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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 Features and Functions



  • Workflow engine that helps manage collaborative marketing activities

  • Personalized mass e-mail campaigns that can send an unlimited number of e-mails

  • Tracking of campaign responses (e.g., sent, no response, responded)

  • Association (hyperlinking) of lead data records with campaign records

  • Mass import of off-line leads with response tracking

  • Association (hyperlinking) of opportunity (deal) data records with campaign records

  • Association (hyperlinking) of file attachments with campaign records

  • HTML e-mail tracking (e.g., of 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

  • Variety of predesigned campaign management reports that are available for immediate use

  • Predesigned campaign ROI analysis report that is available for immediate use

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

Marketing Automation Features and Functions
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