Gain a 360° consolidated view of all key customer information including data pulled directly from your ERP system. Analyze data online and easily access reports and dashboards at levels such as the overall corporation, company, region, branch, territory, customer, and vendor. Receive key information delivered automatically to your Tour de Force Cloud home page and email through alerts and notifications.
Delivers capabilities well beyond traditional CRM. Job management for managing projects including resource requirements, project milestones and timing. Case management and support for identifying, tracking and resolving any issues customers may experience.
Utilizes a centralized customer knowledge base which retains customer information over time through sales rep and territory transitions, including automated logging of email communications. Tour de Force Cloud keeps inside and outside sales, product managers, engineering and technical resources, marketing personnel, management, and executives all up to date and on the same page. Accounts can be assigned and analyzed at ship-to and/or bill-to levels, providing more granular coverage and view of performance.
Efficiently manage the entire sales process from initial interest through closure and beyond, including tasks, activities, appointments, opportunities, sales quote delivery, follow up, and closure, while keeping inside and outside sales teams and all other parties in sync. Sales quotes can be created in your existing ERP system or in Tour de Force Cloud while utilizing customer-specific pricing and viewing product availability by warehouse through the integration between the two systems.
Effectively manage sales planning by establishing goals according to territory, region, customer account, and/or salesperson with the ability to set product group, revenue category, and vendor goals within each area, including the ability to track and report sales commissions based on sales revenue and/or profit. Perform gap analysis to determine where sales of dependent products are not being captured and additional opportunities to upsell customers may exist; manage performance to goals by reviewing leakage of products and product groups on a year-to-year (or other period-to-period) basis, which enables faster resolution to any potential issues BEFORE customers seek to establish strong relationships with competitors, delivering strong sales results.
Establish standard and ad hoc marketing contact lists by combining system data, including areas such as geography, industries and segments, with sales results and trends, for effective targeting of key marketing messages. Establish marketing messaging, enabling your sales and marketing teams to communicate in a consistent manner.