Length: 21 pages For Business Process & Applications Professionals
Pete Marston March 21, 2008
Market Overview: SFA And PRM Solutions
Use Three Questions To Cut Your Vendor Shortlist Down To Size
by Pete Marston
with William Band, Sharyn C. Leaver, Mary Ann Rogan

This is a document excerptEXECUTIVE SUMMARY

In a recent survey, Forrester discovered that 25% of businesses rate their direct and indirect selling practices as poor/below average. Finding the right technology solution to boost your sales teams to best-in-class status can be daunting. To untangle the web of more than 30 leading sales force automation (SFA) and partner relationship management (PRM) products, sales leaders and application professionals should ask three questions: 1) What sales process problems do I need to fix?; 2) Which solutions fit the size of my organization?; and 3) What type of deployment approach is best for my company? Then, by using a methodical approach that identifies and measures your sales issues and scores solutions against a balanced set of criteria, you can illuminate the key tradeoffs among enterprise-class, midmarket, and specialty SFA/PRM products to reach a solution shortlist.

TABLE OF CONTENTS

NOTES & RESOURCES

itemSales Managers Struggle To Implement Best Practices

itemPatience Isn't A Virtue For Direct Sales Forces

itemSelling Via Indirect Channels Is Like Herding Cats

itemAsk Three Questions To Pinpoint The Right SFA/PRM Solution

itemWhat Sales Process Problems Do I Need To Fix?

itemWhich Solutions Fit The Size Of My Organization?

itemWhat Type of Deployment Approach Is Best For My Company?

itemEnterprise Solutions Offer Broad Capabilities But Are Expensive

itemMidmarket Solutions Offer Targeted, Easier-To-Use Tools For Smaller Firms

itemSpecialty Solutions Pick Up Where Others Leave Off

recommendations

itemTake A Systematic Approach To Vendor Selection

itemSupplemental Material

Forrester conducted 27 interviews with leading CRM vendors and their customers about their SFA and PRM solutions.

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itemFifteen Vendors To Bridge Your SFA Gaps

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itemThe Forrester Wave™: Sales Force Automation, Q2 2007

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itemThe Forrester Wave™: Partner Relationship Management Tools, Q2 2007

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itemThe Forrester Wave™: Midmarket CRM Suites, Q1 2007

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Analyst: Pete Marston
Technology: Application Strategy & Selection, Customer Relationship Management, Packaged Applications, Sourcing & Procurement, Sourcing Strategy & Execution
Geography: Asia Pacific, Europe, North America

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