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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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 sales and training


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

sales and training  methodology employed by the sales force and the methodology implicitly or explicitly required by the tools, by using add-on technology. For example, The Complex Sale's GPS software includes an interface to Salesforce.com's CRM and SFA suite, and an interface to other CRM tools, yet is designed around The Complex Sale's methodology. Select Selling's Dealmaker is a self-contained SFA tool supporting the Select Selling methodology, with an interface to Salesforce.com, and a customizable interface to other

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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 » sales and training

Best Practices of the Best-run Sales Organizations: Sales Opportunity Blueprinting


To move your sales team to the next level, you need to find answers to several questions. For example: How do you determine which customers provide the best opportunity for a successful sale? Can you develop and present a comprehensive view of your value position to a prospect? What is the role of IT in driving a best-run sales organization? Find out how leading companies have answered these questions—and how they excel.

sales and training  for the organization regarding sales and product strategies. Often the most immediate benefit of centrally maintained customer data is in dramatically reduced seller ramp-up time when sales territories turn over. Without a CRM database, customer data is lost when sellers transition out of a territory and take their contacts and customer notes with them. But when customer information is maintained centrally, it’s available to the new seller, dramatically reducing the ramp-up time in the new territory. Read More

4 Ways Sales and Marketing Should Use Training to Drive Revenue


This executive report presents findings from SumTotal’s Training and Information Sharing survey of sales and marketing professionals.

sales and training  Ways Sales and Marketing Should Use Training to Drive Revenue This executive report presents findings from SumTotal’s Training and Information Sharing survey of sales and marketing professionals. Read More

Aligning Sales Territories to Enhance Sales Productivity: Improving Customer Relationships in a Tough Economy


In a tough economy, retaining customers and reducing costs become paramount, and sales force productivity takes center stage. You should also be thinking about territory alignment: territory management directly affects customer relationships and the ability to tailor your approach to various market segments. Learn how to optimize territory alignment with the right set of tools, and overcome sales process obstacles.

sales and training  can better understand their sales teams and customers and execute a closedloop alignment cycle that embraces strategically relevant metrics and sound change management principles. Moreover, by focusing on an approach that balances territories in the context of the range of end-to-end processes involving the sales force, companies can better use resources to improve performance, enhance customer relationships, and achieve profitable growth. The Importance of Balancing Sales Territories Shaping Customer Read More

IT Sales Lead Generation: Understanding the Complex Sales Needs of the IT Industry


The sales lead generation process for technology companies is very different from lead generation in other industries. Technology sector needs are more precise, and the target market is almost exclusively business-to-business (B2B), with the individuals often being decision makers high up the corporate ladder. Find out how to reach this difficult target, with prospecting methods and tips for making more complex sales.

sales and training  Often overlooked in the sales and marketing process, managing your existing sales pipeline is probably the most effective way of maximising sales. Generating sales can be a long and complicated process, so avoiding the loss of sales in your pipeline should be a top priority. In addition, managing existing sales properly is a very effective way of generating additional sales. There are many stages of a sale, and knowing what stage in the pipeline each lead is at will help you reduce sales leakage and Read More

How to Boost Your Sales Productivity


But you can find out more about how sfa can permanently ratchet up your company's profits in the white paper maximizing profits with sales performa...

sales and training  to take your company's sales and profits to a higher level , consider implementing a sales force automation (SFA) solution. Companies with highly productive sales forces put their focus on acquiring, growing, and retaining profitable relationships. This requires a clear and detailed view of prospects, customers, and the market. To achieve this, you'll need the right sales force automation system. Working in conjunction with your customer relationship management (CRM) system, SFA can help you accurately Read More

Sales Tax Compliance and the CFO: What Automation Means for Risk Management


It’s time C-level executives take a closer look at how sales tax is managed within their organizations. This report highlights what finance and accounting professionals know (and don’t know) about managing sales tax, and more importantly, why risk of non-compliance is more important in this legislative climate. This report draws upon a recent study by Wakefield Research, which investigates what leading and emerging companies in the U.S. know about sales tax compliance.

sales and training  don’t know) about managing sales tax, and more importantly, why risk of non-compliance is more important in this legislative climate. This report draws upon a recent study by Wakefield Research, which investigates what leading and emerging companies in the U.S. know about sales tax compliance. Read More

Online Training Case Study


A large multibillion-dollar service company decided to implement e-learning tools from SyberWorks in order to overcome significant challenges in training its franchisees. In spite of the risks involved, implementing the learning management system (LMS) was a success. Find out how the training program was rolled out in one month—and how the company is integrating the technology in other ways.

sales and training   Read More

Web-enabled Sales Tactics


The Internet has changed the buying process for enterprise level solutions and sales departments must learn to adapt to today's self-directed buyer. The new, competitive sales high ground is to effectively manage a convenient on-line/off-line buy cycle experience at every point of contact.

sales and training  frameworks Product overview materials Sales and marketing organizations that don't offer these materials are missing the golden opportunity to transfer their value proposition into the project team's working documents. These project enablers can significantly influence the rest of the purchasing process. During the research stage, qualified buyers are transitioned from the public web site to a more in-depth members only site and then to an exclusive evaluation portal once a sales person is actively Read More

Smart Training Centers


Information workers routinely generate huge amounts of useful information in their documents. However, because this information is unstructured, it cannot be used by other applications. Smart documents tie an XML-based document definition together with a set of custom actions. Smart training centers can thus leverage XML-based documentation to expand information and minimize worker training costs.

sales and training  Training Centers Information workers routinely generate huge amounts of useful information in their documents. However, because this information is unstructured, it cannot be used by other applications. Smart documents tie an XML-based document definition together with a set of custom actions. Smart training centers can thus leverage XML-based documentation to expand information and minimize worker training costs. Read More

Aplicor


The Aplicor software solution is an integrated, wireless, and web-based CRM suite that includes sales force automation (SFA), marketing automation, project office, customer support, and an enterprise portal.  

sales and training  CRM suite that includes sales force automation (SFA), marketing automation, project office, customer support, and an enterprise portal. Read More

Sales Process Map


Today’s new technologies and tools are changing the sales process. Sales teams that incorporate social insights into the sales process are pulling ahead, while reps who stick with traditional methods are falling behind. This step-by-step guide helps you to reach prospects, qualify leads, and close deals. Download the guide and know what you need to do to close more deals faster and collaborate instantly on what matters.

sales and training  social insights into the sales process are pulling ahead, while reps who stick with traditional methods are falling behind. This step-by-step guide helps you to reach prospects, qualify leads, and close deals. Download the guide and know what you need to do to close more deals faster and collaborate instantly on what matters. Read More

Implementing Business Process Management (BPM) to Drive Profitable Sales


Find out how this company succeeded in Implementing BPM to Drive Profitable Sales.

sales and training  business processes to increase sales and reduce costs. Download your PDF copy of   Implementing BPM to Drive Profitable Sales today.   For assistance, please contact customer service. Hours: 8:00 AM to 5:30 PM EST. Phone: +1 514-954-3665, ext.367. 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.

sales and training  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

Making SOP Training More Effective


Standard Operating Procedures (SOPs) are critical to efficient operations, quality control, and regulatory compliance. Yet many recent FDA violations have focused on firms’ failure to properly use SOPs. This paper reviews best practices for the life science industry for training on SOPs. Specifically, how the latest learning management technology has the potential to improve learner retention through automated assessments.

sales and training  SOP Training More Effective Standard Operating Procedures (SOPs) are critical to efficient operations, quality control, and regulatory compliance. Yet many recent FDA violations have focused on firms’ failure to properly use SOPs. This paper reviews best practices for the life science industry for training on SOPs. Specifically, how the latest learning management technology has the potential to improve learner retention through automated assessments. Read More