-
Abstract:
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. (...)
Excerpt related to
sales force automation articles for investment management:
Many organizations find it challenging to adopt sales force automation and customer relationship management solutions. Formal
sales training and t...
Published:
2006-05-23
-
Abstract:
Product knowledge is now readily available to buyers online, so it’s no surprise that salespeople are seeking new tools and
new skills to close sales. A powerful new set of tools has taken its place in the salesperson’s arsenal: 3-D applications. (...)
Excerpt related to
sales force automation articles for investment management:
Leveraging 3-D for Sales Automation. ... people who will influence the
outcome of a sales opportunity ... other offerings; and what the return on investment
(ROI) would ...
Published:
2008-11-28
-
Abstract:
Customer relationship management (CRM) can be a tool for positive change in businesses' operations. Or CRM can—unintentionally—cause
a host of problems, from lost employee time to lost customer data. But with the right information, implementing CRM allows
evolution without the upset of revolution. (...)
Excerpt related to
sales force automation articles for investment management:
Customer relationship management (CRM) can be a tool for positive change in businesses' operations. Or CRM can—unintentionally—cause
a host of pro...
Published:
2007-09-24
-
Abstract:
Product knowledge is now readily available to buyers online, so it’s no surprise that salespeople are seeking new tools and
new skills to close sales. A powerful new set of tools has taken its place in the salesperson’s arsenal: 3-D applications. (...)
Excerpt related to
sales force automation articles for investment management:
Leveraging 3-D for Sales Automation. ... people who will influence the
outcome of a sales opportunity ... other offerings; and what the return on investment
(ROI) would ...
Published:
2008-11-28
-
Abstract:
Surado Solutions aims to provide a complete customer relationship management suite. We'll analyze Surado CRM 5.0 from the
perspectives of core functionality, its distinguishing factors, and the challenges users may face when considering the Surado
solution. (...)
Excerpt related to
sales force automation articles for investment management:
Surado Solutions aims to provide a complete customer relationship management suite. We'll analyze Surado CRM 5.0 from
the perspectives of core fun...
Published:
2006-08-17
-
Abstract:
Applications are more often outsourced than infrastructure, and this is increasingly done through software as a service (SaaS).
Vendors such as WebEx, Webcom, MCA Solutions, and Ariba are delivering applications as SaaS. (...)
Excerpt related to
sales force automation articles for investment management:
Applications are more often outsourced than infrastructure, and this is increasingly done through software as a service (SaaS).
Vendors such as We...
Published:
2006-03-17
-
Abstract:
Despite technological advances, users are dissatisfied with customer relationship management (CRM) systems. Ambiguous terms
do not provide the vocabulary for concrete action and measurable expectations. Thus, CRM is perceived to be about intangibles,
and is approached with a let's-hope–for-the-best men (...)
Excerpt related to
sales force automation articles for investment management:
Despite technological advances, users are dissatisfied with customer relationship management (CRM) systems. Ambiguous terms
do not provide the voc...
Published:
2008-09-29
-
Abstract:
Deltek recognizes that most organizations run their enterprises by using a sort of closed-loop, corrective action process.
However, most product-based businesses still need solutions to replace manual workarounds, and Deltek has embarked on a mission
to garner a one-stop-shopping portfolio. (...)
Excerpt related to
sales force automation articles for investment management:
Deltek recognizes that most organizations run their enterprises by using a sort of closed-loop, corrective action process.
However, most product-b...
Published:
2006-07-12
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Abstract:
The on demand paradigm and enterprise incentive management market seem to have established a viable cross-section to the
extent that, going forward, some players feel comfortable enough to opt solely for the software-as-a-service, subscription-based
delivery model. (...)
Excerpt related to
sales force automation articles for investment management:
The on demand paradigm and enterprise incentive management market seem to have established a viable cross-section to the extent
that, going forwar...
Published:
2007-05-07
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Abstract:
Proposal writing has become a common requirement throughout the entire business world. And for many sales people, they are
a necessary evil. If you're thinking about automating your proposal process, there are ten critical success keys to a successful
implementation. (...)
Excerpt related to
sales force automation articles for investment management:
Proposal writing has become a common requirement throughout the entire business world. And for many sales people, they are
a necessary evil. If yo...
Published:
2006-09-25
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Abstract:
Creating specific CRM strategies means developing measurable goals and calculating your ROI to achieve them. These in addition
to a technical framework, sales and marketing strategies, including Internet strategies, and customer satisfaction metrics
will create a smooth running CRM machine in your compan (...)
Excerpt related to
sales force automation articles for investment management:
Creating specific CRM strategies means developing measurable goals and calculating your ROI to achieve them. These in addition
to a technical fram...
Published:
2005-02-17
-
Abstract:
Centive's strategy is to form a limited number of strategic partnerships with leading management consulting firms to ensure
customers receive the highest levels of service and support. Pertinent alliances made include one offering sales performance
incentive funding formulas (SPIFFs). (...)
Excerpt related to
sales force automation articles for investment management:
Centive's strategy is to form a limited number of strategic partnerships with leading management consulting firms to ensure
customers receive the ...
Published:
2007-05-11
-
Abstract:
Leveraging 3-D for Sales Automation helps maximize your sales and your efficiency. Click here to download the white paper.
It’s no longer acceptable for salespeople to respond to customers’ inquiries with “I’ll get back to you.” In the time it takes
to respond, a competitor with stronger product (...)
Excerpt related to
sales force automation articles for investment management:
... Sales Representative, Independant Sales Reps, Rep Sales,
Sales Automation, ... in the hands of sales reps to ...
consuming approvals from management or engineering are ...
Published:
2010-03-11
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Abstract:
Given Invensys' irrevocable decision to give up Baan for another adoption after all, one is to wonder whether this is the
'year 2000 revisited' or whether Baan and its customers should instead look forward to turning a new leaf. (...)
Excerpt related to
sales force automation articles for investment management:
Given Invensys' irrevocable decision to give up Baan for another adoption after all, one is to wonder whether this is
the 'year 2000 revisited' or...
Published:
2003-05-06
-
Abstract:
Unica's possibly unique set of broad and astute functional footprint and geographic coverage, easily-deployable product with
proven quick payback may prove the fact that the marketing automation point providers with a differentiating value proposition
and with immaculate execution may prevail the onslaug (...)
Excerpt related to
sales force automation articles for investment management:
Unica's possibly unique set of broad and astute functional footprint and geographic coverage, easily-deployable product
with proven quick payback ...
Published:
2003-06-28
-
Abstract:
The idea behind the Callidus TrueComp's initial design was for it to be sophisticated enough to tackle and manage the most
complex and variable compensation plans, and yet simple enough to administer without heavy reliance on information technology
(IT) resources. (...)
Excerpt related to
sales force automation articles for investment management:
... and finance personnel, and more effective investment in incentive ...
ERP), customer relationship management (CRM), sales force automation (SFA),
supply ...
Published:
2006-12-12
-
Abstract:
Mid-sized companies have the agility of small businesses, and are resource-rich enough to handle CRM implementation. However,
without comprehensive planning, attainable objectives, metrics, and check points mid-sized companies will not realize success
and full potential from their CRM system. (...)
Excerpt related to
sales force automation articles for investment management:
Mid-sized companies have the agility of small businesses, and are resource-rich enough to handle CRM implementation. However,
without comprehensiv...
Published:
2005-02-14
-
Abstract:
While Microsoft’s zeal to deliver a market-ready CRM product may speak to the CRM market’s attractiveness, Applix’ exit may,
on the other hand, indicate that the niche CRM vendors without a clear differentiating value proposition have not much to
look for there in the long run. (...)
Excerpt related to
sales force automation articles for investment management:
While Microsoft’s zeal to deliver a market-ready CRM product may speak to the CRM market’s attractiveness, Applix’ exit may,
on the other hand, in...
Published:
2003-03-10
-
Abstract:
ROI (return on investment) has taken on new importance in examining business initiatives and programs that often involve
deployment of enterprise software and information technology. In some cases, "Show me the ROI" has become a smokescreen for
"Let's wait and see" or, "Go away. Don't bother me." (...)
Excerpt related to
sales force automation articles for investment management:
... with a proven 173% return on investment in Synygy ... to technology
vendors that customer relationship management (CRM) and sales automation
software, "don't ...
Published:
2004-04-13
-
Abstract:
ROI (return on investment) has taken on new importance in examining business initiatives and programs that often involve
deployment of enterprise software and information technology. In some cases, "Show me the ROI" has become a smokescreen for
"Let's wait and see" or, "Go away. Don't bother me." (...)
Excerpt related to
sales force automation articles for investment management:
... with a proven 173% return on investment in Synygy ... to technology
vendors that customer relationship management (CRM) and sales automation
software, "don't ...
Published:
2004-04-13