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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.
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 examples sales proposals


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

examples sales proposals  offer the greatest potential. Examples of successful territory re - a lign ment abound. A technology manufacturer achieved substantial revenue and productivity increases after hiring an external consulting firm to target several geographically based territories. The consultancy helped the company recognize that it could attain the same revenue by dividing many of its top territories in half and sending salespeople to visit new as well as existing customers. In the fiscal year following the changes, the

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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

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 contact data. Systems often include various levels of analytic and reporting capabilities. 

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Documents related to » examples sales proposals

Quote-to-order: New Ingredients in the Recipe for Success


Quote-to-order (Q2O) systems can address the increasing demand for personalized and customized products. Complex product specification, quoting, and ordering processes—as well as the software applications catering to those processes—can benefit from the use of the Web, collaboration tools, and lean thinking.

examples sales proposals  of the most apparent examples of wasteful steps include repeatedly clarifying and checking prior work due to incomplete information flow re-entering (re-keying) order data multiple times in various systems fixing specification and engineering errors after an order has been placed re-work, warranty, and plant rescheduling costs caused by faulty process and application engineering Lean initiatives have recently driven some cutting-edge manufacturers to identify objectives for a more effective front-end Read More

CRM: What Is It and Why Do It? Part One: Historical Background


Many consultants, vendors, and analysts today define CRM in terms of being a customer-centric business strategy that is enabled by a set of applications that support customer-facing functions and management decision making. That may capture the essence of what CRM is, but it does not begin to capture why an end user organization should invest significant resources to pursue such an initiative.

examples sales proposals  or magical. As the examples demonstrate, the tools of CRM can be associated with the fundamental financial metrics of the organization. The key learnings from this discussion include: CRM offers effective tools that address real organizational issues. Benefits are derived by understanding the opportunities and re-designing processes to leverage improvement. Improvement is measurable and discernable. It is not hidden in vague notions and concepts. A sure recipe for disaster is to deploy CRM without a Read More

The Basics of Quote-to-order Systems


Global competition means more choice for consumers and increasing customer demands. Manufacturers and distributors must develop a better understanding of what customers want so that they can configure, produce, and deliver products and services faster and more cost-effectively.

examples sales proposals  industrial product sectors. Some examples of complex products include networks, telecommunications, and information technology (IT) equipment; air and liquid movement systems; electrical power systems; motors, compressors, and fans; transportation equipment (including automobiles); and industrial machinery. Such complex products are typically characterized by high finished-goods value, with many possible features and options, and complex rules and constraints governing applicability and interoperability Read More

Security Begins on Your Desktop


The documents, spreadsheets, databases and other files on the personal computers used to conduct business are corporate assets. It cost money to create them and that investment should be protected. Additionally, companies have both competitive and legal obligations to assure that such data is kept private and secure. Many companies and most people are unaware of the obligation and potential threats.

examples sales proposals  business continuity issue. Some examples of business issues resulting from weak governance of personal computer personal data stores and information systems follow: A catastrophic hard drive failure causes the loss of years of accumulated e-mail, memos, notes and proposals, resulting in months of confusion among customers due to broken commitments. A stolen laptop computer places proprietary client data in the hands of unknown parties, jeopardizing a valued relationship and opening the company to legal Read More

The Case for a Specialised Sales Forecasting Software Solution


This white paper addresses the question “Why do you need a specialised sales forecasting software solution?” It makes the case for implementing a purpose-built sales forecasting software tool, and provides a number of considerations and parameters that can be used to evaluate suitable solutions.

examples sales proposals  Case for a Specialised Sales Forecasting Software Solution This white paper addresses the question “Why do you need a specialised sales forecasting software solution?” It makes the case for implementing a purpose-built sales forecasting software tool, and provides a number of considerations and parameters that can be used to evaluate suitable solutions. Read More

Sales Force Automation, Customer Relationship Management, and Sales Training: A Fusion of Methodology and Technology


Many organizations find it challenging to adopt sales force automation and customer relationship management solutions. Formal sales training and the related reinforcement tools can make the difference. We examine the key challenges and propose some solutions.

examples sales proposals  sales force, through live examples. To the Point There may be many reasons for ineffective use of CRM or SFA solutions by a sales force. However, sales training programs can be catalysts for optimizing the CRM or SFA investment. It is vital to carefully analyze the sales person's selling methodology, the implied methodology of the tools, and the capacity of a sales vendor to either bridge the technologies, or craft a tailored program. One or more of these endeavors can reap significant improvements in Read More

Taking Sales and Operations Planning to the Next Level


Sales and operations planning (S&OP) is a business planning process owned by executives and senior management, with the key goal of creating realistic plans. However, one critical success factor that can easily get overlooked is that the “quality” of the entire S&OP process is only as good as the data and the detailed demand and supply plans that support it.

examples sales proposals  Sales and Operations Planning to the Next Level Sales and operations planning (S&OP) is a business planning process owned by executives and senior management, with the key goal of creating realistic plans. However, one critical success factor that can easily get overlooked is that the “quality” of the entire S&OP process is only as good as the data and the detailed demand and supply plans that support it. Read More

Sales Is from Mars, Marketing Is from Venus


There is a disconnect between marketing and sales. Marketing is focused on the consumer experience while sales is all about the merchandise. Technologies, such as auto identification technologies, radio frequency identification, sensors, and voice activated technologies, may be able to narrow this gap.

examples sales proposals  Is from Mars, Marketing Is from Venus Introduction Marketers understand the emotions that drive the human animal to indulge in retail excess. As such, the subliminal messages that fill the digital world of television and internet, supported by the plethora of catalogs, all reinforce the experience versus the item. And this is supported by the fantasy world of the holiday shopping mall. January is what I think of as retail research month . Actually, the retail process starts in December—shopping Read More

5 Ways to Improve Outbound Sales Performance: Best Practices to Increase Your Pipeline


There’s a quality-based prospecting approach that is gaining traction among sales professionals these days. It’s not about finding someone willing to listen to you; instead, it’s about finding someone who wants to collaborate with you. The goal becomes about developing relationships that can yield ongoing results. By applying the strategies in this paper, you can transform the dynamic of outbound sales.

examples sales proposals  Ways to Improve Outbound Sales Performance: Best Practices to Increase Your Pipeline There’s a quality-based prospecting approach that is gaining traction among sales professionals these days. It’s not about finding someone willing to listen to you; instead, it’s about finding someone who wants to collaborate with you. The goal becomes about developing relationships that can yield ongoing results. By applying the strategies in this paper, you can transform the dynamic of outbound sales. Read More

Executive Sales and Operations Planning Maturity Levels and Key Solution Criterion


Sales and operations planning (S&OP) is the key integrated process that the supply chain organization can leverage to achieve visibility and transformation across the entire organization and throughout the value chain. This white paper explores the current business challenges face by companies, the priority allocated to S&OP, the maturity levels associated with S&OP, and the role of technology enablers.

examples sales proposals  Sales and Operations Planning Maturity Levels and Key Solution Criterion Sales and operations planning (S&OP) is the key integrated process that the supply chain organization can leverage to achieve visibility and transformation across the entire organization and throughout the value chain. This white paper explores the current business challenges face by companies, the priority allocated to S&OP, the maturity levels associated with S&OP, and the role of technology enablers. Read More

The Future of Sales Performance Management


Sales managers have faced the same challenges since long before customer relationship management (CRM) applications were invented. However, new tools and technologies are making their jobs easier. The future of sales performance management is integrated with CRM and social collaboration. It helps managers provide real-time coaching and motivation in context to drive better sales behaviors and, ultimately, better sales results.

examples sales proposals  Future of Sales Performance Management Sales managers have faced the same challenges since long before customer relationship management (CRM) applications were invented. However, new tools and technologies are making their jobs easier. The future of sales performance management is integrated with CRM and social collaboration. It helps managers provide real-time coaching and motivation in context to drive better sales behaviors and, ultimately, better sales results. Read More

The Wild, Wild Web—Conquering New Sales Tax Frontiers in the Cloud


When it comes to sales tax revenue, states are striking out to conquer new frontiers. Tech firms are breaking new ground with online software and services, yet states are moving about as fast as wagon trains to keep pace with relevant and timely tax laws. The result is a virtual wasteland of ambiguity. This begs the question, as a technology vendor, where do you draw the line on sales tax?

examples sales proposals  Wild, Wild Web—Conquering New Sales Tax Frontiers in the Cloud When it comes to sales tax revenue, states are striking out to conquer new frontiers. Tech firms are breaking new ground with online software and services, yet states are moving about as fast as wagon trains to keep pace with relevant and timely tax laws. The result is a virtual wasteland of ambiguity. This begs the question, as a technology vendor, where do you draw the line on sales tax? Read More

The Sales Benchmarking Primer


Sales benchmarking is a diagnostic discipline that objectively identifies opportunities for sales-related performance improvement and enables best-practice solutions. This Sales Benchmarking Primer includes two important chapters from the best-selling book Making the Number—and provides a process-based framework for marketing and sales that can help your company survive and prosper in an unstable economy.

examples sales proposals  Sales Benchmarking Primer Sales benchmarking is a diagnostic discipline that objectively identifies opportunities for sales-related performance improvement and enables best-practice solutions. This Sales Benchmarking Primer includes two important chapters from the best-selling book Making the Number—and provides a process-based framework for marketing and sales that can help your company survive and prosper in an unstable economy. Read More

Sales and Operation Planning: Integrate with Finance and Improve Revenue


Sales and operations planning (S&OP) is the key integrated process that the supply chain organization (specifically the vice president of supply chain) can use to achieve visibility across the entire organization and the value chain. This white paper highlights the results of over 220 companies participating in a survey on S&OP initiatives, and compares the views of the supply chain and finance organizations.

examples sales proposals  and Operation Planning: Integrate with Finance and Improve Revenue Sales and operations planning (S&OP) is the key integrated process that the supply chain organization (specifically the vice president of supply chain) can use to achieve visibility across the entire organization and the value chain. This white paper highlights the results of over 220 companies participating in a survey on S&OP initiatives, and compares the views of the supply chain and finance organizations. Read More