Software Advice BuyerView: Field Service Software. Insight into today s software buyer

Size: px
Start display at page:

Download "Software Advice BuyerView: Field Service Software. Insight into today s software buyer"

Transcription

1 Software Advice BuyerView: Field Service Software Insight into today s software buyer

2 Abstract Ever year, we talk to tens of thousands of professionals in field service that are considering field service software for their business. We tapped into a subset of this data to determine what the most common pain points are and why these buyers are looking to purchase new software. Key findings include: Fifty-four percent of buyers are currently using manual methods to handle all of their field service needs. The most desired functionality included scheduling, routing and dispatching. Ninety-seven percent of buyers preferred one integrated suite with multiple applications and functions, as opposed to separate, best-of-breed solutions.

3 Prospective Buyers Current Methods 7% 5% 3% 9% 10% 12% 54% Manual methods Commercial field service software Other software & Quickbooks Multiple methods Other software Nothing Proprietary field service software Most field service companies are using manual methods, including paper, whiteboards and simple tools like Excel to manage their business.

4 Top Reasons for Software Purchases Increase organization/efficiency Current is missing features Current doesn't support growth Current is faulty Reduce paperwork Current outdated Current too cumbersome/complex Modernize Other 0% 10% 20% 30% 40% 50% Percent of sample With their new software, field service companies are mostly looking to increase organization and have access to more features than their current solution.

5 Top-Requested Field Service Software Functionality Scheduling Routing & dispatching Integration with other systems Work order management CRM Invoicing Inventory control Billing Mobile/tablet access Work order history Job status tracking Time tracking GPS Estimating Updates & field notes Reporting integration Other 0% 15% 30% 45% 60% 75% 90% Percent of sample The most desired functionality includes scheduling (81 percent), routing and dispatching (66 percent) and integration with other systems (66 percent).

6 Integration Preferences 3% Integrated suite Best-of-breed 97% Ninety-seven percent of buyers prefer an integrated suite, as opposed to separate, best-of-breed solutions.

7 Buyers With No Deployment Preference by Segment Health care services Pest control Plumbing Lawn care Energy and utilities Pool/spa maintenance Electrical 0% 20% 40% 60% 80% 100% Percent of sample Besides health care (represented by only one buyer in our sample), pest control has the highest percentage of buyers with no deployment preference (81 percent).

8 Demographics: Prospective Buyer Size by Number of Employees 3% 4% 4% 5% 10% 22% 25% 26% 1 2 to 5 6 to to to to to 500 More than 501 A combined 55 percent of our buyers have 10 employees or less.

9 Demographics: Prospective Buyer Size by Annual Revenue 3% 4% 22% 45% Less than $1 million $1 million to $5 million $6 million to $25 million $26 million to $50 million More than $50 million 26% Fifty-three percent of our sample has less than $1 million in annual revenue.

10 Demographics: Prospective Buyer Size by Number of Users 8% 6% 11% 17% 30% 1 2 to 4 5 to 9 10 to to 49 More than 50 29% Sixty-nine percent of companies estimate that their required software would only need to handle less than 10 users.

11 Demographics: Prospective Buyers by Segment 17% 4% 4% 5% 5% 6% 12% 11% 11% 7% 7% 11% HVAC Cleaning services Commercial equipment Pest control Electrical Lawn care Construction Plumbing Property maintenace Communications Pool/spa maintenance Other 23 segments of the field service industry are represented in our sample, with the most buyers coming from heating, ventilation and air conditioning (HVAC).

12 Prospective Buyers Time Frames for Implementation 9% 7% 10% 43% Less than 1 month 1-3 months 3-6 months 6-12 months More than 12 months/undetermined 31% A combined 74 percent of buyers want new software in place within three months.

13 Learn More About Field Service Software Read Report Read the full report Get Free Quotes Get Free Demos Get free price quotes on top field service software Get unbiased reviews & free demos on top field service software

14 @SoftwareAdvice /company/software-advice Software Advice is a trusted resource for software buyers. The company's website, provides detailed reviews, comparisons and research to help organizations choose the right software. Meanwhile, the company s team of software analysts provide free telephone consultations to help each software buyer identify systems that best fit their needs. In the process, Software Advice connects software buyers and sellers, generating high-quality opportunities for software vendors.

Software Advice BuyerView: Real Estate CRM Report. Insight into today s software buyer

Software Advice BuyerView: Real Estate CRM Report. Insight into today s software buyer Software Advice BuyerView: Real Estate CRM Report Insight into today s software buyer Abstract Every year, Software Advice speaks with thousands of real estate professionals looking for the right customer

More information

Software Advice BuyerView: Payroll Software Report. Insight into today s software buyer

Software Advice BuyerView: Payroll Software Report. Insight into today s software buyer Software Advice BuyerView: Payroll Software Report Insight into today s software buyer Abstract Over the years, we ve spoken to thousands of companies considering new payroll software. We recently analyzed

More information

Home Health Software BuyerView Report. Insight into today s software buyer

Home Health Software BuyerView Report. Insight into today s software buyer Home Health Software BuyerView Report Insight into today s software buyer Abstract We analyzed 385 interactions with home health software buyers to uncover their most common pain points and reasons for

More information

Software Advice BuyerView: Project Management Software. Insight into today s small-business buyer

Software Advice BuyerView: Project Management Software. Insight into today s small-business buyer Software Advice BuyerView: Project Management Software Insight into today s small-business buyer Abstract Every year, Software Advice talks with thousands of small businesses (those with annual revenues

More information

CRM Software BuyerView Report. Insight into today s software buyer

CRM Software BuyerView Report. Insight into today s software buyer CRM Software BuyerView Report Insight into today s software buyer Abstract Recently, Software Advice analyzed 5,279 interactions with prospective CRM software buyers (conducted between January and August

More information

Software Advice BuyerView: Call Center Software Report. Insight into today s software buyer

Software Advice BuyerView: Call Center Software Report. Insight into today s software buyer Software Advice BuyerView: Call Center Software Report Insight into today s software buyer Abstract Every year, Software Advice talks with thousands of buyers searching for call center software. These

More information

Software Advice BuyerView: Webbased Project Management Report Insight into today s software buyer

Software Advice BuyerView: Webbased Project Management Report Insight into today s software buyer Software Advice BuyerView: Webbased Project Management Report Insight into today s software buyer Abstract In 2014, we talked to thousands of small businesses considering Web-based project management software.

More information

Electronic Health Records (EHR) BuyerView Report 2014. Insight into today s software buyer

Electronic Health Records (EHR) BuyerView Report 2014. Insight into today s software buyer Electronic Health Records (EHR) BuyerView Report 2014 Insight into today s software buyer Abstract Software Advice regularly speaks on the phone with medical practices seeking new EHR software. We randomly

More information

Human Resources Software BuyerView Report. Insight into today s software buyer

Human Resources Software BuyerView Report. Insight into today s software buyer Human Resources Software BuyerView Report Insight into today s software buyer Abstract Software Advice helps organizations narrow down human resources (HR) software options to find a system that best meets

More information

Help Desk Software BuyerView Report. Insight into today s software buyer

Help Desk Software BuyerView Report. Insight into today s software buyer Help Desk Software BuyerView Report Insight into today s software buyer Abstract Software Advice helps organizations narrow down help desk software options to find a system that best meets their needs.

More information

Software Advice BuyerView Applicant Tracking Report. Insight into today s small-business software buyer

Software Advice BuyerView Applicant Tracking Report. Insight into today s small-business software buyer Software Advice BuyerView Applicant Tracking Report Insight into today s small-business software buyer Abstract Every year, Software Advice speaks to thousands of buyers in the market for applicant tracking

More information

Software Advice BuyerView: Human Resources Software Report Insight into today s software buyer

Software Advice BuyerView: Human Resources Software Report Insight into today s software buyer Software Advice BuyerView: Human Resources Software Report Insight into today s software buyer Abstract Every year, Software Advice talks with thousands of buyers looking for new human resources (HR) software.

More information

Physical Therapy Software BuyerView Report. Insight into today s software buyer

Physical Therapy Software BuyerView Report. Insight into today s software buyer Physical Therapy Software BuyerView Report Insight into today s software buyer Abstract In 2013, Software Advice talked to over 800 physical therapy practices considering a medical software purchase. We

More information

Software Advice BuyerView: Medical Practice Management. Insight into today s software buyer

Software Advice BuyerView: Medical Practice Management. Insight into today s software buyer Software Advice BuyerView: Medical Practice Management Insight into today s software buyer Abstract Software Advice talks regularly with medical offices looking for the right practice management (PM) software

More information

Software Advice BuyerView: Facilities Management Report Insight into today s software buyer

Software Advice BuyerView: Facilities Management Report Insight into today s software buyer Software Advice BuyerView: Facilities Management Report Insight into today s software buyer Abstract Facilities managers are crucial employees of businesses in a wide variety of industries. Whether it's

More information

Software Advice UserView: CRM Software Report. Lessons from real software users

Software Advice UserView: CRM Software Report. Lessons from real software users Software Advice UserView: CRM Software Report Lessons from real software users Abstract Software Advice conducted an online survey of 304 customer relationship management (CRM) software users representing

More information

Software Advice BuyerView: VoIP Software Report 2014. Insight into today s small-business software buyer

Software Advice BuyerView: VoIP Software Report 2014. Insight into today s small-business software buyer Software Advice BuyerView: VoIP Software Report 2014 Insight into today s small-business software buyer Abstract Every year, Software Advice speaks with thousands of organizations looking for the right

More information

Property Management Software BuyerView Report. Insight into today s software buyer

Property Management Software BuyerView Report. Insight into today s software buyer Property Management Software BuyerView Report Insight into today s software buyer Abstract Since 2010, we ve spoken with thousands of property management software buyers. We recently analyzed a random

More information

Software Advice BuyerView: Business VoIP Report 2015 Insight into today s software buyer

Software Advice BuyerView: Business VoIP Report 2015 Insight into today s software buyer Software Advice BuyerView: Business VoIP Report 2015 Insight into today s software buyer Abstract From August 2014 to March 2015, we talked to hundreds of small businesses (companies with annual revenues

More information

Software Advice BuyerView: Project Management Software Report Insight into today s SMB software buyer

Software Advice BuyerView: Project Management Software Report Insight into today s SMB software buyer Software Advice BuyerView: Project Management Software Report Insight into today s SMB software buyer Abstract Small businesses (companies with $50 million or less in annual revenue) are more likely to

More information

The Best Job Boards for Your Recruiting Dollar IndustryView Report 2014. Trends and best practices from the industry.

The Best Job Boards for Your Recruiting Dollar IndustryView Report 2014. Trends and best practices from the industry. The Best Job Boards for Your Recruiting Dollar IndustryView Report 2014 Trends and best practices from the industry. Abstract Job boards are the most common way to advertise open positions, as well as

More information

Software Advice IndustryView: How Prospective Clients Use Online Legal Reviews

Software Advice IndustryView: How Prospective Clients Use Online Legal Reviews Software Advice IndustryView: How Prospective Clients Use Online Legal Reviews Abstract We collected 385 unique survey responses to nine questions about which legal reviews sites individuals are using,

More information

Software Advice UserView: EHR Survey Early Results. Lessons from real software users

Software Advice UserView: EHR Survey Early Results. Lessons from real software users Software Advice UserView: EHR Survey Early Results Lessons from real software users Abstract Software Advice is currently surveying EHR users to find out which systems they're using, as well as those systems

More information

The HR Ecosystem: 2013 vs. 2008 IndustryView Report. Trends and best practices from the industry.

The HR Ecosystem: 2013 vs. 2008 IndustryView Report. Trends and best practices from the industry. The HR Ecosystem: 2013 vs. 2008 IndustryView Report Trends and best practices from the industry. Abstract Every year, Inc. Magazine releases its list of the top 5,000 fastest-growing companies in the nation:

More information

B2B Demand Generation Benchmark IndustryView 2013. Trends and best practices from the industry

B2B Demand Generation Benchmark IndustryView 2013. Trends and best practices from the industry B2B Demand Generation Benchmark IndustryView 2013 Trends and best practices from the industry Abstract This report identifies the most effective demand generation channels, content and offers, as well

More information

Construction Project Management Software UserView. Lessons from real software users

Construction Project Management Software UserView. Lessons from real software users Construction Project Management Software UserView Lessons from real software users Abstract We surveyed construction professionals for three months to better understand the use and effectiveness of software

More information

Mobile Workforce Management Your Competitive Advantage

Mobile Workforce Management Your Competitive Advantage Mobile Workforce Management Your Competitive Advantage Presented by: Michael Kuhlman National Sales Director, Xora mkuhlman@xora.com 262.527.9945 Agenda What is Mobile Workforce Management? Why Mobile

More information

Nurturing Beyond Your Current Pipeline. TechTarget

Nurturing Beyond Your Current Pipeline. TechTarget Nurturing Beyond Your Current Pipeline Globally consistent trend: purchasing decisions shaped online before sales contact Over 2/3s of the buying process occurs before sales is even contacted (Sirius Decisions)

More information

Microsoft Dynamics Field Services Telesales Guide

Microsoft Dynamics Field Services Telesales Guide Microsoft Dynamics Field Services Telesales Guide This telesales guide provides an overview of the information you will need to drive demand for Microsoft Dynamics ERP solutions with customers in the field

More information

Chapter 8 Order Management and Customer Service

Chapter 8 Order Management and Customer Service Chapter 8 Order Management and Customer Service Order Management executes the operating plan based on demand forecast. It is the interface between buyers and sellers and consists of: Influencing the Order

More information

Implementing a Purchase Order System

Implementing a Purchase Order System 10 Maintaining the Inventory System Implementing a Purchase Order System Introduction The following section explains why and how to use purchase orders in your business. This topic assumes that you are

More information

BEST PRACTICES. For Succeeding with Viewable Impression & Audience Guarantees A GUIDE FOR MEDIA BUYERS & SELLERS

BEST PRACTICES. For Succeeding with Viewable Impression & Audience Guarantees A GUIDE FOR MEDIA BUYERS & SELLERS BEST PRACTICES For Succeeding with Viewable Impression & Audience Guarantees A GUIDE FOR MEDIA BUYERS & SELLERS FALL 2013 Few industries have seen the level of disruption and high velocity of change that

More information

INVENTORY MANAGEMENT ebook

INVENTORY MANAGEMENT ebook INVENTORY MANAGEMENT ebook Inventory Management For Online Retailers Efficiencies that take the guesswork out of what s available to sell. Managing inventory in one place helps you avoid stock-outs [or

More information

2013 Buyer s Guide: Choosing the Right Software Platform. Demand Response Transportation Software. 2013 Simpli Transport

2013 Buyer s Guide: Choosing the Right Software Platform. Demand Response Transportation Software. 2013 Simpli Transport 2013 Buyer s Guide: Demand Response Transportation Software Choosing the Right Software Platform 2013 Simpli Transport About Demand Response Transportation Software Why Demand Response Transportation Software?

More information

Inventory Management For Online Retailers ebook Tips to Make Inventory Management Simple

Inventory Management For Online Retailers ebook Tips to Make Inventory Management Simple Efficiencies That Take The Guesswork Out of What s Available to Sell. Inventory Management For Online Retailers ebook Tips to Make Inventory Management Simple 2015 Dydacomp Development Corporation. All

More information

Best Practices in Segmentation

Best Practices in Segmentation Best Practices in Segmentation Table of Contents Introduction Chapter 1: Best Practices for Setting Up a Lead Scoring Program Chapter 2: Gather Explicit Data Through Forms Chapter 3: Progressive Profiling

More information

Supplier Relationship Management: Moving From "Counterparties" to Collaboration

Supplier Relationship Management: Moving From Counterparties to Collaboration Supplier Relationship Management: Moving From "Counterparties" to Collaboration An IDC Executive Brief January 2003 Adapted from Worldwide Supply Chain Management Services Market Forecast, 2001 2006 by

More information

FieldOne Channel Partner Program. For Microsoft Dynamics CRM Partners

FieldOne Channel Partner Program. For Microsoft Dynamics CRM Partners For Microsoft Dynamics CRM Partners July 2012 WELCOME... 2 EXPAND AND ENHANCE YOUR MICROSOFT DYNAMICS CRM SALES... 2 WORKS ONLINE OR ON-PREM, WHICHEVER YOUR PREFERRED MODEL... 2 SIMPLE PARTNER REQUIREMENTS...

More information

OLAP Theory-English version

OLAP Theory-English version OLAP Theory-English version On-Line Analytical processing (Business Intelligence) [Ing.J.Skorkovský,CSc.] Department of corporate economy Agenda The Market Why OLAP (On-Line-Analytic-Processing Introduction

More information

Marketing Director s Guide to Selecting CRM

Marketing Director s Guide to Selecting CRM The Marketing Director s Guide to Selecting CRM A Publication www.collierpickard.co.uk Ltd 2014 Forging the Future As Marketing Director the responsibility for deciding the future direction of your organisation

More information

Service Management Software: A Productive Solution and Necessity for Efficient Tech Service Dispatch and Work Order Management

Service Management Software: A Productive Solution and Necessity for Efficient Tech Service Dispatch and Work Order Management Service Management Software: A Productive Solution and Necessity for Efficient Tech Service Dispatch and Work Order Management By Scott Wasserman, Marketing Director, High 5 Software Introduction: After

More information

ATS. The. The Staffing Agency s Guide to Buying an Applicant Tracking System

ATS. The. The Staffing Agency s Guide to Buying an Applicant Tracking System ATS The Advantage: The Staffing Agency s Guide to Buying an Applicant Tracking System 87 % of North American recruiting professionals agree that using ATS/CRM technology is important to the success of

More information

From Customer Management to Customer Engagement: Sales in the New Buying Environment

From Customer Management to Customer Engagement: Sales in the New Buying Environment From Customer Management to Customer Engagement: Sales in the New Buying Environment How social software applications help salespeople interact with customers in innovative new ways. THE B2B BUYING ENVIRONMENT

More information

Version 3-0311- Regional. Tips for Success with your BuyerZone Lead Program

Version 3-0311- Regional. Tips for Success with your BuyerZone Lead Program Version 3-0311- Regional Tips for Success with your BuyerZone Lead Program Tips for success With the help and insight of thousands of sellers on our program, plus more than 10 years of experience in the

More information

Managing Customer Relationships with SAP Business One

Managing Customer Relationships with SAP Business One SAP Brief SAP s for Small Businesses and Midsize Companies SAP Business One Objectives Managing Customer Relationships with SAP Business One Win new customers and forge better relationships Win new customers

More information

Method Field Services

Method Field Services Method Field Services Quick Start Guide 1.0 www.methodintegration.com Contents Method Field Services Overview... 5 What is Method?... 5 How do I get Method Field Services?... 6 How do I add more advanced

More information

Call Today For a Free Quote 800.279.0035. GPS Tracking Software 2015 Buyer s Guide

Call Today For a Free Quote 800.279.0035. GPS Tracking Software 2015 Buyer s Guide Call Today For a Free Quote 800.279.0035 GPS Tracking Software Table of Contents Why GPS Tracking... 2 Benefits... 3 Features... 4 Industries Benefitting From GPS Tracking... 5 Choosing The Right GPS Tracking

More information

BEFORE YOU BEGIN THE PROCESS

BEFORE YOU BEGIN THE PROCESS HOW TO SELECT A NEW BEFORE YOU BEGIN THE PROCESS First and most importantly is to create a steering/selection committee that is represented by individuals throughout the organization. This committee will

More information

SIEBEL CONTACT CENTER AND SERVICE APPLICATIONS

SIEBEL CONTACT CENTER AND SERVICE APPLICATIONS SIEBEL CONTACT CENTER AND SERVICE APPLICATIONS Deliver a great customer experience that sets you apart, improves efficiency and drives profitability with Oracle s Siebel Contact Center and Service applications.

More information

Selecting Dell Makes You Thrive

Selecting Dell Makes You Thrive Windows. Life without Walls TM. Dell recommends Windows 7. Selecting Dell Makes You Thrive Tianjin SW Technology Co., Ltd hand in hand with Dell provides efficient IT solutions for customers Since 1998,

More information

EMEA CRM Analytics Suite Magic Quadrant Criteria 3Q02

EMEA CRM Analytics Suite Magic Quadrant Criteria 3Q02 Decision Framework, J. Radcliffe Research Note 26 September 2002 EMEA CRM Analytics Suite Magic Quadrant Criteria 3Q02 Europe, the Middle East and Africa Customer Relationship Management Analytics Suite

More information

A Guide to Efficient MRO Procurement & Management White Paper

A Guide to Efficient MRO Procurement & Management White Paper A Guide to Efficient MRO Procurement & Management White Paper Brammer 117554 WhitePaper_V5_SP.indd 1 19/04/2010 15:19 Executive summary The purchasing of spares for the daily maintenance, repair and overhaul

More information

WHITE PAPER. What size ERP for me? Business growing pains

WHITE PAPER. What size ERP for me? Business growing pains Aspirin for Growing Pains What size ERP for me? WHITE PAPER Business growing pains As manufacturing businesses grow, they discover that what might have worked when they were in a small shop is suffering

More information

CRM. Best Practice Webinar. Next generation CRM for enhanced customer journeys: from leads to loyalty

CRM. Best Practice Webinar. Next generation CRM for enhanced customer journeys: from leads to loyalty CRM Best Practice Webinar Next generation CRM for enhanced customer journeys: from leads to loyalty Featured guest speaker Leslie Ament SVP Research and Principal Analyst at Hypatia Research Group and

More information

The Economics of Termite Inspections to Support Real Estate Transactions

The Economics of Termite Inspections to Support Real Estate Transactions The Economics of Termite Inspections to Support Real Estate Transactions Its-Our-Turn.com June 17, 2012 This paper will discuss the economics of termite inspections for the purpose of supporting real estate

More information

Official Guide to Expatriate Healthcare & Travel Insurance Issues

Official Guide to Expatriate Healthcare & Travel Insurance Issues Official Guide to Expatriate Healthcare & Travel Insurance Issues Media Information 2010-2011 www.travelinsurancemagazine.com Jessica@TravelInsuranceMagazine.com Telephone: 561.204.6567 Fax Number: 866.756.0811

More information

XC01 XA CRMi Introduction

XC01 XA CRMi Introduction XC01 XA CRMi Introduction David Foster, Business Solutions Consultant Copyright 2010 Infor. All rights reserved. CRMi Definition Why is there CRMi? Manufacturing customers need CRM functionality Manufacturing

More information

2013 WAN Management Spectrum. October 2013

2013 WAN Management Spectrum. October 2013 2013 WAN Management Spectrum October 2013 Market Context... 2 Executive Summary... 3 By the Numbers... 5 Research Background... 6 WAN Management... 8 Business Impact... 9 Submarkets... 10 Deployment...

More information

Asset Based Management Systems What to ask, what to expect, what to measure

Asset Based Management Systems What to ask, what to expect, what to measure Asset Based Management Systems What to ask, what to expect, what to measure This presentation will share the lessons learned from 5 years of direct experience sourcing, configuring, implementing and leveraging

More information

Getting Started with Business Intelligence

Getting Started with Business Intelligence Getting Started with Business Intelligence Tips and Tools to Ensure Success 153 Kearny St., San Francisco, CA info@birst.com (866) 940-1496 Introduction Identifying and selecting a Business Intelligence

More information

Marketing & Sales Integrate for the Ultimate ROI

Marketing & Sales Integrate for the Ultimate ROI Marketing & Sales Integrate for the Ultimate ROI How CRM & Marketing Automation are the tools to help Winning and keeping customers requires modern data tactics. Marketing must deliver value with every

More information

BEST PRACTICES: How to Evaluate Software Demonstrations

BEST PRACTICES: How to Evaluate Software Demonstrations BEST PRACTICES: How to Evaluate Software Demonstrations Get Organized to Stay in Control Reviewing demonstrations is perhaps the most critical component of the software selection process. This is where

More information

Social Media Analysis and Audience Engagement

Social Media Analysis and Audience Engagement Solution in Detail Media and Marketing Executive Summary Contact Us Social Media Analysis and Audience Engagement Analyze Social Media and Engage Customers Audience Engagement Consumer Experiences Social

More information

QXpress Online Quick Start Guide 1.1

QXpress Online Quick Start Guide 1.1 QXpress Online Quick Start Guide 1.1 www.qxpressonline.com Contents QXpress Online Overview... 6 What is Method? The story behind creating QXpress Online... 6 How do I get QXpress Online?... 7 How do I

More information

Top 10 Ways. Operational Software Can Boost a Contractor s Bottom Line

Top 10 Ways. Operational Software Can Boost a Contractor s Bottom Line Top 10 Ways Operational Software Can Boost a Contractor s Bottom Line Top 10 Ways Operational Software Can Boost a Contractor s Bottom Line Switching to a new operational software solution is a big step

More information

How Self-Service Price Quote Converts 48% of Prospects Into Qualified Leads

How Self-Service Price Quote Converts 48% of Prospects Into Qualified Leads Case Study #: Nov 07, 2007 How Self-Service Price Quote Converts 48% of Prospects Into Qualified Leads SUMMARY Price is the No. 1 concern among technology buyers through the purchasing cycle, according

More information

WHITE PAPER CRM and Marketing Automation. Integration for the Ultimate ROI

WHITE PAPER CRM and Marketing Automation. Integration for the Ultimate ROI WHITE PAPER CRM and Marketing Automation Integration for the Ultimate ROI The B2B sales and marketing landscape has changed tremendously. Marketers no longer gather copious amounts of leads and hand them

More information

942 Preakness Dr. email- joe@joeprin.com Eagle, ID 83616 Idaho Registered Contractor RCE-23530 208-573-1082

942 Preakness Dr. email- joe@joeprin.com Eagle, ID 83616 Idaho Registered Contractor RCE-23530 208-573-1082 942 Preakness Dr. email- joe@joeprin.com Eagle, ID 83616 Idaho Registered Contractor RCE-23530 208-573-1082 TO: SAMPLE CUSTOMER Thank you for inviting us to look at your project. As per your descriptions,

More information

Top Trends in Marketing Automation and How Vendors Are Helping SMBs to Capitalize on Them

Top Trends in Marketing Automation and How Vendors Are Helping SMBs to Capitalize on Them Top Trends in Marketing Automation and How Vendors Are Helping SMBs to Capitalize on Them Executive Summary and Table of Contents Laurie McCabe, Partner Sanjeev Aggarwal, Partner December 2014 1 SMB Group,

More information

Five Questions You Should Be Asking Your Plumber. Get in your COMFORT ZONE

Five Questions You Should Be Asking Your Plumber. Get in your COMFORT ZONE Five Questions You Should Be Asking Your Plumber Get in your COMFORT ZONE Finding a plumber who you can trust to deliver quality, reliable service during a time of emergency can be challenging. Reason

More information

2. A typical business process

2. A typical business process I. Basic Concepts on ERP 1. Enterprise resource planning (ERP) Enterprise resource planning (ERP) is the planning of how business resources (materials, employees, customers etc.) are acquired and moved

More information

RESEARCH NOTE NETSUITE S IMPACT ON MANUFACTURING COMPANY PERFORMANCE

RESEARCH NOTE NETSUITE S IMPACT ON MANUFACTURING COMPANY PERFORMANCE Document K59 RESEARCH NOTE NETSUITE S IMPACT ON MANUFACTURING COMPANY PERFORMANCE THE BOTTOM LINE When Nucleus analysts investigated the use of NetSuite by manufacturers, they found these companies were

More information

VisionCRM Connector. Two systems wor king as one

VisionCRM Connector. Two systems wor king as one VisionCRM Connector Two systems wor king as one Give your Microsoft Dynamics CRM users up-to-date information straight from Microsoft Dynamics NAV See actual customer, sales, and price related information

More information

Grid for CRM Summer 13

Grid for CRM Summer 13 Best CRM Products G2 Crowd rated these products highest based on reviews and data gathered by June 9, 2013. CRM vendors are listed within each category in order of highest to lowest G2 score: Leaders:

More information

We Will Sell Your House, Or ERA Will Buy It!

We Will Sell Your House, Or ERA Will Buy It! We Will Sell Your House, Or ERA Will Buy It! Only ERA Franchise Systems, Inc. has the Sellers Security Plan. Always There For You Benefits of Using the ERA Sellers Security Plan Guaranteed Sale & Closing

More information

GPS FLEET MANAGEMENT BUYER S GUIDE. Is fleet tracking right for my business?

GPS FLEET MANAGEMENT BUYER S GUIDE. Is fleet tracking right for my business? GPS FLEET MANAGEMENT BUYER S GUIDE Is fleet tracking right for my business? TABLE OF CONTENTS Why You Should Read This Guide 3 How GPS Fleet Tracking Works 4 Features & Benefits of GPS Fleet Tracking 6

More information

PIVOTAL CRM FOR HOME BUILDING

PIVOTAL CRM FOR HOME BUILDING PIVOTAL CRM FOR HOME BUILDING AND REAL CASE STUDY ESTATE Managing the total customer lifecycle gives homebuilders the ability to create long-lasting client relationships and success WHITEPAPER ATTRACT,

More information

Highlights of 2013-14 Survey of Fleet Operator Interest in MRM Systems and Services

Highlights of 2013-14 Survey of Fleet Operator Interest in MRM Systems and Services Highlights of 2013-14 Survey of Fleet Operator Interest in MRM Systems and Services Telematics for Fleet Management USA 2013 November 21, 2013 Presented by C.J. Driscoll & Associates U.S. Fleet Survey

More information

Mothernode CRM ENTERPRISE (ERP) EDITION

Mothernode CRM ENTERPRISE (ERP) EDITION Mothernode CRM ENTERPRISE (ERP) EDITION Everything you need to run your business from sales to order fulfillment, inventory management to invoicing, and much more. Mothernode CRM The easiest way to run

More information

White paper. An Oceanos White Paper, sponsored by Aprimo

White paper. An Oceanos White Paper, sponsored by Aprimo White paper TM Marketing to the Sales Funnel An Oceanos White Paper, sponsored by Aprimo The battle between competitors is being won and lost at the top of the funnel. SiriusDecisions, Demand Creation

More information

A Guide to Scoping CRM

A Guide to Scoping CRM A Guide to Scoping CRM (Customer Relationship Management) 2 Scoping out a CRM project can be a daunting, but highly advantageous exercise. It helps to establish clear goals, identifies key requirements

More information

Home Improvement Franchises Predicted to Rise

Home Improvement Franchises Predicted to Rise WWW.IBISWORLD.COM October 2013 1 October 2013 Fastest Growing Franchises in Home Improvement By Lauren Setar As the economy improves and residential market recovers, franchises in the home improvement

More information

CASE STUDY Transformation with Microsoft Business Solutions: Great Plains and CRM

CASE STUDY Transformation with Microsoft Business Solutions: Great Plains and CRM CASE STUDY Transformation with Microsoft Business Solutions: Great Plains and CRM Avanade helped Maryland-based energy solution provider BGE HOME transform its business operations with Microsoft Business

More information

Don't Pay to Support CRM 'Shelfware'

Don't Pay to Support CRM 'Shelfware' Tactical Guidelines, J. Disbrow Research Note 3 May 2003 Don't Pay to Support CRM 'Shelfware' Enterprises license customer relationship management solutions that are often never totally deployed. Software

More information

Business Problems Addressed

Business Problems Addressed Features: Job Management, Planning and Dispatch, Mapping, Customer Management, Job Reporting Industry: Non Specific Customers: Small Medium and Large Business Geography: All markets Languages: English,

More information

This has been categorized into two. A. Master data control and set up B. Utilizing master data the correct way C. Master data Reports

This has been categorized into two. A. Master data control and set up B. Utilizing master data the correct way C. Master data Reports Master Data Management (MDM) is the technology and tool, the processes and personnel required to create and maintain consistent and accurate lists and records predefined as master data. Master data is

More information

7 Steps to Guide Your Field Service Technology Purchase

7 Steps to Guide Your Field Service Technology Purchase BUY ER S G UID E 7 Steps to Guide Your Field Service Technology Purchase Field service leaders across industries are looking for ways to modernize and streamline their service organizations. With increasingly

More information

Customer Success Programs: Tools to Close Deals

Customer Success Programs: Tools to Close Deals Customer Success Programs: Tools to Close Deals Integratedcreativecommunications Integratedcreativecommunications contents: CUSTOMER SUCCESS LEADS TO MORE SUCCESS...4 SUCCESS PROGRAM BENEFITS...4 CENTRALIZED

More information

Section 1 - General Information. Section 2 - Current Insurance Program

Section 1 - General Information. Section 2 - Current Insurance Program For Workers Comp, complete Sections 1 3. For Property / General Liability, complete all sections except Section 3. For Directors & Officers Liability, Employment Practices Liability, or E&O/Cyber Liability,

More information

STOCK MANAGEMENT ebook

STOCK MANAGEMENT ebook STOCK MANAGEMENT ebook Stock Management For Online Retailers Efficiencies that take the guesswork out of what s available to sell Managing stock in one place helps you avoid running out of stock or double-selling

More information

Resource Management for the Oil and Gas Industry

Resource Management for the Oil and Gas Industry SAP Brief SAP Business Suite SAP Workforce Scheduling and Optimization by ClickSoftware Objectives Resource Management for the Oil and Gas Industry Optimized workforce scheduling with SAP software Optimized

More information

Market Demand Sample Report. mdm.com/analytics

Market Demand Sample Report. mdm.com/analytics Market Demand Sample Report mdm.com/analytics ABOUT MDM ANALYTICS MDM Analytics profiles end-user demand in North America for industrial and construction products. This information helps manufacturers

More information

PAST PRESENT FUTURE YoU can T TEll where ThEY RE going if YoU don T know where ThEY ve been.

PAST PRESENT FUTURE YoU can T TEll where ThEY RE going if YoU don T know where ThEY ve been. PAST PRESENT FUTURE You can t tell where they re going if you don t know where they ve been. L everage the power of millions of customer transactions to maximize your share of customer travel spend. Vistrio

More information

Chapter 2: Debits and Credits. 2012 Educating Bookkeepers for Business, Inc.

Chapter 2: Debits and Credits. 2012 Educating Bookkeepers for Business, Inc. Chapter 2: Debits and Credits Think through and record transactions (write sentences) using T-accounts and journal entries. Debits and Credits Every transaction (sentence in the story of what happened

More information

Functional Area Systems Lecture 5

Functional Area Systems Lecture 5 ACS-1803 Introduction to Information Systems Instructor: David Tenjo Functional Area Systems Lecture 5 1 1. ACCOUNTING TRANSACTION SYSTEMS 2 1 Business Transaction Cycles 3 Business Transaction Cycles

More information

Patient Relationship Management

Patient Relationship Management Solution in Detail Healthcare Executive Summary Contact Us Patient Relationship Management 2013 2014 SAP AG or an SAP affiliate company. Attract and Delight the Empowered Patient Engaged Consumers Information

More information

ERP Innovation Microsoft Dynamics AX Perspective

ERP Innovation Microsoft Dynamics AX Perspective ERP Innovation Microsoft Dynamics AX Perspective By Seksin Cheevirot Project Manager Eclipse Computing (Thailand) Ltd Agenda ERP Innovation What is ERP? Evolution of ERP Next generation of ERP Why Microsoft

More information

10 SIGNS YOU NEED AN ERP SOLUTION FEBRUARY 25, 2014. Timothy Beranek Partner. BKD Technologies. tberanek@bkd.com. Robert Kramer Managing Consultant

10 SIGNS YOU NEED AN ERP SOLUTION FEBRUARY 25, 2014. Timothy Beranek Partner. BKD Technologies. tberanek@bkd.com. Robert Kramer Managing Consultant 10 SIGNS YOU NEED AN ERP SOLUTION FEBRUARY 25, 2014 Timothy Beranek Partner BKD Technologies tberanek@bkd.com Robert Kramer Managing Consultant BKD Technologies rkramer@bkd.com 10 SIGNS YOU NEED AN ERP

More information