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Selligy Takes Mobile CRM to New Levels
Selligy is rolling out tools that allow sales professionals to manage their deals and update their sales forecasts more quickly and accurately, and from their

pipeline forecast crm  multiple opportunities in their pipeline, then see what the new totals would be, and then change them again—or save all of the changes to different opportunity records all at once. If you're not a salesperson or sales manager, you'll never need that. But if you wanted to build it using standard Salesforce1, or even in the usual way that the CRM pages in salesforce.com do, it wouldn't be easy.   In addition to these new features, Selligy will now be available on the Android operating system. While not n 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&n...
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Documents related to » pipeline forecast crm


A guide to the benefits, technology and implementation essentials of CRM & SFA solutions
Companies spend staggering investments to make and keep their offerings competitive. By providing a centralized location to store account history and detailed

pipeline forecast crm  salesperson with a thin pipeline attempting to show their manager an adequate level of activity and progress to keep the manager off their back. As long as salespeople forecast, this will be an issue. To allow for this the vast majority of CFO's discount the forecast they receive from sales. By enforcing objective, auditable tasks, your sales management can make assessments independent of their reps' subjective input and CFO's can be more confident of pipeline accuracy. A good SFA solution goes a long 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

pipeline forecast crm  accordingly. Automated workflow and pipeline management tools eliminate unnecessary paperwork and ensure that sales teams are optimizing their sales processes and adhering to company-specific sales stages. This means that opportunities will be progressed as quickly and as efficiently as possible. Dashboards and reports provide at-a-glance information to sales executives and managers on performance at any point in time. Integration with back-office applications provides sales staff with access to both Read More
How to Choose the Right Hosted CRM Solution for You
How can you get the most out of a customer relationship management (CRM) solution while reducing operating costs and increasing overall profitability? By

pipeline forecast crm  view of your sales pipeline? How could your salespeople be better managing customer relations? How can you improve your customer-support services and activities? How easily can you generate forecasting reports? How effectively are you targeting top customers? How effectively are you allocating your people, budgets and resources? How quickly are you responding to customer inquiries? Conclusion Purchasing, implementing and maintaining a hosted CRM solution may be a relatively hassle-free endeavor, but it's Read More
5-step CRM Software Selection Guide: A Pragmatist’s Guide to CRM Software Selections
Selecting a new enterprise customer relationship management (CRM) solution is an undertaking that requires careful planning and managed execution. And in fact

pipeline forecast crm  configure an on-site-hosted data pipeline. Yet, from there, it took me another two to three months to arrive at my final vendor selection. What struck me was not so much the difference between the actual CRM applications on offer (although some applications definitely stood out as more of a fit for our needs), as much as the un-customer-centric way the majority of them approached the initial sales process. They say that forewarned is forearmed, so what follows is a brief description of what I had to go Read More
Why CRM Software is a Smart Investment in a down Economy
Find out more about why CRM is such a smart and timely investment for your small or midsized business in the white paper, crm: a business imperativ...

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CRM Without Compromise: A Strategy for Profitable Growth
Find out in CRM Without Compromise: A Strategy for Profitable Growth.

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Access Commerce Spices Up North American CRM Fray
In May, Access Commerce, a French CRM vendor, announced the opening of its first USA office in San Diego, California. During Explore 2000, QAD’s annual user

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The Forrester Wave: CRM Suites for Large Organizations, Q2 2010
In Q2 2010, Forrester evaluated 18 customer relationship management (CRM) solutions—CDC Software, Chordiant Software, FrontRange Solutions, Maximizer Software

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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

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Why CRM Is So Hard and What To Do About It: Data is key to making CRM work
Making a CRM investment work is a two-step process that begins with unifying disparate systems by creating and managing standardized, reusable business

pipeline forecast crm   Read More
The Definitive Guide to Pipeline Management
Correctly managing your open opportunities is an essential part of hitting your number, which is why your pipeline is a primary factor of sales success

pipeline forecast crm  Definitive Guide to Pipeline Management Correctly managing your open opportunities is an essential part of hitting your number, which is why your pipeline is a primary factor of sales success. Understanding your pipeline, which is essentially a visualization of open opportunities, helps sales managers and reps improve forecasting, better understand why deals are won (or lost), and quickly identify bottlenecks or leakages in the sales process. This white paper shows you how to best manage your pipeline, Read More
Selling Smarter with CRM
CRM is no longer a fancy, expensive tool for large enterprises looking to make their telemarketing efforts more effective. Rather, it’s an essential element of

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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

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CRM: Big is Not Always the Best
Customer relationship management (CRM) solutions can range from simple contact managers (for a few hundred dollars) to multimillion-dollar enterprise

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