Quotelligent is a web-based sales software designed to address common challenges faced by modern sales organizations. It provides complete control of product, customer, and supplier information centralized in one system. Key features include a product configurator, quotation generator, cost estimation engine, and customer information management. The goal of Quotelligent is to allow sales teams to focus on closing deals rather than administrative tasks by handling routine processes like quotes, orders, and records intelligently.
The document discusses developing an e-business strategy. It explains that an e-business strategy involves three key components: the e-business strategy, e-blueprint formulation, and tactical execution. The e-business strategy formulation phase involves building awareness and planning to create new customer value. It discusses three approaches to strategic planning: top-down analytical planning, bottom-up tactical planning, and continuous planning with feedback. Knowledge building and capability evaluation are also important parts of developing an e-business strategy.
This document discusses justifying a CRM investment through a strong business case and ROI analysis. It provides examples of CRM performance metrics and considerations for CRM implementation planning. Key factors for a successful CRM justification include tangible benefits like increased revenue and cost savings, strategic alignment, and linking the decision to other strategic and infrastructure factors.
The document discusses developing an e-business strategy. It explains that an e-business strategy requires integrating business strategy, enterprise applications, and technology implementation. It outlines a three-step process for moving into e-business: developing an e-business strategy, formulating an e-blueprint, and tactical execution. The strategy formulation phase involves building awareness and planning to create new customer value through knowledge building, capability evaluation, and e-business design. It provides details on conducting knowledge building to understand customers, technology and industry trends, and core competencies.
The document discusses the need for integrated enterprise applications to support modern e-business architectures. It describes how isolated, standalone applications are no longer sufficient and companies need application frameworks that combine applications like ERP, CRM, SCM, and others. It provides examples of companies that have implemented various integrated application strategies to improve areas like customer service, supply chain management, and sales.
The document discusses the CRM implementation process. It begins with strategy development to define goals and customer segmentation. Next is the value creation process to maximize customer lifetime value. The third step is multi-channel integration to provide an outstanding customer experience. The fourth step is information management to organize customer data. The final step is performance assessment to measure results and improve over time.
The document discusses justifying the costs of customer relationship management (CRM) initiatives and boosting their return on investment. It states that few enterprises actually measure CRM ROI despite most claiming to calculate total cost of ownership or measure benefits. The document advocates calculating costs and benefits to build a strong business case for CRM and help ensure expected returns. It also stresses the importance of aligning CRM costs with the business units receiving benefits to encourage continued support and updates.
The document discusses the evolution of business intelligence and knowledge management applications over five waves. It describes how early applications focused on data sharing and reporting, while later generations enabled more advanced analytics and personalization. The next generation is proposed to use real-time personalization, broadcast technologies, and mobile access to provide personalized, proactive intelligence to customers across channels. Key elements of successful business intelligence frameworks are also outlined.
The document discusses developing an e-business strategy. It explains that an e-business strategy involves three key components: the e-business strategy, e-blueprint formulation, and tactical execution. The e-business strategy formulation phase involves building awareness and planning to create new customer value. It discusses three approaches to strategic planning: top-down analytical planning, bottom-up tactical planning, and continuous planning with feedback. Knowledge building and capability evaluation are also important parts of developing an e-business strategy.
This document discusses justifying a CRM investment through a strong business case and ROI analysis. It provides examples of CRM performance metrics and considerations for CRM implementation planning. Key factors for a successful CRM justification include tangible benefits like increased revenue and cost savings, strategic alignment, and linking the decision to other strategic and infrastructure factors.
The document discusses developing an e-business strategy. It explains that an e-business strategy requires integrating business strategy, enterprise applications, and technology implementation. It outlines a three-step process for moving into e-business: developing an e-business strategy, formulating an e-blueprint, and tactical execution. The strategy formulation phase involves building awareness and planning to create new customer value through knowledge building, capability evaluation, and e-business design. It provides details on conducting knowledge building to understand customers, technology and industry trends, and core competencies.
The document discusses the need for integrated enterprise applications to support modern e-business architectures. It describes how isolated, standalone applications are no longer sufficient and companies need application frameworks that combine applications like ERP, CRM, SCM, and others. It provides examples of companies that have implemented various integrated application strategies to improve areas like customer service, supply chain management, and sales.
The document discusses the CRM implementation process. It begins with strategy development to define goals and customer segmentation. Next is the value creation process to maximize customer lifetime value. The third step is multi-channel integration to provide an outstanding customer experience. The fourth step is information management to organize customer data. The final step is performance assessment to measure results and improve over time.
The document discusses justifying the costs of customer relationship management (CRM) initiatives and boosting their return on investment. It states that few enterprises actually measure CRM ROI despite most claiming to calculate total cost of ownership or measure benefits. The document advocates calculating costs and benefits to build a strong business case for CRM and help ensure expected returns. It also stresses the importance of aligning CRM costs with the business units receiving benefits to encourage continued support and updates.
The document discusses the evolution of business intelligence and knowledge management applications over five waves. It describes how early applications focused on data sharing and reporting, while later generations enabled more advanced analytics and personalization. The next generation is proposed to use real-time personalization, broadcast technologies, and mobile access to provide personalized, proactive intelligence to customers across channels. Key elements of successful business intelligence frameworks are also outlined.
Success with Salesforce for Capital Marketsdreamforce2006
The document provides an overview of how Salesforce helped Shinsei Bank and ThinkEquity Partners improve their client relationships and internal collaboration. For Shinsei Bank, Salesforce enabled information sharing across teams, improved reporting, and facilitated a more customer-centric approach. For ThinkEquity Partners, Salesforce provided activity monitoring, optimized event and call tracking, and supported additional functionality for different business units. Both companies saw increased user adoption and satisfaction after implementing Salesforce.
Improve Sales Productivity, Forecasting, and ResultsSoffront Software
The document discusses how sales automation and CRM software can help sales departments improve efficiency, productivity, and results. It outlines how CRM software can enhance lead tracking, opportunity management, forecasting, and visibility. CRM solutions provide a centralized place to store all customer information and automate repetitive tasks so sales teams can focus on selling. The key is finding a CRM partner with experience in the mid-market that can customize the solution to fit a company's specific processes and needs.
This document discusses the importance of developing an e-business blueprint to align an organization's technology strategy and investments with its overall business strategy. It outlines a 5-step process for creating an e-blueprint that includes establishing objectives, scope, prioritizing application frameworks, and execution plans. It emphasizes the need for executive support and cross-functional collaboration to develop a business case and facilitate successful implementation of the e-blueprint over time.
The document discusses three interlocking layers of e-business - design, applications, and infrastructure. It provides examples of companies that exemplify different approaches to e-business design like service excellence (American Express), operational excellence (Dell), and continuous innovation excellence (Cisco Systems). The key is developing a customer-focused e-business design that transforms business processes and creates a flexible yet integrated technology infrastructure.
Leading the Insurance Industry with On-Demand CRMdreamforce2006
The document discusses using Salesforce to manage relationships with insurance agents. It describes how Salesforce provides tools for complete agent lifecycle management, including recruitment, sales analytics, training, communications and more. Customization allows insurance companies to brand the agent portal. Workflows can automate tasks like opportunity management and training updates. Overall, Salesforce PRM provides a single system to manage agents and increase their effectiveness.
SunTrust Bank uses Salesforce to streamline its sales process, improve relationship planning, and increase cross-LOB partnerships. This has led to increased fees, referrals, loans, and wallet share.
Wells Fargo's Consumer Credit Group implemented Salesforce to better leverage online leads, provide timely customer response, and improve sales agent productivity. It has helped scale processes and retain market share through integrated sales across channels.
Five Practical Solutions for Integrating with Oracle CRM On DemandPerficient, Inc.
Oracle CRM On Demand offers a Web Service interface that allows customers to access their hosted
data from any Web Services-enabled client. This paper provides an overview of a Web Services based integration architecture and details five (5) practical solutions that enable integration with CRM On Demand.
The document discusses selling chain management (SeCM) and its role in transforming customer contact into revenue. SeCM establishes linkages between previously disconnected sales functions and processes to enable new revenue channels while improving existing channels. It analyzes how companies like Cisco have implemented SeCM solutions to better engage customers, increase sales effectiveness, and coordinate team selling across multiple sales channels. However, fully reengineering core sales processes and implementing new business models, as shown by the example of Custom Foot, can encounter challenges integrating technologies with existing workflows.
The document discusses customer relationship management (CRM) and the importance of integrating sales, marketing, and service to build customer relationships. It outlines the benefits of CRM, such as increased customer retention and understanding customers to increase opportunities. It also discusses challenges like organizational resistance and the need to transition to a customer-centric model from siloed departments. Successful CRM requires defining a strategy, understanding customers, evaluating applications, and measuring results through a scorecard.
This chapter focuses on the execution of e-business projects and emphasizes the importance of tightly coordinating tactical execution to support the overall strategy and vision. It outlines a process for e-business tactical execution that includes defining projects, establishing teams, developing plans, managing requirements, and adopting and measuring outcomes. Successful execution requires addressing both technical capabilities and organizational readiness, maintaining communication, and focusing on customer needs and pain points.
The document discusses Microsoft Dynamics CRM Online. It highlights that CRM is important for managing customer relationships and driving business success. While traditional CRM projects have challenges, Microsoft Dynamics CRM Online offers a hosted online solution with quick deployment, low monthly fees, and usability benefits compared to other CRM options. It invites readers to try the online CRM system themselves.
ADA SAP CRM Business Blueprint PresentationA.Orkun UYAR
This document outlines plans for an SAP CRM implementation at a university to manage relationships with students, faculty, employees, and partners. It discusses transaction types like service requests, tasks, and events that will be used. Master data and business roles are defined for partners. The solution map shows how CRM processes and modules will support departments. Integrations with ERP and developments like automated routing are described. Timelines include setup, configuration, development, and prototyping with a go-live of August.
Savvysouls Softlab introduces BizCraft, a comprehensive web-based business management solution. BizCraft integrates modules for customer relationship management, inventory management, accounting, and more. It allows real-time collaboration and data sharing between departments from any location. BizCraft provides tools to manage all aspects of the customer lifecycle, inventory, sales, marketing campaigns, and customer support. It also includes role-based security and customizable reports and dashboards.
Building Integrated Marketing Reports and Dashboardsdreamforce2006
The document discusses building integrated marketing reports and dashboards. It provides examples of dashboards created by ShareBuilder, Time Warner Cable, and salesforce.com to track key marketing metrics like leads, sales, campaign effectiveness, and customer success. The summaries highlight how dashboards provide insights into what marketing strategies and tactics are working best.
The document discusses integrating customer relationship management (CRM) processes to build relationships. It explains that CRM involves a timely delivery of excellent service through a combination of business processes and technology. It also discusses top CRM applications in various industries, strategic drivers of CRM, defining CRM, managing the customer lifecycle through CRM, requirements for new CRM architectures, trends in CRM, and provides a roadmap for implementing CRM.
Microsoft Dynamic CRM helps manage sales activities by allowing users to search for contacts, review account information, capture call notes, create follow up tasks, manage task lists, coordinate follow up activities, connect with Outlook emails, and use tools like activities, tasks, contacts, accounts, reports, dashboards, calendar events, search, and synchronization with Outlook.
This document provides an overview of customer relationship management (CRM). It defines CRM as an integrated approach to identifying, acquiring, and maintaining customers. The document outlines the history and evolution of CRM from database marketing in the 1980s to more advanced internet-based systems today. It also discusses the benefits of CRM for companies, including increased customer loyalty, repeat business, and financial performance. Finally, the document reviews some of the major CRM software providers and their offerings.
CRM stands for customer relationship management. It is a business strategy that optimizes profitability, revenue and customer satisfaction by organizing around customer needs, fostering satisfying customer experiences, and implementing customer-centric processes. Implementing CRM requires redefining roles and reengineering work processes, and supporting these changes with appropriate technology. CRM should be viewed as a long-term business change program rather than a simple IT project.
Customer Relationship Management (CRM) software solutions and their impact on business growth and profitability continue to increase in importance for Logistics and Transportation leadership teams. Sales Outcomes has compiled their top 6 critical considerations for a CRM investment in the Logistics and Transportation industry.
This document outlines 10 rules for e-business. Rule 1 states that technology is now the driver of business strategy and maintaining the status quo is no longer viable. Rule 2 says that streamlining information flow is more powerful than physical products. Rule 3 explains that inability to change outdated business models often leads to failure. Rule 4 advises becoming "the cheapest, the most familiar, or the best". Rule 5 is to use technology to enhance the entire customer experience. Rule 6 notes competition is now between business webs rather than companies. Rules 7-9 emphasize the importance of flexible outsourcing alliances, integrating front-end and back-end systems, and ruthless execution. Rule 10 stresses the need for strong leadership to align
Success with Salesforce for Capital Marketsdreamforce2006
The document provides an overview of how Salesforce helped Shinsei Bank and ThinkEquity Partners improve their client relationships and internal collaboration. For Shinsei Bank, Salesforce enabled information sharing across teams, improved reporting, and facilitated a more customer-centric approach. For ThinkEquity Partners, Salesforce provided activity monitoring, optimized event and call tracking, and supported additional functionality for different business units. Both companies saw increased user adoption and satisfaction after implementing Salesforce.
Improve Sales Productivity, Forecasting, and ResultsSoffront Software
The document discusses how sales automation and CRM software can help sales departments improve efficiency, productivity, and results. It outlines how CRM software can enhance lead tracking, opportunity management, forecasting, and visibility. CRM solutions provide a centralized place to store all customer information and automate repetitive tasks so sales teams can focus on selling. The key is finding a CRM partner with experience in the mid-market that can customize the solution to fit a company's specific processes and needs.
This document discusses the importance of developing an e-business blueprint to align an organization's technology strategy and investments with its overall business strategy. It outlines a 5-step process for creating an e-blueprint that includes establishing objectives, scope, prioritizing application frameworks, and execution plans. It emphasizes the need for executive support and cross-functional collaboration to develop a business case and facilitate successful implementation of the e-blueprint over time.
The document discusses three interlocking layers of e-business - design, applications, and infrastructure. It provides examples of companies that exemplify different approaches to e-business design like service excellence (American Express), operational excellence (Dell), and continuous innovation excellence (Cisco Systems). The key is developing a customer-focused e-business design that transforms business processes and creates a flexible yet integrated technology infrastructure.
Leading the Insurance Industry with On-Demand CRMdreamforce2006
The document discusses using Salesforce to manage relationships with insurance agents. It describes how Salesforce provides tools for complete agent lifecycle management, including recruitment, sales analytics, training, communications and more. Customization allows insurance companies to brand the agent portal. Workflows can automate tasks like opportunity management and training updates. Overall, Salesforce PRM provides a single system to manage agents and increase their effectiveness.
SunTrust Bank uses Salesforce to streamline its sales process, improve relationship planning, and increase cross-LOB partnerships. This has led to increased fees, referrals, loans, and wallet share.
Wells Fargo's Consumer Credit Group implemented Salesforce to better leverage online leads, provide timely customer response, and improve sales agent productivity. It has helped scale processes and retain market share through integrated sales across channels.
Five Practical Solutions for Integrating with Oracle CRM On DemandPerficient, Inc.
Oracle CRM On Demand offers a Web Service interface that allows customers to access their hosted
data from any Web Services-enabled client. This paper provides an overview of a Web Services based integration architecture and details five (5) practical solutions that enable integration with CRM On Demand.
The document discusses selling chain management (SeCM) and its role in transforming customer contact into revenue. SeCM establishes linkages between previously disconnected sales functions and processes to enable new revenue channels while improving existing channels. It analyzes how companies like Cisco have implemented SeCM solutions to better engage customers, increase sales effectiveness, and coordinate team selling across multiple sales channels. However, fully reengineering core sales processes and implementing new business models, as shown by the example of Custom Foot, can encounter challenges integrating technologies with existing workflows.
The document discusses customer relationship management (CRM) and the importance of integrating sales, marketing, and service to build customer relationships. It outlines the benefits of CRM, such as increased customer retention and understanding customers to increase opportunities. It also discusses challenges like organizational resistance and the need to transition to a customer-centric model from siloed departments. Successful CRM requires defining a strategy, understanding customers, evaluating applications, and measuring results through a scorecard.
This chapter focuses on the execution of e-business projects and emphasizes the importance of tightly coordinating tactical execution to support the overall strategy and vision. It outlines a process for e-business tactical execution that includes defining projects, establishing teams, developing plans, managing requirements, and adopting and measuring outcomes. Successful execution requires addressing both technical capabilities and organizational readiness, maintaining communication, and focusing on customer needs and pain points.
The document discusses Microsoft Dynamics CRM Online. It highlights that CRM is important for managing customer relationships and driving business success. While traditional CRM projects have challenges, Microsoft Dynamics CRM Online offers a hosted online solution with quick deployment, low monthly fees, and usability benefits compared to other CRM options. It invites readers to try the online CRM system themselves.
ADA SAP CRM Business Blueprint PresentationA.Orkun UYAR
This document outlines plans for an SAP CRM implementation at a university to manage relationships with students, faculty, employees, and partners. It discusses transaction types like service requests, tasks, and events that will be used. Master data and business roles are defined for partners. The solution map shows how CRM processes and modules will support departments. Integrations with ERP and developments like automated routing are described. Timelines include setup, configuration, development, and prototyping with a go-live of August.
Savvysouls Softlab introduces BizCraft, a comprehensive web-based business management solution. BizCraft integrates modules for customer relationship management, inventory management, accounting, and more. It allows real-time collaboration and data sharing between departments from any location. BizCraft provides tools to manage all aspects of the customer lifecycle, inventory, sales, marketing campaigns, and customer support. It also includes role-based security and customizable reports and dashboards.
Building Integrated Marketing Reports and Dashboardsdreamforce2006
The document discusses building integrated marketing reports and dashboards. It provides examples of dashboards created by ShareBuilder, Time Warner Cable, and salesforce.com to track key marketing metrics like leads, sales, campaign effectiveness, and customer success. The summaries highlight how dashboards provide insights into what marketing strategies and tactics are working best.
The document discusses integrating customer relationship management (CRM) processes to build relationships. It explains that CRM involves a timely delivery of excellent service through a combination of business processes and technology. It also discusses top CRM applications in various industries, strategic drivers of CRM, defining CRM, managing the customer lifecycle through CRM, requirements for new CRM architectures, trends in CRM, and provides a roadmap for implementing CRM.
Microsoft Dynamic CRM helps manage sales activities by allowing users to search for contacts, review account information, capture call notes, create follow up tasks, manage task lists, coordinate follow up activities, connect with Outlook emails, and use tools like activities, tasks, contacts, accounts, reports, dashboards, calendar events, search, and synchronization with Outlook.
This document provides an overview of customer relationship management (CRM). It defines CRM as an integrated approach to identifying, acquiring, and maintaining customers. The document outlines the history and evolution of CRM from database marketing in the 1980s to more advanced internet-based systems today. It also discusses the benefits of CRM for companies, including increased customer loyalty, repeat business, and financial performance. Finally, the document reviews some of the major CRM software providers and their offerings.
CRM stands for customer relationship management. It is a business strategy that optimizes profitability, revenue and customer satisfaction by organizing around customer needs, fostering satisfying customer experiences, and implementing customer-centric processes. Implementing CRM requires redefining roles and reengineering work processes, and supporting these changes with appropriate technology. CRM should be viewed as a long-term business change program rather than a simple IT project.
Customer Relationship Management (CRM) software solutions and their impact on business growth and profitability continue to increase in importance for Logistics and Transportation leadership teams. Sales Outcomes has compiled their top 6 critical considerations for a CRM investment in the Logistics and Transportation industry.
This document outlines 10 rules for e-business. Rule 1 states that technology is now the driver of business strategy and maintaining the status quo is no longer viable. Rule 2 says that streamlining information flow is more powerful than physical products. Rule 3 explains that inability to change outdated business models often leads to failure. Rule 4 advises becoming "the cheapest, the most familiar, or the best". Rule 5 is to use technology to enhance the entire customer experience. Rule 6 notes competition is now between business webs rather than companies. Rules 7-9 emphasize the importance of flexible outsourcing alliances, integrating front-end and back-end systems, and ruthless execution. Rule 10 stresses the need for strong leadership to align
The document outlines a script for the project "WARRIOR7". It describes a series of scenes: a bombing at a market; a local asking a man at a bar for help after stories of his service; a group shot of the 7 hired heroes. There are also action scenes of the heroes firing guns and jumping. The villain smirks that the hired guns will not be able to get rid of him. The script ends with heroes running up stairs and a title card moving across the screen.
Our Branch is located at AS FORTUNA and This account is owned by the assistant branch operator.... Agriculture Research, February 1999 Green Barley Grass is not multi-vitamins. It is a combination of Micro-nutrients. Research has shown that the green
Description
Recognized by science as the most nutritious of all plant foods, containing a broad spectrum of essential vitamins, minerals, amino acids, enzymes, protein, chlorophyll, phytonutrients and phytochemicals that our bodies require for the proper functioning of organs and immune system
DEUTERONOMY 8:7-9 “For the Lord God is bringing you into a good land…a land full of wheat and Barley, milk and honey in which you will lack nothing ”
JOHN 6:1-14- Feeding of the 5,000 People“ with two fish and five Barley loaves..”
The Prophet (sallallahu alaiyhi wasallam) recommended Barley to cure grief of heart and ailments of the kidney.
By Allah who hold my life, this removes the dirt of your abdomen as one of you removes the dirt of your face.”
According to Firdous Al- Hikmat the suspension prepared from Barley is beneficial for at least hundred diseases of the body.
“ROMANS GLADIATORS WERE KNOWN AS THE BARLEY EATERS THEY ATE BARLEY FOR STRENGTH AND STAMINA
Dr. Hagiwara-reports that he researched over 200 different plants over a period of 13 years. He found that barley grass was the most excellent source of nutrients that the body needs for growth, repair and well-being.
4 months with my davorite person in this world... I love you my deerDiane Martínez
El documento describe cómo la persona llegó a la vida del autor en uno de sus peores momentos pero cambió su tristeza a felicidad. Poco a poco la persona se convirtió en el nuevo sueño y la razón principal en la vida del autor, haciendo que ya nada lo cambiara. A partir de entonces su unión se hizo más sólida con la certeza de que ya no estarían solos.
A designer showcase house will be held from February 21 to March 8 to benefit the Children's Home Society's Youth Transition Center. The event will feature the work of designers Mary Washer, Judy Weber and Eileen Morris. Photographs from the "Frances Langford Collection" at the Historical Society of Martin County will also be on display.
This document is a collection of 12 photos taken by two photographers, Joshua Daniel O. and srgpicker. The photos appear to depict nature scenes like trees, plants and landscapes. There are no captions or accompanying text provided to give context to the individual photos. The document ends by encouraging the reader to create their own photo presentation.
The document discusses the benefits of exercise for mental health. Regular physical activity can help reduce anxiety and depression and improve mood and cognitive functioning. Exercise causes chemical changes in the brain that may help protect against mental illness and improve symptoms.
La policía federal argentina detuvo a un hombre mayor de edad el 20 de marzo de 2012 en San Luis por infringir las leyes de propiedad intelectual. Se incautaron DVD y CD piratas valorados en 5000 pesos durante la detención, que está siendo investigada por el juzgado federal a cargo del Dr. Juan Esteban Maqueda y el secretario penal Dr. Mariano Frias.
advising in undergraduates for a better education reportNedda Sarshar
The document summarizes a report by Undergraduates for a Better Education (UBE) analyzing advising practices at Syracuse University. UBE conducted a student survey in 2013 that showed evidence of advising problems, with responses indicating advising was particularly poor in the College of Arts and Sciences. The report uses the survey data to examine advising satisfaction between colleges at Syracuse and compare Syracuse's practices to those of peer universities. It finds that over 63% of responses from College of Arts and Sciences students were negative about advising. The report recommends Syracuse implement a professional advising model like most peer institutions, which assign students to professional advisors as the primary advising resource.
The document contains Christmas diaries from several students describing their holiday traditions and activities. Common traditions mentioned include decorating Christmas trees, sending cards, baking special foods, celebrating Christmas Eve with family, and exchanging gifts on Christmas Day and Three Kings Day. New Year's traditions like eating 12 grapes at midnight on December 31st are also frequently referenced. The diaries provide a lighthearted look at how different young people and their families celebrate the Christmas season.
Este documento presenta una introducción a varios temas y métodos de investigación teológica. Explica brevemente conceptos como investigación temática, análisis de obras teológicas, comparación de ideas teológicas, historia, teología histórica, biografía, teología pastoral, ética y privacidad, derechos de los sujetos, tipos de investigación como descriptiva, encuestas y muestreo, y pasos para el desarrollo de programas de investigación.
Revenue Operations Analytics: A Strategic BlueprintKwanzoo Inc
The true value in your KPIs is understanding how they complete the bigger picture of the customer journeys that drive the most impact for your business.
This document summarizes a presentation about using a content management system to better organize marketing materials for sales teams in the field. The system allows sales reps to easily search for, access, and provide feedback on the latest marketing content. Its implementation at Trapeze Networks helped give sales more up-to-date information, freed up marketing resources, and provided a channel for field feedback. Initial responses were positive, with expectations of increased productivity and a better connection between sales and marketing goals.
Oracle Commerce Using ATG & Endeca - Do It Yourself SeriesKeyur Shah
After 2 years of marathon run I was able to complete the self-published book on Oracle Commerce (ATG & Endeca) which covers both the commerce product installation, configuration, concepts, architecture, and some of the open source tools that you can use such as Vagrant, Elasticsearch, Kibana, Logstash, and Splunk.
This book is absolutely free as my contribution to the industry, colleagues, and the commerce community.
The motivation behind this book is “no books written on the subject” and “the goal to make the journey of beginners as painless as possible”.
Hope this will be useful to not just the beginners but also those who embrace open source tools and technologies along with branded products and services.
Interactive selling solutions for complex manufacturingCincom Systems
This document discusses configurators, which are tools that capture corporate knowledge about products and services and deploy it to support sales and customization. It evaluates factors to consider when selecting a configurator, including desired sales processes, required configuration knowledge, users, and integration needs. Key capabilities of configurators include managing rules for specifications, pricing, constraints, and generating outputs. Maintaining business rules in the configurator using graphical tools without programming is emphasized.
The document discusses how Salesforce.com uses Salesforce Marketing Cloud to manage marketing collateral, campaigns, and reporting. It describes setting up custom objects to store documents and campaigns, using record types and picklist values to categorize information, and creating dashboards to track key metrics like leads and revenue generated from different campaigns and marketing tactics. Standardizing processes helps Salesforce marketers effectively measure the performance and ROI of various marketing activities.
How To Prepare for the Launch of Your B2B eCommerce Platform by Four51Four51, Inc.
This document provides guidance on preparing for the launch of a B2B ecommerce platform. It outlines three key steps: 1) developing a business case to define the vision, 2) overcoming technical challenges through a 7-step integration process, and 3) identifying 5 key stakeholder groups to gain support. The stakeholders discussed are finance, IT, marketing, sales, and operations. For each group, the document explains how they can help champion the project and what questions to consider when engaging them. The overall goal is to communicate the vision, manage change across the organization, and ensure technical success.
The document discusses how real estate agencies can enhance their online presence through e-business. It recommends that agencies integrate their online, print, television, and radio listings. This will allow prospective clients to easily view property details. The document also stresses the importance of collecting customer feedback and contact information to provide personalized service. Finally, it provides steps for agencies to develop an effective e-business design, including focusing on customer experience, redefining their value chain, and choosing an area of excellence.
This white paper discusses the benefits of implementing a CRM solution and how it can provide a high return on investment (ROI) for businesses through increased productivity, pipeline generation, customer retention, and sales revenue. It states that a CRM solution like Microsoft Dynamics CRM has been shown to deliver a 243% ROI on average. It also outlines how specific areas like marketing, sales, and customer service can gain efficiencies through better visibility of customer and prospect data in a CRM system.
Streamlining the prospect marketing process for institutional asset management Qorus Software
Global assets under management will surpass USD100 trillion by 2020, according to PwC’s recent publication Asset Management 2020: A Brave New World. That’s nearly a 60% increase from the USD64 trillion in 2012 at a compound annual growth rate of almost 6%. Despite this favorable environment, asset management firms are continuously forced to review their business models in light of rising client expectations, increased regulation and the ongoing focus on operational efficiencies.
In these slides we explore the need to improve the current prospect marketing process, the solutions, and how to master this new technology.
This document discusses the importance of master data management (MDM) for organizations and outlines key aspects of developing an MDM strategy. It describes how poor or fragmented master data can negatively impact businesses and provides examples. The document then covers MDM maturity stages, approaches to defining an MDM strategy, and key focus areas like business capabilities, processes and workflow, technology selection, solution architecture, master data control, data quality and enrichment, and data governance.
The document discusses improving collaboration between business and IT teams when implementing a new CRM system at Procter & Gamble Professional. It emphasizes starting with leadership alignment on goals, breaking down functional silos, focusing on business value through a phased approach, and strong project management to drive adoption. Key lessons include defining a clear business purpose, establishing guiding principles, and measuring success based on value delivered to the business.
This document provides guidance on developing an effective customer success program. It recommends defining the customer's value proposition, organizing relevant customer data, and communicating the program internally and externally. The case study of Optimus Solutions describes how they implemented a customer success plan on Salesforce to better understand customers, act proactively, and increase business. Measuring the program's success showed improved customer solutions, strategic partnerships, and proactive business drives.
A CRM Software system makes online marketing easy. The system records leads and sales procedures. CRM is supreme in digital business because it controls several marketing actions, clients, and outputs.
4 ways to improve your customer performance measurementObservePoint
1. Marketers need answers to what is working, what isn't working, and why. However, most solutions only provide limited insights that marketers don't fully trust.
2. To gain a complete picture, marketers must evaluate the entire customer journey beyond just marketing touchpoints, using holistic and unified data from across the customer experience.
3. Marketers also need to measure success using broader financial metrics like revenue and profitability, not just initial conversions, and optimize for customer lifetime value over single transactions.
Salesforce Content provides a single repository for sales and marketing content, enabling easier collaboration. It allows marketing to publish content in real-time and sales to find the most relevant documents faster. Customers see increased productivity, with sales saving 2 hours per month finding content and marketing gaining insights from feedback.
The document introduces analytics mashboards, which allow users to integrate various analytic applications and components into customizable dashboards within Salesforce. Mashboards provide a simple way to access and interact with best-of-breed analytics without needing advanced technical skills. The demonstration shows how users can easily add analytic widgets from a gallery of options to create customized analytic dashboards. Future releases will include more analytics partners and applications to choose from.
Improve Service Quality Through Enterprise Feedback ManagementSpectos GmbH
How are companies improving their service quality with enterprise feedback management systems? Spectos has compiled a list of tips and hints about how to improve company performance by measuring customer satisfaction.
Sales, Marketing & Service Optimization: Strategies for Accelerating GrowthCognizant
The document discusses strategies for accelerating revenue growth through sales, marketing, and service optimization. It argues that while technology has enabled cost savings, companies must now focus on top-line growth. A holistic approach is needed that considers customer relevance, sales effectiveness, marketing effectiveness, and service effectiveness. Implementing the right digital systems can guide professionals towards behaviors and processes that generate disruptive revenue growth, but companies must first understand their strategic objectives and performance issues. The document provides examples of how optimizing these areas through the right technologies has helped companies increase revenue.
CRM in eresource NFRA (http://nfra.eresourceerp.com/) provides better customer service, cross-sell and up-sell more effectively, close deals, retain current customers and better understand who your customer are. Organizations frequently look for ways to personalize online experiences with tools that are provided with the CRM module. The CRM module enables interactions with customers. The module organizes, automates and synchronizes sales, marketing, customer service, and technical support.
Eresource nfra is an ERP system that has been integrated with an efficient Customer Relationship Management (CRM) module that can be wisely used to enhance your business strategies.For details:http://nfra.eresourceerp.com/Project-Based-Industry-CRM.html
2. Core Technologies | +971-(50)-654-75-22 1
Sales Director in 21 Century. Where is
that migraine coming from?
If you are running the sales division of a company the following symptoms
may sound very familiar:
You are always understaffed and don’t have enough people to sell
everything the company tasks you for.
At most of the times you wish you had more experienced, higher-
qualified sales executives who deeply know your products and
understand the technology and industry landscape. Finding the
right people is hard and the situation with availability of personnel
“ready for the job” is getting worse year by year.
The sales team you manage is continuously struggling with the load
and not every sales inquiry gets processed and responded to. The
mail inboxes of your sales people are filled to the brim with
unanswered product and price inquiries. This results in lost revenue
and customers walking away.
When a sales team member quotes a prospect customer technical
errors and business mistakes often happen and this leads both to
lost revenue and customer disappointment. These days customers
are so demanding that they are not willing to accept any mistakes in
configurations, quotations and their terms. If customer accepts a
quotation and later when you fulfill the order you discover that you
sold the wrong product, underpriced the solution or set the invalid
terms the customer will in most cases hold you liable and all
rectifications will be at your expense. Result? Loss.
“What is the current sales pipeline by product, salesman, geography
or industry segment?” is the question getting an answer to is close
to impossible.
Sales people are not sure what product to quote or what price to set
on the proposed products. Because the price quoted is often
guessed many sales are closed to the loss. Some organizations
reserve themselves to selling only from stock and avoid any orders
on ad hoc basis because it is very difficult to estimate the cost of the
goods before you receive them.
When selling products to both new and existing customer, sales
people spend tremendous amounts of time to educate the
Consultant’s View
Recent studies show that
although sales productivity
is the number-one business
initiative on CEO’s agendas,
the sales and marketing
practices employed today by
most organizations are too
expensive, too
unpredictable, and generally
inefficient. These studies
show that the percentage of
companies achieving their
annual revenue targets has
declined steadily since 2005
across all industries, among
companies of all sizes, and
the average number of
individual sales people who
miss their annual quota is
over 46 percent and
growing. In fact, over the
past 18 months Tafaro &
Associates interviewed over
50 presidents and CEO’s of
technology companies
ranging in sales from $3
million to $25 million. Over
82 percent of the executives
surveyed were dissatisfied
with the performance of
their sales and marketing
organizations. These
companies are typically
operating on thin margins,
and adequate cash flow is
critical. If sales and
marketing are not
performing, everything
slows down, and the
business can be placed at
risk.
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customers and explain over and over again what the right product may be for
them and why. Many customers are not learning from the past and need
more time spent on them.
Sales executives are always on a lookout for another higher-paying job
and when they go they take the customers with them.
The list may go on for long. These are all the realities and typical problems a
sales director is tackling on daily basis.
Some other important considerations
Let us take here a look at some other important facts describing common sales practices:
Quotation is the starting point for a business transaction generating revenue to occur. In sales process
quotation is one of the most important documents – how it is made determines the chances your
company may secure the business of your customer. If it comes in a badly formatted spreadsheet or
comprised of a few lines pasted into the body of an email message there is a high risk that competition
may outsell you by crafting a professionally looking and extensive proposal and efficiently delivering it to
your prospect. Quotation is a document which your existing and prospect customers use to measure
the attractiveness of your offer as well as the level of your professionalism, reliability and commitment
to customer’s satisfaction.
Most companies rely on Microsoft Excel to prepare quotations. Quoting process is taking place outside
the boundaries of other business applications, be they ERP, accounting packages or CRM. The main
reason for generating quotations in Excel is in the indigenous functionality of quotation transactions
software companies build into their systems – they are just not flexible and functional enough and
require a lot of master information entered into the system before a quotation itself may be created.
Despite the ease of data manipulation the consequences of using Excel for quoting are frequently
negative and have adverse effect on sales process:
There is no control of how data is entered and changed. Data all the time gets overwritten and
lost, it is very difficult to roll-back to previous values and thus keep track of changes.
Naming files logically and organizing them into folders are becoming a major chore which alone
may invoke a requirement for a separate document management system.
Excel files may contain hidden columns with formulas, calculations and confidential information
like purchase prices, estimated margins etc. Albeit the files are often sent to the customers by
mistake before such information gets removed from them.
Copying and pasting values from the vendor’s price lists into quotations may be a tedious, time
consuming and error-prone activity.
Most business to
business salespeople
lack the solution
expertise to satisfy their
customers,
Harvard Business
Review.
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When customers decide to buy products and purchase orders need to be confirmed it may
become hard to find the file containing the quotation – files often get misplaced, saved in the
wrong folders or just accidentally deleted or overwritten.
Your wishes granted
Even though companies could had invested both in high-class ERP and CRM systems they still fight the
same problems as described above. Progressively thinking top-level executives in charge of sales and
marketing think about how to close the gaps and this is when the realization of the need to implement
new sales systems happens.
Clearly understanding the complexities of the sales processes and the issues related to how sales work
in our imperfect world you could often wish there was someone restlessly working on the customers
RFQs 24 hours a day, 7 days a week without making disastrous mistakes in the proposals and capturing
all the information you need to help you close deals faster and with greater efficiency and profit.
Thinking the way you do Core Technologies designed and developed a software system whose objective
is to allow you to focus on closing sales rather than spending time on the mundane and resource sucking
tasks. Therefore we are here introducing our product Quotelligent.
Introducing Quotelligent
Quotelligent as the name suggests is ought to enable users to quote and sell intelligently. Designed
from ground up Quotelligent has the following essential features and components:
Web Architecture. To allow the users to work with the system from anywhere it had to run in a web
browser. The functionality available to users through browser constitutes the back-end of the
application. What the customers may see and access, namely the company’s website and product
catalog with customer portal are the main building blocks of the Quotelligent front-end. Development
of Quotelligent is happening with multi-browser environment in mind and that’s why the software is
tested and optimized for rendering in Chrome, Firefox and Internet Explorer.
Complete control of Product, Customer and Supplier Information. The system holds all the essential
information needed in the sales process, specifically in the course of quoting, booking orders and
fulfilling them thereafter. So it is apparent that users don’t want to depend on the product and
customer information stored in multiple systems like ERP, CRM, PDF and Excel files etc. Extensive
master data subsystems with integrated document management allow having all the information
required throughout the sale cycle at user’s fingertips. Master data subsystem is using the attributes to
provide detailed product description and classification. Attributes are created by users and then
grouped into Attribute Sets. Attribute Sets are attached to Product Families and this provides for
attribute-based search in the catalog and product comparison functionality. Once the product
information is entered in the system it can be published to the product catalog on the web. Website
visitors may access the product catalog and filter the products of their interest using search attributes.
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Search attributes are defined by the users and don’t require any involvement of software developers.
The whole catalog structure can also be set by the administrative users.
Depicted above you may see a screenshot of a product query window where you can search for products by their types (simple,
configurable), vendors, vendor part numbers, descriptions, product family membership or product attributes.
Depicted below you may see a screenshot of the product master.
Product configurator with Assembly Builder is another part that absolutely has to be present in an
online sales system. Product configurator allows sales executives and customers quickly and accurately
select and configure complex products and leave no room for errors. Configurator is a rule and
constrain-based software ensuring that the product selected by user in the catalog is specified correctly.
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Product managers and experts can define configuration rules without writing a single line of software
code. Once a product is configured it can be temporarily placed in the cart and then added to the
quotation engine so that a formal quote can be generated and sent to the customer.
It may be seen on the screenshot above that the server system was misconfigured and the configurator
has generated some error and warning messages. Unles the mistakes in the configuration are not
cleared the system will not allow the user to add the system to the cart for further processing and price
calculation.
Product Catalog and Configurator increase the chances of succesful sales because they provide for
higher levels of interaction with the customers visiting your website since they can see all options and
choices and realize how changes in the selections may have affect on overall configuration of the
product they are shopping for. Because the products are presented in a structured manner in the
catalog the chances for upsell and crossell are also higher.
Quotation Generator had to be built up so that all quotations would be produced and stored centrally
and thus allow analyzing quotation data and helping take critical decisions. In the course of quoting
sales people can select from which supplier to source the product and this would affect purchase prices,
lead times and overhead expenses. A workflow engine monitors each quotation as it is entered and if
the pre-set profitability or quotation value limits are exceeded then request for approval procedure will
be enforced before the document may be submitted to customer.
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Cost Estimation Engine. This was seen by us as an essential functionality set that would help sales
executives know the cost of the goods even before they are sold or arrive in the warehousing location.
Multiple packaging details of tangible products are captured so that users know the shipping weights
and dimensions of the required goods and overhead expense would be calculated by the system.
Accordingly sales person can quote the goods with the balanced markup which would not be too high or
too low. The moment products are added to the quotation subsystem their volume and physical
weights will get checked and the chargeable weight will be calculated. If the re-packaging information is
available then the system will factor that into the calculation and optimize the cost. Then based on
transaction setup Quotelligent will make a complete calculation of the expenses you incur and allow you
to know your landed cost upfront before you ever receive the goods. Because you know your cost in
advance it is easy for the sales executive to decide about what markup to apply in order to quote
competitive sales rate to the customer.
Depending on how competitive your price is you may set different markup rates for each item.
As all vendors are continuously increasing their product offerings and due to the harsh market
conditions it is merely impossible to stock a complete portfolio of a vendor. Back-to-back order
fulfillment is the prevalent modus operandi for distributors these days. The rule of thumb in ERP says
“No stock – no cost”, as simple as that, nevertheless with Quotelligent you don’t need to have goods on
the shelves to know what your cost is and hence you can always quote accurately and efficiently.
Customer Information File. While Quotelligent does not claim to substitute CRM systems an extensive
customer information management functionality is included in the core of the system, so with
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Quotelligent you know not only your products well, but also your customers. This is especially valuable
for companies which have not invested heavily in high-cost CRM solutions.
B2B eCommerce, Product Catalog. Since the chosen technology platform was web it was natural for us
to also intend developing a portal solution which would allow customers to serve themselves. So if
customers urgently need a quotation on a product during week-end they would not need to wait for you
to get back to the office. They should be able just get onto the internet and configure what they need
and get the quotation delivered by email. A sales executive would be notified by email as well and
proactively communicate with the customer if there are still things to do like applying a discount or
collecting additional information.
The product catalog is deployed to make the products logically presented to the website audience. An
unlimited number of catalog branches and sub-branches may be created and the same products may be
added to different parts of the catalog. It is not a secret for anyone that many prospect customers and
their inquiries are not solid. A good number of prospects are sending inquiries just to check your price
quotation with what someone else has quoted them out already. Unfortunately we can find out that
our prospect is essentially a time-waster only after we spent our time and money on them. Quotelligent
is capable of acting as a time-waster protection layer by enforcing the customer self-service model.
Before you decide whether a prospect is worth your time the customer will have to spend time and put
effort in engaging the relationship.
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Convenient User Interface. The user interface of Quotelligent was designed with a number of
requirements in mind. One of the main benefits is the provision to allow users to continue working on a
sales transaction without leaving the screen even if some master data is missing or needs to be updated.
This feature is controlled by the security framework and is available only to authorized users. Apart
from that it is worth mentioning that Quotelligent is tab driven so every new form opens in a new
browser tab – this helps to work simultaneously on several things without cluttering the user’s desktop
workspace.
Continuous Evolution. Quotelligent is growing and extending its capabilities and features on weekly
basis. The product is open for customization and adding functions which are not currently present.
If you found the information in this white paper interesting and some resemblances to your sales
practices and aspirations are present then contact us today and we will furnish a detailed demonstration
for you and your team.