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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

  • Provision of information on a customer's status, including whether their account is active, selected for credit control, disconnected, terminated or subject to legal action

  • 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

  • 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

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

General Requirements Features and Functions
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