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Evaluating Enterprise Software-Business Process or Feature/Function-Based Approach? All the above, Perhaps? Part Three: Knowledge Bases and User Recommendations
RFPs and selection tools typically focus on features and functions. The business process protagonists consider this focus old fashioned. However, users want and

sfa feature  (e.g., sales force automation [SFA], PLM, etc.). Because the technological questions attempt to cover many technical aspects (e.g., general architecture, degree of integration among modules, interconnectivity, data protection and restoration, security features, tools, etc.), we believe that the number of criteria serves its purpose. A lesser number would likely fail to provide an accurate picture, while a greater number would involve mundane details (e.g., the maximum length of the item description field Read More...
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...
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Documents related to » sfa feature


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

sfa feature  standard milestones is an SFA feature that can be used to improve forecasting accuracy. A seller mentioning the feature runs the risk of the buyer not fully understanding how it would be used. To avoid confusion the feature is converted to a usage scenario: Event: After making calls Question: would you want Player: your sales people Action: to be prompted via their laptop to update progress on each opportunity against pre defined milestones in a centralised database? By executing the questioning template Read More...
Scala and Microsoft Become (Not So) Strange CRM Bedfellows
The Scala and Microsoft alliance in the CRM arena has merits of mutual benefits, particularly in the short to medium term, but due to vacillating motives of the

sfa feature  aspects) as part of SFA, basic e-mail based marketing campaign tools, and call management (customer service ticket queues) with a basic customer service knowledge base and content authoring and approval workflow. These features are what the targeted customers likely need at this stage, and Microsoft CRM might change the sentiment about CRM among conservative manufacturing SMEs that have so far been dismissive of either over-functional, too rigid, and highly priced products on the one hand, or of Read More...
Surado! A Rising Mid-market CRM Provider
Our quest for quality and well-priced mid-market CRM software solutions, takes us this week to review Surado Solutions Inc. developers of Surado CRM Solutions

sfa feature  bells and whistles an SFA tool can offer but through its integration with back office inventory and product databases, users are better empowered to create quotes. For mobile users, activities and to-dos can be synchronized with most popular PDAs. Surado CRM also provides its Customer Service module for help desk and support environments. Both CSRs and Sales representatives can share customer details since there is a single repository for data. The workflow once again fulfills its role to allow Read More...
SaaSy Discussions (Part Ia)
Part I of this blog post introduced the common software deployment models and Consona CRM's approach in that regard. To the end of enabling Total Customer

sfa feature  CRM (i.e., BPM, BI, SFA, customer service, customer data management and customer data integration [CDI]), KNOVA (i.e., self-service and knowledge management [KM]) and the partnership with Million Handshakes (part of Portrait Software ) for marketing automation. The combination of Onyx and KNOVA allowed Consona to combine service resolution management (SRM, not to be confused with supplier relationship management!) and CRM offering, whereby SRM adds resolution and case management process to core CRM and Read More...
A Stronger Field Sales Force and Better Internet Sales
Endress+Hauser (e+h), an international group of specialists for measurement devices and automated solutions for industrial process engineering, implemented both

sfa feature  Force Company SAP | SFA Sales Force Structure | SFA Sales Force Management | SFA Service Sales Force | SFA Sales Force Automation | SFA Sales Force Software | SFA Sales Intelligence | SFA Sales Force Reporting | SFA Sales Force Data | SFA Sales Force Effectiveness | SFA Sales Force Benchmarking | SFA Considering Sales-Force | SFA Sales Software | SFA Sales Force Consulting | SFA Solutions Sales Force | SFA Sales Force Development | SFA Sales Assessments | SFA Sales Force Redefining | SFA Sales Force Read More...
iExtensions
Award-winning Lotus Notes CRM and sales force automation (SFA) software, iExtensions CRM allows clients to leverage their Lotus Notes Domino infrastructure. The

sfa feature  and sales force automation (SFA) software, iExtensions CRM allows clients to leverage their Lotus Notes Domino infrastructure. The solution also allows desktop and wireless access via BlackBerry, and gives integrated Lotus Notes contact management to help users better manage all their customer interactions. With iExtensions, sales, contacts, leads, opportunities, and other important information can be manageable and easy to share, and used to fortify customer relationships. Users involved in IT, sales, Read More...
Software for Real People Part One: MindManager Feature and Functions
Many software applications are indispensable for the operation and management of the enterprise. They, however, may actually stifle creativity--arguably the

sfa feature  for Real People Part One: MindManager Feature and Functions Introduction Throughout history, economic growth and wealth creation has been the result of one thing: productivity. In its simplest definition, productivity is the improvement in the ratio of output to input. To remain viable and competitive, every firm must continuously improve productivity. If it fails to accomplish this, the firm's very existence is a drain on economic resources. Ultimately market forces (Adam Smith's invisible Read More...
Your CRM Selection Challenge: CDC Pivotal CRM vs. NetSuite CRM+
Every now and then, I’ll examine the data from TEC’s past software selection projects, and explore the choices users have made. The information below is based

sfa feature  CRM Selection Challenge: CDC Pivotal CRM vs. NetSuite CRM+ Every now and then, I’ll examine the data from TEC’s past software selection projects, and explore the choices users have made. The information below is based on a real-life CRM selection project, but I have modified some of the data in order to respect confidentiality agreements still in place. To put myself in the user’s shoes, here’s how I answered the CRM Evaluation Center questionnaire : Industry : Manufacturing Structure : Read More...
Behind the Scenes of TEC’s Vendor Showdowns
TEC’s Vendor Showdown series is the most popular regular feature that we run here at TEC. So far, we’ve run quite a few Showdowns, and usually things go

sfa feature  the Scenes of TEC’s Vendor Showdowns TEC’s Vendor Showdown series is the most popular regular feature that we run here at TEC. So far, we’ve run quite a few Showdowns, and usually things go smoothly, but sometimes there’s more that goes on than meets the eye—and then it’s usually problems, as you’ll see in a moment. I should know, I’m the person who writes TEC’s Vendor Showdowns. For those who've never seen one, Showdowns compare three software solutions (it could be ERP, or CRM, Read More...
Show Me, Don't Sell Me
Are you having trouble finding concrete information about how enterprise software actually works? I know I am.I’m not talking about feature lists—you can

sfa feature  Me, Don't Sell Me Are you having trouble finding concrete information about how enterprise software actually works? I know I am. I’m not talking about feature lists—you can find those easily enough—and I’m not talking about promises to streamline processes, increase efficiency, or deliver value—which I don’t read. What I’m talking about is this: Let’s say my company is considering upgrading one of its enterprise software packages, and, as an end user, I’m going to be spending most of Read More...
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

sfa feature  within a CRM or SFA system. These types of enablers are information-based, yet process driven. As process enablers move to ubiquity, and information enablers become more prevalent, leading organizations will undoubtedly develop new and differentiating information processes. Appendix A: Research Methodology Between June and July 2007, Aberdeen Group examined the sales effectiveness of nearly 200 enterprises in a diverse set of industries. Respondents completed an online survey that included questions Read More...
Sales Force Automation (SFA) RFI/RFP Template
Management of opportunities, sales forecasting, leads, accounts and contacts, activities, territories, contracts, quotes and proposals, partners, analytics

sfa feature  Force Automation (SFA) RFI/RFP Template Management of opportunities, sales forecasting, leads, accounts and contacts, activities, territories, contracts, quotes and proposals, partners, analytics, reporting, and more Read More...
Sales Force Automation Buyer’s Guide
No matter how effective your sales staff is, there’s always room to boost efficiency and increase sales. But how you go about doing so may be a point of

sfa feature  Biggest Differentiator? We asked SFA buyers what feature most differentiated the products they researched: 1. General ease of use: 25% 2. Contact management functionality: 10% 3. Integration with systems: 10% 4. Reporting for managers: 8% 5. Data entry: 8% 6. Outlook integration: 6% Other Product Considerations Beyond basic features, you also need to determine what type of solution you're looking for. Depending on your internal resources, your company size and your budget, you may decide to purchase Read More...
Overcoming the Barriers of Stand-alone Business Applications
Small to medium businesses (SMBs) like yours are the lifeblood of the economy. However, you may feel you need an operational boost—one that transforms your

sfa feature  Business Application ERP | SFA Business Applications | SFA Best Business Applications | SFA Building Business Applications | SFA Business Application Example | SFA Business Application Integration | SFA Business Applications Developer | SFA Business Applications Development | SFA Business Applications Manager | SFA Business Applications Programming | SFA Business Applications Software | SFA Business Applications Specialist | SFA Business Database Applications | SFA Business Intelligence Applications | Read More...

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