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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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 crm software selection rfp template


Customer Relationship Management (CRM) RFI/RFP Template
Sales Force Automation, Marketing Automation, Customer Service and Support, Analytics and Reporting, and Technical Functionality

crm software selection rfp template  Relationship Management (CRM) RFI/RFP Template The Customer Relationship Management (CRM) RFI/RFP Template lists and describes 1363 features and functions found in Customer Relationship Management (CRM) software solutions. This Customer Relationship Management (CRM) Template can help you save time, control costs, and communicate clearly with vendors at nearly every stage of your Customer Relationship Management (CRM) software selection projects. Features and functions included in this Customer

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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

Customer Relationship Management (CRM) RFI/RFP Template

Sales Force Automation, Marketing Automation, Customer Service and Support, Analytics and Reporting, and Technical Functionality 

Evaluate Now

Documents related to » crm software selection rfp template

Project-oriented Software: Many Choices, Many Differences


Professional service organizations sell not just time, but knowledge. Thus, in addition to time and expense management, a business management software product must support a means for knowing how this knowledge is tracked, assigned, managed, and billed. But which product?

crm software selection rfp template  Customer relationship management ( CRM ): Success in any business depends on generating a constant stream of new business. While large contracts are coveted (primarily for prestige), it's the smaller projects that fill in the gaps and (in many cases) actually generate higher gross margins. Success is therefore dependent on maintaining constant consumer awareness, identifying opportunities, pursuing these opportunities, and converting them into paying projects. Contact management is important, but in Read More

Software Evaluation, Selection, and Contract Negotiation


Most articles about the pitfalls of software implementation projects highlight the mistakes made during implementation. Examples include poor project management, scope creep, uncommitted users, or lack of an executive sponsor. All of these areas of focus are valid, but often we forget that before starting the implementation, somehow we had to choose a package and sign a contract.

crm software selection rfp template  select the Financial, ERP, CRM, SCM, PLM and other software packages that are the best fit for current and future needs. Due to the complexities of these projects and the risks of selecting the wrong package, clients look to us to provide expertise in this critical evaluation . TSI is unique among consulting firms in that we are completely objective with the evaluation. Source : TSI - Transforming Solutions Inc. Resources Related to Software Evaluation, Selection, and Contract Negotiation : Evaluation Read More

5-step CRM Software Selection Guide: A Pragmatist’s Guide to CRM Software Selections


Selecting a new enterprise customer relationship management (CRM) solution is an undertaking that requires careful planning and managed execution. And in fact, there are a number of common mistakes that organizations make. Failing to execute the selection process in an objective and structured fashion can be an expensive financial mistake—as well as a fatal hit to your professional reputation.

crm software selection rfp template  step CRM Software Selection Guide: A Pragmatist’s Guide to CRM Software Selections 5-step CRM Software Selection Guide: A Pragmatist’s Guide to CRM Software Selections If you receive errors when attempting to view this white paper, please install the latest version of Adobe Reader. Aplicor delivers Web-based CRM , ERP and accounting software to global midmarket and enterprise organizations. Unique strengths include an intuitive user interface to promote a positive user experience, Source : Read More

5 Common Hurdles During the ERP Selection Process-And How You Can Avoid Them


With so many different enterprise resource planning (ERP) applications on the market, selecting the right solution can be extremely time-consuming and daunting. In fact, according to a recent study, nearly three-quarters of manufacturers are dissatisfied with their current systems. However, following a clearly defined selection process—and learning from the mistakes of others—can drastically improve your chances of success.

crm software selection rfp template  material business analytics business crm solution business erp business erp software business process business process analysis business process analyst business process engineering business process improvement business process integration business process management business process management software business process management system business process model business process modeling business process modeling software business process reengineering business process software business processes business Read More

Fatal Flaws in ERP Software Create Opportunity for Niche Software in CPG Companies


ERP software may fail to meet critical business requirements. When companies find that their ERP doesn't meet all of their business requirements, they should investigate niche software vendors who are focused on fixing fatal flaws. This paper discusses one of the potential fatal flaw areas in the CPG industry.

crm software selection rfp template  problems. General ERP and CRM software is designed to focus on general business practices within broad industries. Specialized ERP software, like Process ERP provides solutions for specific industries and even segments within those industries. Niche software can be tailored to a specific industry segment. Jim Stromvig, information services manager at Salem OR frozen food manufacturer NORPAC, has one caveat. Stromvig has found that niche software vendors can provide, functionality that is an improvement Read More

Cougar Mountain Software


Since 1982, 19,000 clients have turned to Cougar Mountain Software for their accounting software solutions. Cougar Mountain provides software applications for midsized businesses and nonprofit organizations in need of accounting software, fund software, or point of sale (POS) software and hardware across a broad range of industries requiring customizable solutions. Cougar Mountain is based in Boise, Idaho (US).

crm software selection rfp template  Mountain Software Since 1982, 19,000 clients have turned to Cougar Mountain Software for their accounting software solutions. Cougar Mountain provides software applications for midsized businesses and nonprofit organizations in need of accounting software, fund software, or point of sale (POS) software and hardware across a broad range of industries requiring customizable solutions. Cougar Mountain is based in Boise, Idaho (US). Read More

Quest Software


Quest Software, the leader in application management, gives you confidence in your critical application infrastructures. This confidence is delivered in the form of reliable software products that help you develop, deploy, manage and maintain enterprise applications without expensive downtime or business interruption.We equip IT professionals with software tools that are easy to use and embedded with the knowledge of our world-renowned technical experts to automate daily tasks and simplify complex ones. As a result, your IT organization will be able to proactively prevent performance problems and downtime, as well as react quickly to the unforeseen - making them more productive, capable and confident.The bottom line is a lower total cost of ownership for your application infrastructure. Quest Software will help you reduce costly planned and unplanned downtime, get better performance from existing infrastructures (without throwing money at expensive hardware upgrades), and equip your staff to do more with less. No other software provider offers a more comprehensive approach to application management.

crm software selection rfp template  Software Quest Software, the leader in application management, gives you confidence in your critical application infrastructures. This confidence is delivered in the form of reliable software products that help you develop, deploy, manage and maintain enterprise applications without expensive downtime or business interruption.We equip IT professionals with software tools that are easy to use and embedded with the knowledge of our world-renowned technical experts to automate daily tasks and simplify Read More

BQE Software


BQE Software, Inc.

crm software selection rfp template  Software BQE Software, Inc. Read More

Saba Software


Founded in 1997, Saba (NASDAQ: SABA) is a global provider of strategic human capital management (HCM) software and services. Saba’s people management solutions are used by more than 1,300 organizations and over 17 million end users worldwide. Its customers include ABN AMRO, Bank of Tokyo-Mitsubishi UFJ, BMW, Dell, Lockheed Martin, Tata Consultancy Services, and the U.S. Army and U.S. Navy. It is headquartered in Redwood Shores, California, Saba has offices on five continents. Saba provides solutions for people management through learning, collaboration, performance, compensation and talent management, enabling customers to align, develop, manage and reward their people Saba product offerings address all aspects of HCM and are available both on-premise and on-demand (www.saba.com/products). Its global services capabilities and partnerships provide consulting and implementation services, as well as ongoing worldwide support.

crm software selection rfp template  Software Founded in 1997, Saba (NASDAQ: SABA) is a global provider of strategic human capital management (HCM) software and services. Saba’s people management solutions are used by more than 1,300 organizations and over 17 million end users worldwide. Its customers include ABN AMRO, Bank of Tokyo-Mitsubishi UFJ, BMW, Dell, Lockheed Martin, Tata Consultancy Services, and the U.S. Army and U.S. Navy. It is headquartered in Redwood Shores, California, Saba has offices on five continents. Saba provides Read More

Agiline CRM


Agiline CRM helps businesses know and maintain their customers. Agiline CRM is an enterprise-level CRM solution that provides coordination between customer care (service and support), sales, marketing, and other functions that touch your customers. Agiline CRM helps make the most of all your relationships by uniting people and processes with technology for serving your daily customers, distribution channels, suppliers, and internal customers. Agiline CRM features provide integration with other front-office and back-office applications. To help your mobile representatives, Agiline provides a disconnected version that allows complete access to customer information.  

crm software selection rfp template  CRM Agiline CRM helps businesses know and maintain their customers. Agiline CRM is an enterprise-level CRM solution that provides coordination between customer care (service and support), sales, marketing, and other functions that touch your customers. Agiline CRM helps make the most of all your relationships by uniting people and processes with technology for serving your daily customers, distribution channels, suppliers, and internal customers. Agiline CRM features provide integration with other Read More

Quadrant


Quadrant, a division of Logibec, develops, implements and supports Quadrant HR™. Quadrant HR™ is a user-defined, configurable software and services solution integrating best practices for Human Resources, Staff Scheduling and Payroll into a single system. Fully configurable, Quadrant HR™ conforms to the way you work without costly programming customizations. You can create and automate workflows across the organization. Quadrant HR™ is designed to improve employee processes from ‘hire to retire’ for simple to complex multi-site, multi-position, multi-contract workplaces. Experience the power of effective, automated business processes that save you time and money. Quadrant HR - Smart. Simple. Seamless.

crm software selection rfp template  Software Quadrant Software  develops, implements and supports Quadrant HR™. Quadrant HR™ is a user-defined, configurable software and services solution integrating best practices for Human Resources, Staff Scheduling and Payroll into a single system. Fully configurable, Quadrant HR™ conforms to the way you work without costly programming customizations. You can create and automate workflows across the organization. Quadrant HR™ is designed to improve employee processes from ‘hire to Read More

Logic Software


Established in 1999, Logic Software, Inc. specializes in the development and design of custom software applications, programming services outsourcing, and "shrinkwrap" software development. It is a privately owned company with headquarters in Toronto, Ontario (Canada), and an offshore development department located in Belarus. Logic Software products are used at sites in over fifteen countries.

crm software selection rfp template  Software Established in 1999, Logic Software, Inc. specializes in the development and design of custom software applications, programming services outsourcing, and shrinkwrap software development. It is a privately owned company with headquarters in Toronto, Ontario (Canada), and an offshore development department located in Belarus. Logic Software products are used at sites in over fifteen countries. Read More

SOA Software


SOA Software, Inc.

crm software selection rfp template  Software SOA Software, Inc. Read More

Smart Software


Founded in 1984, Smart Software is a provider of enterprise-wide demand forecasting, planning, and inventory optimization solutions. Smart Software's flagship product, SmartForecasts, has thousands of users worldwide, including customers at mid-market enterprises and Fortune 500 companies, such as Abbott Laboratories, Metro-North Railroad, Siemens, Disney, Nestle, Nikon, GE, and The Coca-Cola Company. Smart Software is headquartered in Belmont, Massachusetts.

crm software selection rfp template  Software Founded in 1984, Smart Software is a provider of enterprise-wide demand forecasting, planning, and inventory optimization solutions. Smart Software's flagship product, SmartForecasts, has thousands of users worldwide, including customers at mid-market enterprises and Fortune 500 companies, such as Abbott Laboratories, Metro-North Railroad, Siemens, Disney, Nestle, Nikon, GE, and The Coca-Cola Company. Smart Software is headquartered in Belmont, Massachusetts. Read More