Demo: Unraveling the Question of "What is CRM?"
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
Demo: Unraveling the Question of "What is CRM?"
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)
Single Biggest Advantage Over Any of our Sales Force and CRM CompetitorsThe purpose of the Tour de Force solution is to complement the business system NOT replace it.
Enterprise Resource Planning (ERP), or a Business Management System that integrates all facets
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Connects with Your ERP System: |
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• CAMM • Microsoft Dynamics - AX (Axapta) • Microsoft Dynamics - NAV (Navision) • Microsoft Dynamics - SL (Solomon) • Tribute • TruLinx™ • Other Custom Connectors to Legacy |
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Tour de Force (TdF) Platinum is a CRM & Sales Force Automation Solution that is Outlook Based and Integrated within 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.
Built on a Microsoft® platform of products: Outlook®, Exchange and SQL Server. Tour de Force's Account-centric environment makes legacy contact management solutions like ACT and Goldmine a thing of the past.
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.
Most commonly used in business environments that have a combination of inside and outside sales teams that work closely together to support business activities with prospects, as well as with new and existing customers. The Business System Integration Module of Tour de Force CRM provides all the functionality a company requires to successfully deploy a first class CRM & Sales Force Automation Solution.
Integrating your front and back office as ONE! Tour de Force can communicate with many ERP business systems to provide powerful financial insight regarding your customer accounts. Tour de Force CRM - SFA is designed to be an extension of the existing Business or ERP System of a company in order to support a fully integrated Customer Relationship Management (CRM) strategy; NOT designed to replace the business system.
• Tour de Force Platinum maintains strong
integration with Outlook
• No more sharing Outlook.exe memory space.
• Reduced Dependency on MS Outlook.
• Eliminate dependency on MS Exchange.
• More efficient tools for managing system
configuration.
• Open database architecture for reporting purposes
and system wide updates!