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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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Partner Web Portal Features and Functions

Web-based PRM (partner relationship management) software applications enable companies to customize and streamline administrative tasks by making shipping schedules and other real-time information available to all the partners over the Internet.

  • Partner recruitment and registration

  • Partner business and call planning

  • Partner training, including online tests, configurable grading logic, and certification tracking

  • Online access to assigned lead and opportunity records

  • Online input of new leads and opportunities

  • Online maintenance of lead and opportunity status (sales pipeline, forecasts, and sales history)

  • Online access to (and download of) marketing collateral, (brochures, white papers, product pricing, etc.)

  • Notification system (global messages) to keep partners up-to-date on special offers and promotions

  • On-line input of new orders

  • On-line input of new cases or service requests

  • On-line access to order status

  • Online access to the company's published solution knowledge base to find solutions to their customers' problems

  • On-line access to archive of past invoices

Partner Management Features and Functions
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