Category Archives: Software As A Service

Managing a Complex Sales Process

Presentation Transcript: managing a complex sales process basic sales funnel leads -> sales funnel -> orders complex customer needs => complex sales process a typical process requirements map solutions budget costs configure solution proposal order complex sales process => workflow model workflow model milestones – progress indicators – work hand-over points – business rules roles […]

Also posted in Business Tracking, CRM, Relationship Manager, Sales Activity Manager, Sales Performance Management, Sales Pipeline Manager | Leave a comment

Managing Business by Remote Control

Business owners and managers usually spend most of their time managing their operations to make their businesses work. Business scalability is compromised to maintain cash flow. The most difficult challenge of the business owner or manager is to create free time – to work on strategies to scale the business, or to just enjoy the fruits of labour. […]

Also posted in Business Tracking, CRM Implementation Challenges, Sales Activity Manager, Sales Performance Management, Sales Pipeline Manager | Leave a comment

Case Study : Insurance and Financial Products Sales

Ace Money is part of a group of 3 companies, with approximately 50 offices across Maharashtra and approximately 500 employees. They provide various value added services in the financial and insurance sector including credit cards, general insurance, home loans & personal loans. Anand Shrikhande is the owner, who wants to expand his business & wants […]

Also posted in Case Studies, CRM Implementation Challenges | Leave a comment

How safe is your data in On2Biz?

With the recent declaration by Google to offer a paid version of its web applications such as Gmail, calendar, and online document editors – collectively called Google Apps, the Software As A Service (SaaS) model has become mainstream. Now the discussion of the core issues relating to SaaS are being actively discussed, and hopefully will […]

Also posted in Development Progress | Leave a comment