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Software Evaluation Features and Functions

Before you can begin comparing enterprise software solutions, it's important to understand the features and functions that you need to run your business.Below, you'll find links to comprehensive models of features and functions for several types of enterprise software, accounting, asset management, business intelligence (BI), content management systems (CMS), enterprise resource planning (ERP), human capital management (HCM), product lifecycle management (PLM), product portfolio management (PPM), relationship management, and supply chain management (SCM). These feature/function models can help you better understand vendor offerings as you compare software solutions, including

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Sales Quote Confirmation Features and Functions

Sales Quote Confirmation: Once a sales representative has discussed a quotation with a prospect, the prospect should be sent a confirming quotation. While users could print the quotation and mail it, the most efficient method would be to either FAX the quotation or send it via e-mail. In both cases this process should be internal to the system where the user can select an option from within the quotation printing routine that instructs the system to send the quotation via FAX or e-mail automatically. Nothing is printed, and the user has to do very little in order to confirm to their prospect what has been quoted.

  • FAX transmission

  • E-mail transmission

Order Receipt Features and Functions
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