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Choose a software client relationship management (CRM)

December 3rd, 2010 · No Comments · 672 views

In the Internet era, it is important to understand the expectations and needs of your customers. Especially if you bet on the web to grow your business. A dissatisfied customer can switch to the competition with a click. To limit this risk management software customer relationship management (CRM English) help you better define your business strategy. And words, to increase your profits. So how to choose the CRM is right for you?

·         What is a software client relationship management (CRM)?

·         Of what CRM professionals?

·         Features and benefits of a CRM

·         The functionality of a CRM

·         Benefits of CRM

·         Things to know before installing a CRM

·         CRM software: which to choose?

·         Office Software

·         CRM-mode external or internal?

·         CRM few generalists in external mode and / or internal

·         Benefits of SaaS CRM

·         The CRM thematic oriented SMEs

What is a software client relationship management (CRM)?

Solutions Customer relationship management is a major strategic asset for your business. They help you identify your best prospects, retain and keep track of your personal customers. The CRM solutions are especially suitable for sale on the internet or any other rapidly evolving business environment.

Of what CRM professionals?

Software for customer relationship management adapt to several categories of professionals:

  • Finance
  • Technology Products
  • Pharmaceutical products and well-being
  • Distributors (wholesalers, retailers)
  • Customized products and crafts (in mail): customizable clothing, etc. gastonomiques products.
  • Professions / Independent

Features and benefits of a CRM

The functionality of a CRM

CRM software has a specific role in each step of the sales cycle (pre-sales, sales, after sales).

CRM software will allow you, among others:

Benefits of CRM

The advantages of a manager of customer relations are primarily economic. CRM allows to:

  • Increase company profits (margin on each client)
  • Increase the rate of customer loyalty (which costs 5 times less expensive than win new)
  • Save time by automating certain tasks (increase productivity)
  • Optimize collaboration between the various company departments (sales, marketing, customer service)
  • Improve responsiveness to a specific problem (eg declining sales figures)

Things to know before installing a CRM

A preliminary evaluation of your needs is essential before choosing the right software for customer relationship management. The installation of a CRM is a complex choice that changes in work organization and relations among company employees.

Choosing a CRM is not the same if you want to refine your communication strategy, or simply manage your contacts. An audit can be very useful to help you choose.

CRM software: which to choose?

So it depends on your type of activity, and the look you wish to expand. There are simple solutions, and other more complex

Office Software

A simple Excel spreadsheet or a database manager for relational data (such as Microsoft Access) may be sufficient to act as an accounting application / tracking orders or collect customer data.

Major drawback : the software has limited options (eg collaborative features, communication tools).

CRM-mode external or internal?

You’ll have to choose between outsourced CRM, that is to say, available via Internet on a remote server, and CRM internalized, that is to say installed on your corporate server:

  • Selection criteria

If your priority is cost control, flexibility of use (eg on the move) and if your customer service has many employees, you will opt instead for outsourced mode in “SaaS”.

The internal mode is best suited to newly established SMEs. Anyway, you can always upgrade to the external mode.

  • CRM external mode (SaaS)

The external mode means that applications are available on a remote server, accessible via the Internet. Multiple users can view and edit data simultaneously. SaaS involves the payment of a subscription to the hosting services.

Benefits of SaaS CRM

  • Choice of formulas : Sales Tracking Portal, customer relationship and made to measure (custom applications).
  • Best opportunities for collaboration and updates / upgrades instant data. use while mobile optimized.
  • Economic : no installation costs (purchase of license), or mobilization of resources of the company
  • Possibility of free trial.

Cons : Access to a remote server is the problem of data privacy, and that the dependence on external service.

Article Source:  Sales Tracking Portal Blog

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Sales Tracking Portal Forum is Live

December 7th, 2010 · No Comments · 663 views


Sales Tracking Portal Forum is live now. You can now share your idea with our community or request any help from Sales Tracking Portal support team easily on community.


Sales Tracking Portal Home page : Sales Tracking Portal Home

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Sales Success Requires a Tracking Process Part 1

November 9th, 2010 · No Comments · 429 views

The most challenging task in business is selling. Everyone in your company should be selling, as they are an ambassador for the company, no matter where they are. This is very evident in today’s social media world, where employees need to heed what they post on a public web site.

When we talk with CEO of a company, we tell them that they must be selling all the time, or they are just overhead. The head of a company must constantly sell to customers, partners, suppliers, bankers, investors and employees.

Today’s companies need a tool to track their successes, failures and interactions within organization. Creating a process with a sales tool will increase your success, plus improve the efficiency of your sales force. This article describes a series of steps to take as you evaluate different sales tools.

Selling is perceived to be difficult. Selling is just a process that you establish, follow and track. Michael Gerber, author of The E-Myth, has shown that everyday people create wildly successful companies with processes. One of the most important processes in sales is the follow up. Follow up should occur any time you and your customer interact. An interaction happens when you are either listening to them, or reaching out to touch them. Success comes from making sure that the right information flows to your customer at the right time.

Your customers go through a buying cycle. This buying process may vary, but the primary steps are need, information gathering and desire. Throughout the whole buying decision process, emotions direct the customer. People buy with their heart and then justify the decision using the gray matter between their ears. Therefore, all information that flows to your prospects and customers must guide their emotions at that particular point in time. Follow up is critical at each step. Good Sales tracing system will be valuable for your sales force in helping you achieve this critical process.

As you provide information to potential buyers, you must focus on them. You need to please their requirements and wants. The sales cycle will focus on your customer and their buying cycle. You must identify their process, and find the steps your customer goes through. Then get the right information and right people involved to please your customer. It is not easy to keep track and get the right correspondent to your customers at all time. Different customers possess different buying process. You need to have an efficient tracking system to aid your sales operation to keep up performance.

Most of us provide more than one product to a customer, as we can usually sell ancillary products and on-going services. Every customer should be looked upon as a future referral. The result is that we must focus on all customers for the long haul.

From the owner’s or boss’ point of view, critical indicators to track include sales increases, number of customers, sales efficiency, and sales per customer (or better yet, profit per customer). Sales managers want metrics to measure their sales force efficiency - calls per day, close ratio, new calls, etc. Your customer only has so much money to spend, and you want as large a share of his wallet as possible. An effective sales reporting system should be put into place to track these vital indicators, plus others that you deem important.

Increased efficiencies for sales people usually mean more sales per day or week. The more that you can automate the tasks of the sales force, the more time they spent pleasing the customer, and more time in front of them. All sales tools must be easy to update from any wireless devices. Sales people want efficiency in their lives and they will spend as little time as possible entering data.

Part of the tracking process is capturing information about the customer. Customer information includes customer dynamics, demographics, history of interactions between your companies, customer needs, buying habits and how often the customer is touched. Touching a customer or prospect includes face-to-face discussions, phone calls, emails, ordinary mail, your website, blog postings, tweets, and other information your customer can find out about you. Do you know what your customer is posting on their blogs, websites or in tweets?

In conclusion of this part 1, you need to know buying cycle of your prospects and organize your tasks properly to response with right action in the right time. You need to know how to gather customer information properly in order to help they solve problem. A good sales tracking system will be like your magic wand in helping you do these jobs. I will discuss more about how to take into next step in order to seal the deal in Part 2 of this article.

Article Source: Clint2010 Blog

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Guide to Cost of Sales Tracking Software

November 7th, 2010 · No Comments · 343 views

Learn the costs of sales tracking and reporting systems

Sales Tracking & Report software

Sales tracking tools have become a necessity for most businesses wishing to remain competitive within their industry. A sales tracking system that accurately forecasts sales is worth the investment, as accurate forecasts of sales have a huge impact on your business’ bottom line. The pricing and costs of sales tracking and reporting solutions vary widely and will largely depend on your industry and your company’s specific needs. However, the pricing and costs of sales tracking and reporting solutions doesn’t have to break your budget.

Many larger corporations hire statisticians and form departments dedicated to sales tracking and reporting, however experts say this isn’t necessary for most small to mid-sized businesses. Research has shown that smaller businesses can be very successful at tracking their own sales and making accurate forecasts, as owners and managers usually have an intimate knowledge of their history, product or service. Today there are more tools than ever to help businesses track sales and here’s a break down of what’s out there along with the cost:

1. Sales tracking software costs anywhere from $50 to several hundreds.

2. Web-based sales tracking solution is about $10 to $100 per month.

3. Customized sales tracking and reporting solutions can cost thousands of dollars.

Action Steps

The best contacts and resources to help you get it done

Find a low cost sales tracking system, if it fits your company’s needs

The cost of the sales tracking solution you use will really depend on what you need. If you have a sales team that simply needs to manage a client base, track sales and generate basic reports, consider a low cost sales reporting application. This solution typically prices between $50 and $500.

Consider a web-based sales tracking system

If your business not only needs a way to manage clients and sales, but also needs basic forecasting features, consider a web-based solution. Although this will cost more over time than buying software outright, companies offering web-based sales tracking and reporting solutions will often generate automated graphs and charts so you can better use and interpret the data. Fees are usually done on a monthly basis and range from less than $50 per month to several hundred dollars per month.

Consider a costlier customized sales tracking system, if it’s best for your business

If your business’ success is highly dependent or directly related to accurate forecasts, detailed and meticulous data, and well researched ad campaigns, then a customized sales tracking system is worth the investment. Costs here vary tremendously, from several hundreds of dollars to several thousands, and is usually dependent on the expertise and experience of the company providing the tracking. You should find an expert that works with your specific industry.

Tips & Tactics

Helpful advice for making the most of this Guide

When using sales reporting software, make sure that it fits with your industry needs or at least has some degree of ability to be customized to meet your company’s individual goals. There are many sales software choices that takes an ineffective ‘one-size fits all approach.’

Try Web-based online Sales tracking that meet everybody’s budget at Sales Tracking Portal website

Article Source: Clint2010 Blog

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How Does Cloud Computing Work

November 21st, 2010 · No Comments · 703 views

Cloud computing is a phenomenon made possible from the increasing speed of broadband Internet and the ability for people to access web pages at lightning speeds. Without these lightning speeds, people would never access to compute in the clouds. In order to better understanding of mechanism of cloud computing, it is vital to understand what it is.

Cloud computing is a grid or farm of computer servers that provide software and data to other computers(users). Its purpose is to deliver software and the software functionality that might be put on the farm by a company to individual computers connected to the Internet. For example, Google Documents is software that is “in the clouds” that delivers a word processing software to people without software installation required on their computer. And, with the power of Google’s servers, they can then save those files right “in the clouds” without requiring to store on their own hard drive.

How Does Cloud Computing Work?

To understand how it works, it is important to think of cloud computing in two levels. The front level is the user level which is what you use such as your Google Email or the webpage where you are downloading the latest version of Flash or even a Sales Tracking Software. The other level is the backend which is all of the hardware and the software architecture in the Grid. It’s here that the actual Gmail or Facebook or Sales Tracking Software is held waiting to be accessed by you.

Because all of the different servers in farm are running together in cloud computing approach, one application can have the computer power of multiple servers. This allows something like Facebook to run and able to serve million of users.

Thus, the cloud brings together a large collection of server computers to operate a single service application. And anything that is stored anywhere other than your local hard drive is labeled as being in the clouds.

One of the main advantages of cloud computing is it enables companies to deliver files or services to customers without having to send an physical disk or CD. For example, if you are using a HP laptop and you need to get a patch for your Driver. Instead of having to have it sent to you, HP can deliver to you over the Internet. If HP wants to sell you a new piece of software, they can do that over the Internet and have it installed without needing the physical CD. It saves time and money both company and customers.

Article Source: Clint2010 Blog

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November 26th, 2010 · No Comments · 240 views

Enterprise Resource Planning (ERP) is a computer-based system that handles both internal and external resources. These resources could be financial resources, human resources, materials and capital goods. The architecture is designed to provide information throughout the organization - from department to department - and outsiders who have a stake in the company. Run on a central database, ERP consolidates all so that is very streamlined and uniform throughout the company.

SaaS vs. Traditional ERP ERP

There are a number of reasons why ERP SaaS is better and worse than traditional ERP. Finally, when you choose one for your business, these differences should be weighed heavily. They will provide insight into which product is right.


Traditional ERP can be customized and optimized the way you want, because it is installed directly on the server. SaaS ERP is not. So when it comes to SaaS, you have less customization techniques and, therefore, need less technical skill to run it. However, due to the decrease of customization, if there is something specific you want a do, SaaS may not be able to let that happen.


As mentioned above, since it is not as flexible, SaaS is easier to use because you do not need much in technical expertise. Since SaaS is not just, you do not have to worry about putting up new servers or something like that. However, because it is so easy, you might run into some complex that would not otherwise incur when trying to implement various aspects of ERP.


Going hand in hand with the flexibility and control. For small businesses that do not have a team of great technique, giving up control for ease of SaaS is not a bad thing. However, for medium to large companies that can afford large technical teams, having more control over the ERP is beneficial and, therefore, ERP is a traditional favorite. For small businesses, however, SaaS is ideal.


It is a fundamental. SaaS requires Internet. Traditional does not. In the event of a crash of the Internet, you lose access to the ERP. Traditional, provided that the company has an internal network, you can access at any time.


SaaS is cheaper to implement in the short term. However, since you’re leasing the annual costs may well become high when you add more employees. Traditional is a cost single time because you own the software after it is installed on the server. Thus, in the short term, SaaS is definitely cheaper. The long-term traditional is more convenient.

Article Source: Clint2010 Blog

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As companies reduct IT costs

November 7th, 2010 · No Comments · 319 views

Cost containment has become a watchword in IT environments because of the perceived conflict between the IT staff (who are often seen as a cost center to be checked) - and the financial officers and executive IT people see as an obstacle to improving IT skills.

The truth, however, lies somewhere in between: while the conflicts on costs and cash outflows occur, some common sense approaches to this issue can help solve problems and improve the bottom line of society, without affecting its efficiency and effectiveness. The following are some strategies for improved IT cost containment.

Find ways to improve and standardize procedures. There was a time when the pace of technological change was so fast that personal computers have been updated once or twice a year. This led many companies to resort to the development of processes and procedures on the fly. ”

The pace of technology is apparently slowing, the changes that are happening are - broadly - ‘improvements’ to existing systems (eg wireless networks that replaces ‘wired’ networks). This is an opportunity for companies to slow down and establish more efficient procedures.

Be open to new technologies. A field of new technologies is virtualization software, which helps the server to do more tasks than originally planned. An expert in IT infrastructure you can use virtualization software to run eight cars outside a single server. For e-commerce company with 400 people, this may mean keeping the same people, but working out only 40 cars. It is true that the total cost savings are not that high savings due to virtualization are about 30-40%, but for larger companies, this can result in a significant amount.

On the other hand, it should be ‘virtual’ will also require expenditure, particularly for more powerful servers and increased network costs, but the long-term savings is worth it.

Be opportunistic. Options to reduce costs are not limited to new technologies and new management practices - it is also a mindset focused exercise and a healthy feedback to identify opportunities that arise.

Contract renewals are one such area of opportunity - especially for large enterprises with heavy IT requirements. Leveraging on these supply needs can translate into significant cost savings, if managed properly.

Moving into a new building is another. Rather than ‘wiring’ the building to use that network, wireless technology can be brought in. Before you say that this is a case for using new technologies, it should be noted that the transition from wired to wireless technology eliminates the cost of hiring people to drill and wire rope all over the place - not to mention the money saved from the distribution with wires and cables.

Involve IT staff in budget planning and establishing financial goals. Critics assume that IT managers and people have their heads in the clouds and rarely bothered to explain the objectives and concerns of the financial cost to them. What is overlooked is the fact that all people - like others - are concerned about the financial health of their businesses because their income and lifestyle depends on the business doing well.

Switching to SaaS instead of deploying traditional software is another company can reduce cost dramatically. SaaS required minimal implementation & maintenance cost gives you flexibility in managing your IT budget. Learn more about how SaaS should reduce your IT Budget.

If you are in Sales department, you may want to check out a SaaS Sales Tracking Software that might suite your need.

Article Source: Clint2010 Blog

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November 7th, 2010 · No Comments · 358 views

SaaS (Software as a Service) is an application hosted on a remote server and accessed via the Internet.

A simple and concrete example of SaaS are “free” e-mail (also known as web-based e-mail) systems offered on the Internet such as Microsoft Hotmail, G-Mail and Yahoo Mail. Each program meets the basic criteria of a SaaS application: a vendor (Microsoft, Google or Yahoo), contains all the programs, logic and data in a central location and provides access to end users of these data and the software runs and used during the world-wide web.

This “simple” application architecture can be applied to a wide range of software applications for use by companies or firms or individual users.

Two main categories of SaaS

SaaS is often divided into two main categories:

  • The so-called “line of business services” which refers to business solutions offered to enterprises and businesses, and sold or made available to these companies on the basis of a subscription. Applications in this category include business processes such as supply chain management programs, applications, customer relationship and other
  • Customer-oriented services that are offered to the public in general or on a subscription basis or (more often than not) offered for free but are supported by advertising. Web-based e-mail, such as those mentioned above fall into this general category.

Software Ownership

Traditionally, the user purchases a software package and license by paying a one time fee. The software becomes the property of the person who made the purchase. The software support and updates are provided by the seller or developer under the terms of the license agreement.

SaaS, on the other hand, did not have licenses. Rather than a single price, the payment for the use of software is by subscription. You access and use the software ends when you stop paying the subscription fees. In addition, the software is downloaded to your computer. In this example we used, G-Mail or Hotmail, it is not “resident” on your computer - to access and use over the Internet, but it is uploaded and stored on computer.

The main advantages for the user

  • Lower costs. You should not pay a single (usually large) fee for licensing. He just needs to pay recurring subscription fees. An article about how you save money on SaaS implementation.
  • Smaller storage requirements. You do not need to store the software or data stored on your computer so you do not need large data storage facilities. There is also the convenience of not having to constantly details backup - storage is the responsibility of the SaaS provider.
  • Fewer staff. SaaS reduces the need for specially trained IT staff to manage the maintenance, monitoring and software updates. The SaaS vendor will provide a dedicated team to handle these tasks.

The main advantages for the seller

The main advantage for the vendor is in continuous stream of income that will amount to much more than can be expected in the traditional setup software licenses. Using SaaS also suppliers to mitigate piracy and without the use of software and reduce the losses associated with these  activitie

One example of SaaS in market today is Sales Tracking Portal. Sales Tracking Portal is an Online Sales Tracking Software helping sales professional to track and manage their sales operations. The strong point of this service is their simplicity and affordable. The features is much enough to support most of sales operation while very cost effective.

Article Source: SaaS


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November 24th, 2010 · No Comments · 299 views

What is SaaS CRM?

CRM software is designed to ensure that your relationship with customers is strong. It ensures that, through sales and communication, there is a growing relationship between the various parties. The general hope is that the customer will be comfortable returning to the company time and again for their business. SaaS CRM, then, is the software that you rent this power relationship.
The name of the software as a service shows that the software can take the part of customer service in some cases. In this case, the software takes care of keeping the customers happy. It provides information to the customer. The overall objective is to attract new customers, retain existing customers, convince customers to go above all by reducing marketing costs.

The benefits of SaaS CRM

The benefits of SaaS CRM are great. To begin with, because you pay as you go, you do not have to worry behind the actual software. They can not manage the server. Therefore, the cost of entry is very low. And ‘cheap to start using this CRM. Another advantage is that since it is not in management, the program is ready and faster and can be used first. This means more profits. Finally, security of infrastructure and power to put behind the CRM SaaS by the seller has no rivals. So, you’ve found a very strong product.

SaaS CRM Disadvantages

For starters, you are in rent. While it is cheap to enter and use at first, will be perpetually pay for CRM. If you decide to stop paying, you lose the CRM. If you went with a more traditional formula, you have to buy it, but do not pay a monthly, quarterly or annual fee. Sometimes, you can not go CRM SaaS specific field. If you had an expert working for the company and a traditional CRM, you would be able to specialize the CRM. Unless you have clear objectives, SaaS will be a waste of money. It’s not magic. Without goals, it will simply drain resources from society.
The decision to go with whom, however, is fully in society. For the most part, if the company has the funds to run a traditional CRM package, they will. Otherwise, you can choose to go with a CRM SaaS and spend it later.

Article source: Clint2010 Blog

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Forrester’s analysis: profitability (ROI) of software-as-a-Service

November 8th, 2010 · No Comments · 414 views

In a “Total Economic Impact ™, the market research firm, examined in July last year, the long-term benefits that companies in the use of software-as-a-Service (SaaS) solutions can take. Almost always - according to the Forrester analysts in the introduction to the Report of the investigation - considered as undertakings Software-as-a-Service (SaaS) due to the short implementation period and the pay-as-you-go principle (PAYG) a cost advantage over site-own solutions.

Many companies introduced the long-term value of SaaS but questions because they do not know exactly whether the SaaS model in comparison to the site’s own solution inevitably has a cost recovery point, and if so when?

Particularly important, according to Forrester, be it in a first step, the profitability indicators for the use of software-as-a-Service (SaaS) to determine solutions. be employed would also be required depending on the scope of the ROI assessment, different considerations.

Result of analysis: “The companies surveyed by Forrester identified using a five-year cost-benefit analysis of long-term benefits of SaaS. While almost all companies see a short-term benefits of SaaS, many companies have calculated also a long-term benefits of SaaS. ”

There are some SaaS providers that provide services such as Sales Tracking software for free such as Sales Tracking Portal. It is highly recommended for company that want to test the water if their business is suitable in adopt SaaS into business process.

Article source: Clint2010 Blog

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