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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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Campaign Execution and Management Features and Functions



  • A workflow engine is available to help manage collaborative marketing activities

  • Personalized mass e-mail campaigns (that can send an unlimited number of e-mails) from within the CRM Solution

  • Campaign response tracking (e.g., sent, no response, responded)

  • Lead data records can be associated with (hyperlinked to) campaign records

  • Mass import of offline leads with response tracking

  • Opportunity (deal) data records can be associated with (hyperlinked to) campaign records

  • File attachments can be associated with (hyperlinked to) campaign records

  • HTML e-mail tracking (e.g., date first opened, number of times opened, date most recently opened, etc.)

  • Automatic maintenance of campaign results statistics (e.g., number of leads generated, dollar value of sales, etc.) within each campaign data record

  • Integration with lead management and sales applications for closed-loop campaign performance analysis

  • A variety of predesigned campaign management reports are available for immediate use

  • A predesigned campaign ROI analysis report is available for immediate use

  • Predesigned campaign analytics (charts and graphs) are available for display on dashboards and reports

Marketing Automation Features and Functions
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