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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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Visit the TEC store to compare leading software solutions by funtionality, so that you can make accurate and informed software purchasing decisions.
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 farewell quotes professional


PPM for Professional Services Automation Software Evaluation Report
A business practice that assists organizations to align their portfolio of projects with their business strategy. Professional services automation (PSA) refers

farewell quotes professional  

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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

Configure Price Quote (CPQ)

Configure, price, and quote (CPQ) solutions (sometimes known as quote-to-order, or Q2O, systems) help drive sales effectiveness by supporting configuration and pricing activities and the generation of quotes that occure during the sales process. CPQ solutions create accurate and professional sales quotes for complex, custom-engineered or customizable products while streamlining core processes and lowering costs. Common features of CPQ software include product catalog and pricing functionality, product visualization, and support for channel sales.  

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Case Study: Cleaver-Brooks Makes Quotes for Complex Boilers in 15 Mins Flat


In the early 2000s Cleaver-Brooks, a complete boiler room solutions provider, realized it had a problem: sales quotes were inconsistent, error-prone, and time consuming to create, given how incredibly complex its products were. The company tried a distributable product selection and an online ordering system, both of which failed to take off. In 2005, Cleaver-Brooks adopted CallidusCloud’s CPQ (Configure Price Quote) and saw its quote generation process reduced from 4 hours to just 15 minutes. Read the case study.

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Five Metrics Your Business Can't Live Without


Certain parallels can be drawn between professional services companies and manufacturing plants when it comes to measuring performance in terms of time and resources. But professional services companies don’t manufacture a physical product or manage an inventory, so it can be a challenge to measure how well the business is really doing. Such companies need to rely on metrics to assess their performance.

This white paper posits five metrics that professional services organizations need to stay on top of in order for their business to succeed. These metrics help measure some of the key aspects involved in providing professional services, so you can establish how much you can bill, whether or not you’re turning a profit, how well you’re sticking to the budget, where within your organization the money is coming from, and who’s working on what.

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NetSuite OpenAir Now TEC Certified PPM for PSA Solution


TEC is pleased to announce that NetSuite OpenAir is now TEC Certified for product portfolio management for professional services automation (PPM for PSA) under TEC’s Project and Process Management Evaluation Center. To obtain TEC certification, NetSuite completed TEC’s detailed research questionnaire and went through a formal comprehensive demonstration of OpenAir with TEC analysts.

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Who Are White Papers Aimed at Anyway-The Technical Professional or the Poor Soul Who Got Stuck With the Job?


Anyone who’s ever been involved in choosing enterprise software knows it’s not an easy job. It takes months of preparation that involves gathering information from various departments, mapping business processes, preparing a business case, interviewing stakeholders, and getting buy-in from executives and users on the project. And that’s only the beginning! But whose job is it to do all of this

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FinancialForce Professional Services Automation (PSA)


FinancialForce Professional Services Automation (PSA) is a cloud-based services solution that leverages the power of Salesforce customer relationship management (CRM) and Force.com to manage people, customers, projects, and financials. FinancialForce PSA allows users to maintain a single view of customers, use social tools like Chatter to tap into the knowledge of the entire workforce, and leverage system-wide tools to break down silos. Businesses can administer, customize, and tailor the application themselves or through a partner.

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Professional Service Strategies that Win: IT’s New Role in the Cloud


Successful enterprise resource planning (ERP) deployment demands a focused examination of the professional services provided by your organization, and the most efficient infrastructure required to support them. You must provide your most important asset—your people—with effective tools that can be accessed remotely, securely, and immediately. Professional service organizations that understand this will be in a strong position to determine the best cloud-based solution for their needs.

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Are Your Business Processes Holding You Back?


Using cobbled-together tools to operate a professional service organization is increasingly costly and directly affects revenue. Monetary waste, operational redundancies, and poor customer service experience often occur when critical departments and individual team members lack alignment. Stand-alone tools, databases, and worksheets are rapidly becoming a liability for project-centric businesses like management and business consulting firms, IT services and systems integrators, software-as-a-service (SaaS) companies, and research and development companies.

This white paper looks at 5 reasons for professional services firms to integrate sales, service, and finance into a single cloud solution.

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RevvyCPQ


Sales and price quoting should never be the bottleneck to more revenue. Quick quotes, complex configurations, pricing analytics made easy and just a click away. In order to close the business for sales, you have to ask for the order. The problem is that putting together a simple approved price quote using traditional CPQ (Configure, Price, Quote) solutions can be very complex for sales users. We invested a lot of effort in designing a user experience so intuitive, it requires no training. Sales users love that. They can jump right in and immediately configure quotes for their eager customers.  At Model N, making CPQ easy is what we do. In fact, in independent testing, REVVY CPQ was preferred 4-to-1 by sales professionals.* We believe SaaS solutions need to be simple yet powerful.  • Built on Force.com, Built with the Sales user in mind, Built to drive Revenue. • CPQ that is so user friendly and pleasing to the eye • 100% Native on Force.com…and more. We also chose Salesforce as our development platform because we wanted you to configure your quotes in something you already use every day. Being “Native” on Force.com means that we can leverage the data and workflows you already have set-up in Salesforce.com. *Study conducted by a leading user experience research and usability testing firm. Research commissioned by Revvy CPQ July 2013.

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Evaluating Cloud-Based ERP for Professional Service Organizations


In the webcast Top 5 Reasons Professional Services Organizations Are Embracing the Cloud to learn about: the impact of cloud technology on PSOs; t...

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Lawson Software-IPO and Several Acquisitions After Part Two: Retail and Professional Service Initiatives


Lawson is sticking to its focus on selected vertical markets, but going forward the tenets of that focus will likely be more finely tuned. Namely, the vendor has lately accelerated development, in part through a number of appetizing acquisitions, of its traditional vertical functionality to ensure continued success in its target industries.

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