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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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 rfi automation


Sales Force Automation (SFA) RFI/RFP Template
Management of opportunities, sales forecasting, leads, accounts and contacts, activities, territories, contracts, quotes and proposals, partners, analytics

rfi automation  respond to easily. Use RFI responses to create lists of requirements for your RFPs or requests for quotation (RFQs). Make sure that vendors understand and can support all your requirements. Eliminate Sales Force Automation (SFA) Implementation Surprises Get a clear picture of any required customizations. Help Sales Force Automation (SFA) vendors accurately cost required development work. Compare your existing systems to the winning solution (gap analysis). All of TEC's RFI/RFP Templates are delivered to

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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

PPM for Professional Services Automation RFI/RFP Template

Portfolio and Project Management, Resource Planning and Scheduling, Opportunity, Contact, and Contract Management, Time and Expense Management, Financial Management, Budgeting, Costing, and Billing, Knowledge Management, Collaboration, and Analysis, Third Party Integration, Back-office Functionality, Product Technology  

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Enterprise Marketing Management (EMM) RFI/RFP Template


Marketing Automation, Resource Management, Digital Asset Management, Financial Management, Reporting and Analysis, Configuration Points, Integration Points, Platforms, Security, Administration, Lead Management, E-mail Marketing, Product Technology, and Support

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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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Customer Relationship Management (CRM) RFI/RFP Template


Sales Force Automation, Marketing Automation, Customer Service and Support, Analytics and Reporting, and Technical Functionality

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Sales Force Automation (SFA) Software Evaluation Report


Sales Force Automation (SFA) systems help sales and marketing teams with functions related to taking orders, generating proposals or quotes, managing territories, managing partners, and maintaining contact data. Systems often include various levels of analytic and reporting capabilities.

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Automation for the New Data Center


Data centers are squeezed by a variety of pressures, such as power consumption, heating, ventilating, and air conditioning (HVAC) requirements, new servers, human error, patching, asset tracking, and more. On top of this, you have to keep up with dynamically changing business requirements. One of the key ways you can address these dilemmas, however, is through server consolidation using virtualization.

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Workload Automation: The Key to Managing Windows Server Sprawl


Many companies use data centers running processes across multiple Windows servers using built-in schedulers instead of automating nightly batch streams on a mainframe. Simple schedulers work well on individual servers with only a handful of tasks, but scheduling becomes more difficult once you include dependencies, such as incoming files, the behavior of other applications, or the completion of business processes on other servers. Workload automation using a job scheduling system can save money and reduce complexity in the long term—read this white paper to learn more about solutions to "server sprawl".

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PPM for Professional Services Automation RFI/RFP Template


Portfolio and Project Management, Resource Planning and Scheduling, Opportunity, Contact, and Contract Management, Time and Expense Management, Financial Management, Budgeting, Costing, and Billing, Knowledge Management, Collaboration, and Analysis, Third Party Integration, Back-office Functionality, Product Technology

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Achieving Efficient Governance, Risk, and Compliance (GRC) through Process and Automation


Newly available software platforms known as governance, risk, and compliance (GRC) technologies can help your business stay on top of the myriad procedures, tasks, and behaviors that bear upon compliance. This paper discusses the drivers behind the growing awareness of GRC information technology, introduces the elements of an effective automated GRC system, and suggests a low-risk, high-impact approach to launching GRC automation.

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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 to a system designed to streamline and track resources, projects, portfolios, revenues, and the costs of professional services organizations (PSOs), which provide billable services to their clients. Consequently, PPM for PSA provides both the high-level monitoring of project portfolios as business investments and automates the project-specific functionality of time, billing, expense reporting, opportunity management, and resource management, linking back office functionality with the PSO’s portfolio of projects.

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The Business Case for Marketing Automation


With capabilities that span inbound and outbound marketing, customer relationship management (CRM) integration, and robust measurement, marketing automation offers tremendous value to businesses, including improved operational efficiencies, reduced costs, marketing and sales alignment, more and more-qualified) leads, and increased revenues. This eBook will help you create a compelling case for adopting automation technology.

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