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“Hey, Steve, don’t forget to turn in your sales plans by end of the week!” – Steve’s Boss

Sales Planning – ugh. It comes around every year, and it is absolutely the last thing you want to deal with at the moment. You have a gazillion other projects due, on top of needing to make that vet appointment for your cat. Why does Sales Planning have to be so difficult?

What if we told you….. there’s a better way to sales plan.

The scenario:

Sales Planning is an event that most Sales Managers and Executives approach with dread.  There are endless spreadsheets, files, and folders.  You may have to pull data from several different applications within your organization.  You have to deal with the frustration of waiting for sales people to turn in spreadsheets or compile data.

The solution:

The Sales Planning Module in Tour de Force makes this once tedious process, easy! Tour de Force integrates to your ERP system, providing comprehensive reporting and analytics capabilities.  The Sales Planning Module allows you to enter sales goals by territory, region, customer account, or salesperson.  It also allows you to create sales goals by product group or revenue category within each territory, region, customer account, or salesperson. Once entered, you have real time analysis through the year on your actual numbers versus goal numbers, without any manual updates to the plans. With Tour de Force, you can say goodbye to spreadsheets and headaches, and hello to more time open for your other projects!

See what one of our customers has to say about this helpful module:

“In the past our planning system consisted of utilizing our ERP system, Excel documents, and an old CRM package.  Since we plan by customer by product category utilizing these three items made sales planning very cumbersome and the efficiency of reviewing the plan to actual as the year progressed was awful at best.  These issues made the sales plan in actual practice something that the sales force viewed as busy work at the end of the year that they never followed during the year.

With TdF [Tour de Force] integrating the sales plan, our ERP information and the sales force actions, the sales people are able to track their sales to budget on a daily basis along with their actions/opportunities to achieve the results they want.  These qualities are allowing us to focus less time on seeing if results are being achieved and more time focused on the sales process and achieving the results we want.

The overall process has been a rewarding experience for both the sales force and for management.”

Steve Roe, Vice President | Heating and Cooling Supply


Don’t let your ugly stepsister bring you down – ask us how we can help! Not sure how to break up with your current process of organizing data? Take a look at our break-up letter to excel.

By: Cassandra Evans



A new year is upon us and many business professionals are looking for ways to save time in the workplace in order to get more done
during the day and calendar year. Saving time on mundane tasks leaves opportunity for more sales, and more sales means more revenue.

If saving time is a goal for your organization this year, consider these 5 ways that Tour de Force can help you manage time better and generate more sales.

1. Alerts & Notifications
Alerts & Notifications delivers automated email reports to Tour de Force users on a daily, weekly or monthly basis depending on the time requirements of the associated information. Rather than waiting for someone to create and send the report manually, Tour de Force compiles the information and automatically sends it out to specified users.

2. Build Your Own Reports (BYOR)
BYOR enables organizations to build reports based on relevant data with flexible reporting options. These reports can be designed for executives, various levels of management and sales representatives. For example, BYOR can calculate and report on goals versus actual sales, or even sales commissions per rep. These reports can be automated and set as the home page when users initially open the Tour de Force Info Center. This frees up time for employees to perform other duties rather than building manual reports day in and day out.

3. Grid Management with Short Cuts
Tour de Force is built with grids to allow for easy access to any information at any given time. Users can filter and sort any grid within the platform with the ability to save their views for rapid access to that same data at a later date. Specified data can be selected based on various criteria within the grid and the sales data can be viewed for one or more accounts. Furthermore, filtered lists of contacts can be exported for an email blast, or passed directly to Act-On utilizing Tour de Force’s integrated the Marketing Automation feature.

4. Web/Mobile Sales Call Reports with the ability to use Talk to Text
Users can convert appointments and tasks in Tour de Force Web with one button. Users can then select to add notes by selecting the talk to text icon on their smartphones and talking through notes which then appear on screen. Using this capability, sales reps will no longer have to type notes after a sales appointment.

5. Global Search with Recent Items and Favorites including Inbox Navigation
Users can save time looking for information needed on a daily basis by using the Global Search, Recent Items and Favorites from the Outlook toolbar, Tour de Force Info Center and Web/Mobile. The Tour de Force system automatically tracks user activity, which is then available to be recalled from Recent Items. Any item within Tour de Force can also be saved as a Favorite. This makes it easier to find information users would like to be easily accessible over time, such as top Accounts. Inbox Navigation allows users to open an account or contact record while viewing an email in Outlook using the Tour de Force Outlook Toolbar. Appointments can also be created from an Outlook email via the Tour de Force Outlook Toolbar.

We all want to save time and sell more. Tour de Force allows you to save time by automating every day processes, freeing you to generate more sales to meet or exceed your 2016 sales goals! Please Contact Us for more information.

By: Rechelle Bischoff



We are very excited to announce the release of Tour de Force CRM version 6.0!  Released on Nov. 6, 2013, v6.0 contains 120 new features, 115 feature modifications, 7 major new features, 4 major architectural changes, and 2 new modules. The most significant changes in v6.0 involve the following new features and modules: Build Your Own Reports (BYOR) Add-On Module, 2-Way Quote to Order Functionality (currently only offered for Epicor Eclipse, Epicor Prophet 21, and Infor SX.enterprise), Workflow Manager, Reminders, Knowledge Base, a new Support Add-On Module, and a comprehensive API that will allow for 3rd party integration . The Quote Manager has also been updated with many new features.

A major addition in Tour de Force CRM v6.0 is the new Build Your Own Reports (BYOR) Add-On Module. BYOR is a brand new report writer tool that allows Tour de Force CRM clients to build custom reports and dashboards containing information from their ERP system and from Tour de Force CRM.  With BYOR, an organization can easily create reports that contain a variety charts and graphs with full drilldown capabilities. According to Mark Klink, Director of Sales Productivity for Werner Electric Supply, a Tour de Force CRM client and BYOR beta site, “The additional ability to build and generate custom reports that the BYOR tool offers the user is a valuable step in providing all of our users the information they need to manage and grow their business in a fast paced business environment. We are excited to have this new tool be a part of our overall business strategy moving forward and expect the results to have a significant impact in our long term success.”

Other new features in Tour de Force CRM v6.0 are the 2-Way Quote to Order feature and the Workflow Manager. The 2-Way Quote to Order feature allows a user to get updated pricing in Tour de Force CRM directly from the ERP system, use that updated pricing to prepare a quote, and then convert that quote to an ERP order with the click of a button.  The 2-Way Quote to Order is currently only supported for Epicor Eclipse, Epicor Prophet 21, and Infor SX.enterprise ERP systems. The Workflow Manager is a project management feature that is used to create company workflows in order to track milestones in relation to a project or process.

“The new features contained within Tour de Force CRM v6.0 are going to further redefine the CRM market space,” remarked Matt Hartman, President/CEO of Tour de Force CRM. “The extensive integration with ERP systems through our Business System Integration module has always been a major differentiator of Tour de Force when compared to other horizontally focused CRM solutions like Microsoft Dynamics CRM and Salesforce.com. With all of the new features in the BYOR module and the Workflow Manager we are further widening the gap with those competitors. Today, Tour de Force is much, much more than a CRM solution. Tour de Force is a comprehensive Business Process Improvement tool that fully integrates CRM, SFA, BI, Project Management, and very soon, Vendor Relationship Management. Needless to say, we are very excited about the value that Tour de Force CRM v6.0 will bring to our current and new clients.”

Download the Press Release: TOUR DE FORCE CRM RELEASES VERSION 6.0 (PDF, 341 kb)

By: Ashley Parinello



Unfortunately in the software industry, CRM has become synonymous with failure.  A main problem that contributes to the failure of CRM implementations is user adoption, or more simply said, getting your sales team to actually use the system! Many times the employees that are tasked with using the CRM system, especially sales people, are reluctant to use the application because it’s not convenient, takes too much time, or they simply don’t see any benefit in the application.

At Tour de Force CRM, we fully understand the role that user adoption plays in a successful CRM implementation.  For over a decade we have developed the Tour de Force CRM application and geared our implementation processes around a central idea: a CRM that does not deliver immediate value to users WILL fail. This strategy has been successful and has led to a 98% customer retention rate over the last 5 years, a success rate which is relatively unheard of in the CRM industry.

Our June webinar series will focus on 3 areas of Tour de Force CRM that have the highest impact on user adoption; Business Intelligence, Outlook Integration, and Mobile CRM.

Webinar: Driving User Adoption with Business Intelligence
June 11, 2013
2:00 pm – 3:00 pm EDT

With Tour de Force CRM, your sales management team and your sales force can use Business Intelligence (BI) to drive sales and uncover new opportunities with your existing customers.  Business Intelligence in Tour de Force CRM drives user adoption because it provides a salesperson with information that they can use to immediately impact their bottom line and increase their sales.  Your sales team gains immediate benefits from the system and therefore they are more likely to use it.

During this webinar, we’ll be reviewing and demonstrating the Business Intelligence capabilities of Tour de Force CRM and showing how sales professional can use this data to increase sales and opportunities.

Register for the webinar.

Webinar: Driving User Adoption with Outlook Integration
June 18, 2013
2:00 pm – 3:00 pm EDT

Tour de Force CRM offers seamless integration with Microsoft Outlook. The Tour de Force CRM toolbar is loaded directly into Outlook, and the key activities that a sales person does on a daily basis are able to be done directly from this toolbar, reducing the time spent on administrative tasks and increasing the amount of time spent generating sales. This increases user adoption because it makes the system easy to access and easy to use.

During this webinar, we’ll be reviewing and demonstrating the features and functionality provided through Tour de Force CRM’s integration with Microsoft Outlook, and explaining how these features drive user adoption.

Register for the webinar.

Webinar: Driving User Adoption with Mobile CRM
June 25, 2013
2:00 pm – 3:00 pm EDT

With Tour de Force CRM Mobile, a sales person has access to the data they need 24/7.  Tour de Force CRM Mobile is a web-based application that can be accessed from any device that has a web browser, such as an iPad or Surface Pro tablet.  Users can create, edit, and view information directly from Tour de Force CRM Mobile, and any data input or updates are immediately applied to the central database.

Tour de Force CRM Mobile drives user adoption because it allows a salesperson to quickly and efficiently access the key information they need as part of their daily activities. It also allows a salesperson to quickly and efficiently enter information, such as new Accounts, Contacts, Appointments, Activities, Expenses, Tasks, etc.

During this webinar, we’ll be reviewing and demonstrating the key features in Tour de Force CRM Mobile and explaining how these features drive user adoption.

Register for the webinar.

By: Ashley Parinello



We are very excited to announce the release of the Tour de Force CRM Standard Edition! The Standard Edition was developed as a small business CRM organizations who have basic CRM needs but still require integration to their back office ERP system. The Standard Edition provides access to a core set of features in Tour de Force CRM while also delivering a robust sales based Business Intelligence interface.

The Standard Edition provides access to the following features in Tour de Force CRM:

As many small business do not have a Microsoft SQL Server, the Standard Edition has been developed to be compatible with Microsoft SQL Express which provides a substantial cost savings for small organizations. To further accommodate organizations with limited IT infrastructure, Tour de Force CRM is now also able to provide server hardware with Microsoft SQL Express and the Tour de Force CRM Standard Edition application already installed.

In addition, we are now offering a new implementation program, the Guided Implementation. This is a a reduced scope implementation that will allow small businesses to quickly and economically get up and running on the Tour de Force CRM system without sacrificing the benefits of an enterprise level CRM that fully integrates with Microsoft Outlook and back office ERP systems.

If you have reviewed CRM in the past but found that the cost of entry was too high for your organization, the Standard Edition may be the perfect solution for you!

To learn more about the Standard Edition and the Guided Implementation, please join us for our upcoming webinar:

Introducing the Tour de Force CRM Standard Edition: CRM for Small Businesses

Thurs. January 24, 2013
2:00 pm – 3:00 pm EST
View the archived recording.

 

Want to learn more today? Contact us.

 

Download the TOUR DE FORCE CRM RELEASES SMALL BUSINESS CRM Press Release (91 kb)

Download the Tour de Force CRM Edition Comparison Feature Outline. (178 kb)

By: Ashley Parinello



A common question we are asked is “What’s the difference between Tour de Force CRM and __________ (insert competitor name)?”

While we are always more than happy to answer this question and go over all ways that Tour de Force CRM is different (ERP Integration, Outlook Integration, Actionable Business Intelligence, our focus on the distribution industry, our 98% customer retention rate – just to name a few) we realize that many buyers may want to make up their minds for themselves.

To help you along, we’ve created the Tour de Force CRM Dare to Compare document. This CRM comparison was designed to help you compare Tour de Force CRM to any other CRM systems that you may wish to evaluate.  It includes an in-depth review of the key features and functionality in Tour de Force CRM so you can easily compare us to our competitors.

We dare you to compare Tour de Force CRM to any other CRM system on the market, and find out for yourself what makes us different!

 

Download the Tour de Force CRM Dare to Compare document (PDF, 583 kb)

By: Ashley Parinello



With so many CRM and Sales Force Automation (SFA) software packages available today, it can be a daunting task to figure out which one is right for your distribution business.

Whether you and your company are brand new to CRM or you’re an experienced user who is unsatisfied with your current product, this guide will help you during your selection and review process. It will cover six important areas to consider when looking at CRM providers and supplies questions to ask when interviewing or reviewing different CRM offerings, in order to ensure that you select the right CRM for distributors and the distribution industry.

Today we will review the 5th area to consider when selecting a CRM solution.

Area 5: Ease of Reporting

How will the CRM system help to improve our reporting, and will it help us to eliminate our many pushed Excel reports with live, quick access reports that are available company-wide?

Providing your sales force with access to current, relevant data is one of the single most effective ways to drive sales and margins higher. Access to this data also increases CRM adoption during the early stages of implementation, as your sales team can immediately see for themselves the benefits of using the system.

With accurate sales data, sales managers can coach their teams more constructively and effectively. Marketing Managers can target the most productive areas for campaign dollars and promotions. Corporate management can make the effective profit driven decisions they need in evaluating their Sales Managers and vendor partner performance to goal.

The CRM system you chose should have a robust capability for easily viewing all sales data and executing Actions on customer and vendor sales data as well as specific Opportunity pipeline data and Account/ Contact data.

Having to search in many locations of the CRM system is a major turnoff for sales people and other employees, and dramatically decreases the user adoption of your system. It is important that you ensure that all data be available from a single, easily accessible portal.

CRM Interview – Ask these questions to determine if the CRM system provides comprehensive and effective Reporting capabilities:

  • Will we have a central screen/ tool that opens from the Outlook toolbar area that will allow us to see all of the following segments of our business – in a format that we can set up globally for all our various types of employees (sales, customer service, regional managers, corporate managers, marketing, etc.)?
    • Sales History
    • Sales Performance to Goal
    • Accounts
    • Contacts
    • Opportunities (pipeline)
    • Activities (Appointments, Tasks, Call Log Details, etc.)
    • All Account & Contact correspondence, including emails and other forms of documentation in a safely stored format.
  • Can we easily change the various columns to the size and order of appearance we want to view?
    • Do we have to know or be able to write code to accomplish this?
  • Will we be able to sort on any fields from within our ERP business system, for example, booked orders, credit status, etc.?
  • Can we provide the ability for our individual employees to sort and save data views in any manner they want if they feel they could more effectively use data viewed the way they want to see it?
  • Will we have the ability to easily export to Excel should we want to?
  • Can the various Report Views be saved and shared on a company-wide basis by company management for easy recall at a later time without having to build reports again?

Download the full Guide to Selecting a CRM for your Distribution Business.

By: Ashley Parinello



Any effective business intelligence (BI) strategy should have 2 key goals:

  1. 1. Uncover trends that can be used to drive sales and revenues.
  2. 2. Allow the user to act on those trends and drive sales and revenues.

All BI software programs have the first goal covered. They offer a wide range of reports and analytics that can be used to uncover trends, identify top accounts and at risk accounts, top product lines, top vendors, etc.

The problem with many business intelligence software programs is the second goal – actually acting on that data. Most BI programs are standalone applications that require data to be imported and exported, making it difficult to take any sort of structured action on the results.

Tour de Force CRM integrates with Microsoft Outlook and your ERP system, allowing you to efficiently and effectively achieve both goals. There is no manual importing required, as your sales data from your ERP system is automatically synched to Tour de Force CRM. There is no exporting required, as you are already connected with Microsoft Outlook and can easily create structured mass email campaigns or direct mail campaigns, create and assign tasks or appointments, re-assign account managers, or create custom groupings of your customers.

With Tour de Force CRM, not only does your sales management team have access to these capabilities, but so does your sales force. This allows you to provide your individual sales people with the ability to gain these same actionable insights from whichever sales data you decide to give them access to.

To learn more about Tour de Force CRM and our BI Strategy, please join us for an upcoming webinar:

Tues. March 13, 2012 2:00p-3:00p EDT Why Tour de Force CRM?

Tues. March 20, 2012 2:00p-3:00p EDT Business Intelligence with Tour de Force CRM

By: Ashley Parinello



With so many CRM and Sales Force Automation (SFA) software packages available today, it can be a daunting task to figure out which one is right for your distribution business.

Whether you and your company are brand new to CRM or you’re an experienced user who is unsatisfied with your current product, this guide will help you during your selection and review process. It will cover six important areas to consider when looking at CRM providers and supplies questions to ask when interviewing or reviewing different CRM offerings, in order to ensure that you select the right CRM for distributors and the distribution industry.

Today we will review the 4th area to consider when selecting a CRM solution.

Area 4: Gap Analysis

What’s the importance of Gap Analysis, and how can I determine that the CRM system can provide it effectively?

The distribution business is all about maximizing penetration at existing and new accounts. You may have some of the business but what about the business you are not currently enjoying? How do you put together sales plans for addressing that missing business? How do you develop marketing campaigns to gain additional market share faster?

Gap Analysis is the process of being able to look at customer purchase history and determine what they should be purchasing based on what is currently being purchased. A CRM with Gap Analysis should allow for easy lookup of sales by type & quantity of specific product purchased. For example, the customer has purchased products A and B, but not product C. Your knowledge shows that these customers are great targets for product C.

With Gap Analysis in your CRM you should be able to quickly run a report to “Show me all customers in X territory that have purchased product A & B but not product C in the last 18 months”. With this data you should be able to overlay other criteria for specific marketing campaigns such as “Select all contacts with engineer in their title”. Now you can launch an email campaign from your CRM system targeting all customers that have purchased product A & B but not product C in the last 18 months and send it to all contacts in the database (or territory, or zip code, etc.) with engineer in their title. This is the kind of targeted sales and marketing that a CRM with Gap Analysis will allow you to do.

CRM Interview – Ask these questions to determine if the CRM system provides effective Gap Analysis:

  • Can you show me specific examples of your Gap Analysis tools and how they can segment by specific types of products that have been purchased?
  • Can you show me how your system can sort all customers who have purchased, for example, products X & Y but not product Z – over some defined period of time?
  • Can I directly create an email or direct mail campaign to the specific contacts within these accounts (that meet the product X, Y & Z above) that have a specific job title such Purchasing, Engineer, Manager, or any other job title that we’d like to specify?
  • Can you show me how I could run a Gap Analysis for the following scenario?
    • I have a specific family of products that are being obsoleted for more current products. How you would sort for all of item codes in that product family and the associated sales history over the last 24 months, so that we could send an e-mail marketing campaign introducing the replacement products with associated information and links to our website to anyone who had purchased from that product family in the last 24 months?

 

Download the full Guide to Selecting a CRM for your Distribution Business.

By: Ashley Parinello



With so many CRM and Sales Force Automation (SFA) software packages available today, it can be a daunting task to figure out which one is right for your distribution business.

Whether you and your company are brand new to CRM or you’re an experienced user who is unsatisfied with your current product, this guide will help you during your selection and review process. It will cover six important areas to consider when looking at CRM providers and supplies questions to ask when interviewing or reviewing different CRM offerings, in order to ensure that you select the right CRM for distributors and the distribution industry.

Today we will review the 3rd area to consider when selecting a CRM solution.

Area 3: Mobile CRM

What’s the importance of mobile access to CRM data, and how can I ensure that my sales team will be able to access the key information they need while in the field? 

Time is money.  In today’s hectic world, your sales team needs to be able to take advantage of mobile technologies to arm themselves with the data they need to close more sales in a shorter time span.

Most CRM systems provide basic mobile CRM capabilities such Account and Contact information for your mobile devices. They may also provide Opportunity Pipeline information. The real question is whether the systems you are looking at will provide your sales and sales management teams with live customer sales data, allowing them to maximize their effectiveness and compress your sales cycles.

To gain maximum effectiveness from their mobile devices, sales should be able to quickly look up an Account, see the customer’s sales history, and determine the specific areas where they are not getting business. The mobile CRM should then allow them to look up the appropriate Contacts that handle that portion of their business, call or schedule Appointments, enter tasks and expenses, and review past communications with that Contact.

CRM Interview – Ask these questions to determine if the CRM system provides mobile access to the key data your sales team needs:

  • Does the CRM system provide complete sales data directly from the ERP system to our mobile devices?
  • Will sales be able to quickly see what has been ordered in the last few days, months, or years, saving them the need to tie up inside sales representatives with these questions?
  • Can sales easily see each unique customer Opportunity, the sales stage it is currently at, and launch a next action from their mobile device?
  • Can the sales call Activity be quickly logged into the mobile device of Field Salespeople when they come out of the call?
  • Can new Outlook Appointments or Tasks be scheduled directly from the customer Opportunity within the mobile device?
  • Can Sales perform a quick Stock Check of available inventory from their mobile device while standing in front of the customer?

Download the full Guide to Selecting a CRM for your Distribution Business.

By: Ashley Parinello



With so many CRM and Sales Force Automation (SFA) software packages available today, it can be a daunting task to figure out which one is right for your distribution business.

Whether you and your company are brand new to CRM or you’re an experienced user who is unsatisfied with your current product, this guide will help you during your selection and review process. It will cover six important areas to consider when looking at CRM providers and supplies questions to ask when interviewing or reviewing different CRM offerings, in order to ensure that you select the right CRM for distributors and the distribution industry.

Today we will review the 2nd area to consider when selecting a CRM solution.

Area 2: ERP Integration

What’s the importance of a CRM with ERP integration, and how can I ensure that the CRM provides the ERP data that my sales and marketing teams need?

In the most basic sense, a CRM is a database to store Accounts and Contacts. Almost all CRM systems provide a simple method to log new Accounts and new Contacts to this database. In addition, most provide various forms of Opportunity or Pipeline Management tools.

In order to be successful, salespeople and sales managers at distribution companies need more than basic Account and Contact data about their customers. What they really need is to be able to look at an Account or Contact record and also have the ability to see up to date customer sales and margin data by territory, account, product group, order number, and line item. This allows distributors to effectively pursue new business where they are not currently getting it and to drive up margins where they are currently below acceptable levels. Without being able to easily view and analyze your sales data tied to your customer records, it can be challenging and time intensive for your sales and sales management teams to effectively drive new business or uncover new opportunities within your existing customer base.

Many CRM companies claim to be able to integrate to your ERP system.  Unfortunately, each CRM company’s definition of ERP Integration is different. When reviewing the CRM offerings of different companies, it’s important to choose a CRM company that has experience integrating to your ERP system in order to get the highest ROI from your CRM investment.

CRM Interview – Ask these questions to determine the ability of the CRM system to integrate to your ERP system, as well as the types of data they are able to import from the ERP system:

  • Does the CRM system have an existing interface to my ERP system, or will custom software need to be written by a software integrator?
  • If custom software is necessary to integrate to my ERP system, what does that entail?  What will level of involvement will be required of my company?
  • How much time will it take to build a custom integrator, and how much money will it cost?
  • Will data from the ERP system be available on mobile devices for our sales team to be able to access at any time?
  • Does the CRM system have a history of direct integration with a number of ERP systems including my particular ERP system?
  • Will our salespeople be able to see sales data such as Sales, Gross Margins, Gross Margin % and Bookings YTD by:
    • Sales Territory?
    • By Customer?
    • By Vendor?
    • By Vendor Product Group?
    • By individual order to the line Item Level?
    • Past year and Past Two Years?
    • Actual sales performance versus YTD goal?

Download the full Guide to Selecting a CRM for your Distribution Business.

By: Ashley Parinello



Today is the official release date for the newest version of Tour de Force CRM, v5.  We’ve spent the majority of 2011 working on v5, and have introduced over 250 new features and 3 new modules.

New Modules:

  • Alerts & Notifications Module – Used to set up mailings that send users notifications about records, items, or events that have occurred in Tour de Force CRM.  Examples: an Outside Sales rep receives an email any time a new Contact is added in their territory, a Sales Manager receives a daily summary of the previous day’s Activities, a Regional Manager receives a daily list of the top ten Accounts in their territory, an Inside Sales rep receives an hourly alert of all Open Orders or Open Quotes, etc.
  • Incentive Tracking Module – Used to create and track Incentive and Loyalty Programs.  Incentives are most commonly used by Distributors in the Construction/Contractor markets to incentivize their customers to buy certain products or product lines by rewarding them for those purchases. The Incentives Module allows you to build a set of rules, and then track the accumulation of “points” or “rewards” according to the tenets of your specific program.
  • Advanced Analytics Module – Ability to download reports provided by Tour de Force CRM based on common criteria used in business. Example: At Risk Product Line report, which will allow creation of a report showing which items have been purchased in last X days, but not last Y days.

 

To learn more about Tour de Force CRM v5 or to schedule a one-on-one product demonstration, contact us.

By: Ashley Parinello



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