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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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Visit the TEC store to compare leading software solutions by funtionality, so that you can make accurate and informed software purchasing decisions.
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 researching sales force automation insurance


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

researching sales force automation insurance  the SFA/CRM technology you're researching can help streamline your process, automate your process and report on your process, then it's probably a good choice. -Brent Leary President, CRM Essentials Industry expert That makes a demo - ideally, with real data - vital. The demo was given as the single most useful decision-making tool a vendor could provide in our survey of recent SFA buyers. In fact, the importance of a demo was cited by fully half of the respondents. If a vendor doesn't offer a fully

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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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More than ever, executives are looking to transform human resources (HR) from a seemingly low-priority function into a strategic part of the business. This state of the market report from TEC discusses the challenges that small to medium businesses (SMBs) face when recruiting, hiring, and managing staff. It also features information about the latest human resources information system (HRIS) offerings for the SMB market.

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Best Practices for Sales Engagement


As the landscape of modern sales evolves based on global trends, sales people are finding themselves stretched to do more, sell on the go, and make quota faster. Sales leaders need to increase productivity and reduce friction in the sales process in order to hit their quotas. This document outlines five steps necessary to improve your sales pipeline and forecast.

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Proof Positive: Increasing Your Online Sales and Transactions


In Proof Positive: Increasing Your Online Sales and Transactions, you'll learn about the highest level of Web security: extended validation SSL.

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Optimizing Sales Tax Exemption Management Strategy


Acquiring, validating, and managing sales tax and use tax exemption certificates can be challenging. However, the appropriate exemption certificate management (ECM) strategy can help avoid sales tax audit risk while lowering audit assessments and penalties. Learn how to find the right solution for your organization.

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The Definitive Guide to Sales and Use Tax


Sales tax compliance is becoming a sticky wicket, as state and local governments revise tax laws to increase revenue, and Congress considers granting states the authority to make remote sellers charge sales tax. This Definitive Guide lays out sales and use tax basics as well as commonly misunderstood elements of sales tax compliance, to provide you a one-stop reference for all things sales and use tax related. The last two sections include a state-by-state summary of sales tax rules and regulations, and a glossary of terms.

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How to Convert Service Calls Into Sales


In the white paper how to convert service calls into sales, you'll discover how real-time offer management allows your company to continuously lear...

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Insurance


Insurance is probably one of the oldest human economic activities, appearing not long after the advent of trade, and developing as a way of protecting merchants from unforeseen events (natural catastrophes, robberies, etc.). There is evidence of traders using insurance for risk management as early as the third millennium BCE (“before the common era”).

Nowadays, insurance is one of the most complex areas of the financial sector, covering a wide range of risks for both personal and business activities. Most insurance companies offer similar products, which makes competition quite fierce. Here are some of the characteristics of the insurance sector:

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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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Sales 2.0: Faster Sales in a Sluggish Economy


The Internet offers a wealth of information for buyers, who can window-shop from their desks. Power has shifted to buyers, who no longer need to rely on salespeople for information. But sales managers can use Sales 2.0 to tap into these new buying habits to instantly interact with prospects and provide personalized service. Find out how Sales 2.0 can help you instantly view and serve prospects entering your online store.

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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.

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