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It’s clear that sales organizations need to be efficient, but many are unaware of critical applications they could deploy to establish sales excellence. In my recent analysis, “Sales Organizations Need a Swift Technology Kick, I outlined why sales departments have to look beyond using sales force automation (SFA) and spreadsheets and examine dedicated applications for improving productivity and...

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Topics: Sales, Sales Performance, Social Media, Supply Chain Performance, Sustainability, Sales Forecasting, IT Research, Operational Performance, Business Analytics, Business Collaboration, Business Intelligence, Business Mobility, Business Performance, Cloud Computing, Customer & Contact Center, Financial Performance, Governance, Risk & Compliance (GRC), Information Applications, Information Management, Location Intelligence, Operational Intelligence, Workforce Performance, SFA


Businesses aim to make their sales function as productive as possible, but they don’t always support that goal with investment in technology. I recently wrote about sales needing a swift technology kick. Sales application vendor Xactly provides a boot with the release of Xactly Incent 8 and will make parts of the application suite available from the Apple App Store for the iPad in the coming...

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Topics: Mobile, Sales, Sales Operations, Uncategorized, Compensation, CRM, Sales Performance Management, SFA


I recently attended the 2012 Global Pricing Forum hosted by Nomis Solutions, a provider of software and services to banking and finance companies. This annual event brings together thought leaders and practitioners in the area of pricing and revenue optimization (PRO). This technique uses analytics to sift through large data sets to tease out customer behavior characteristics, identify customer...

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Topics: Sales, Sales Performance, Supply Chain Performance, Office of Finance, credit, financial analytics, Nomis Solutions, PRO, Operational Performance, Analytics, Business Analytics, Financial Performance, banking, Financial Services


Investing wisely in sales-related people and processes is a key to business success. In 2012, helping sales staff perform at their highest levels should be a top priority for management. That may take some effort, according to our benchmark research, which indicates that only 14 percent of sales organizations operate at the highest level of innovation and competitiveness. In recent years, most...

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Topics: Big Data, Mobile, Planning, Sales, Sales Performance, Social Media, assets, Learning, Office of Finance, Performance, Reporting, Sales Compensation, Sales Force Automation, Operational Performance, Analytics, Business Analytics, Business Collaboration, Business Mobility, Business Performance, Cloud Computing, Collaboration, Customer & Contact Center, Financial Performance, Workforce Performance, channel, coaching, commission, CRM, Sales Performance Management, SFA


I attended the annual SAP Influencer Summit (Twitter #SAPSummit), at which executives from SAP meet with analysts and customers from around the world to discuss the company’s direction. Pointing out that in 2012 SAP will reach its 40th anniversary of operations, chief communications officer Hubertus Kulpus and chief marketing officer Jonathan Becher kicked off the summit, then passed the...

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Topics: Mobile, Sales, Sales Performance, SAP, Social Media, Supply Chain Performance, Sustainability, Human Capital Management, Smart Phones, Business Technology Innovation, IT Performance, IT Research, Operational Performance, Business Analytics, Business Collaboration, Business Intelligence, Business Mobility, Business Performance, Business Technology, CIO, Cloud Computing, Customer & Contact Center, Financial Performance, Governance, Risk & Compliance (GRC), Information Applications, Information Management, Information Technology, Location Intelligence, Operational Intelligence, Workforce Performance, Business Applications, CFO, COO, CRM, HR, Sybase, Tablets, Talent Management, Digital Technology



Doing one’s homework is vital in buying business software. However, unless you’re replacing a relatively simple application, it’s hard to know exactly what to evaluate. Indeed, if people in a company given this task don’t have experience in using a specific type of business application or don’t understand how new or improved functionality will help execute business processes better, they may do a...

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Topics: Performance Management, Sales, Sales Performance, Human Capital Management, Office of Finance, Zilliant, Model N, Navetti, Nomis Solutions, PROS Pricing, Servigistics, Signal Demand, Operational Performance, Analytics, Business Analytics, Business Performance, Customer & Contact Center, Financial Performance, Oracle, Vendavo, Price Optimization, Profitability, Software, Vistaar Technologies


Tibco recently introduced Spotfire 4.0, the most recent version of its interactive discovery and business intelligence (BI) tool. Spotfire comes at BI through visualization. It uses in-memory processing and good user interface design to develop highly interactive displays of data. Version 4.0 attempts to enhance Spotfire’s dashboard capabilities and offers integration with enterprise...

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Topics: Sales, Sales Performance, Social Media, Spotfire, Supply Chain Performance, Operational Performance, Business Analytics, Business Intelligence, Business Performance, Chatter, Collaboration, Customer & Contact Center, Dashboards, Financial Performance, Tibco, Twitter, Workforce Performance


As Workday continues to expand and the likelihood of its IPO becomes a more frequent topic of discussion, so does the movement of ERP systems to the cloud. Thus far, only a minority of companies have chosen to put their ERP and accounting systems in the cloud, but the numbers are growing and there’s evidence of success. NetSuite, for example, reported a 26 percent increase in its revenues to $145...

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Topics: Microsoft, Sales, Supply Chain Performance, ERP, NetSuite, Office of Finance, Dynamics, Epicor, Lawson, QAD, Operational Performance, Business Performance, Cloud Computing, Financial Performance, IBM, Oracle, Workforce Performance, Infor, financial software, Intacct, PeopleSoft, Software


As its name suggests, demand-based pricing is a method that uses the buyer’s demand, based on an estimate of a good’s or service’s perceived value to the buyer, as the central element in setting price. Pricing strategies are most important because they can have a disproportionate impact (positive and negative) on a company’s bottom line. Managing prices has always been an activity of keen...

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Topics: Performance Management, Sales, Sales Performance, Human Capital Management, Office of Finance, Operational Performance, Analytics, Business Analytics, Business Performance, Financial Performance, Price Optimization, Profitability, Software


I recently attended Kinaxis’ users’ group meeting and learned some interesting things. The company, which has been around since 1995, provides software for large corporations with complex supply chains. Over the past decade its product has evolved well past its roots as a material requirements planning (MRP) support tool. It is now an analytics suite that facilitates supply and demand planning,...

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Topics: Planning, Sales, Sales Performance, Supply Chain Performance, Office of Finance, Budgeting, Kinaxis, Operational Performance, Business Analytics, Business Collaboration, Business Performance, Cloud Computing, Financial Performance, Supply Chain, demand management, Integrated Business Planning, S&OP


I read a blog post by Ben Lamorte, VP of marketing and sales at Alight Planning who delivers business and financial planning applications, who askswhy financial reporting tools deliver no business value. This led me to think that there are more than a few ways to waste money buying software, but I want to focus on one of the most common ones: assuming that having a new application will...

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Topics: Planning, Sales, Reporting, Budgeting, Operational Performance, Business Collaboration, Business Performance, Financial Performance, Workforce Performance


Sales proposals can determine whether a deal is booked or lost. In most organizations the process of creating and delivering a proposal is manual and one-off, with many potential places for mistakes. This lack of rigor and efficiency impairs many organizations’ ability to leverage their resources. Proposal Software helps sales organizations with an application called PMAPS that addresses sales...

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Topics: Mobile, Sales, Sales Performance, Salesforce.com, Social Media, Marketing, Sales Force Automation, Operational Performance, Business Analytics, Business Collaboration, Business Mobility, Business Performance, Cloud Computing, Collaboration, Customer & Contact Center, Financial Performance, Workforce Performance, CMO, CRM, DF11, Sales Performance Management, SFA


At the Dreamforce conference, Salesforce.com (NYSE:CRM) CEO Marc Benioff unveiled the latest evolution of the company’s strategy and supporting technology for cloud computing and mobile technologies. Its aim is to enable businesses to engage with customers and prospects via social media channels – what Salesforce calls the “social enterprise” – and empower employee and customer social networks to...

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Topics: Mobile, Sales, Sales Performance, Salesforce.com, Social Media, Marketing, Sales Cloud, Sales Force Automation, Operational Performance, Business Analytics, Business Collaboration, Business Mobility, Business Performance, Chatter, Cloud Computing, Collaboration, Customer & Contact Center, Financial Performance, Workforce Performance, CMO, CRM, DF11, Sales Performance Management, Service Cloud, SFA


Even here in the U.K., we are well aware that Salesforce.com’s annual event Dreamforce is happening this week in San Francisco. Unfortunately I couldn’t be there, but a contingent of the Ventana Research team is there, and from what they are telling me it is quite a show. I have written before that Salesforce has the best marketing machine in the world, let alone the software industry, and it...

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Topics: Predictive Analytics, Sales, Salesforce.com, Social Media, Customer Analytics, Customer Data Management, Customer Experience, Customer Feedback Management, Social CRM, Speech Analytics, Voice of the Customer, Operational Performance, Analytics, Business Mobility, Cloud Computing, Customer & Contact Center, Customer Service, Workforce Performance, Call Center, Contact Center, Contact Center Analytics, CRM, Desktop Analytics, Text Analytics, Unified Communications, Workforce Management


Sales organizations strive to maximize the performance of their staffs to meet quotas and revenue targets in an efficient manner. This focus is part of my agenda to help organizations innovate and maximize revenue in sales. To achieve this requires automation of various sales activities including compensation, incentives, quota development, territory optimization, channel management, analytics...

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Topics: Sales, Sales Performance, Social Media, Marketing, Revenue Performance, Sales Force Automation, Sales Operations, Operational Performance, Business Analytics, Business Collaboration, Business Mobility, Business Performance, Cloud Computing, Customer & Contact Center, Financial Performance, Workforce Performance, CFO, CMO, CRM, Sales Performance Management, SFA, Varicent



In addressing the needs of their sales and operations teams to automate and improve performance, many organizations turn to providers of sales applications designed for specific activities. Many of these activities, including sales compensation, incentives, commissions, quotas, territories and others, Xactly has been delivering for years. This company is no newcomer to the market, with...

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Topics: Sales, Sales Performance, Social Media, Marketing, Revenue Performance, Sales Force Automation, Operational Performance, Business Analytics, Business Collaboration, Business Mobility, Business Performance, Cloud Computing, Customer & Contact Center, Financial Performance, Workforce Performance, CFO, CMO, CRM, Sales Performance Management, SFA, Xactly


Looking to make your sales force more effective by automating its operations? Merced Systems can provide the traction your sales team needs. The company has been providing applications for more than a decade to customer service and more recently sales organizations, helping both measure and manage performance. Several years ago Merced Systems made a substantial investment to expand to the sales...

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Topics: Sales, Sales Performance, Social Media, Marketing, Merced Systems, Revenue Performance, Sales Compensation, Sales Force Automation, Operational Performance, Business Analytics, Business Collaboration, Business Mobility, Business Performance, Cloud Computing, Customer & Contact Center, Financial Performance, Workforce Performance, CFO, CMO, CRM, Sales Performance Management, SFA


If you want to hit the booking and revenue targets required to operate a business, you have to manage your sales forecast and pipeline. Optimally you should be able to monitor and act upon them any day of the week and make adjustments whenever you need to. Unfortunately, most organizations have to wait until they finish their manual efforts at the end of the month or quarter, or they miss...

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Topics: Sales, Sales Performance, Salesforce.com, Social Media, Marketing, Revenue Performance, Sales Force Automation, Sales Forecasting, Sales Operations, Operational Performance, Business Analytics, Business Collaboration, Business Mobility, Business Performance, Cloud Computing, Customer & Contact Center, Financial Performance, Workforce Performance, CFO, Cloud9 Analytics, CMO, CRM, Sales Performance Management, SFA


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