X
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 solutions by funtionality, so that you can make accurate and informed software purchasing decisions.
Compare Now
 

 rfp professional service


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

rfp professional service  document. More than a RFP template, it is a working document that serves as a knowledge base reference throughout the life-span of your CRM for Financial and Insurance Markets software project. Use this template to gather your CRM for Financial and Insurance Markets requirements, build RFIs and RFPs, and track the progress of your software implementation. Gather Your CRM for Financial and Insurance Markets Requirements Quickly and Effectively Identify and prioritize the features and functions you need

Read More


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  

Start Now

Documents related to » rfp professional service

JDA Portfolio: For the Retail Industry Part Six: ERP Vendors and User Recommendations


ERP vendors promise products linking to financial and manufacturing systems (which logically, is currently the vendor's own system) and include collaborative SRM and PLM capabilities and links to CRM systems. JDA and others must simplify their integration framework strategies and JDA must focus on data synchronization to offer a truly differentiating collaboration product.

rfp professional service   Read More

Deltek Vision


Deltek Vision CRM provides a complete business development and marketing solution targeted at project-based, professional service organizations. With Vision CRM, professional services organizations can manage and leverage centralized client, contact, opportunity data, and previous project history to make more effective business development decisions while increasing client satisfaction and revenue. In addition to a flexible configuration model for supporting a firm's unique process requirements, Vision CRM also delivers proposal automation functionality, which helps organizations to efficiently produce custom proposals, request for proposal (RFP) responses, and government proposals that include the firm's most recent and relevant experience.  

rfp professional service   Read More

4 Essential Components for Successful Sales


Most companies are aware that the buying processes of the world and its buyers are changing, but many have yet to recognize the need to make changes within their own sales force. Often sales professionals don’t have the proper skills or tools needed to be successful. But by integrating the four sales process components, they’ll be able to capture information that can be used to place them high above the competition.

rfp professional service   Read More

Identify and Leverage Your Existing Service Life Cycles


Service management has become critical for today’s organizations. To remain competitive, businesses need more appropriate services to support their customers, suppliers, and business partners. Discover how “service cycles” have evolved since the 1990s, learn how to make hidden service life cycles visible, and find out how, once they are visible, they can help you improve services and align IT with business objectives.

rfp professional service   Read More

Epicor for Service Enterprises


Epicor for Service Enterprises is an intuitive and comprehensive enterprise service automation (ESA) solution. It manages and streamlines virtually every aspect of your service organization—from bid management, engagement delivery, and resource management, to project accounting, portfolio management, and beyond—all within a single solution. Introduced in June 2003, Epicor for Service Enterprises builds on an Epicor investment in professional services automation (PSA) and project accounting of over twenty years. Version 8.0 offers groundbreaking use of XML Web service and Microsoft .NET technology. The current release, Epicor for Service Enterprises 8.1, adds enhanced project portfolio management (PPM), contingent workforce management, and advanced collaboration and customization capabilities, all enabling greater planning, performance, and execution.  

rfp professional service   Read More

Evaluating Cloud-Based ERP for Professional Service Organizations


In the webcast Top 5 Reasons Professional Services Organizations Are Embracing the Cloud to learn about: the impact of cloud technology on PSOs; t...

rfp professional service   Read More

Moving to Self-Service Business Intelligence


Learn how in the Forrester report Why and How Enterprises are Moving to Self-service Business Intelligence.

rfp professional service   Read More

Market Landscape Report: Field Service Management


If you have a mobile, customer-facing workforce, you need field service management (FSM) software. An FSM solution provides essential functionality—from planning and scheduling to work order management, to customer engagement—that’s missing from most ERP and CRM systems. Get a comprehensive overview of the FSM space, and learn about key functionality, major vendors, and the latest market trends in this market landscape report.

rfp professional service   Read More

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.

rfp professional service   Read More