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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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 customer relationship management sample rfp


The Five Sure-fire Strategies for Gaining Management Approval for WMS Projects
Despite the consensus that warehouse management systems (WMS) offer many benefits, getting approval for a new system is challenging. You need to get key

customer relationship management sample rfp  maintenance? Ask the ERP customer references how easily they have been able to change the ERP warehouse module over time and whether the actual implementation costs remained in line with original project proposals. Operations will want to know how the functionality set will tie to strategic initiatives in addition to specifics about carrying out daily processes. For example, how improvements in picking will ultimately improve business performance. Much of this information will be gained during the RFP

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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 

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Documents related to » customer relationship management sample rfp

How to Outsell the Competition: The Benchmarking Edge for Successful Sales Execution


Benchmarking is a process where companies compare their performance over time against their competition. In doing so, they can identify where their strengths lie and where improvement may be needed. The point of benchmarking is to focus on areas that will yield the best return. For companies to succeed in their benchmarking efforts and gain a sustained competitive advantage, five key steps should be considered.

customer relationship management sample rfp  all accounting/ERP, ecommerce, and customer relationship management (CRM) , provides all this data in built-in reports that provide detailed forecast analysis. In addition, ad hoc reports can be built and saved for repeated use using NetSuite's reporting tools. Because actual booked orders can be seen in forecasts, your forecasts have greatly increased reliability, predictability and accuracy. A key metric source in NetSuite is the important intersection of customers and the orders they place. This order Read More

It’s the Time to Master Your Master Data


A recent blog post CRM for the Finance and Banking Industry – Part 1 by Gabriel Gheorghiu touched on a pain point of many of today’s enterprise IT environments. Due to the inconsistency of customer data amongst different systems in use, the bank employee “asked three or four of her co-workers for help, and took about 15 minutes” to simply change the address of one customer. As a matter of fact

customer relationship management sample rfp  enterprise resource planning (ERP), customer relationship management (CRM), and supply chain management (SCM). However, due to the barriers among various software systems that companies have implemented along the way, and multiple operation locations that require complicated data storage mechanisms, inconsistent master data becomes a critical issue that hampers effective and efficient business operations. For customer-facing operations, when a customer receives two phone calls from a company–a delivery Read More

The Advanced Sourcing and Negotiation Benchmark Report


The wave of e-sourcing that began a decade ago resembled a “crash diet:” it had an immediate and noticeable effect on enterprises. Today’s challenge is to develop new programs that can sustain the benefits of e-sourcing and “keep the weight off.” Find out how employing advanced sourcing strategies can help you positively impact product development cycles, build stronger supplier relationships, and make better decisions.

customer relationship management sample rfp  the highest level of customer service and support. For additional information on SAP: 3999 West Chester Pike, Newtown Square, PA 19073 1-610-661-1000 www.sap.com Verticalnet is a leader in end-to-end Supply Management solutions available On Demand. With the Verticalnet XE Supply Management suite, large enterprises and mid market customers can now have powerful On Demand access to the complete supply management process from spend analysis to sourcing, sourcing to contract and procurement with a Read More

Case Study: Air International US


Since 1996, Air International US (AIUS) has used an outsourced manufacturing strategy instead of maintaining its own facilities. For the first few years, communication between AIUS and its outsourced partners was manual, which formed a barrier preventing the company from maximizing its contract manufacturing strategy. To improve outsourcing processes, AIUS chose a change management solution with bill of materials (BOM) management and a software-as-a-service architecture. Learn more.

customer relationship management sample rfp  documents provided by the customer into the company’s Arena workspace. The purchasing group set up access for chosen suppliers and invited each one to view the information it needed to provide quotes. Without ever faxing a single drawing or e-mailing a single spreadsheet, AIUS had supplier quotes in hand one-third faster than it had had in the past—and with a lot less effort. With Arena, AIUS also was able to obtain quotes from more suppliers. Instead of preparing individual packets of information Read More

Systems Management Buyer's Guide


Enterprises of all sizes struggle to find and deploy effective systems management solutions. In the solution evaluation process, they need to weigh feature/function criteria along with less tangible characteristics in order to make an appropriately calibrated decision. Download this guide from Dell KACE for a comprehensive feature/function checklist, as well as additional considerations for evaluating systems management solutions.

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PTC Windchill 10 for Product Lifecycle Management (PLM) Certification Report


PTC Windchill 10 is TEC Certified for online evaluation product lifecycle management (PLM) solutions in the PLM 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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Configuration and Change Management for IT Compliance and Risk Management


To keep your IT infrastructure healthy, strong operational processes are essential to managing changes—both planned and unexpected. A streamlined, integrated approach that incorporates hardware and software assets is a key foundation for meeting regulatory compliance requirements. Find out how you can benefit from applications that enable continuous compliance with operational processes and tools—and reduce your business risk.

customer relationship management sample rfp   Read More

Talent Management


Talent management solutions encompass all the applications necessary for handling personnel-related tasks for corporate managers and individual employees from the point of hire to the point of retire. This talent management model includes functionality for recruitment and staffing management, personnel management, career development, succession planning, learning management, performance and compensation management, and workforce management and planning.

customer relationship management sample rfp   Read More

Risk Management with Investigation Process Design, Execution, and File Management: The BPS Server Concept


Client processes and risk control contextualization can be greatly improved through investigation process design, process execution, and file management issues. Learn how BPS Server uses process templating concepts, separates fact management activities, and uses COSO centric mechanisms to accomplish this. This the second part to Risk, Risk Mitigation, and Functional Requirements in Dynamic Compliance Environments. This is part two of a two part white paper. Part One Risk Mitigation and Functional Requirements in Dynamic Compliance Environments.

customer relationship management sample rfp  risk,investigation,BPS,database,criteria,compliance Read More

KronosWorks 2011: Beyond Time Clocks for Modern Workforce Management


Kronos, the company that introduced the first micro-processor time clock in the 1970s, knows how tricky workforce management (WFM) can be. In this article, TEC principal analyst P.J. Jakovljevic looks at WFM challenges facing organizations, particularly those with large, complex workforces, and how Kronos’ innovative solutions help companies control labor costs, minimize compliance risk, and improve workforce productivity.

customer relationship management sample rfp  Customer Panel Takeaways The customer panel organized by Kronos for industry analysts revealed many of the aforementioned sentiments about the difficulties of managing workforce. Again, contrary to machine assets and inventories, a workforce’s intellectual property and motivation (emotions) must be managed and bolstered in a multiplicity of ways, and merely trying to control labor costs via hourly wages is too darn suboptimal. To that end, representing the big-box retail sector, Lowe's talked about Read More

IT Management and Development


The IT management and development business area focuses on developing the tools and resources required to understand, use, and manage IT infrastructure in order to help companies enhance their operational, tactical, and strategic capabilities. Tools for IT management and development can help companies control and measure the quality and effectiveness of their IT infrastructures, and manage software and hardware development tasks.

Challenges related to IT management and development revolve around the need for continuous research to improve products and technologies; the need to improve business and service models to increase return on investment (ROI); and, if necessary, the need to outsource IT management and development to nearshore and offshore destinations.

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Case Study: SAP and Marketing Management


By upgrading to the latest release of the SAP customer relationship management (CRM) application as part of its CRM Clear Vision Program, SAP AG transformed the way marketing and sales teams collaborate. Find out how increased visibility and improved interaction has helped SAP realize greater value from a more effective sales process, making it easier to hit sales targets and maximize sales revenue.

customer relationship management sample rfp  release of the SAP customer relationship management (CRM) application as part of its CRM Clear Vision Program, SAP AG transformed the way marketing and sales teams collaborate. Find out how increased visibility and improved interaction has helped SAP realize greater value from a more effective sales process, making it easier to hit sales targets and maximize sales revenue. Read More

Warehouse Management Systems: Pie in the Sky or Floating Bakery? Part One: Myths of the Warehouse Management Systems and Implementation


When searching for a warehouse management system (WMS), a number of myths surface. "Huge staff reductions", "quick and easy implementation", and "fast and big" returns on investment are common promises. These combined with the enticing "bells and whistles" of a system can ultimately turn an eager customer into a patient suffering from confusion or at the very least disorientation. Knowing the stories behind the myths and determining what your warehouse needs are can lead to a profitable investment.

customer relationship management sample rfp  I implemented as a customer resulted in major staff reductions in specific areas of the warehouse, mainly receiving and picking. However, this was not solely because of the WMS system. We had four receivers who worked to complete the day's receipts by 4:00 PM. With our manual system, the product arrived at 8:00 AM and each receiver would process paperwork then putaway the product. However, this old manual process didn't work well with the new WMS system, so we began our transformation by having the Read More