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Software Functionality Revealed in Detail
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 credit proposals


ERP Vendors Venturing into PSA
On February 29, PeopleSoft Inc. took the wraps off its Professional Services Automation (PSA) product, software that aims to help services firms better manage

credit proposals  like airlines, hotels, and credit card companies. User Recommendations Professional service organizations are advised to familiarize themselves with the offerings of all relevant players. While there is no clear-cut PSA functionality scope, one should look for the following common functions: opportunity management, qualification management, resource scheduling, delivery management, knowledge management, and data warehousing and business intelligence. From the technical standpoint, the solution should be f

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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 » credit proposals

BigMachines: Getting Bigger and Better - Part II


Part I of this blog post series talked about my encounter with BigMachines, a provider of slick software-as-a-service (SaaS) configure, price, and quote (CPQ)/quote-to-order (Q2O) solutions during my recent attendance of Gartner’s CRM Summit in Scottsdale, Arizona (US). Prior to analyzing recent events at BigMachines, Part I explained the general value proposition of on-demand Q2O and CPQ software

credit proposals  implementing a number of credit card transaction and tax calculation partners. Other optional modules in the BigMachines 9 platform include the following: BigMachines Administration Platform – currently being continually simplified to help administrators define online their product data, UI, commerce rules, etc.; BigMachines Integration Platform – integrates to CRM, ERP, and e-commerce systems using  Web Services . As said earlier, there are packaged integration options to Salesforce.com CRM [ evalu Read More

Getting a More Exact Picture of, well, Exact Software Americas - Part 2


Part 1 of this series talked about my long-standing coverage of Exact Holding, and in particular about my recent update briefing with the Exact Americas division. My post concluded with the vendor’s intent to go back to its local roots and push its well respected North American manufacturing and distribution enterprise resource planning (ERP) products, especially Exact Macola ERP.

credit proposals  order to travel from credit approval through fulfillment without using a single piece of paper; to automatically generate a customer notification for an overdue invoice; or to generate an email alert to a sales representative if a regular customer broke their pattern and did not place a purchase order on a given date. Needless to say, Exact ERP users can optionally benefit from the Exact Business Analytics (EBA) capabilities as well ( mentioned in Part 1 ). But Wait, Who Is the ERP Boss Here? Surprisingly Read More

Lawson Software Means Business With PSA and IPO


By acquiring a leading PSA vendor and deciding to go public, in addition to the new functional and technological enhancements to its flagship lawson.insight suite due in August, Lawson Software continues to boldly challenge bigger competitors, primarily PeopleSoft and Oracle.

credit proposals  like airlines, hotels, and credit card companies. Although this is an evolving area with not much implementation experience accumulated so far, users should be aware of similarities and differences between PSA and ERP. PSA products are much smaller and simpler in scope than their ERP equivalents. Also, most PSA systems lack a built-in suite of development tools; therefore we expect much less room for complex customizations with source code change. However, the flexibility to tailor the system on the fly w Read More

Software Selection: An Approach


Selecting package software can have long-term benefits or long-term regrets. To avoid the latter, your approach needs to be sound, logical, and prudent. It also has to be completed in your lifetime. Read about an approach to software selection that helps an organization get to the primary objective of identifying the best software solution quicker but with the necessary due diligence.

credit proposals  and you have established credit limits based on factored balances. This is what needs to documented. Particularly in this step, the project team needs to think out of the box but still within the four walls of the company and within reason. If you always wanted to process information, material, goods in a different manner, now may be the time to raise and explore these issues. Also, realize that you are not just thinking about today. You need to shine up your crystal ball and consider requirements three t Read More

Predictive Analytics; the Future of Business Intelligence


Business intelligence (BI) is evolving as it grows in popularity. Within BI, there is a shift from traditional analytics to predictive analytics, and predictive analytics is emerging as a distinct new software sector.

credit proposals  behavior. For example, a credit card company could consider age, income, credit history, other demographics as predictors when issuing a credit card to determine an applicant's risk factor. Multiple predictors are combined into a predictive model, which, when subjected to analysis, can be used to forecast future probabilities with an acceptable level of reliability. In predictive modeling, data is collected, a statistical model is formulated, predictions are made, and the model is validated (or revised) Read More

Maximizer CRM: Sales Force Automation (SFA) Competitor Analysis 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.

credit proposals  CRM: Sales Force Automation (SFA) Competitor Analysis 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. Read More

Vendors Beware! It’s Not What You Say, It’s How You Say It.


A study from Iowa State University’s Department of Electrical and Computer Engineering suggests that the format and organization of a proposal can significantly affect a vendor’s chance of winning a contract. And we thought those university professors didn’t know much about the real world!

credit proposals  Beware! It’s Not What You Say, It’s How You Say It. Overview Like most Associate Professors, Dr. Daniel Berleant has to apply for funding to support his research and graduate students. So he writes proposals. Naturally he wins some and he loses some. Being a scientist, after all, he wondered whether there were factors beyond the content of the proposals that affected the chances of success. So he did a study, which was published in the Communications of the ACM , a leading professional journal. Read More

Digital Ware


We provide solutions to improve the quality of life of workers and their families. Midleware Our ​​system SEVEN-EAI (Enterprise Application Interface), can be integrated into different niche solutions connecting the different core business of the compensation funds in tourism, credit sports, education, health, housing, recreation, grants, events, etc. A broad background and experience behind the quality of our solutions and services.

credit proposals  compensation funds in tourism, credit sports, education, health, housing, recreation, grants, events, etc. A broad background and experience behind the quality of our solutions and services. Read More

Case Study: Envision Credit Union


In 2006, Envision Credit Union’s new chief financial officer (CFO) was looking to improve the visibility, efficiency, and accuracy of the company’s accounting and finance functions. Find out how a new business intelligence (BI) and analytics solution helped Envision reduce administrative costs, increase the average amount of overnight cash investments, and improve operational visibility, without adding staff.

credit proposals  Study: Envision Credit Union In 2006, Envision Credit Union’s new chief financial officer (CFO) was looking to improve the visibility, efficiency, and accuracy of the company’s accounting and finance functions. Find out how a new business intelligence (BI) and analytics solution helped Envision reduce administrative costs, increase the average amount of overnight cash investments, and improve operational visibility, without adding staff. Read More

PCI Compliance Cost Analysis


The Payment Card Industry Data Security Standard (PCI-DSS) was created by credit card companies to protect cardholder data, ensuring that merchants and service providers maintain the highest degree of information security. However, many retailers are still questioning its effectiveness and necessity in light of the high cost of compliance. Read this white paper to find out what this cost really means for your organization.

credit proposals  (PCI-DSS) was created by credit card companies to protect cardholder data, ensuring that merchants and service providers maintain the highest degree of information security. However, many retailers are still questioning its effectiveness and necessity in light of the high cost of compliance. Read this white paper to find out what this cost really means for your organization. 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 contact data. Systems often include various levels of analytic and reporting capabilities.

credit proposals  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. Read More

Winning the PCI Compliance Battle


The payment card industry (PCI) Data Security Standard establishes common processes and precautions for handling credit card data. Although achieving PCI compliance can seem daunting, the requirements represent security best practices that should be observed by any organization with IT systems and data to protect. Learn about network scanning and security assessment solutions that can help you manage PCI compliance.

credit proposals  banks, service providers and credit card companies. Bank of America, BJ's Wholesale Club, CardSystems Solutions, Choicepoint, Citigroup, DSW Show Warehouse, Hotels.com, LexisNexis, Polo Ralph Lauren and Wachovia are just a few of the names that have been boldly exposed in the media and pummeled in the financial markets after major data security breaches were revealed. Credit card data in particular has been compromised so frequently that calls for government intervention and regulation became widespread. Read More

PCI DSS Made Easy: Addressing the Payment Card Industry Data Security Standard


In 2004, there were 1.3 billion credit cards in circulation in the US. With fraud incidents on the rise, credit card companies are at constant risk of losing sensitive cardholder data. At the same time, strict payment card industry (PCI) requirements are forcing companies to put better systems in place to ensure clients are adequately protected. By implementing the right software tools, achieving compliance is possible.

credit proposals  there were 1.3 billion credit cards in circulation in the US. With fraud incidents on the rise, credit card companies are at constant risk of losing sensitive cardholder data. At the same time, strict payment card industry (PCI) requirements are forcing companies to put better systems in place to ensure clients are adequately protected. By implementing the right software tools, achieving compliance is possible. Read More

Leveraging 3-D for Sales Automation


Product knowledge is now readily available to buyers online, so it’s no surprise that salespeople are seeking new tools and new skills to close sales. A powerful new set of tools has taken its place in the salesperson’s arsenal: 3-D applications.

credit proposals  3-D for Sales Automation Originally published - November 9, 2007 The Googlization of information has leveled the playing field between sales representatives and prospects. With easy access to information, buyers are initiating purchasing cycles by performing extensive product research on the Internet long before inviting a sales representatives into the process. Increasingly, buyers today know as much, if not more, about the product and the competition's products as the seller knows. Product Read More