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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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Strategic Segments Features and Functions



  • Support strategic segments or the ability to define reusable, persistent segments

  • Segments can be managed from one central area

  • Strategic segments can be refreshed at any time interval, separately from campaign execution

  • Real-time reporting and interactive customer analytics are provided for each segment so that segment usage, performance, and behavior trends over time can be analyzed

  • Ability to drill into strategic segment reports to visually select specific groups to include within a campaign

  • Track the performance of segments over time

  • Track segment migration or responses by segment

  • Targeted lists manager

  • Characterize individual customers according to demographic profile

  • Characterize individual customers according to buying patterns

  • Characterize individual customers according to scoring systems

  • Segments by selling channels

  • Segments by product groups

  • Classify customers by segments such as, high value, tax-exempt, or affinity groups

  • Flag long-standing customers for preferential treatment (by a type of tenure indicator)

  • Compare the characteristics of different segments to determine segment-specific actions

  • Set effective, measurable goals for each segment

Campaign Management Features and Functions
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