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 response to an rfp


From Spreadsheet Chaos to an Integrated BPM Application in Six Steps
Spreadsheets can provide rudimentary business performance management (BPM) capabilities. But there are many reasons to leave them behind: improved collaboration

response to an rfp  high volume of users, response time can become an issue, and any time lag in data access needs to be addressed. Depending on the particular business processes being automated, there can be very large usage spikes. Budgeting, in particular, can lead to hundreds, if not thousands, of users updating the database almost simultaneously. This can be a challenge for the selected software, but also places a burden on the corporate network. The challenge is to make sure the network, server, and communications

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Browse RFP templates

Visit the TEC store for RFP templates that can save you weeks and months of requirements gathering, and help ensure the succes of your software selection project.

Browse Now
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

CRM for Financial and Insurance Markets RFI/RFP Template

Insurance and Investment, Marketing Automation, Sales Force Automation (SFA), CRM Analytics, Call Center and Customer Service, Professional Services Automation (PSA), e-CRM, E-Mail Response Management, Industry Vertical Module Availability, Product Technology  

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Documents related to » response to an rfp

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, there are a number of common mistakes that organizations make. Failing to execute the selection process in an objective and structured fashion can be an expensive financial mistake—as well as a fatal hit to your professional reputation.

response to an rfp  capabilities in their RFP response and are unable to substantiate it during the demo. We’ve spent time thus far in this paper talking about the functionality of the solutions and ensuring that we know what to evaluate and how to evaluate in a structured manner. Beyond the software there are a number of other factors that also need to be considered. Some of the most important considerations are outlined on the following page. Alternative Software Deployment Models Over the last 5 years the business Read More

Finding the Key to Small Manufacturer's Profits - Part 2


Part 1 of this blog series discussed the genesis of ProfitKey International, one of the longest-standing enterprise resource planning (ERP) providers for small to midsize discrete manufacturers that has never been merged with another peer product. After the protracted bankruptcy saga of its former parent company, HALO Technology Holdings, ProfitKey was recently bought out by Phoenix Asset

response to an rfp  , ProfitKey's flagship Rapid Response Management (RRM) product is more than 90 percent home grown and mostly offers out of the box functionality, which is critical to attaining new customers in the company's sweet spot market segment – conservative small and medium discrete  make-to-order (MTO)  manufacturers. In spite of the turbulent times that ProfitKey has experienced for over a decade (see Part 1) , its critical executives and employees have had long tenures. Thus, the vendor has dedicated Read More

Software Selection: An Approach


Selecting package software can have long-term benefits or long-term regrets. To avoid the latter, your approach needs to be sound, logical, and prudent. It also has to be completed in your lifetime. Read about an approach to software selection that helps an organization get to the primary objective of identifying the best software solution quicker but with the necessary due diligence.

response to an rfp  been told that their response to the RFP will part of the signed contracted. The cost of modifications will be rolled into the total cost of the proposal and will offset what could be viewed as a high grade of 2. The proposal costs to include software, annual maintenance, implementation assistance, and modifications can now be evaluated against the functionality scores. If a vendor has a high functionality score but is also high in terms of total costs, you must determine if the costs justify the Read More

Using PKI to Protect Your Business Information


Interconnection between vendors, suppliers, customers and employees through ERP and CRM tools, has become a competitive edge. Like ERP and CRM infrastructures, a Public Key infrastructure has become an enabler of business objectives. PKI provides a systematic approach to information security.

response to an rfp  framework Intrusion detection and response Perimeter control Public Key Infrastructure (PKI) addresses the first of these categories. Secure applications framework implies that not only the software and hardware infrastructure exist but also that a cohesive plan, often called the security policy, has been put in place. In general terms, this security plan must consider people, business processes, technologies and how they will interact to conduct business in a secure and trusted fashion. The Read More

Machine Telematics: Leveraging Machine-to-Machine Technology to Improve Customer Relationships and Product Reliability


Information technology provides the foundation to store, process, and manage today’s huge volumes of telematics data, which will only continue to grow. In addition, analytical tools are available to tap the intelligence hidden in this data and deliver valuable insights. By capitalizing on the synergy between machine telematics and new innovations such as in-memory computing, mobile, and analytics solutions, manufacturers can gain the timely, accurate insights needed to drive product design improvements, manufacturing process improvements, overall quality improvements, and improved service parts management.

response to an rfp  Telematics: Leveraging Machine-to-Machine Technology to Improve Customer Relationships and Product Reliability Information technology provides the foundation to store, process, and manage today’s huge volumes of telematics data, which will only continue to grow. In addition, analytical tools are available to tap the intelligence hidden in this data and deliver valuable insights. By capitalizing on the synergy between machine telematics and new innovations such as in-memory computing, mobile, and Read More

Failing to Learn-Why Learning Is Critical to Strategic Talent Management




response to an rfp  to Learn-Why Learning Is Critical to Strategic Talent Management Read More

How to Buy a Phone System


There are many factors to consider when purchasing a new phone system. In addition to planning the scale of your proposed system and how long you expect to use it, you should also think about the number and type of features you need, from call hold and speed dial, to computer telephony integration (CTI). Put your money where your voicemail is: find out about the latest phone system features and improve your bottom line.

response to an rfp  to Buy a Phone System There are many factors to consider when purchasing a new phone system. In addition to planning the scale of your proposed system and how long you expect to use it, you should also think about the number and type of features you need, from call hold and speed dial, to computer telephony integration (CTI). Put your money where your voicemail is: find out about the latest phone system features and improve your bottom line. Read More

5 Things You Need to Know to Empower Today’s Mobile Workforce


As the lines between work and personal life continue to blur, IT departments are under increasing pressure to support personal-liable mobile devices. But simply locking down a device to protect it limits its usefulness. Rather, companies need to use proper solutions that consider various factors such as the ever-changing regulations on safeguarding corporate data. Know 5 key points for developing a mobile workforce strategy.

response to an rfp  Things You Need to Know to Empower Today’s Mobile Workforce As the lines between work and personal life continue to blur, IT departments are under increasing pressure to support personal-liable mobile devices. But simply locking down a device to protect it limits its usefulness. Rather, companies need to use proper solutions that consider various factors such as the ever-changing regulations on safeguarding corporate data. Know 5 key points for developing a mobile workforce strategy. Read More

How to Ensure Your Organization Is Ready for E-discovery: Your Road Map to Compliance


Unfortunately, electronic documents are rarely categorized based on records management standards or retention policies. Organizations facing numerous claims, litigations, government investigations, or audits realize that identifying, locating, and reviewing electronic data is time-consuming and costly. A solution that helps archive and search for your vital electronic data can also ease your efforts to comply. Learn more.

response to an rfp  to Ensure Your Organization Is Ready for E-discovery: Your Road Map to Compliance Unfortunately, electronic documents are rarely categorized based on records management standards or retention policies. Organizations facing numerous claims, litigations, government investigations, or audits realize that identifying, locating, and reviewing electronic data is time-consuming and costly. A solution that helps archive and search for your vital electronic data can also ease your efforts to comply. Learn more. Read More

CMS Is to Content as SOA Is to Enterprise Applications


There’s no disputing the fact that content management systems (CMS) and service-oriented architecture (SOA) are closely related. From reuse, the ability to loosely couple service and functions, to being able to combine services into a new form, SOA and CMS share many common threads in the enterprise world. Find out how the forces that have made SOA so important today are now doing the same for CMS in web site management.

response to an rfp  Is to Content as SOA Is to Enterprise Applications There’s no disputing the fact that content management systems (CMS) and service-oriented architecture (SOA) are closely related. From reuse, the ability to loosely couple service and functions, to being able to combine services into a new form, SOA and CMS share many common threads in the enterprise world. Find out how the forces that have made SOA so important today are now doing the same for CMS in web site management. Read More

End-to-End Monitoring Is Critical to Meeting End User Expectations Today and Tomorrow


To function as a business partner, IT must deliver service at predictable levels—and also contribute to enterprise strategy, by planning for services that enable growth. That’s why IT needs end-to-end infrastructure views that reveal issues as they happen, and track trends that predict future needs. But how can IT create unified views of the environment without draining critical resources?

response to an rfp  to-End Monitoring Is Critical to Meeting End User Expectations Today and Tomorrow To function as a business partner, IT must deliver service at predictable levels—and also contribute to enterprise strategy, by planning for services that enable growth. That’s why IT needs end-to-end infrastructure views that reveal issues as they happen, and track trends that predict future needs. But how can IT create unified views of the environment without draining critical resources? Read More

Putting “Big Company” Strategies to Work for Small to Midsized Businesses


In today’s economy, small businesses’ primary differentiator is service. If systems are down, then customer service levels are down too, ultimately hurting the business and the bottom line. This can make giving up control over critical IT systems daunting. However, surveys show that 55 percent of large companies plan to increase their IT spending with external service providers. Find out what they know that you don’t.

response to an rfp  “Big Company” Strategies to Work for Small to Midsized Businesses In today’s economy, small businesses’ primary differentiator is service. If systems are down, then customer service levels are down too, ultimately hurting the business and the bottom line. This can make giving up control over critical IT systems daunting. However, surveys show that 55 percent of large companies plan to increase their IT spending with external service providers. Find out what they know that you don’t. Read More

Introduction to Customer Relationship Management


The time when a company decides to move to customer relationship management (CRM) tools marks their progress to professionalism and profit in multiple ways. This introduction to CRM provides guidelines for companies contemplating this critical step in their development.

response to an rfp  to Customer Relationship Management The time when a company decides to move to customer relationship management (CRM) tools marks their progress to professionalism and profit in multiple ways. This introduction to CRM provides guidelines for companies contemplating this critical step in their development. Read More

How to Use Projects to Master Asset Management


IFS co-founder Ulf Stern and senior advisor Anders Wilhelmsson discuss how project management functionality that is tightly integrated with enterprise asset management (EAM) and asset lifecycle management (ALM) tools is essential to executives of asset-intensive industries. Lacking this integration, valuable asset data is lost and asset utilization cannot be maximized.

response to an rfp  to Use Projects to Master Asset Management IFS co-founder Ulf Stern and senior advisor Anders Wilhelmsson discuss how project management functionality that is tightly integrated with enterprise asset management (EAM) and asset lifecycle management (ALM) tools is essential to executives of asset-intensive industries. Lacking this integration, valuable asset data is lost and asset utilization cannot be maximized. Read More