Checklist: Choosing the Right Financial Services Vendor

Today’s economic environment requires you to evaluate whether your current financial institution is in it for the long haul and can offer the full breadth of services that you may need. Many of these vital services can be delivered from one source—your bank. Your primary concern in selecting a financial services institution should be the security of your assets and data. Find out what to look for, and what to avoid.

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4 Steps to Choosing the Right Device for Field Service Mobility

  • Source: IFS
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Choosing the right device for field service management needs is not easy. This white paper will guide you through the different factors, including your organization’s technology outlook, how a customer’s perceptions of you might be affected by the device, and how the hardware features make your employees more efficient. Know the four steps to consider for choosing the right device for your field service mobility needs. Read More

Making the Sound Choice: Avoid the Common Pitfalls When Choosing a Saas Vendor

Organizations are frequently turning to software-as-a-service (SaaS) solutions for their customer relationship management (CRM) needs. But there are risks when deploying any solution at scale, especially if you select the wrong vendor. This e-book aims to help organizations make a smart CRM choice. Read More

Making the Sound Choice: Avoid the Common Pitfalls When Choosing a Saas Vendor

Organizations are frequently turning to software-as-a-service (SaaS) solutions for their customer relationship management (CRM) needs. But there are risks when deploying any solution at scale, especially if you select the wrong vendor. This e-book aims to help organizations make a smart CRM choice. Read More

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Choosing the Right Financial Performance Management Solution

  • Source: Ventana Research
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It doesn’t make sense to buy software based on price alone. Selecting a specific preferred vendor or spending as little as possible is the wrong choice if people will not use the purchased product and it winds up as “shelfware,” or if it hampers productivity and is an ongoing drain on resources. Learn the five questions financial professionals should ask before choosing a financial performance management (FPM) solution. Read More

Vendor Selection Checklist for Sales and Product Configurators

Choosing the right sales and product configurator is daunting. Complex products, services, and processes can contain hundreds of thousands of possibilities. To be effective, your sales and product configurator solution needs to have at least four key characteristics, including the flexibility to model your products and processes. Discover how to get the best configurator vendor and how to make the most of implementation. Read More

A Buyer's Guide to Choosing a Mobile Marketing Platform

Engagement is the key to mobile user retention. But many marketers don’t have the right marketing platform to give them the insights to optimize in-app experiences to prompt purchases and other conversions. This guide outlines what mobile marketing means today, the growing monetization trends, and the “must-haves” in choosing a mobile marketing vendor (plus, there’s a checklist!). Read More
 
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