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What CRM Should Have Taught IT (although not getting the message is not entirely IT's fault)
IT hasn't properly supported CRM because it hasn't understood either its importance or its requirements. The advent of CRM exacerbated a serious, pre-existing

biz automation  had the gee-whiz technology biz heeded this credo several years ago, not more than one in fifty of the companies populating the dot.com bubble would have ever seen the light of day—or the darkness at the end of the bubble. And if many CTOs, CIOs and IT managers had paid heed, they wouldn't have lost their budgets—or their credibility, and in some cases their jobs, either. But, you may fairly ask, doesn't the principle of aligning technology with business requirements apply to all Read More...
Sales Force Automation (SFA)
Sales Force Automation (SFA) systems help sales and marketing teams with functions related to taking orders, generating proposals or quotes, managing territories, managing partners, and maintaining...
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Documents related to » biz automation


Sales Tax Compliance and the CFO: What Automation Means for Risk Management
It’s time C-level executives take a closer look at how sales tax is managed within their organizations. This report highlights what finance and accounting

biz automation  Tax Compliance and the CFO: What Automation Means for Risk Management It’s time C-level executives take a closer look at how sales tax is managed within their organizations. This report highlights what finance and accounting professionals know (and don’t know) about managing sales tax, and more importantly, why risk of non-compliance is more important in this legislative climate. This report draws upon a recent study by Wakefield Research, which investigates what leading and emerging companies in Read More...
Business Automation Solutions
Business Automation Solutions, Inc., (BAS) is a premier GoldMine CRM consultant and trainer. Since 1995, we’ve operated as a SMART (Sales, Marketing and

biz automation  Automation Solutions Business Automation Solutions, Inc., (BAS) is a premier GoldMine CRM consultant and trainer. Since 1995, we’ve operated as a SMART (Sales, Marketing and Relationship Technology) consulting firm that has effectively introduced thousands of professionals to GoldMine CRM and other CRM solutions through consultation, implementation, training, reporting, systems integration and support. We apply CRM “best practices” in industries such as professional sports, software, Read More...
Microsoft's Dynamic New Approach to Professional Services Automation
In the short term, Microsoft Dynamics SL will likely follow the professional services automation (PSA) trend of extending functionality to the Web. In the long

biz automation  s Dynamic New Approach to Professional Services Automation Introduction With the recent re-branding of the Microsoft Business Solutions product line as Microsoft Dynamics , Solomon , Microsoft's flagship professional services automation (PSA) solution for the small and medium business (SMB) market, has been repackaged as Microsoft Dynamics SL . Microsoft Dynamics SL version 6.5 extends the solution's prior functionality through its business portal, as well as by offering new modules for purchase Read More...
Success Keys for Proposal Automation
Proposal writing has become a common requirement throughout the entire business world. And for many sales people, they are a necessary evil. If you're thinking

biz automation  Keys for Proposal Automation In today's economy, sales people have to write more proposals, and better proposals, than ever before. As the industry has become more competitive and complex, customers have become both more confused and more demanding. As a result, they are likely to listen to a presentation, nod their heads, and mutter those dreaded words, Sounds good! Why don't you put that in writing for me? Why Do Customers Want Proposals? Writing proposals is about as much fun as having your Read More...
Tenrox Project Workforce Management for PPM for PSA Certification Report
Tenrox Project Workforce Management is TEC Certified for online evaluation of project portfolio management for professional services automation (PPM for PSA

biz automation  Project Workforce Management for PPM for PSA Certification Report Tenrox Project Workforce Management is TEC Certified for online evaluation of project portfolio management for professional services automation (PPM for PSA) solutions in the Project Portfolio Management (PPM) Evaluation Center. The certification seal is a valuable indicator for organizations relying on the integrity of TEC research for assistance with their software selection projects. Download this report for product highlights, Read More...
PPM for Professional Services Automation Software Evaluation Report
A business practice that assists organizations to align their portfolio of projects with their business strategy. Professional services automation (PSA) refers

biz automation  for Professional Services Automation Software Evaluation Report A business practice that assists organizations to align their portfolio of projects with their business strategy. Professional services automation (PSA) refers to a system designed to streamline and track resources, projects, portfolios, revenues, and the costs of professional services organizations (PSOs), which provide billable services to their clients. Consequently, PPM for PSA provides both the high-level monitoring of project Read More...
SalesForce.com Enterprise Edition
Salesforce.com Enterprise Edition provides customer relationship management (CRM) solutions that focus on sales force automation, marketing automation

biz automation   Read More...
Workload Automation: The Key to Managing Windows Server Sprawl
Many companies use data centers running processes across multiple Windows servers using built-in schedulers instead of automating nightly batch streams on a

biz automation  Automation: The Key to Managing Windows Server Sprawl Many companies use data centers running processes across multiple Windows servers using built-in schedulers instead of automating nightly batch streams on a mainframe. Simple schedulers work well on individual servers with only a handful of tasks, but scheduling becomes more difficult once you include dependencies, such as incoming files, the behavior of other applications, or the completion of business processes on other servers. Workload Read More...
PPM for Professional Services Automation RFI/RFP Template
Portfolio and Project Management, Resource Planning and Scheduling, Opportunity, Contact, and Contract Management, Time and Expense Management, Financial

biz automation  for Professional Services Automation RFI/RFP Template Portfolio and Project Management, Resource Planning and Scheduling, Opportunity, Contact, and Contract Management, Time and Expense Management, Financial Management, Budgeting, Costing, and Billing, Knowledge Management, Collaboration, and Analysis, Third Party Integration, Back-office Functionality, Product Technology Read More...
Application Life-Cycle Management for ERP: Overcoming the Barriers to Automation
Packaged enterprise resource planning (ERP) systems can be expensive and resource-intensive to implement, but they are critical to business. Disruptions due to

biz automation  Life-Cycle Management for ERP: Overcoming the Barriers to Automation Packaged enterprise resource planning (ERP) systems can be expensive and resource-intensive to implement, but they are critical to business. Disruptions due to application failures, performance problems, or unavailability come at a high price. ERP systems are highly change-oriented and must adapt; as a result, ERP teams are struggling to keep up. This white paper focuses on the issues surrounding the automation of the applicati Read More...
Getting ITIL Done with IT Process Automation
Information Technology Infrastructure Library (ITIL) processes often span multiple systems. However, many organizations operate in department and application

biz automation  ITIL Done with IT Process Automation Information Technology Infrastructure Library (ITIL) processes often span multiple systems. However, many organizations operate in department and application silos, with a lack of silo integration inhibiting a process approach. This leaves a significant amount of manual work, resulting in a risk of error, latency, and lack of visibility and reporting. So how can you automate these processes and drive real value? Read More...
Enhancing Interaction Center ROI in Turbulent Economic Times: Beyond Traditional Data Sources for Workforce Automation
Interaction center managers must deliver greater value on smaller budgets. But you can’t simply cut costs and services, or your customers won’t remain satisfied

biz automation  Interaction Center ROI in Turbulent Economic Times: Beyond Traditional Data Sources for Workforce Automation Enhancing Interaction Center ROI in Turbulent Economic Times: Beyond Traditional Data Sources for Workforce Automation If you receive errors when attempting to view this white paper, please install the latest version of Adobe Reader. SAP's ecosystem offers the most comprehensive and consistent industry approach to enable customers, partners, and individuals to accelerate innovation, Read More...
How Can You Top 95 Percent Automation Levels in Processing Loan Applications?
At any given time, one in four mortgage providers is looking to upgrade its loan origination system. The reason: its current system provides low rates of

biz automation  Can You Top 95 Percent Automation Levels in Processing Loan Applications? At any given time, one in four mortgage providers is looking to upgrade its loan origination system. The reason: its current system provides low rates of automation—including some processing functions that are not automated at all. Using people to process loan applications decreases profitability of a company in several ways, but by automating more processes, profitability can be improved—and the hidden costs eliminated. Read More...
The Case for Spreadsheet Automation: A High ROI Alternative to Traditional Budgeting, Forecasting, and Management Reporting
How can a budget administrator, burdened with the task of gathering data from hundreds of spreadsheets from all over the organization, manage this monumental

biz automation  Case for Spreadsheet Automation: A High ROI Alternative to Traditional Budgeting, Forecasting, and Management Reporting How can a budget administrator, burdened with the task of gathering data from hundreds of spreadsheets from all over the organization, manage this monumental undertaking? Additionally, how to avoid using a costly packaged budget application that doesn’t take the organization’s business rules into consideration? The solution: a spreadsheet automation tool that easily adapts to the Read More...

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