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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 vendor evaluation template


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

crm vendor evaluation 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

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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) Software Evaluation Report

This comprehensive, customer relationship management (CRM) Software Evaluation Report covers the full range of CRM functionality. Modeled especially to help clients requiring modern B2B or B2C solutions, it covers marketing automation, sales force automation, customer service and support, partner management, contract management and creation, project and team management, Internet sales, e-mail response management, analytics, and important technical criteria. 

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TEC’s I&CM Evaluation Center (Slowly but Surely) Gaining Traction - Part II


Part I of this blog series expanded on some of TEC’s earlier articles about companies’ need for better commission and incentives calculations and best sales performance management (SPM) practices. It also introduced the latest entry in TEC’s I@CM (Incentive @ Compensation Management) Evaluation Center, Varicent Software’s flagship product, Varicent SPM [evaluate this product]. Varicent

crm vendor evaluation template  from customer relationship management (CRM) systems, and from the order entry, human resources (HR), payroll, accounts payable (A/P), and general ledger (G/L) modules of enterprise resource planning (ERP) systems. The source systems layer can also handle unstructured data coming from Microsoft Word, Excel, PowerPoint , and PDF documents. At the data storage layer, there is support for the Microsoft SQL Server, Oracle and IBM DB2 databases, while at the presentation and analytics layer, there is support Read More

CRM Without Workflow Is Not CRM: How to Maximize Sales and Service Productivity


Since there are multiple vendors offering hosted customer relationship management (CRM) applications, the buyer’s toughest decision is finding a vendor that offers the many benefits that come from a workflow engine similar to those used in multimillion-dollar CRM deployments. Truth be told, CRM alone is not enough, as not all providers have a workflow engine which enables full process automation.

crm vendor evaluation template  planning form that your CRM vendor should be able to provide you to help guide you through this process. We would also recommend you speaking further with a CRM consultant who may specialize in your vertical market and assist you in further developing your best practice information. Further Reading: Workflow Management Coalition (WfMC) http://www.wfmn.org/ Email wfmc@wfmc.org Workflow and Reengineering International Association (WARIA) http://www.waria.com/ Email waria@waria.com AIIM International Read More

4 Essential Components for Successful Sales


Most companies are aware that the buying processes of the world and its buyers are changing, but many have yet to recognize the need to make changes within their own sales force. Often sales professionals don’t have the proper skills or tools needed to be successful. But by integrating the four sales process components, they’ll be able to capture information that can be used to place them high above the competition.

crm vendor evaluation template  technology consultative sales | crm vendor | crm vendor automated proposal | crm vendor consultative sales | customer relation management | customer relation management automated proposal | customer relation management consultative sales | customer relations management | customer relations management automated proposal | customer relations management consultative sales | customer relationship management | customer relationship management automated proposal | customer relationship management consultative Read More

Best Practices in Siebel CRM Performance Management: Monitor, Measure, and Manage the End-user Experience


Many frustrated executives find that despite the fortune spent on managing servers, networks, and applications, there are still complaints about the performance, usability, and availability of their customer relationship management (CRM) solutions. How do you know if your CRM system performs for each user? What does it mean when users say the system is slow? An experience management solution can give you the answers.

crm vendor evaluation template  | CRM Value | CRM Vendor | CRM Vendors | Customer | Customer Acquisition | Customer Analysis | Customer Analytics | Customer Business | Customer Centric | Customer Characteristics | Customer Distribution | Customer Experience | Customer Experience | Customer Experience Management | Customer Group | Customer Industry | Customer Intelligence | Customer Lifetime Value | Customer Loyalty | Customer Management | Customer Management Software | Customer Market Segmentation | Customer Marketing | Customer Read More

CRM and Technological Solutions: Be the Customer


In CRM, and now e-CRM, its not about the technology, but about focusing on the locus of importance around which CRM applications grew; namely, the customer. Ignore him at your peril.

crm vendor evaluation template  Solutions: Be the Customer CRM and Technological Solutions: Be the Customer R. Garland - June 22, 2001 Introduction  Be the bagel. It was a refrain I heard often in a metalworking shop class I took in one of my engineering classes back in college. The purpose of the class was for the students to both design and build an original device of their own creation, with the purpose of helping them understand that engineers can't work in a vacuum, and they need to understand the implications of their design Read More

TEC HR Evaluation Center Updated


TEC HR Evaluation Center Updated. To make sure you get the most up-to-date information for your HR software research, visit TEC's Human ...

crm vendor evaluation template  HR Evaluation Center Updated To make sure you get the most up-to-date information for your HR software research, visit TEC's           Human Resources Evaluation Center . Recently TEC Certified*: Microsoft Dynamics GP Sage Abra HRMS BIS ProStaff Recently updated: Lawson S3 Human Capital Management Meta4 PeopleNet 7 Ultimate Software UltiPro TEC makes it quick and easy to compare more than 50 HR software solutions, with more updated and TEC Certified Solutions than ever before. Visit TEC's Read More

Social CRM is Dead, Long Live Social Media Flavored CRM


Customer relationship management (CRM) is not and cannot really be social, since social means “of, relating to, or occupied with matters affecting human welfare” (definition taken from The Free Dictionary). In my opinion, CRM does not really affect human welfare, since it brings advantages only to its users and to the customers of the companies using it. In this blog post, I will explain why

crm vendor evaluation template  CRM is Dead, Long Live Social Media Flavored CRM Customer relationship management (CRM) is not and cannot really be social, since social means “ of, relating to, or occupied with matters affecting human welfare ” (definition taken from The Free Dictionary ). In my opinion, CRM does not really affect human welfare, since it brings advantages only to its users and to the customers of the companies using it. In this blog post, I will explain why CRM is not social and why social CRM (SCRM) is Read More

Zoho Advances Its CRM Solution with Zoho CRM Document Library


Zoho has announced the Zoho CRM Document Library—an application that allows sales teams to share sales collateral, materials, proposals, and other relevant material. The tool is integrated with Zoho CRM, allowing users to access documents from within Zoho while avoiding the use of external document management systems such as Zoho Docs or Google docs. Furthermore, Zoho CRM Document

crm vendor evaluation template  Advances Its CRM Solution with Zoho CRM Document Library Zoho has announced the Zoho CRM Document Library —an application that allows sales teams to share sales collateral, materials, proposals, and other relevant material. The tool is integrated with Zoho CRM, allowing users to access documents from within Zoho while avoiding the use of external document management systems such as Zoho Docs or Google docs. Furthermore, Zoho CRM Document Library ensures correct document versioning and allows users Read More

TEC Vendor Note: Lectra, A Focused PLM Player


A brief introduction to Lectra, a specialized vendor in the CAD, CAM, and PLM industry, including history, product offerings, and achievements, as well as expectations and recommendations to the vendor’s future growth.

crm vendor evaluation template  Vendor Note: Lectra, A Focused PLM Player Thirty years ago, Michael Porter introduced three best generic strategies —cost leadership, differentiation, and market segmentation (or focus)—in his 1980 book Competitive Strategy: Techniques for Analysing Industries and Competitors . Since then, these three strategies have helped explain numerous success stories in the business world. While looking at Lectra with Porter’s theory in mind, I had to accredit market segmentation as a winning strategy for Read More

8 Essential CRM Best Practices-an Executive Guide


In this informative white paper, 8 essential CRM best practicesan executive guide, you'll discover the eight key elements of highly successful CRM ...

crm vendor evaluation template  Essential CRM Best Practices-an Executive Guide Since CRM can be directly related to how much money comes in the door, shouldn't your CRM system contain all the proven CRM best practices ? Can you afford to have less than the best when it comes to dealing with your customers? In this informative white paper, 8 Essential CRM Best Practices—An Executive Guide , you'll discover the eight key elements of highly successful CRM systems—laid out for you in clear, straightforward language. So whether you're Read More

Technology Evaluation Centers (TEC) launches its ERP for Services Evaluation Center


In response to its global demand from IT decision makers in service industries, software evaluation firm Technology Evaluation Centers (TEC) has launched its ERP for Services evaluation center to help companies select the right ERP software solution -- an often challenging process.

crm vendor evaluation template  entire back office systems, CRM, time management, expense management, project management, resource management and project management capabilities. Neil Stolovitsky, senior analyst at TEC, asserts that as technology becomes increasingly central to service organizations, solutions that can facilitate, streamline, and automate operations are becoming a must have in large service organizations . TEC suggests companies engage in an on-line comparison of ERP solutions before approaching vendors for a Read More

Vendor Spotlight Report: W4


Business process management (BPM) software vendor W4’s philosophy is to mix the best of BPM tools and applications with its model-driven application development framework. Download this report to find out how this philosophy has shaped W4's flagship platform BUSINESS FIRST, along with an analysis of BUSINESS FIRST's features and functionality from TEC BI Analyst Jorge García.

crm vendor evaluation template  Spotlight Report: W4 Business process management (BPM) software vendor W4’s philosophy is to mix the best of BPM tools and applications with its model-driven application development framework. Download this report to find out how this philosophy has shaped W4's flagship platform BUSINESS FIRST, along with an analysis of BUSINESS FIRST's features and functionality from TEC BI Analyst Jorge García. Read More

Vendor Snapshot: NetSuite at the TEC Vendor Challenge


NetSuite will be one of the participating vendors at the upcoming 2013 TEC Vendor Challenge – ERP for Distribution event in Montreal. Wholesale distribution is one of the oldest and largest verticals of focus for the cloud vendor, with customers numbering in the thousands. NetSuite was founded with the notion of providing customers with a single, integrated suite to run their entire business. It

crm vendor evaluation template  their relationships with customers (CRM), keep the books in order and effectively manage inventory (ERP), and provide new channels to sell (e-commerce). The NetSuite Wholesale Distribution Edition provides the key functionality required by wholesale distributors, including customer relationship management (CRM), financials, inventory management, demand planning, etc. NetSuite’s  focus on e-commerce  is particularly relevant to this market right now, as a great majority of distributors have identified Read More

Infor Acquires Saleslogix CRM


Infor is acquiring software-as-a-service (SaaS) customer relationship management (CRM) software provider Saleslogix from Swiftline for an undisclosed sum. Saleslogix will become Infor CRM and will add strong sales force automation (SFA) and customer service functionality to Infor’s Industry CloudSuites, the first group of industry-specific application suites available on the Amazon Web Services (AWS) cloud.

crm vendor evaluation template  Acquires Saleslogix CRM Infor is acquiring software-as-a-service (SaaS) customer relationship management (CRM) software provider Saleslogix from Swiftline for an undisclosed sum. Based in Arizona, Saleslogix was founded in 1998 and employs approximately 105 people. More than 1,700 organizations around the world rely on Saleslogix CRM for sales management, marketing, customer service and support, and reporting. Infor and Saleslogix have more than 300 mutual customers.   Saleslogix will become Infor Read More