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You Say RFI, I Say Riffy: Why You and Your Vendor Need to Speak the Same Language
When ideas fail, words come in very handy. - Johann Wolfgang von GoetheSoftware Selection PitfallsQuick, what’s the number-one pitfall of the software

get rfi rfp templates for crm  that’s three pitfalls. We’ll get into those another time. Miscommunication, on the other hand, will torpedo your software selection project faster than a Mark 46. Here’s a great example, from Fatal Flaws and Technology Choices , a TEC article by Olin Thompson and P.J. Jakovljevic: “One meat processor (which will remain nameless) recently embarked on an application software project. Of course, catchweight was a must-have for its business. The company asked the software salesman if the software had Read More
CRM for Financial and Insurance Markets
Customer relationship management (CRM) focuses on the retention of customers by collecting data from all customer interactions with a company from all access points (by phone, mail, or Web, or&n...
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Documents related to » get rfi rfp templates for crm


ERP Features and Functions: Reference Guide to Process Manufacturing Software
This reference guide provides insight into the process manufacturing enterprise resource planning (ERP) features and functions that are accessible on today’s

get rfi rfp templates for crm  page . Before we get started, here is a short synopsis of the role of ERP for process manufacturing: What is Process ERP Software for Process Manufacturing? Process ERP assists businesses in the process manufacturing field (e.g., paint manufacturers or refineries). The Association for Operation Management (APICS) describes process manufacturing as the “production that adds value by mixing, separating, forming, and/or performing chemical reactions. It may be done in either batch or continuous mode.” Read More
It’s About Process (or the Ability to be Responsive) -- Part IV
Part III of this blog series introduced Webcom ResponsAbility, the on-demand workflow automation and business process management (BPM) solution. Anyone

get rfi rfp templates for crm  simply help people to get their respective jobs done in a way that they get almost addicted to the tool, so much so that they cannot even imagine doing it any other way. For what is worth, getting back to the eating own dog food mantra from Part III , Webcom’s staff admits to being addicted to ResponsAbility. If they look at their own statistics, which are available in the application, each Webcom employee will have personally performed thousands of transactions therein. In the next product release, Read More
Upside Software Remains on the Upside of the Contract Management Market
My recent article entitled “Why Should Enterprises Manage their Contracts Closely?” analyzed the importance of enterprise-wide contract lifecycle management

get rfi rfp templates for crm  this service, they will get the free ongoing updates that Upside makes available for UpsideLive LITE. Upside Software Top Management Speaks Out What follows now is a quick and frank conversation with the company's executives. PJ : Is the UpsideLive product part of any applications market place, i.e., salesforce.com ’s AppExchange , Microsoft’s Pinpoint , etc.? Are there any future plans in that regard? Upside : We do have standard connectors to Sales Cloud 2 and Microsoft Dynamics CRM but are not Read More
Maximizer CRM 12: Salesforce Automation Certification Report
Maximizer CRM 12 is now TEC Certified for online evaluation of salesforce automation (SFA) solutions in the Customer Relationship Management (CRM) Evaluation

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Commsoft Technologies Fidelio (v.6) for ERP for Discrete Manufacturing Certification Report
The Commsoft Technologies product Fidelio is now TEC Certified for online evaluation of enterprise resource planning (ERP) solutions for discrete manufacturing

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Agiline CRM : Customer Relationship Management (CRM) Competitor Analysis Report
This comprehensive, customer relationship management (CRM) knowledge base covers the full range of CRM functionality. Modeled especially to help clients

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Lectra First PLM Software Vendor to Achieve TEC Certification for PLM for Fashion and PLM for the Distribution of Fashion Products and Accessories
Paris, January 4 2011 — Lectra, the world leader in integrated technology solutions for industries using soft materials—textiles, leather, industrial fabrics

get rfi rfp templates for crm  to potential challenges. Integrating targets, profit margins, budgets, and prices makes it easier to evaluate sales potential. Schedule management gives managers an overview of collection progress so that any difficulties or costly delays can be anticipated and resolved. This real-time overall view of the collection plan, which combines time metrics with financial metrics, ensures more effective and proactive decision-making. Tailored and Integrated Management of the Design and Development Processes Read More
A Business Intelligence Agenda for Midsize Organizations: Six Strategies for Success
Midsize companies see business intelligence (BI) as too unwieldy and expensive for them, and use spreadsheets for planning, budgeting, and forecasting. However,

get rfi rfp templates for crm  use spreadsheets for planning, budgeting, and forecasting. However, BI is well within reach through an incremental approach. Learn about six strategies for midsize companies for choosing and deploying BI solutions that address both business and IT challenges. Read More
NetSuite OpenAir for PPM for PSA Certification Report
NetSuite OpenAir is TEC Certified for online evaluation of project portfolio management for professional services automation (PPM for PSA) solutions in the

get rfi rfp templates for crm  project portfolio management for professional services automation,project portfolio management for professional services automation software,PPM for PSA,PPM for PSA software,PPM for PSA solution,NetSuite,NetSuite OpenAir Read More
Growth Solutions for Data Storage: Meeting Needs Now and in the Future for Small Business
For business everywhere, the growth in the Internet has resulted in an enormous challenge to effectively and affordably manage, store, and archive digital files

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glovia G2 Is Now TEC Certified for ERP for Discrete Manufacturing
I am pleased to announce that Glovia International’s G2 enterprise resource planning (ERP) solution is now TEC Certified and available for online evaluation of

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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

get rfi rfp templates for crm  a few iterations to get it right) the requirements must then be weighted and prioritized. Although the exact scales used for an exercise like this will vary, the objective is the same - to identify “What do you need” –v- “What you want” –v- “What would you like”. The first group of “needs” are the items that you cannot work without. If these functions are not part of a potential CRM software solution then the solution should be eliminated from further consideration. “Wants” are Read More
IFS Applications (version 8.0) for ERP for the Mining Industry Certification Report
IFS Applications (v. 8.0) is TEC Certified for online evaluation of enterprise resource planning (ERP) solutions for the mining industry in the ERP Evaluation

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Advanced project for Microsoft Dynamics AX: ERP for Services (Non-manufacturing) Competitor Analysis Report
The enterprise resource planning (ERP) for services knowledge base is appropriate for organizations in service-oriented industries. It consists of enterprise

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