Customer Relationship Management (CRM) is the Strategy. CRM defines how organizations manage the life cycle of customer relationships. The process of adopting a CRM strategy is very difficult and organizations need to take a methodical approach when implementing a CRM strategy.
CRM is NOT something you can purchase “Out of the Box”, install, and then hope that the software solves all of your problems.
CRM touches many different functional areas of an organization, depending on the type of company. The most common areas that need to be considered when implementing a CRM strategy include these top Business Roles.
• Sales and Marketing
• Customer Service
• Customer Support and Case Management
• Quote and Order Management
• Accounts Receivable/Invoicing/Collections
• Research and Development
• Project Management
• Purchasing/Procurement/Production
• Inventory and Warehouse Management
Sales Force Automation (SFA) is the process of maximizing the efficiency of the repeatable processes a salesperson performs as a part of identifying, qualifying, as well as closing sales and project opportunities.
Sales Force Automation (SFA) is the technique of using software to automate the business tasks of sales including Account Management, Contact Management, Opportunity Management, Sales Funnel or Sales Pipeline Management, Sales Activity Management, Sales Forecasting Analysis, and Sales Team Performance Evaluation.
Sales Force Automation is often used interchangeably with CRM. However, CRM does not necessarily imply Sales Force Automation or the automation of sales tasks.
• Outside Sales
• Inside Sales
• Marketing
• Product Managers
• Senior/Sales Management
• Engineering
• Project Management
• Tech Support
Enterprise Resource Planning - (ERP)
|
Tour de Force Platinum |
|
• CAMM • Microsoft Dynamics - AX (Axapta) • Microsoft Dynamics - NAV (Navision) • Microsoft Dynamics - SL (Solomon) • Tribute • TrulinX™ • Other Custom Connectors to Legacy
|
||
Tour de Force (TdF) Platinum is a CRM & Sales Force Automation Solution that is Outlook Based and Integrated within your business system!
Tour de Force CRM Sales Force Automation Solution is perfect for sales and service organizations operating in a Business to Business (B2B) environment, for uses including customer relationship management, sales force automation, document management, contact management, and enterprise-wide reporting.
• Our focus on distribution, manufacturing, construction and furniture dealers.
• Our “Roadmap to Success” implementation process.
• Our people that deploy the solution.
• Our product works in the same environment your people work in, Microsoft Outlook, and is available anytime, anywhere.
• Our feature set that expands beyond other traditional SFA solutions.
• Our integration to your business system.
What companies quickly realize is that Tour de Force Platinum, when integrated with their current business system, provides a very complete solution to address the goals of their overall CRM strategy.
• Select a solution that can provide vertical market expertise and share best practices.
• Select a partner that can provide you with a clear “Roadmap to Success”.
• Select a partner with people who understand your business needs.
• Select a product that interfaces well to the technology that your company already has in place.
• Be on the lookout for industry specific features that differentiate the available solutions.
• Make sure the solution interfaces well with your existing business system.