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Introduction to sales-i > Tech Landscape > Flashcards

Tech Landscape Flashcards

1
Q

Epicor

A

ERP

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2
Q

Sage

A

ERP

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3
Q

What does ERP stand for?

A

Enterprise Resource Planning

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4
Q

What is an ERP?

A

An ERP is where you put your transactional data, also known as your back office system or your invoicing system

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5
Q

What are some of the Challenges with ERP’s

A

good for data storage, hard to get data out of, many different data sets live inside of an ERP (ie; HR data, inventory data, purchasing data, accounts receivable data that a seller doesn’t need)

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6
Q

Power BI

A

BI Tool

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7
Q

Tableau

A

BI Tool

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8
Q

Qlikview

A

BITool

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9
Q

Phocas

A

BI Tool

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10
Q

Mits

A

BI Tool

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11
Q

Cognos

A

BI Tool

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12
Q

What does BI stand for?

A

Business Intelligence

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13
Q

What is a BI tool?

A

A tool that displays high level transactional data typically displayed on dashboards that is best used for high level executives

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14
Q

SalesForce

A

CRM

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15
Q

Netsuite

A

CRM + ERP - they could be using both or just the ERP or just he CRM

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16
Q

Microsoft Dynamics (AX)

A

CRM and ERP.

They could be using either or both

17
Q

Sugar

A

CRM

18
Q

Telenotes

A

CRM

19
Q

ZoHo

A

CRM

20
Q

What does CRM stand for?

A

Customer Relationship Management

21
Q

What does a CRM do?

A

a CRM is a call reporting tool that is used to track opportunities

22
Q

What is the problem with CRM for distribution and manufacturing companies?

A

CRM data is only as good as the data put in, sales reps are typically busy and don’t put accurate data in or nothing is put in at all. CRM struggle to integrate ERP data

23
Q

Microsoft Dynamics

A

ERP

24
Q

Infor

A

ERP

Verisons:
SX.e, CloudSuite, FACTS, Syteline

25
Q

Profit21

A

ERP (made by Epicor)

26
Q

DDI

A

ERP

27
Q

AS400

A

ERP

28
Q

SX.E

A

ERP (made by Infor)

29
Q

Eclipse

A

ERP (made by Epicor)

30
Q

Tour De Force

A

CRM+BI lack of mobility, lack of simplicity leading to poor user experience

31
Q

How to position sales-i against BI Tools

A

sales-i is designed specifically for sellers at the street level we do not require reps to analyze any data, our technology does the analysis for them. BI Tools are great for exploring data and mining data which is typically a management function

32
Q

How to position when someone has CRM already

A

We are not going to replace your CRM, we enhance your CRM. We give you relevant information about your customer’s buying habits, what to talk about and when to talk about it.

Introduction to sales-i (3 decks)

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