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A guide to the benefits, technology and implementation essentials of CRM & SFA solutions
Companies spend staggering investments to make and keep their offerings competitive. By providing a centralized location to store account history and detailed

account titles  visit to a reference account A demonstration of your offering A quote sent to the prospect The creation of milestones tailored to different types of sales provides organisations a road map of sales cycles. Adding a higher degree of milestone auditability minimises the importance of seller opinions as to how qualified or real a given opportunity is. A test would be to have multiple managers assess deliverables from a particular opportunity to see if everyone arrives at the same conclusion as to the stage Read More

Small Business Software (SBS)
The Small Business Software (SBS) evaluation model targets functional requirements for fully featured solutions designed to support all business requirements of a typical small business. Extending ...
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Documents related to » account titles


SAP Users Speak Out on Credit and Collections Shortcomings
A recent survey of companies which have implemented SAP Accounts Receivable reveal more than a few areas where the system failed to deliver. Although nearly all

account titles  who have implemented SAP Accounts Receivable revealed more than a few areas where the system failed to deliver. We undertook the survey in response to a client inquiry regarding SAP A/R module implementations and possible effects on Days Sales Outstanding (DSO) metrics. DSO, a measure of a company's ability to collect its receivables, is computed in various ways, though we defined it as DSO = (Accounts Receivable*365 Days) / (Total Revenues). Companies participating in the survey belonged to a broad Read More
Oco’s
Last week my peer, Russell Cooper and I completed a successful certification of Oco Software’s business intelligence (BI) solution. Oco was represented by

account titles  listed above, taking into account that some categories may not be available from the client’s ERP business system extract data from flat (text) files and from other sources, such as spreadsheets The reports and dashboards that are provided allow a company to get into the BI analysis mode in very short order. Oco has stated that it can deliver a full solution in as few as 10 weeks. Oco’s solution is software as a service (SaaS) and cloud computing. When I questioned Oco about security, Jacques Hebert Read More
Engineering Change Management 2.0: Better Business Decisions from Intelligent Change Management
Traditionally, change management in product development and engineering has been viewed as a way to control cost and improve efficiencies. But companies are

account titles  These companies take into account a greater number of factors when making a change (Table 4). Table 4: Criteria Considered in Change Impact Analysis Criteria Best -in-Class Industry Average Laggard Impact on product requirements 82% 61% 45% Change in manufacturing tooling / equipment 94% 70% 60% Current supply / purchase orders 65% 54% 35% Current demand / sales orders 65% 54% 35% Change in manufacturing processes 94% 78% 70% Related documentation 65% 50% 45% Impact of change on related components or Read More
The Role of ERP in Globalization
Globalizing your market reach presents technology and business challenges to profitable growth. Your supply chain strategy for globalization should include an

account titles  standard product, customer, and account identification conventions, as well as standardized business processes that will support internal company collaboration and consolidation. This may be supported from a centralized or decentralized IT installation, each of which can present its own flavor of challenges. The second most often cited IT challenge was providing service from a centralized IT installation (54%), although 48% of companies also indicated they were challenged by managing global, Read More
Best Software To Hold Competition At Bay
Having garnered an astutely broad enterprise applications’ portfolio, Best Software recently unveiled its 'customer and/or partner for life' strategy to fend

account titles  Other enhanced processes include: account permission configuration for teams, advanced territory realignment with scenario analysis, improved integrity checking to eliminate orphan accounts, and easy identification of users and teams that have access to an account. In addition to the new architecture, users should benefit from the following enhancements: Sales Client User Interface — Users should now be able to manage multiple addresses within account and contact records, create account hierarchy and Read More
ATM Machines Hacked in Moscow
Recently Moscow's ATMs have fallen victim to cyberfraud. How does ATM hacking take place? Has it happened in the United States? What can you do to safeguard

account titles  the fifth field. The account number is usually stored in the second field of track two. The PIN verification field is usually held in field nine on track one or field six on track two. With a magnetic stripe reader, a stolen card's stripe can be read and recorded, and later put on a new card with a magnetic stripe writer. Or if you know what numbers you want to put in what fields, you can write another person's account number on your own card, and use your own pin to loot their account. Encrypted account Read More
Customer Relationship Management and the Next Generation Network
Next generation networks may eventually allow us to interact with the world in a way compatible with how we live. This would have the greatest impact on our

account titles  and have an e-mail account for organization activities. While trying to remain in close contact with customers, it's just as important that family and friends are able to reach me, and so I have a few personal e-mail accounts, a personal instant message account, and even a second cell phone with a number I only give out to family. Even though we have these technologies that help us stay connected, it's not as efficient and effective as we'd like, and things still fall through the cracks. I get terrible Read More
Using Business Intelligence Infrastructure to Ensure Compliancy with the Sarbanes-Oxley Act
The 2002 Sarbanes-Oxley Act (SOX) has affected organizations, their data, and their reporting processes, putting a strain on how their financials are managed

account titles  taken SOX issues into account when upgrading their product suites to make sure that required standards can be met on an ongoing basis. Even though many other forms of financial reporting software meet SOX compliancy, BI solutions have the added bonus of built-in workflow processes and data integration features to ensure long-term compliancy. Data within spreadsheets can be changed, and structures are not always put in place to manage those changes. However, BI software suites have built-in task Read More
Cash Management 101
Cash management is an essential business process all organizations must perform to survive. Though cash management uses automation for much of the “grunt” work,

account titles  today's receivables plus today's account balances exceed today's payables. Failure to practice this business management process guarantees bankruptcy. Every large organization has a cash management group, sometimes called the treasury . This group's function includes management of such items as investments and borrowing in addition to the organization's daily cash flow. In small to medium businesses (SMBs), usually the chief financial officer (CFO), president, or owner performs the task of cash Read More
International Trade or ITL Adoption
Globalization of the Supply Chain means adoption of ITL is not an option.

account titles  model that takes into account the breadth and depth of information exchanged between these interrelated entities. ITL systems support export and import processes, documentation and compliance, accounting, and financial reporting in a multi-currency, multi-language environment. Suppliers will want integration with their order management systems, and retailers will want integration with their sourcing and procurement systems. Alternatively, these functions may be embedded in the ITL solution. To know true Read More
Front-to-back-office Integration: Improving Your Customer Life Cycle Management
Research shows that back-office connectivity is not addressed by many customer relationship management (CRM) solutions@meaning, customer data cannot be shared

account titles  in the quote-to-cash cycle including account management, sales order processing, shipping, and accounts receivable errors or omissions at any stage in the process can be costly and time-consuming. Additionally, front-office staff, such as account managers or customer service agents, may struggle to provide order status updates to their customers because of limited visibility to the transactional information contained in the back-office system. The workflow management capabilities of today s ERP and CRM Read More
Understanding the PCI Data Security Standard
The payment card industry data security standard (PCI DSS) defines a comprehensive set of requirements to enhance and enforce payment account data security in a

account titles  of security standards for account data protection. Throughout most of the developed world, and especially within the United States, Canada, Japan and the European Union, legal mandates make organizations that handle payment information legally and financially responsible for protecting its owners' privacy and confidentiality. These organizations are also liable for financial losses that may be incurred through accidental or unauthorized disclosure of or access to such information by third parties. In Read More
Intacct
Intacct Accounting On Demand is an integrated accounting solution. It features the following core and specialized applications: General Ledger, Accounts

account titles  Intacct Accounting On Demand is an integrated accounting solution. It features the following core and specialized applications: General Ledger, Accounts Receivable, Accounts Payable, Cash Management, Employee Expenses, Order Entry, Inventory Control, Purchase Order, Consolidation, Time and Billing, Business Development, Payroll (through Automatic Data Processing, Inc., or Intuit Inc., solutions), Retirement Services (through Principal Financial Services, Inc., solutions), and True Multi-Entity Read More

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