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Ericson Manufacturing, engineering and manufacturing of temporary power and lighting products, has selected Tour de Force to replace the their current CRM solution.

Ericson will be implementing the Tour de Force Premier Edition to a team of 20 users, including inside sales, business development managers, customer support, and the executive management team. The deployment of Tour de Force is intended to shorten the business cycle and improve conversion rates through improved opportunity, project, and lead management, while providing improved access to business intelligence, analytics, and reporting through extensive integration with Ericson’s Epicor Vantage ERP system. Tour de Force will be working with Ericson through their conversion to Epicor ERP E10, scheduled to take place in late 2016.

The CRM selection committee at Ericson began reviewing Tour de Force after a reference from another Tour de Force client focused in industrial manufacturing. That reference, combined with Tour de Force’s experience in the manufacturing industry and extensive integration capabilities with Epicor Vantage, ultimately lead to Ericson’s decision to convert to Tour de Force.

John Ericson, Operations Manager said,

“Ericson was looking for a simple yet robust CRM system that would allow integration from our marketing automation software all the way to our ERP system. Ericson has revamped both its marketing and sales processes, which in term only makes sense to move to a customized sales platform allowing both lead development to business intelligence.”


About Ericson Manufacturing:

Ericson Manufacturing is the industry leader in electrical safety products, focused on engineering and manufacturing of temporary power and lighting solutions. Ericson’s commitment to delivering safe and innovative products, which is demonstrated by UL, ETL, CSA listings and NEC/CEC and OSHA Code compliance, is incorporated into every design. ISO 9001 certification, 24/7 emergency customer support, and professional application engineering support ensures that our customers receive the highest quality products and customer experience possible. Since 1918 the company, based in Willoughby, Ohio, has delivered unsurpassed service and solutions to industrial and commercial customers. Ericson’s solutions energize, protect, illuminate and connect. For additional information please visit www.ericson.com.

By: Ashley Parinello



In recent Forrester research (*), Forrester identified the biggest challenges to addressing customer management capabilities based on survey data. The top three challenges identified by this survey were:

  1. Creating a single view of customer data and information, cited by 47% of survey respondents
  2. Creating customer insight to drive decision-making, 41%
  3. Gaining cooperation across the organization to support customer management improvement efforts, 38%

Wholesale distributors, manufacturers and other leading B2B businesses who are already Tour de Force clients have had the advantage of addressing these key challenges head on from day 1, while others without Tour de Force have struggled mightily. So, how does Tour de Force address these challenges?

First, Tour de Force creates a consolidated, 360° view of all customer information, whether that data originates in Tour de Force or is gathered from external systems, including the client’s ERP and email systems. The level of integration Tour de Force provides with its customers’ ERP systems, which is unmatched in the industry, allows Tour de Force to import accounts, contacts, orders, quotes, invoices, inventory, and purchase orders, along with over 1000 analytical data points about customers and vendors every day. This, coupled with Tour de Force’s ability to automatically log all email associated with customers and vendors, and to make that information viewable in concert with other key customer data, enables clients to view all customer-related information in one common place, which is in Tour de Force.

Second, because Tour de Force goes beyond traditional CRM solutions delivering full business intelligence, or sales analysis and reporting, customers can utilize the analytical data noted above to view this information in scorecards and dashboards, to slice and dice this data in grids, and to receive and consume information via automatic alerts and notifications, either on the user’s home page or via email notifications. This combination of capabilities enables users to consume information in their own preferred ways.

Finally, Tour de Force enables cross-functional business process optimization. Clients can utilize these capabilities to manage areas such as quote to order processing, job and project management, case management and support, and more, which yields substantial overall improvement vs. utilizing a series of stove-piped solutions that don’t communication with each other.

This combination of capabilities helps Tour de Force clients overcome the three biggest challenges to addressing customer management capabilities, as identified by Forrester Research. For more information about Tour de Force or to schedule a discussion about what Tour de Force might be able to do for your business, please Contact Us.

(*) Source: Forrester Research, “Benchmark Against Best Practices to Optimize CRM Performance”

By: Dave Litzenberg



At Tour de Force, we have discussions all the time with sales executives and owners of small and mid-market wholesale distributors and manufacturers, along with sales and executive leadership from major divisions of large enterprises. Two years ago, the response we received when asking whether clients wanted to run their CRM solution on-premise vs. in the Cloud was overwhelmingly on-premise (roughly 95%+ of the time); however, we’ve seen that trend shift significantly since then. Over the past 3-6 months, we’ve been hearing 70%+ of the respondents say they are open to either option which makes most sense for their business, with those who have preference for Cloud CRM vs. on-premise running at roughly a ratio of 75-80% to 20-25%.

What are the main benefits of cloud CRM for clients as opposed to running their CRM solution on premise?

1. Accelerated time to value
By replacing the process of specifying, acquiring, and deploying on-premise IT server and storage with provisioning a comparable Cloud instance, the time to go from project kickoff to go live has accelerated by numerous weeks, which is variable depending on how readily available the client’s IT infrastructure team, if one exists, is to focus on this subject matter. In fact, there have been a number of instances where clients have had to delay projects altogether due to the lack of IT resource availability to focus on the project for an extended period of time.

2. Reduced involvement for IT resources
Because the IT infrastructure and application deployment are owned and maintained by the Cloud solution provider, who provisions what is necessary to support the client and performs application upgrades, the client’s IT resources, if any exist, are unneeded for these tasks. As a result, there isn’t a delay to wait on client IT resource availability to initiate or upgrade Cloud-based solutions.

3. Accelerated access to improved application functionality
Because the solution team’s resources have IT ownership for performing solution upgrades in the Cloud-based model, upgrades are performed on a more frequent basis with more consistent results than when relying on the client’s IT team to perform these tasks. As a result, Cloud solutions can be deployed in smaller functional increments than those that require more enhancements to be rolled up as a release when deployed by the client’s IT team in an on-premise solution model.

4. Improved speed of access, data security and business continuity
Because Cloud CRM solution providers have resources specifically trained in the disciplines of establishing and securing hosted IT infrastructure and associated network access and business continuity with access to the best solutions available in the market, most small and mid-market clients achieve a significant improvement in application performance, data security and business continuity as compared with running the solution on their own IT infrastructure, which requires internal or third-party IT personnel to plan and implement these solutions.

5. Reduced capital expense
There is major competition for capital funding in wholesale distribution and manufacturing companies, especially in the areas of upgrading facilities and equipment. Cloud-based software deployment, where the common software licensing model is based on subscription charges over time, is generally funded as an expense; whereas one-time perpetual software license charges, which has traditionally been the most common approach used for on-premise software deployment, typically requires capital funding.

Tour de Force, whose combined CRM, SFA and BI solution was purpose built for wholesale distribution and manufacturing, offers our clients a choice of running our industry-leading solution on-premise or in a hosted model with Tour de Force Cloud. Please contact us for more information on the benefits if Cloud CRM or to discuss a potential project.

Tour de Force Cloud

By: Dave Litzenberg



Tour de Force Cloud

FINDLAY, OH – March 16, 2016 — Tour de Force, Inc., the leading combined customer relationship management (CRM) and business intelligence (BI) enterprise software solution provider for the distribution and manufacturing industries, today announced the release of Tour de Force Cloud.

Tour de Force Cloud is a web-based combined CRM and BI solution that provides analytics, reporting, and dashboards. The system integrates with a client’s existing ERP/business system to extract ERP data and pre-calculate over 1,000 key data points about each customer, every single day – to transform raw sales data into actionable reports and analytics, which can be put directly into the hands of a sales team. This actionable data can be used to identify trends, optimize business processes, and ultimately, increase sales and revenues. In addition to providing a full range of business intelligence functionality, Tour de Force Cloud also provides accelerated tools for managing relationships with customers, prospects, vendors and more, including Account and Contact management, and automatic Email Logging without the need for manual user interaction.

“Since 2001, we have been focused on providing a robust software solution that offers customer relationship management, sales force automation, and business intelligence, along with many other advanced enterprise features,” remarked Matt Hartman, President/CEO of Tour de Force, Inc. “While the Tour de Force on-premise Enterprise solution meets the needs of many organizations, we realized we weren’t meeting the needs of organizations who were looking for a software solution that doesn’t require servers within the four walls of their company. The great thing about Tour de Force Cloud is that we have been able to provide many of the same features that are part of the Tour de Force Enterprise application, such as extensive ERP integration, very powerful reporting and analytics features, and basic CRM features that an organization can use to maintain their contact database and manage customer interaction, at an accelerated pace all within a web browser. Their data is now maintained by Tour de Force, eliminating the maintenance of on-premise servers by their organization.”

Whether a small business with few, if any, internal IT resources or part of a large enterprise where corporate IT is stretched thinly, Tour de Force Cloud accelerates the clients’ time to value by eliminating the need to acquire, configure and maintain on-site application and database server infrastructure. While Tour de Force has traditionally been used extensively in the distribution and manufacturing industries, Tour de Force is also used by other leading B2B organizations including those in the construction and technology industries among others. Tour de Force customers can gain the benefits of saving time accessing actionable customer data, optimizing business processes, leveraging institutional knowledge, growing sales by streamlining and standardizing sales processes, and increasing sales revenue with sales planning tools.

For more information about Tour de Force, Inc. and Tour de Force Cloud, visit www.tourdeforceinc.com.

By: Rechelle Bischoff



Experiences lead to successes. I believe that wholeheartedly. Growing up, many of us didn’t realize how different experiences in life shape who we are and what we believe in.

I started my journey for my family’s wholesale electrical distributor, The FES Corporation, in the late 1980s. In 1994, I took over the daily operations of the distributor and pioneered its rapid growth through the utilization of various technology solutions. Through that experience, I learned some valuable lessons that have allowed me to build what Tour de Force is today.

“The mindset every organization needs to have is to give the customer the right answer, not the answer they want to hear, because what they want to hear only keeps them happy for that moment in time.” – Matt Hartman

1. The value of the customer relationship and maintaining integrity with customers
In the distribution and manufacturing industries, organizations are not dealing with a one-time sale to customers. There is an ongoing relationship with that customer that needs to be maintained in order to succeed and continue that relationship for a lifetime. Honesty and corporate integrity are key factors in maintaining lifelong customers.

When I think of corporate integrity, it’s instilling a value and vision with employees of always being honest and transparent with customers. At Tour de Force, we have maintained several customers that were original beta sites and the main reason we have maintained those relationships is we have been honest with them from day one, never misleading them in to thinking we could deliver on something that wasn’t possible.

The mindset every organization needs to have is to give the customer the right answer, not the answer they want to hear, because what they want to hear only keeps them happy for that moment in time. It is much better to tell a customer, “I’m sorry, I can’t do that, but let’s try to figure out a way to work around that,” rather than saying, “I can do that” or “I can deliver this product by the end of the week,” full well knowing that it is not possible and the product is not even in inventory. Every time a customer is lied to, mislead, or given false information, the integrity of the organization is at stake.

2. Concept of the Internal Customer
When I was running the operations at The FES Corporation, we talked to and coached our purchasing department with the concept that our sales team was their customer and they needed to treat the sales people as if they were the customer. The better quality of service the purchasing, accounting and shipping teams could provide our sales team, gave the sales team the ability to better take care of the external customers.

3. Core principles learned from software implementations
I had been involved in buying and implementing software within the distribution industry for a long time. Part of running a business involves keeping up with new technology trends and software to keep improving sales. I was involved in many implementations throughout my time in the distribution industry and there were some core principles that I have implemented at Tour de Force from my experiences at FES Corporation.

Buying software involves paying an annual maintenance fee to keep the software running smoothly, but every time I called to ask a support question I felt as if the clock was running and I would get charged every time. The success of any company is feedback provided by customers to improve business processes. We want customers to call and ask questions. It helps us improve our business, and keeps the customer happy and engaged with the product. The customer should not feel as if they are on the clock every time they call or email with a question. Create an environment that is inviting for customers to reach out and ask questions.

When a software company would come out with a new platform of their product, they expected the customer to purchase that new platform, even though they had bought the product already and had been paying maintenance fees for years. Maintenance plans should be developed with the concept that the customer’s investment in maintenance is an investment in the continued development of the product. It’s an investment that they are making into the next generation of the product.

If I hadn’t been on the buying side of software, I would have never been able to design programs and make sure those programs didn’t cause the same pains that I went through before Tour de Force. Our customers are our number one fans, and with the continued support and development of our products, customers are happy and help us succeed in the business of serving them, making their lives more efficient and effective.

By: Matt Hartman



CRM projects, just like all other company expenditures, compete for scarce resources of people’s time and money. As a result, a CRM project’s business sponsor, in conjunction with key stakeholders in the business, is responsible to build a strong business justification to get the project funded.

CRM project benefits can be broadly categorized into improving revenue, reducing cost and improving efficiency. Cost reductions and efficiency gains can come both from the business functional side, to produce and service customers which drive the revenue, and on the information technology side, by reducing costs, such as charges for licenses and maintenance, and through simplifying the overall IT solution architecture and footprint, such as eliminating custom integrations.

Revenue improvements can come in the form of capturing more of existing customers’ overall spend and through selling a more profitable product mix to existing customers. These can also come from improving customer retention through reducing or eliminating irritating things that erode customer satisfaction, and by adding new, profitable customers.

Cost reductions can come in the form of identifying which customers are truly profitable through gaining visibility to all of the previously hidden costs of servicing the customer. This includes analyzing customer return volumes and quote to order hit rates, especially in a highly technical or engineered quoting process where scarce resources are consumed in the creation of quotes. Strong CRM systems, which are integrated with client’s ERP systems, can also reduce or eliminate inefficiencies of personnel having to do double data entry of quotes, orders and contact information into multiple systems.

Finally, on the IT side, there may be software licensing and maintenance costs which can be reduced, such as eliminating the need to acquire additional ERP licenses for sales personnel, eliminating brittle custom integrations which cause IT personnel lots of work for care and feeding, and by enabling business personnel to be able to report and analyze data on their own rather than requiring IT personnel to create custom reports for this to occur.

For those looking to quantify a business case for a CRM project, we are offering free download access to a research note from Forrester titled, “Quantify the Business Value of CRM.”

By: Dave Litzenberg



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



Have you implemented a CRM system, only to struggle with user adoption? Is your sales team reluctant to use the system because it’s not convenient, takes too much time to update, or they simply don’t see any benefit in it? Or are you hesitant to invest in a CRM system, fearing it will fail?

Ask yourself the following 4 questions to determine whether your CRM system is a data entry tool that is destined to fail or if it’s actually delivering value to your sales team.

1. Does your CRM system provide one source for all customer and prospect data?

Unless your CRM is the core application that your sales team visits in order to find all key information about their customers and prospects, chances are they are viewing the system as a data entry tool. If the CRM is one of many applications that the team is required to use throughout the day, they are much less likely to use the system and will focus only on the mission critical applications that they can’t live without.

2. Does your CRM system provide immediate access to sales data?

Your ERP system is the backbone of your operations, tracking all sales, inventory, orders, quotes, etc. Many ERP systems, however, don’t deliver this information to your sales team in a usable format. While they may be able to access a past sales order, they don’t have access to analysis, trending, key performance indicators, or sales dashboards.

A strong CRM system that delivers value to your sales team will provide extensive integration with your ERP system in order to provide actionable business intelligence to your sales team: reports, analytics, dashboards, and other key sales data that will allow the salesperson to easily analyze where potential sales lie, and where they’re losing sales. This goes well beyond simple field mapping from the ERP system by making the data easy to review, analyze and pivot to find key elements and make decisions about which actions to take as a result.

3. Did your CRM implementation put a focus on your sales team throughout the implementation process?

Most CRM implementations place a heavy focus on training your users how to use the system. While this is an important part of implementing any new software application, successful CRM implementations will also focus on why your users should want to use the system. When implementing a CRM that will ultimately deliver value to your sales team and will become a mission critical application, make sure your implementation team focuses on the ways that the system will deliver immediate value to your sales team and addresses any reservations that they may feel regarding the new system.

4. Was your CRM system developed for your industry?

Many CRM systems are developed using a horizontal approach – they are designed to work in virtually any industry. While this is a great approach for a CRM vendor who wishes to penetrate many different markets, it often leaves the end user stuck with a feature set that doesn’t really match the way they do business. To truly deliver value to your sales team, it’s important to find a CRM vendor that knows your industry and is flexible enough to be able to address your organization’s unique CRM requirements. The way organizations approach their markets from a marketing, sales and customer service perspective should enable competitive advantages. A strong CRM system with industry focus should be a key enabler to delivering your business strategy and competitive advantages to the market.

If you have implemented a CRM system that isn’t delivering value to your sales team, it’s time to take a look at Tour de Force! Our CRM and business intelligence solutions were developed specifically for the salesperson in the wholesale distribution and manufacturing industries. Our focus on delivering value to the sales team has driven over 14 years of successful implementations delivered by an outstanding team with extensive wholesale distribution and manufacturing industry expertise and experience yielding a customer retention rate of over 95%. Contact us today to learn more!

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



Fall Events – 2012

September 4, 2012

We’re very excited to be attending the following events this fall. We hope to see you there!

 

Connect 2012 LogoP21WWUG Annual Conference

Charlotte, NC

Sept. 16-18, 2012

 

Dynamics SL Users Group Fall Conference 2012

Chicago, IL

Sept. 19-21, 2012

 

TDF User GroupTDF User Group Conference

Ann Arbor, MI

Oct. 8-10, 2012

 

 

National Industrial Fastener & Mill Supply Expo

Las Vegas, NV

Oct. 10-12, 2012

 

STAFDA Tech Fair

Orlando, FL

Nov. 5, 2012

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



Industrial Supply Magazine

Cover Story by Johnston Supply Industrial

 

 

 

 

Johnston Industrial Supply makes wise technology investments to boost profitability!

Very few companies want to be on the “bleeding edge” when it comes to trying new technologies. Adopting a technology before it has been thoroughly tested – or before customers or employees are ready to use it – can be a costly mistake.

But smart business owners understand that applying the right technology can make a major impact on bottom-line profitability. Johnston Industrial Supply has discovered that wise investments in technology make good business sense.

“Technology touches every department in our company. We’ve been able to utilize it and reduce our workforce, yet continue to grow sales,” says company president Susie Johnston. “It has enabled us to be flexible enough to serve our customers and still give
them personalized service.”

Continue Reading…

via Industrial Supply Magazine by Rich Vurva

This article originally appeared in the Mar./Apr. 2012 issue of Industrial Supply magazine. Copyright 2012, Direct Business Media.

By: Ashley Parinello



Real World CRM Scenario

October 26, 2011

David the Brand New Salesperson

One of your key sales people has just left your company on very short notice. There were several critical projects in the works but you can’t find all the customer folders, the Word documents or any specific emails the departing salesperson was working on at the time of departure.

You have a new salesperson, David, all ready to go…but where does he start?

You know the drill…everybody pulls away from what they are supposed to be doing and digs around like crazy trying to find the pertinent data for David and his Sales Manager. David begins at ground zero, killing immeasurable time digging through the file drawers and reading outdated pushed paper reports that don’t have the key contacts or email correspondence, or even a good record of the call appointments and when these customers were last called on. It is a major time drain for your company and it gives your competitors a window of opportunity to attack your base of business!

There is a better way! Forward thinking companies are implementing CRM solutions that integrate directly with their company’s ERP system and Microsoft Outlook, including integrated Calendar Appointments, Tasks and complete email logging.

How does this help young David get a fast grip on his new territory?    Quickly and easily!

Within seconds he is looking at all his territory accounts in descending order of sales or gross margin – however he wants to look at them. He can immediately see what they have purchased this YTD versus last year and the year before. Sales trends jump right out at him.

A Fast Grip to Manage your Sales Team

Territory Account View in Tour de Force CRM

 

He quickly looks at his Open Opportunities, first by size of Opportunity, then by sales stage, and notices two accounts that look like they need immediate attention.

 

Open Opportunities Quickly

Opportunities Review in Tour de Force CRM

 

Within seconds David has opened “All Linked Records” for both these key opportunities. He now has complete visibility to all the activity and communication that’s taken place with each of these companies, including all of the emails sent to and from the contacts at these companies. He can see these contacts right in the CRM system.

Complete Visibility to all the activity and Communication

All Linked Items & Records

 

In addition he can see all the Quotations/Proposals, when they were sent, and to whom they were sent. David is quickly coming up to speed on these important Accounts!

Now he does a quick check of Activity – the place where all phone call and in-person call activities are logged.

This gives him the details he needs regarding conversations with customers, promises his company made, and what needs to happen next.

David can also see all the Calendar Appointments for each Account and who was on the invite list.

Within an hour or two, David the new Salesperson has researched his new territory, found the Key Accounts and researched the specifics unique to their particular Opportunities.

He can now meet intelligently with his Sales Manager to work out any last strategies for these Key Accounts and then initiate the calls to meet with these people in person. Nobody had to pull off their jobs to help him; nobody had to run reports; nobody had to search the old PC from the previous salesperson.   Everything David needed was right at his fingertips! And the best part is that he can do this from his PC, online or offline, his smart phone or his mobile tablet! He is on the go making money for his company the very first day!

Quick access to critical business data is just one of the many ways progressive companies benefit from CRM to maximize their effectiveness and increase their profitability.

Whether you and your company are brand new to CRM or you are an experienced user, Tour de Force CRM is glad to assist with consultative business and technical support designed to help you maximize your company sales and effectiveness.

As the US leader in CRM for the distribution industry, Tour de Force CRM can provide your company with the competitive advantages you need to dominate your market.

Tour de Force has been providing CRM for the distribution industry since 2001. Their direct integration to distributor ERP systems allows distributor management and marketing teams to develop and execute on data driven sales and marketing campaigns. Tour de Force Mobile allows your sales team to be on the go and still have all the customer sales, contact and opportunity data they need to effectively drive your revenues and margins.

If you are looking for that competitive advantage through CRM and sales force automation solutions, please contact Tour de Force at (877) 285-4800 or visit us at www.tdfnewsite.dev 
 

By: Ashley Parinello



At Tour de Force CRM, we have spent the last 10 years building and expanding our feature set based upon the input of hundreds of distributors and manufacturers. Today, Tour de Force CRM offers the most extensive feature set available to the Distribution & Manufacturing industries.

A few of the key features offered through our extensive integration with your ERP system are:

  • Gap Analysis – Allows you to review your customers purchase history, and easily identify where there are gaps or opportunities for additional sales.Quickly and easily run reports such as “all customers who have purchased product A & B but not product C in the last 18 months” or “customers in territory X who have spent $10,000 on product A in last 2 years, but $0 on product A in last 6 months”.
  • Tour de Force Mobile CRM – Provides your users with anytime, anywhere access to key CRM data as well as customer sales history and sales data directly from your ERP system.
  • Advanced Reporting & Filtering Capabilities – Quickly and easily generate sales reports by sales person, branch, territory, region, or for the entire company, with the ability to filter on any field found in Tour de Force.Save frequently used filtering or reporting criteria with the option to provide convenient access to all Tour de Force users.

If you’ve already invested in a solution that is simply not delivering the value you expected, or you’ve just started to evaluate the CRM options available that will seamlessly integrate with your ERP software, we’d like to provide you with a brief introduction to the Tour de Force CRM solution. Find out today why Tour de Force has become the CRM solution of choice in the Distribution & Manufacturing industries.

“Tour de Force provides our company with an easily and highly customizable package with the added benefit of tying specifically with our Eclipse ERP system, allowing us to track what we deem important. The support team is top notch and provides a level of professionalism rarely seen in the software industry.”

Chris Bohn
Director of Information Technology

By: Ashley Parinello



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