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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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Customer Communication Features and Functions



  • Effective management of inbound and outbound communications via various communication channels

  • Tracking of open customer inquiries, and prioritize inquiries based on inquiry type, customer treatment, and inquiry date

  • Closing of an open customer inquiry after the required information has been provided to the customer

  • Route contacts to a relevant team based on the nature of the contact

  • Scripting, in order to streamline and make consistent all external verbal communications

  • Addition, definition, and configuration of new standard letters without the need of vendor support

  • Allocation of the customer services team and DDI contact, as well as having a single point of contact for dedicated response to key customers

  • Recording of the customer's preference for English or other language output

  • Changing of the preference for English or other language at any time

  • Production of all printed output and correspondence for the customer in the chosen language

  • Mechanisms to automate messages to any media types (e-mail address, mobile number [for SMS contact] or any other media) corresponding to the customer hierarchies

  • Generation of appropriate types of documentation (in a parameterized manner) upon committing a new prospect, or at the conversion of a prospect into a customer

  • Ability for the customer to raise new orders for hardware, accessories, or services, and support various types of each, a feature that is be provided by, or linked to, an inventory system

  • A set of standard letters, such as a welcome letter

General Requirements Features and Functions
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