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We are excited to be attending the TUG Connects Conference held on February 15-18, 2012, at the JW Marriott San Antonio Hill Country in San Antonio Texas! Make sure to get signed up to watch Tour de Force CRM live with Matt Hartman!


(821) So many CRM choices…Why Tour de Force CRM? (One session only) 

Presented By: Matt Hartman | Thursday February 16, 2012 2:45pm – 3:45pm @ Periwinkle Wildflower rooms

There are so many choices in the CRM market…how do you know which one is right for your organization?  Join Matt Hartman, President/CEO of Tour de Force CRM, to find out why Tour de Force CRM is the most comprehensive CRM solution available for the Distribution and Manufacturing industries!

Tour de Force CRM seamlessly integrates to your Infor ERP system, providing your sales team with a single application that they can use to see all sales history and business intelligence for their customers. Combine that with Microsoft Outlook integration, a fully functional mobile CRM solution, and a proven implementation process that’s led to a 98% customer retention rate, and it’s easy to see why Tour de Force CRM has gradually become the CRM of choice for distributors and manufacturers over the past 10 years.

During this session we’ll provide a brief introduction to Tour de Force CRM and demonstrate the capabilities of the system.  We’ll then review our competitive advantages over any other CRM system, and explore how those advantages can benefit your organization.

“Tour de Force CRM offers a seamless interface to our Infor SX.enterprise ERP system and a strong integration with Microsoft Outlook. These two features alone have led to a high level of adoption, even by our sales people that were unfamiliar with, and suspicious of, CRM applications. Both features have been instrumental in elevating our sales organization to a whole new level.” – Matt Onofrio, President, GT Midwest


(821) Mobile CRM for the Distribution Sales Professional (One session only)

Presented By: Matt Hartman | Friday February 17, 2012 2:45pm – 3:45pm @ Periwinkle Wildflower rooms

In today’s evolving business environment, the ability to access key information on the go is a driving force behind a sales force’s productivity. Tour de Force CRM offers mobility features which allow a sales person to be as productive in the field as they are in the office.

Tour de Force CRM Mobile provides extensive integration with Infor ERP systems, providing your sales team with a fully functional mobile tool that allows them to be more efficient and more effective, which in turn drives sales and revenues. Tour de Force CRM Mobile is much more than a mobile application that allows you to access your customer database on the go. Tour de Force CRM Mobile is a full featured customer relationship management and sales force automation program that was specifically developed to provide all of the functionality that a distribution sales person needs on a daily basis.

During this presentation we will be addressing the strategy behind the use of mobile CRM for the Distribution Sales Professional, focusing on the use of mobile CRM on tablets and how they can be used in your business to drive sales and revenues. We will also review and demonstrate the features and functionality of Tour de Force CRM Mobile.

By: Ashley Parinello

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, or they simply don’t see any benefit in it? Or are you hesitant to invest in a CRM system, fearing it will fail?

Tour de Force CRM was developed with the explicit understanding that a CRM that does not deliver immediate value to its users will ultimately fail.

Tour de Force delivers immediate CRM value to your sales team by giving them the tools they need to be more efficient and more effective, which in turn drives the biggest motivator for a sales person – their paycheck.

  • One source for all customer and prospect data
    Tour de Force is built upon the one application that sales people typically keep open throughout their entire workday – Microsoft Outlook. Everything a sales person does in a typical day can be done directly from the Tour de Force toolbar in Outlook, without having to open a separate application.
  • Immediate access to sales data
    Tour de Force integrates to your ERP system, delivering sales history directly to your sales team’s fingertips. This gives them the ability to easily analyze and identify where their potential lies and where they’re losing sales.
  •  Anytime, anywhere access
    Users can access Tour de Force Online, Offline, or through Tour de Force Mobile CRM, ensuring that they are always able to access the critical data that they need.
  • Focus on delivering value to your sales team throughout the implementation process
    Tour de Force is a highly configurable CRM system, and during the implementation process we work with you to configure the software to YOUR business processes. As part of every implementation, we conduct a “What’s in it for me?” presentation directly to your sales team, before their “Go Live” training session. During this presentation we review the ways in which Tour de Force will immediately deliver value, and also address the reservations that they may be feeling about using the new system.
  • Extensive feature set built around the needs of the sales person
    Tour de Force provides a robust set of features, many of which were developed to specifically address the needs of the sales person. In addition to our existing feature set, we also have some very exciting new features that will be part of our next release:

    • Coming soon…Alerts & Notifications Module
      The Alerts & Notifications module allows a Tour de Force user to receive Email Alerts at timed intervals, or when certain events occur. For example, an Outside Sales Representative can receive an Email Alert any time a new Contact is added to one of his Accounts, or a Regional Account Manager can receive a daily Email Notification that includes all the open orders in her region from the previous business day.
    • Coming soon…Inventory Check
      Inventory Check in Tour de Force will allow a user to perform inventory searches such as Qty. on Hand, Qty. on Order, Qty. Allocated, etc. The Inventory Check feature will be available on Tour de Force Mobile CRM, allowing your sales team to easily access inventory information anytime, anywhere.

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

What can management do to ensure user adoption?

Most sales and marketing executives clearly understand the benefits that a CRM/SFA solution can provide an organization, yet they often have one very common concern – “can we get our sales team to use it?”  This is a valid concern because without sufficient user adoption there will be minimal return on your CRM/SFA investment.

From a strategic perspective, what can be done to ensure that the sales force will embrace the solution?

Many times the best course of action to overcome this concern is to initially introduce only the features that will have the most direct benefit to the sales person.  As the sales team begins to see how the CRM/SFA solution will positively benefit them and they begin to embrace it, management can gradually add in the more administrative requirements.  Most often, key enhancements to business intelligence and other core enabling features can create quick ROI without immediately utilizing the full palette of CRM/SFA features.

As an example, a sales organization may offer the sales team business intelligence and advanced reporting capabilities so that sales can better understand customer opportunities, and then ask the team to start entering sales forecasts later in the process.  The key is to show the sales team “What’s in it for me?” early in the process so that there are less roadblocks coming from individuals as the implementation progresses.

The current state of where a sales team is in regards to reporting requirements and disciplines should also dictate the methods in which a CRM/SFA solution is deployed.  If a sales force is accustomed to the requirements of logging sales calls on an Excel spreadsheet and the CRM solution eases this entry process with a quick and easy activity form, it’s both a time saver and a big win for the sale team.

The fear of poor user adoption is a very valid concern; in fact it is the greatest culprit in most CRM/SFA deployment failures.  Before beginning any deployment, make sure you have a thorough implementation plan with a strategy to foster user adoption from the onset.

By: Ashley Parinello

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