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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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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.
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 rfp sample financial services


Software Services
Espire provides software-consulting services to clients globally as a partner to conceptualize and realize technology-driven business transformation

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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

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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The Benefits of Focusing on a Niche and Serving it Well: EcFood - A Dot-com Making It


ecFood is a strategic sourcing vendor focused on the industrial food market. Its recent financial results prove that being highly focused can bring value to the target market and success to a "dot-com".

rfp sample financial services  aggregation, specification management, auctions, RFP and RFQ. Additional services added in 2001 were invoicing and payment programs, which expedited the supply chain process for both sides involved in the supply chain process. Plus, ecFood expanded aggregated product programs in packaging, logistics and ingredients. ecFood currently provides online transaction and membership-based group buying services to over 40 industry leaders from several segments of the food industry. Segments include major consumer Read More

The Role of Sales Training Requirements Definition and Requests for Proposals in the Success of Technology Companies


The first step in choosing an effectiveness service provider (ESP) that best meets your company's needs is to develop a requirements definition. When used as a request for proposal, the requirements definition can be a powerful evaluation and negotiation tool.

rfp sample financial services  document , which becomes an RFP to the ESPs. It is also your organization's guide. The requirements document should contain training objectives, baseline assumptions, event requirements, and a cost/benefit analysis. Each of these sections should then be broken down further. A short list of sample requirements appears at the end of the article . If you have an immediate need, employ the basic model presented below or a version of it that has been customized with your specific requirements. Once completed, Read More

2008 Software Re"solutions"


A new year is upon us and with that, the word “resolution” comes to mind...res-o-l-u-tion – [rez-uh-loo-shun n] - noun 1. a resolve or determination: to make a firm resolution to do something. 2. the act of resolving or determining upon an action or course of action, method, procedure, etc. 3. the mental state or quality of being resolved or resolute; firmness of purpose. 4. the act

rfp sample financial services  you can use an RFP like a checklist, making quick note of the functionalities you require, and even rating how important each is to your business activities. Software Selection Resolution # 2 I promise to research all possible solutions, identify those that are relevant to my enterprise and industry, and eliminate those that are unsuitable, in order to create my long list of possible solutions. The Internet is a great research resource. But there’s so much information out there, it’s sometimes hard 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.

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Wellesley Information Services


Wellesley Information Services (WIS) is a publishing and training company. Its editorial work includes magazine publishing, mobile content, and case study creation. WIS offers event management and conducts research on market profiles, habits, and product positioning.

rfp sample financial services   Read More

Financial Excellence: Closing Your Books Quickly


Find out in the white paper the financial close: optimizing performance and driving financial excellence.

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The Convergence of ERP and Field Services-One Vendor’s Leadership


Agresso’s experience with people-centric services organizations has led the vendor to design a solution that effectively address these businesses’ need for field services and asset maintenance management. Agresso’s melding of two solutions, and the product’s underlying architecture, support change and tightly couple solution categories.

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P2E Scanning Services


There are currently no details available for this vendor. However, we are working to update this vendor’s information in our database as soon as possible. Please check back again.

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Oracle JD Edwards EnterpriseOne 9.0 for Financial Packages Certification Report


Oracle JD Edwards EnterpriseOne 9.0 is now TEC Certified for online evaluation of accounting solutions in the Financial Packages 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.

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Financial Packages RFI/RFP Template


General Ledger, Accounts Payable, Fixed Assets, Cost Accounting, Cash Management, Budgeting, Accounts Receivable, Financial Reporting, Project Accounting, Product Technology

rfp sample financial services  Packages RFI/RFP Template General Ledger, Accounts Payable, Fixed Assets, Cost Accounting, Cash Management, Budgeting, Accounts Receivable, Financial Reporting, Project Accounting, Product Technology Read More

IFS Applications (version 8.0) for ERP for Services Certification Report


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Professional Services


While an electronic data interchange (EDI) initiative improves supply chain communication and speeds up the exchange of goods and services, it is a complicated undertaking. To get started, learn how Inovis Professional Services array of consulting and training offerings, including assessments and technology planning, can help you implement mission-critical integrated solutions efficiently and cost-effectively.

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Outsourcing Corporate Tax Services


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