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Software Functionality Revealed in Detail
We’ve opened the hood on every major category of enterprise software. Learn about thousands of features and functions, and how enterprise software really works.
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 certification in automation


Maximizer CRM 12: Salesforce Automation Certification Report
Maximizer CRM 12 is now TEC Certified for online evaluation of salesforce automation (SFA) solutions in the Customer Relationship Management (CRM) Evaluation

certification in automation  CRM 12: Salesforce Automation Certification Report Maximizer CRM 12 is now TEC Certified for online evaluation of salesforce automation (SFA) solutions in the Customer Relationship Management (CRM) 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, competitive analysis, product analysis, and in-depth analyst commentary.

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Software Functionality Revealed in Detail

We’ve opened the hood on every major category of enterprise software. Learn about thousands of features and functions, and how enterprise software really works.

Get free sample report
Compare Software Solutions

Visit the TEC store to compare leading software by functionality, so that you can make accurate and informed software purchasing decisions.

Compare Now

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 contact data. Systems often include various levels of analytic and reporting capabilities. 

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Documents related to » certification in automation

CRM Software Review: Pivotal CRM


This customer relationship management (CRM) software review report examines the CRM software by Aptean and its support for manufacturing industry customers against known benchmarks. It assesses Pivotal CRM by Aptean for customer relationship management functionality and reviews the product’s support capacity with a focus on:

  • Sales Force Automation
  • Marketing Automation
  • Customer Support
  • Analytics and Reporting
  • Extended CRM

The report contains an independent analyst’s review of the CRM software based on a demonstration provided by Aptean. The review identifies the features of Pivotal CRM that distinguish it from other CRM solutions, including its partnership with QlikView to offer optimized intellectual property and data analytics capabilities and its ability to integrate with Aptean’s other ERP solutions. The analyst also outlines the software provider’s implementation process, support model, and target user base.

Pivotal CRM is a solution for manufacturing industry customers that is particularly ideal for clients in the financial services and discrete and process manufacturing sectors. Pivotal CRM provides CRM support to businesses through sales force automation, marketing management, and service management support.

Pivotal CRM achieved TEC certification status for its CRM software solution by completing TEC’s certification program, which includes a demonstration of the CRM software’s support for specific real-world business processes and a detailed functional benchmarking analysis.

Based on a demonstration of Pivotal CRM, a TEC analyst has assessed the CRM software’s features, evaluating the software against known industry benchmarks, to determine that Pivotal CRM is a strong CRM system

Download this software review report for product analysis and comparison, and in-depth analyst commentary, and to learn more about how Aptean’s Pivotal CRM can help businesses achieve their customer relationship management objectives.

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Tenrox: Certification Complete


This just in—Tenrox has joined the ranks of TEC Certified systems providing project portfolio management (PPM) functionality. See TEC’s Vendor Showcase for updated Tenrox profiles:PPM for Internal Departments PPM for Professional Services Automation I’ll be providing a full report here on the TEC site in the coming weeks (including strengths, weaknesses, and benchmarking analysis

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PPM for PSA Software Review: NetSuite OpenAir


This product portfolio management for professional services automation (PPM for PSA) software review report examines the PPM for PSA software by NetSuite and its support for business management processes against known benchmarks. It assesses NetSuite OpenAir for PPM for PSA functionality and reviews the product’s support capacity with a focus on:

  • Portfolio and Project Management
  • Resource Planning and Scheduling
  • Opportunity, Contact, and Contract Management
  • Time and Expense Management
  • Budgeting, Costing, and Billing
  • Knowledge Management, Collaboration, and Analysis
  • Third-party Integration

The report also contains an independent analyst’s review of the PPM for PSA software based on a demonstration provided by NetSuite. The review identifies the features of NetSuite OpenAir that distinguishes it from other business process management solutions, including its integration capability with NetSuite’s SuiteApp.com application store, its multicurrency and multi-tax support feature, and its mobile compatibility for use over various device types. In this review, the analyst outlines the software provider’s implementation process, support model, and target user base.

NetSuite OpenAir achieved TEC certification status for its PPM for PSA software solution by completing TEC’s certification program, which includes a demonstration of the PPM for PSA software’s support for specific real-world business process and a detailed functional benchmarking analysis.

Based on a demonstration of NetSuite OpenAir, a TEC analyst has assessed the PPM for PSA software’s features, evaluating the software against known industry benchmarks, to determine that NetSuite OpenAir by Aptean is a strong manufacturing ERP system.

Download this software review report for product analysis and comparison, an in-depth analyst commentary, and to learn more about how NetSuite OpenAir can help businesses achieve their PPM for PSA objectives.

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NetSuite OpenAir PPM for PSA Certification Report


NetSuite OpenAir is now certified by TEC in the project portfolio management for professional services automation (PPM for PSA) software space.

To achieve TEC certification, NetSuite provided an extensive demonstration on the latest OpenAir version to TEC. During the first part of the product demonstration, NetSuite was asked to demonstrate OpenAir’s user interface, usability, customization, and underlying business platform support (including reporting, document management, and workflows). In the second part of the demonstration, NetSuite performed the live execution of a suite of real-world business process scenarios, covering project definition and management, enterprise portfolio management, resource management, time and expense management, and project accounting.

TEC Senior ERP Analyst Ted Rohm takes an in-depth look at NetSuite OpenAir in this report on the certification, including product history, product highlights, a comprehensive functionality review, business platform support, and more. Detailed functionality graphs comparing NetSuite OpenAir to competitor solutions are also included for seven major functionality areas for PPM for PSA solutions.

After a thorough analysis, TEC concludes that OpenAir provides all the key functionality needed by a professional services organization to support its business operations, including comprehensive project management, resource management, time and expense management, and project accounting functionality. In 2014, NetSuite OpenAir PSA received the CODiE Award for "Best Project Management Solution" from the Software and Information Industry Association (SIIA). Find out why in the full NetSuite OpenAir certification report, available now.

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The Business Case for Marketing Automation


With capabilities that span inbound and outbound marketing, customer relationship management (CRM) integration, and robust measurement, marketing automation offers tremendous value to businesses, including improved operational efficiencies, reduced costs, marketing and sales alignment, more and more-qualified) leads, and increased revenues. This eBook will help you create a compelling case for adopting automation technology.

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PeopleSoft Delivers Oxymoron In 'Supply Chain in a Box'


Users would do well to take PeopleSoft’s claims with a vein of salt and maintain realistic expectations regarding the challenges they will face in integrating their supply chains.

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Sales Force Automation Buyer's Guide


Sales force automation makes it possible, and you can learn how in the sales force automation buyer's guide.

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Sales Force Automation (SFA) Software Evaluation Report


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 contact data. Systems often include various levels of analytic and reporting capabilities.

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Complete Guide to Sales Force Automation (SFA)


Complete Guide to Sales Force Automation Get the buyer's guide that gives you everything you need to know about sales force automation solutions.

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Leveraging 3-D for Sales Automation


It’s no longer acceptable for salespeople to respond to customers’ inquiries with “I’ll get back to you.” In the time it takes to respond, a competitor with stronger product knowledge, customized proposals, or better pricing will win your business. Find out how to provide your salespeople with the ability to explain complex manufacturing processes and other key factors—before you lose your sales to your competitors.

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