Overview
What is TDF CRM?
TDF CRM by White Cup headquartered in Garden City, IA, is a customer relationship management platform that integrates with the user's enterprise business systems, such as ERP/accounting systems, phone systems, shipping systems, etc. The integration is presented as a solution…
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Product Details
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What is TDF CRM?
TDF CRM Technical Details
Operating Systems | Unspecified |
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Mobile Application | No |
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Reviews
Community Insights
- Business Problems Solved
- Pros
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TDF CRM has proven to be a valuable tool for businesses in solving a range of sales and communication challenges. Users rely on TDF CRM to access up-to-date customer information before visiting accounts, ensuring they have the necessary knowledge to make impactful sales calls. The software resolves disconnected sales and marketing processes, providing a harmonious solution that improves workflow and collaboration between inside staff and outside sales teams.
One of the key business problems addressed by TDF CRM is the need for accurate tracking and management of sales activities and opportunities. Field account managers heavily rely on the software as their compensation is dependent on activities and opportunities entered and updated. TDF CRM helps them input sales goals, gain greater insight, and keep sales and projects on track. Furthermore, it greatly enhances tracking of opportunities and lost business, enabling sales teams to identify missed opportunities within accounts through gap analysis and Product Group settings.
Another common challenge in sales is maintaining strong customer relationships while out of the office. TDF CRM improves CRM information and access while out of the office, allowing salespeople to have instant access to their data, historical and new sales orders, quotes, and account assignments. The software centralizes and standardizes customer information, removing islands of data and creating a complete picture of customer accounts. This visibility not only makes sales calls more effective but also makes customer relationships easier to maintain by providing readily available information when needed.
Moreover, TDF CRM facilitates seamless integration with ERP systems, improving communication visibility across departments. Integration with the ERP system streamlines processes such as reporting, data mining, analysis, vendor tracking, scorecarding, quoting, automatic order creation out of Eclipse, costing of design hours, forecasting, call reports completion, activity logs management, mileage reporting, etc. It eliminates the need for third-party reporting applications and reduces manual effort in capturing relevant information.
Furthermore, TDF CRM offers solid visibility for managers into their team's activities and progress at different accounts. It strengthens the team selling model by ensuring everybody is up to date and provides full visibility of accounts to appropriate users. Salespeople can easily view their entire portfolio of accounts, drill down into individual customers and product lines, and track salesman statistics.
Overall, TDF CRM addresses a wide range of business problems by providing seamless integration, improving communication and collaboration, enhancing customer relationships, streamlining processes, and offering comprehensive visibility. It enables businesses to optimize their sales efforts, improve productivity, make data-driven decisions, and ultimately drive growth.
Efficiency: Several users have praised TDF CRM for its efficiency in managing customer relationships. Users have stated that the software helps them streamline their sales processes and improve overall productivity.
User-friendly interface: Many reviewers have appreciated the user-friendly interface of TDF CRM. They mention that the software is easy to navigate, making it simple to access and update customer information. This intuitive design has been particularly beneficial for new users who quickly adapt to the system.
Customization options: A significant number of customers have highlighted the customization options available in TDF CRM. They appreciate being able to tailor the software according to their specific business needs, such as creating custom fields, workflows, and reports. This flexibility allows users to personalize their CRM experience and optimize it for their unique requirements.
Glitches and inconsistencies: Users have encountered glitches and inconsistencies between the desktop and mobile versions of TDF CRM, impacting their experience with the software. Some users have expressed frustration over these issues.
Slow loading times: Several users have reported that TDF CRM is slow to load, which negatively affects their productivity. This issue has been a common complaint among reviewers.
Challenging training process: The training process for new users can be challenging, despite efforts to improve it through written procedures. Several reviewers have found it difficult to get up to speed with the software, highlighting the need for better training resources.
Users have made several recommendations for improving the experience with Tour de Force (TDF). Firstly, they stress the importance of having multiple administrators trained to handle TDF. This ensures that there is a backup and reduces the risk of disruption if the main administrator is unavailable.
Secondly, users suggest that Tour de Force personnel come in person to assist with the go-live process. This hands-on support helps ensure a smooth transition and addresses any issues that may arise during implementation.
Lastly, users recommend conducting annual system reviews of TDF. This proactive approach helps assess its effectiveness, identify areas for improvement, and keep it aligned with evolving business needs.
Overall, users also mention positive aspects of TDF, such as its integration capabilities with Epicor's Prophet 21 ERP and a supportive implementation team. However, they highlight challenges faced during implementation due to users' unfamiliarity with CRM and stress the importance of mapping out required fields and providing comprehensive training. Additionally, they appreciate TDF's lower price compared to other options, customization possibilities, and the responsiveness of their support staff. They recommend evaluating specific needs and exploring customization options before making a decision.