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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 service activity updates


Software as a Service for Customer Relationship Management and Sales
Major vendors are noting the growing demand for software as a service. However, smaller providers are forging new ground by offering services for inventory and

sales and service activity updates  interface (UI) tailor-made for sales and marketing users, offering a variety of shortcuts and navigation aids and integration with desktop productivity applications for sales collaboration. While somewhat late to the SaaS party, and only with basic SFA functionality for the time being, SAP claims to have at least created the first hybrid CRM solution that transcends the on-demand (i.e., immediate deployment, immediate business impact, and fast user adoption) versus on-premise (i.e., strongly customized

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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

Quote-to-Order (Q2O) Systems

Quote-to-order (Q2O) solutions (sometimes known as configure, price, and quote or CPQ) enable manufacturers to mobilize their mass customization initiatives. These systems can reduce time-consuming quoting and ordering processes, decrease unit costs, and lower sales costs. Q2O suites can further help enterprises increase sales effectiveness across all channels. These solutions help companies that sell complex products and services shift their focus to customer-facing sales and service issues. 

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Documents related to » sales and service activity updates

Why Service Matters: Enterprise Solutions, Market Differentiation, and IQMS


While IQMS resembles many of its peers from the lower-end of the enterprise applications market, IQMS can tout its comprehensive one-source delivery and services and implementation methodology as its differentiating trait.

sales and service activity updates  supplier relations by tracking sales and marketing/procurement efforts and customer and supplier issues through, for example, notes, activities, follow up, alerts, etc. As a result, the product is workflow-enabled and provides customized alerts and scheduling, while its true integration with other EnterpriseIQ modules ensures centralized data management. Likewise, the IQ Purchasing suite also seem to offer common capabilities like purchase orders, requisitions, material exceptions list, purchasing Read More

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 prospects, customers, and the market—and the ability to turn insight into action. The right sales force automation (SFA) system can help you determine priorities and action plans to achieve the best results with your customers—and boost your profit margins.

sales and service activity updates  the difference between actual sales and quota) Close rates of forecasted deals Percentage of visits covering predefined objectives or success factors Quotes per order Coverage rates, including visits and calls, of your most important customers Sales-force turnover rate Measuring performance based on your top achievers also helps your sales professionals learn what they need to do to attain greater success. The knowledge gained from such measurements can help reduce the gap between your leading 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 contention. Sales force automation (SFA) solutions come in many flavors, but they don’t all offer the comprehensive SFA functionality you need. Find out how to avoid the pitfalls of choosing SFA software, and get help matching your needs with the right solution for you.

sales and service activity updates  tool in organizations where sales and support functions overlap. Order management: This feature tracks the status of orders, which adds an additional layer of visibility into the pipeline and keeps sales reps from being blindsided if customers are experiencing delivery issues. Every organization is different and CRM customizations are costly and cumbersome. You will want to choose the solution with the best out-of-box fit to minimize performance issues and save you from wanting to tear your hair out Read More

Successful Sales and Operations Planning in Five Steps


A sales and operations planning (S&OP) meeting is a critical decision-making activity that sets the overall direction for the company. Executives discuss trade-offs between customer service, inventory investments, production capabilities, supply availability, and distribution concerns, in order to balance generating profit with satisfying operational goals. Learn the five essential steps for successful S&OP planning.

sales and service activity updates  Sales and Operations Planning in Five Steps Voyager Sales and Operations Planning enables you to establish a central warehouse for diverse planning data, using information from sales, production, finance, marketing, transportation and procurement. Logility synchronizes this data so your entire enterprise can work from a one number platform to save time and achieve clarity. This removes hours and days from your planning process. You can slash the planning cycle and complete multi-divisional Read More

The Evolution of IT as a Service


Most IT service providers have always and continue to operate in a break/fix service environment. When a customer calls with an issue, the service provider drops everything to fix it. Under these circumstances, service providers have a difficult time forecasting monthly revenues and staffing needs, which has a huge impact on profitability. Add to this the intense competition, excessive customer turnover, low technician utilization rates, and shrinking margins that characterize today‟s market, and the result is IT service providers anxious to find a new way of delivering their services. Learn about innovative IT-as-a-Service initiatives that are defining the new IT value chain of the future.

sales and service activity updates  Evolution of IT as a Service Most IT service providers have always and continue to operate in a break/fix service environment. When a customer calls with an issue, the service provider drops everything to fix it. Under these circumstances, service providers have a difficult time forecasting monthly revenues and staffing needs, which has a huge impact on profitability. Add to this the intense competition, excessive customer turnover, low technician utilization rates, and shrinking margins that Read More

Service-now.com


PDG Group Model974

sales and service activity updates   Read More

Self Service Business Intelligence


Self service BI is technology that provides non-technical individuals who need data with the ability to gather and display meaningful information. The technical and business complexities of identifying data sources, transforming and integrating data sets, enhancing data quality, and providing a data repository are necessarily addressed before a self service BI application is made available. Read this white paper to learn more about how the technical framework and infrastructure for supporting self service BI underlies the foundation of a successful business solution and how to approach deployment of such as solution.

sales and service activity updates  Service Business Intelligence Self service BI is technology that provides non-technical individuals who need data with the ability to gather and display meaningful information. The technical and business complexities of identifying data sources, transforming and integrating data sets, enhancing data quality, and providing a data repository are necessarily addressed before a self service BI application is made available. Read this white paper to learn more about how the technical framework and Read More

Top Software for Service Companies


For your own customized comparison reports, select a category below:ERP for Service Companies. Professional Services Automation Human Resource Man...

sales and service activity updates  Software for Service Companies Comparing software solutions for services companies can be difficult and time-consuming—but at TEC we make it quick and easy In just seconds, you can get free side-by-side software comparison reports. Choose from all the leading vendors—including Microsoft, SAP, Oracle, UNIT4, Sage, IBM, Pronto Software, MicroStrategy, Infor, Epicor, META4, NuView, OpenAir, NOW Solutions, NetSuite, Cézanne Software, PRELYTIS, QlikTech International, TARGIT, Cougar Mountain 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.

sales and service activity updates  framework for marketing and sales that can help your company survive and prosper in an unstable economy. Read More

Moving to Self-Service Business Intelligence


Learn how in the Forrester report Why and How Enterprises are Moving to Self-service Business Intelligence.

sales and service activity updates  to Self-Service Business Intelligence With the crushing volume of data most businesses deal with, your knowledge workers probably spend more time searching for the information they need than actually performing their jobs. And the problem is only getting worse. The solution isn’t more complex and expensive enterprise business intelligence (BI) solutions. Nor are user installed patchwork tools the answer —and can create operational and compliance nightmares. Getting the right information to the Read More

Industry Analysts on Field Service Mobility Trends


P.J. Jakovljevic and other analysts discuss the impact of mobility on field service management.

sales and service activity updates  Analysts on Field Service Mobility Trends Everything is mobile, and mobile is everything. In a new video from ClickSoftware, several industry analysts, including TEC's P.J. Jakovljevic, discuss the impact of mobility on field service management. Read More

The Forrester Wave: CRM Suites Customer Service Solutions, Q3 2010


This paper evaluates various service software solutions for customer service and business process professionals to create differentiated customer experiences and build stronger buyer loyalty. Customers are increasingly online, want self-service options, and demand real-time responses. Also, social media has grown to be an important new channel for interacting with customers and engaging in innovative ways.

sales and service activity updates  Forrester Wave: CRM Suites Customer Service Solutions, Q3 2010 This paper evaluates various service software solutions for customer service and business process professionals to create differentiated customer experiences and build stronger buyer loyalty. Customers are increasingly online, want self-service options, and demand real-time responses. Also, social media has grown to be an important new channel for interacting with customers and engaging in innovative ways. 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.

sales and service activity updates  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

Giving Service Companies a Fast Start


But, there are ways you can succeed, and you can find out about them in the sap white paper, giving service companies a fast start.

sales and service activity updates  Service Companies a Fast Start If you're in IT services or strategic consulting, you're getting squeezed from all sides . Global competition is driving down margins and profits. Fixed-price contracts are pushing up project and delivery risks. And the economy's in deep recession. You know you have to cut costs and increase operational efficiencies. But will your software allow you to do what you need to? If you're using outdated, non-integrated software systems, the answer could be no. But, there Read More