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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

guideline for rfp preparation  we have developed a guideline for clients to develop a meaningful requirements list. This example serves as a foundation for developing a customized requirements list for your organization. The functionality-matrix breaks the CRM software solution into its core modules: Sales Force Automation (SFA) , Marketing Management and Customer Support. Each core module is then broken down into the major sub-processes. For example, SFA breaks down into Account Management, Contact Management, Activity Management, Read More...
Outsourcing, Applications Software
This RFP is focused on the selection of companies who provide outsource services in the areas of application software. The typical types of activities that these outsource providers perform include...
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Documents related to » guideline for rfp preparation


The Definitive Guide to Successful Deployment of VoIP and IP Telephony-Chapter 3
When deploying any new system, preparation is key—and Internet protocol telephony (IPT) systems are no exception. Part 3 of this 4-part e-book series provides

guideline for rfp preparation  use that as a guideline for the new system. This approach only gets you part of the way there. What is really needed, beyond knowing what features are available , is knowing what features are actually used . This second requirement needs a great deal more research but can help you ensure that your new IPT system will provide every feature your organization needs, while avoiding the unnecessary effort, complexity, and cost of acquiring an IPT system that provides features that your organization simply Read More...
Oracle JD Edwards EnterpriseOne 9.0 for ERP for Process Manufacturing Certification Report
Oracle JD Edwards EnterpriseOne 9.0 is now TEC Certified for online evaluation of process manufacturing solutions in the enterprise resource planning (ERP

guideline for rfp preparation  JD Edwards EnterpriseOne 9.0 for ERP for Process Manufacturing Certification Report Oracle JD Edwards EnterpriseOne 9.0 is now TEC Certified for online evaluation of process manufacturing solutions in the enterprise resource planning (ERP) 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, Read More...
Charting a Better Course for Your Business: Eight Rules for Investing in a New Accounting System
A good financial and accounting system should propel your business forward. It should give you the specific insights you need to spot the storms ahead, help you

guideline for rfp preparation  a Better Course for Your Business: Eight Rules for Investing in a New Accounting System A good financial and accounting system should propel your business forward. It should give you the specific insights you need to spot the storms ahead, help you maximize resources with streamlined processes, and be nimble enough to help you navigate the changing currents of today’s business environment. Download this white paper to make sure you have the facts straight about what to look for—and what to Read More...
Supply Chain Management for SMEs - A Boon for Achieving Distinction
The competitive drivers of the twenty-first century are time and service (responsiveness and flexibility). Many small and medium enterprises (SME) have

guideline for rfp preparation  Chain Management for SMEs - A Boon for Achieving Distinction The competitive drivers of the twenty-first century are time and service (responsiveness and flexibility). Many small and medium enterprises (SME) have implemented enterprise resource planning (ERP) as one of the technology tools to improve their performance. This whitepaper on supply chain management (SCM) for SMEs highlight the crucial role and importance of supply chains to SMEs, and distinguishes the different roles of ERP and SCM. Read More...
Steps for Selecting Business Software Solutions: A How-To Guide for Growing Companies
This workbook is designed to help firms that are in the process of investigating their need for more advanced business management and accounting software

guideline for rfp preparation  for Selecting Business Software Solutions: A How-To Guide for Growing Companies This workbook is designed to help firms that are in the process of investigating their need for more advanced business management and accounting software. Companies have a wide variety of potential software and system needs based on their size and industry. Determining exactly where a company stands in terms of needs and current technology will be necessary for deciding the exact approach it should take toward upgrading. Read More...
IBM & ILOG Matrimony: Good for BPM, Uncertain for SCM? -- Part 2
Part 1 of this blog topic analyzed IBM’s rationale to acquire ILOG to bolster its service-oriented architecture (SOA) and business process management (BPM

guideline for rfp preparation  & ILOG Matrimony: Good for BPM, Uncertain for SCM? -- Part 2 Part 1 of this blog topic analyzed IBM ’s rationale to acquire ILOG to bolster its service-oriented architecture (SOA) and business process management (BPM) platforms. Eventually, with ILOG fully integrated, IBM hopes to establish the following: a leading rule repository and end-to-end rule lifecycle management; a full spectrum of rules definition and execution methods; maximum rules reuse – across all BPM initiatives, SOA initiatives, Read More...
AIM Vision for Microsoft Dynamics GP: ERP for Discrete Manufacturing Certification Report
The AIM Computer Solutions product AIM Vision for Microsoft Dynamics GP is now TEC Certified for online evaluation of enterprise resource planning (ERP

guideline for rfp preparation  Vision for Microsoft Dynamics GP: ERP for Discrete Manufacturing Certification Report The AIM Computer Solutions product AIM Vision for Microsoft Dynamics GP is now TEC Certified for online evaluation of enterprise resource planning (ERP) solutions for discrete manufacturing in the ERP 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 Read More...
K8 for ERP for Distribution Product Certification Report
K8 is TEC Certified for online evaluation of enterprise resource planning (ERP) for distribution solutions in the ERP Evaluation Center. The certification seal

guideline for rfp preparation  for ERP for Distribution Product Certification Report K8 is TEC Certified for online evaluation of enterprise resource planning (ERP) for distribution solutions in the ERP 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. Read More...
The Business Need for CRM for Large and Medium Sized Enterprises
The software for business market developed in response to large organizations’ need to manage their assets and main activities. Be it customer relationship

guideline for rfp preparation  Business Need for CRM for Large and Medium Sized Enterprises The software for business market developed in response to large organizations’ need to manage their assets and main activities. Be it customer relationship management (CRM), human capital management (HCM), or enterprise resource planning (ERP), initially only large enterprises were able to commission and acquire such products. But as with anything else that grows successfully in our global economy, software for business quickly became a Read More...
Navigator One for SAP Business One: ERP for SMB Competitor Analysis Report
The accounting and ERP for small and medium businesses (SMB) evaluation model targets functional requirements for a fully featured accounting solution. In

guideline for rfp preparation  One for SAP Business One: ERP for SMB Competitor Analysis Report The accounting and ERP for small and medium businesses (SMB) evaluation model targets functional requirements for a fully featured accounting solution. In addition to supporting accounting requirements, it is applicable for those researching an ERP system suitable for small and medium businesses (SMB). It includes categories such as General Ledger, A/P and A/R, Payroll, Job and Project Costing, Multinational Accounting, Manufacturing Read More...
IFS Applications (version 7.5) for ERP for the Mining Industry Certification Report
IFS Applications (version 7.5) is now TEC Certified for online evaluation of enterprise resource planning (ERP) solutions for the mining industry in the ERP

guideline for rfp preparation  Applications (version 7.5) for ERP for the Mining Industry Certification Report IFS Applications (version 7.5) is now TEC Certified for online evaluation of enterprise resource planning (ERP) solutions for the mining industry in the ERP 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 Read More...
SAP for Chemicals: A Packaged Solution for Mid-market Companies
Packaged solutions for the chemicals industry are available from SAP and selected partners. Still, given a number of other viable solutions, prospective users

guideline for rfp preparation  for Chemicals: A Packaged Solution for Mid-market Companies A Rough-and-tumble Ride Although one might get the impression that life has been kind to the chemical industry, that certainly hasn't always been the case. True, chemical players today are virtually minting money on their own terms, but only two years ago, the industry was moribund, and chemical products were selling like sludge rather than hotcakes. Chemical companies were rife with overflowing inventories, and their pricing power was anemic. Read More...

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