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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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 proposal into a crm system


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

proposal into a crm system  an overall request for proposal (RFP) that you can issue to a qualified group of CRM software vendors. We provide practical methods to evaluate the RFP responses and compare solutions as part of a structured software demonstration. Finally we address contract negotiation and closing the deal as the final step in the process. Throughout the paper and in the associated appendices we have included examples of actual tools we use during projects. Happy software hunting. 1. Requirements Definition:

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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

Field Service Management (FSM)

Field service management (FSM) software is a set of functionalities for organizations or departments within organizations that have as main focus the intallation, maintanance, reparing, and meter reading for industries relying heaviling on equipment. FSM workers require functionality for customer engagement management, service and asset management as well as workforce management. Since most activities in FSM take place outside of the office, mobility is a big component of the a FSM software solutions. Typically, FSM software is not used as a stand-alone solution, as it needs to integrate with Financials, ERP, CRM and EAM to ensure accurate data exchange. Even if its main purpose is to maintain and repair equipment, it can also be used to gather customer satisfaction and equipment performance feedback. To allocate human resources efficiently, workforce management is an integral part of an FSM system. 

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Documents related to » proposal into a crm system

Collaborative Commerce: ERP, CRM, e-Proc, and SCM Unite! A Series Study: IFS - Part 1 of 2


IFS arrived over five years ago on U.S. shores, with a Christmas-bag full of software components that run from the front-office to back-office and back again. They’re here to play, to get recognized, and win some big Collaborative Commerce engagements. We’ll see if they’ve got the stuff to do it.

proposal into a crm system  and Marketing components include Proposal Generation, Sales Configurator, Sales & Marketing, and Marketing Encyclopedia. IFS purchased a company called Exactium , an Israeli company, in 1999, for its rules-based engine for sales configuration (it has since sold Exactium to Pivotal , retaining rights to use the technology), and EMS Inc. , an American ERP and Manufacturing Execution System (MES) systems supplier, for rules-based product configuration. They've combined those forces under the Sales Read More

CPQ Pioneer FPX Becomes Cloud CRM and ERP Go-to Vendor


TEC senior analyst P.J. Jakovljevic takes a close look at FPX, formerly known as Firepond, a pioneer in CPQ software that automates the sales process for configurable products and services, including changes in the past couple years and what's new with FPX Version 8.0.

proposal into a crm system  selling (to improve the proposal-to-contract time and profit outcomes) and transforms the renewal management process into prescriptive up-selling and cross-selling opportunities. The goal is also to optimize pricing and margins at the point of sale, transaction, and/or opportunity.   Predictive analytics is about finding trends in existing datasets and using them to predict future outcomes. It differs from traditional business intelligence (BI) (merely about reporting on what has happened in order to Read More

'Collaborative Commerce': ERP, CRM, e-Proc, and SCM Unite! A Series Study: PeopleSoft


PeopleSoft has risen from its relatively humble origins in the Human Resource Management Systems (HRMS) arena, its sole focus as it begun life in 1987. Over the course of a decade or so, it added Supply Chain Management and Financials to its list of application offerings. In the last few years, in the face of slowing cash flows from its traditional strongholds, it has gone full bore toward Internet-based enterprise-wide - even cross-enterprise - solutions, trying to enter the game and be competitive with other top tier ERP-turned Collaborative Commerce vendors. Showing fiscal growth and, very-recently, notably-improved market acceptance, Peoplesoft may be the enterprise software turnaround story of the last decade.

proposal into a crm system  management, automated quote and proposal generation, and integrated analytics. The Sales team can also access, though not update, account and order information from the field through PeopleSoft Mobile Sales for WAP Phones . In addition, anticipated for release early next year will be new mobile-ready applications, which will place roughly 500K of code on client devices so employees can access, untethered, limited content and features of the PeopleSoft 8 suite. It will employ IBM's DB2 Everyplace as the Read More

How to Select an ERP System When You’re Dead


When Nietzsche declared in 1882 that “God is dead,” I’ll bet he had no idea that ERP system vendors were already queuing up to fill the gap. He just wasn’t the practical, forward-thinking kind, that was his problem (Nietzsche, I mean, not God). Now, in heaven, they take the long view. So when they started casting around for a replacement to their legacy system, they took the time to conduct

proposal into a crm system  user trials Assess implementation proposal Conduct a TCO analysis (pricing) Analyze market data Visit reference company sites Quantify the subjective assessment Revisit your analysis Make your selection Phase Four: Post-selection Negotiate the contract Obtain executive approval Notify rejected vendors Handle disputes Notify the winning vendor Sign the contract Plan for implementation Conduct installation and configuration (or migration) Perform user testing Develop due diligence report/audit Go live Read More

Pivotal CRM : CRM for Financial and Insurance Markets Competitor Analysis Report


This CRM knowledge base supports specialized criteria for groups engaged in the financial and insurance markets. In addition to many of the regular CRM features, the knowledge base has a range of criteria for policy tracking, agency management, investment tracking, and other areas of concern to professional service automation (PSA) groups.

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A Quiet ERP Vendor Merger That’s Worth a Closer Look


The CMS Software-XKO Software merger into Solarsoft Business Solutions offers proof that smaller enterprise resource planning vendors are not extinct yet. Perhaps in the grand scheme of things, no one should really care about such events, but these less well-known vendors haven’t said their last words yet.

proposal into a crm system  Quiet ERP Vendor Merger That’s Worth a Closer Look Mergers and acquisitions (M&As) among enterprise resource planning (ERP) providers are hardly uncommon, but by now the market has become accustomed to witnessing either “mega-mergers” or those involving at least one participant with a global presence. Thus, not many heads turned in April 2007 when two low-profile (or even obscure) vendors from Canada and the UK respectively announced their merger to create a more notable international ERP entity, Read More

A Short Guide to a Faster WAN


Wide area networks (WANs) are essential to the majority of businesses, enabling effective communications within the organization and with customers, partners, and suppliers. As more bandwidth-intensive applications are added to the mix, these networks are expected to handle the extra load—which can decrease its performance. Ensuring WAN usage is well-managed eliminates unwanted traffic and accelerates business activity.

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Pure-Play CRM Vendors: Choose an Integrated or Best-of-Breed Solution?


When selecting a CRM vendor should you go with a one-source solution, reducing the need for integration with other corporate data sources, or go with a best-of-breed approach, getting the best in each category but being left with standalone applications that must be integrated? This article compares the two approaches and offers some advice.

proposal into a crm system  Play CRM Vendors: Choose an Integrated or Best-of-Breed Solution? Pure-Play CRM Vendors: Choose an Integrated or Best-of-Breed Solution? R. Garland - September 5, 2001 Introduction  There are a LOT of CRM vendors. If you count the pure-play Integrated CRM vendors and niche, or, fill-the-cracks vendors, there at least fifty from which to choose. Should you go with a one-source solution, reducing the need for integration with other corporate data sources, or go with a best-of-breed approach, getting Read More

CSB-System


Integrated business and ERP (Enterprise Resource Planning) software solutions for the food industry. Includes trace-ability, HACCP, production yields, recipe management and optimization, livestock management, producer (farmers) payments, batch processing, electronic scale interface, barcode scanning, ATP (Available to Promise), flexible cost-accounting, CRM (Customer Relationship Management), EIS (Executive Information Systems), report-writer, plus standard ERP (sales, procurement, inventory, production, accounting, financials, etc.).    

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How to Sell Management on a New ERP System


How to Sell Management on a New ERP System lists the top 6 advantages of a new ERP system.

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Agiline CRM


Agiline CRM helps businesses know and maintain their customers. Agiline CRM is an enterprise-level CRM solution that provides coordination between customer care (service and support), sales, marketing, and other functions that touch your customers. Agiline CRM helps make the most of all your relationships by uniting people and processes with technology for serving your daily customers, distribution channels, suppliers, and internal customers. Agiline CRM features provide integration with other front-office and back-office applications. To help your mobile representatives, Agiline provides a disconnected version that allows complete access to customer information.  

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9 Important Business Phone System Buyer Questions


Learn about the most important factors that go into buying the right phone system, such as scalability, compatibilities, how to negotiate pricing, and more. This white paper and demo are designed to help you be an informed buyer. Whether yours is a small, medium, or large-sized business, you’ll want to know the nine key questions to ask sales reps to get the best deal on the right phone system for your needs.

proposal into a crm system  Important Business Phone System Buyer Questions Learn about the most important factors that go into buying the right phone system, such as scalability, compatibilities, how to negotiate pricing, and more. This white paper and demo are designed to help you be an informed buyer. Whether yours is a small, medium, or large-sized business, you’ll want to know the nine key questions to ask sales reps to get the best deal on the right phone system for your needs. Read More

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