make standard or custom products or are in discrete or process manufacturing environments. This section explains the quantifiable benefits in terms of several areas of improvement. Reprinted from Maximizing Your ERP System by Dr. Scott Hamilton.

example proposals  percent of sales (the example will use 75 percent). Using industry averages for each major benefit, the improved business processes and associated information system almost double the current pretax income. Inventory Reduction . A 20 percent reduction in the current inventory of $3 million results in ongoing benefits of lower inventory carrying charges. Using a carrying cost of 25 percent results in $150,000 in lower carrying charges each year, identified here as part of the administrative expenses. Read More

xTuple xChange, Add on to Your ERP


In a call yesterday with xTuple's Ned Lilly, we had a chance to catch up on the open source ERP vendor's current business. I wanted to say a word about the company's recently launched xChange online store, which I think is a smart way for an open source enterprise software vendor to provide clients convenient access to community and partner innovations. It may also be a cost-effective means for

example proposals  Some are free (for example a number of report definitions are listed at no cost), others cost a fee (a point-of-sale module, for example). According to Ned, incorporating many of these additions to a PostBooks or other xTuple system is relatively easy. He compared it to working with packages like apt or rpm on most Linux systems. Anyone familiar with those package managers knows it's generally quite easy to install or upgrade applications. What I found interesting is that in some cases, items purchased Read More

The Why of Data Collection


Data collection systems work; however, they require a investment in technology. Before the investment can be justified, we need to understand why a data collection system may be preferable to people with clipboards.

example proposals  the event happens. An example of this would be forwarding case counts to the production control system as the case goes past the scanner. An alternative example could include a selection of inventory for a shipment gained through a bar code reader on the forklift, and can be immediately used to update both the inventory and the order status. As an aside, when the need is termed real time , we should ask what that really means. It often means as soon as the person needs it , which could be either once a Read More

Thomas Kurian Unveils Expanded Oracle Cloud Services Portfolio


Today at Oracle Open World, Thomas Kurian announced the addition of seven new components to its Oracle Cloud Service offering: Oracle Planning and Budgeting Cloud Service Oracle Financial Reporting Cloud Service Oracle Data and Insight Cloud Service Oracle Social Sites Cloud Service Oracle Developer Cloud Service Oracle Storage Cloud Service Oracle Messaging Cloud Service

example proposals  services, as needed. One example is the opening of a customer complaint ticket via Twitter. Businesses can respond both on Twitter or by e-mail, depending on the confidentiality level of the information that they want to transmit. Read More