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Tactical CRM Solutions
We help small and medium size companies discover, and then learn
to effectively use, the one software solution that will assure the
success of your business!
Sales people face many challenges as they continue on their quest of
finding new prospects, discovering their requirements, developing
quotations or proposals, presenting their products, closing orders, and
taking great care of their customers. As the CRM software category
continues to mature, many great programs are emerging to solve specific
problems encountered in the customer life-cycle. These are the programs
that I refer to as tactical solutions.
There is no magic formula here. The trick is to look for ways to use
technology to leverage your efforts to close more sales and take better
care of your customers. I know of companies that do not even use a
strategic solution, yet are quite delighted with the added impact they
get from some specific tactical program. More commonly, companies are
looking for the best program to meet their strategic requirements and
haven’t even thought about many of the great tactical solutions
available. Again, the categories are not absolute and are primarily my
judgment.
As new programs evolve, this list will grow. If you just browse through
the tactical solution listings, you are sure to discover solutions to
problems you may not have even realized you had! If you face a
particular sales or marketing challenge that does not seem to be met by
one of these programs, let me hear about, there is probably a good
solution out there somewhere!
As is my custom, the list below is organized according to the challenges
you are likely to face as you work prospects through the Total Customer
Relationship Management life-cycle. It is a long page. So, scroll
through it at your leisure. You are sure to find some program, you never
even new was out there, that will solve an urgent customer challenge you
face everyday!
Finally, don't forget to check out my Snake Bite Kit! That section of my
web site is also organized according to the challenges you are likely to
face as you work prospects through the Total Customer Relationship
Management life-cycle. However, instead of specific software solutions,
that page provides my Rich's Recommended Reads and Rich's Recommended
Web Sites for each topic listed. I also include any other useful
information I have discovered that might help you with that topic.
For my complete list of TACTICAL SOLUTIONS, sorted alphabetically by
Company, CLICK
Marketing Issues
Marketing Support Capabilities
Marketing Automation
Campaign Management
Database Marketing
Lead Qualification & Distribution
Relationship Marketing
Social Networking
Customer Interaction Management (CIM)
|
Company |
Product |
| Chordiant Software |
Chordiant
Customer Experience |
| Talisma |
Talisma
CIM |
| |
|
Marketing Operations Management
Event & Seminar Management
Collateral Fulfillment
Catalog Management
|
Company |
Product |
| Dydacomp |
Mail Order Manager (MOM) |
| |
|
| |
|
Online Incentive Promotions
Marketing Research
Survey Management
Marketing Analysis
Sales Management Capabilities
Planning & Deployment
Territory Management
Recruiting & Selection of Sales Staff
Training & Development of Sales Staff
Proactive Sales Management
Quotas & Sales Forecasting
Measuring Sales Effectiveness & Productivity
Sales Force Administration
Sales Compensation
|
Company |
Product |
| ACTEK
Inc. |
|
| Authoria |
|
| Callidus
Software |
|
| Centive |
|
| GlobeNet
Technologies |
|
| Synygy |
|
| Workstream
Inc. |
|
| Xactly Corporation |
|
| |
|
Expense Account Management
Field Sales Support Capabilities
Getting Ready To Sell
Goal Setting & Time Management
Territory Management
Product Information
Competitor Analysis
Personal Selling
Prospecting
|
Company |
Product |
| D&B
Sales and Marketing Solutions |
|
| Harris
InfoSource |
|
| Hoover's,
Inc. |
|
| infoUSA |
|
| TrueAdvantage |
|
| |
|
Pre-Call Planning
|
Company |
Product |
| Factiva |
|
| First
Research, Inc. |
|
| |
|
Discovering Requirements
Presentations
Online Presentations
Closing Orders
Opportunity Management
Configuration Management
|
Company |
Product |
| Selectica |
|
| |
|
| |
|
Quotations & Proposals
Call Center Support Capabilities
Contact Center Management
Workforce Management
|
Company |
Product |
| Astute
Solutions |
|
| |
|
| |
|
Inbound Call Support
Automated Call Distribution (ACD)
Interactive Voice Response (IVR)
Outbound Call Support
Predictive Dialer
Computer Telephony Integration
IP Contact Centers
|
Company |
Product |
| Aspect |
|
| Avaya |
|
| Cisco |
|
| Genesys |
|
| Nuasis |
|
| |
|
Virtual PBX
Partner Management Capabilities
Customer Support Capabilities
Web Self-Service
Help Desk/Service Desk
|
Company |
Product |
| KANA
Software, Inc. |
|
| Kayako
Infotech Ltd. |
|
| LogicNow
Limited |
|
| Unipress
Software |
|
| |
|
| |
|
| |
|
Field Service Management
Customer Support Operations Management
Performance & Productivity Management
Change Requests
Customer Feedback
|
Company |
Product |
| Charter
UK |
|
| |
|
| |
|
Ebusiness Support Capabilities
Sell-Side Commerce
Sales Configuration
Internet Marketing Tools
E-Mail Marketing
Auto-Responders
Blogging
Search Engine Marketing
Shopping Carts
Affiliate Marketing
Web Analytics
Enterprise Resource Planning (ERP)
& Financial Accounting Solutions
IT Management Issues
Interaction Capabilities
Fax Support
PDA Support
Palm OS® Handhelds
Pocket PC Handhelds
Interaction Management
Collaboration Support
Portal Support
Chat Support
Instant Messaging
Wireless Device Support
Voice Recognition
Data Preparation Tools
Data Acquisition
Data Quality & Cleansing
Data Importing/Exporting Capabilities
Database Utilities
Business-Intelligence Tools
Query & Reporting Tools
Business Intelligence & Visualization Tools
Data Mining Tools
Desktop Mapping
GIS Tools & Data Sources
Executive (C-Level) Decision Support
Application Integration Capabilities (EAI)
Business Process Management Capabilities
Knowledge Management Capabilities
As new programs evolve, this list will grow. If you just browse through
the tactical solution listings, you are sure to discover solutions to
problems you may not have even realized you had! If you face a
particular sales or marketing challenge that does not seem to be met by
one of these programs, let me hear about it !
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