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Software Functionality Revealed in Detail
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 account management guide

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.

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Documents related to » account management guide

The Executive Guide to Contract and Chargeback Management


Life sciences companies are struggling to manage large group purchase organization (GPO) contracts, process chargeback submissions, and ensure that pricing policies comply with regulatory requirements. Costs and risks are escalating as these demands outstrip the capabilities of existing systems. Learn how contract and chargeback management solutions can help you maximize growth while limiting regulatory risk.

account management guide  dollars per month and account for 15-20% of gross revenue on branded drugs and 2-4% for generics, manufacturers can severely undermine profitability through inaccurate and inefficient chargeback validation. Unfortunately, this is a common problem when wholesalers are submitting thousands of chargeback lines per day. The problem is that wholesalers are prone to misstate chargebacks for many reasons (see Appendix A: Typical Chargeback Issues). Overwhelmed manufacturers, who are incapable of rapidly and Read More

The Case for Pricing Management


Savvy and dynamically optimized pricing can mean the difference between survival and failure. In many environments it might be smarter, quicker, and more useful to calculate pricing based on systematic analysis rather than on fuzzy thinking or human emotions.

account management guide  words, accounting takes an accounting view of the world, while profit optimization and pricing management take an operational view. Consequently, the first software category will not help users optimize their win/loss analysis to discern how they should price better so as to close more deals, or let them realize where in the product structure ( bill of material [BOM] and routing operations) the margin is leaking from. However, price management applications certainly require correct cost information as an Read More

Podcast: A Project Manager's Guide to Business Performance Management


As business performance management (BPM) has expanded into virtually all areas of business, project managers have been broadening their soft management skills. Learn what project managers can borrow from BPM to streamline service delivery, optimize operations, and improve customer satisfaction.

account management guide  a trend, taking into account other information, mixing project data with more of the soft factors that go into managing stakeholders within a project. NS: So, Lyndsay, what are some of the current applications used in performance management that can be applied as well as benefited by those in the project management world? LW : The good thing about performance management solutions is that applications of the tools are constantly being expanded to meet the needs of other areas within the organization. Read More

Sales Performance Management


A productive sales force must concentrate on acquiring, growing, and retaining profitable relationships with its clients. This requires clear, detailed views of prospects, customers, and the market—and the ability to turn insight into action. The right sales force automation (SFA) system can help you determine priorities and action plans to achieve the best results with your customers—and boost your profit margins.

account management guide  a shotgun approach to account management was often successful. But increased competition, decreased customer loyalty, and inflated quotas have changed today''s sales environment. As a result, sales take longer to complete, opportunities are more complex, and salespeople must prioritize their actions more efficiently to remain successful. The key to making the right salesmanagement decisions and allocating the appropriate time and resources to each account begins with a thorough understanding of your Read More

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.

account management guide  Final Rating SFA - Account and Contact Management 1 2 3 -1 -2 -3 SFA - Activity Management 1 2 3 -1 -2 -3 SFA - Opportunity Management 1 2 3 -1 -2 -3 SFA - Product Management and Pricing 1 2 3 -1 -2 -3 Marketing Management 1 2 3 -1 -2 -3 Customer Support 1 2 3 -1 -2 -3 Resource Management 1 2 3 -1 -2 -3 Competitive Intelligence 1 2 3 -1 -2 -3 PIM Synchronization 1 2 3 -1 -2 -3 Reporting 1 2 3 -1 -2 -3 Import / Export 1 2 3 -1 -2 -3 Dashboard / Analytics 1 2 3 -1 -2 -3 Module Name 1 2 3 -1 -2 -3 Scale: Read More

Facilitating Compliance and Intelligent Information Management with Effective Database Management


Data breach is a very real problem in business today. Every day, organizations store massive amounts of data inside database tables—data ranging from credit card transactions to product inventories. This valuable information is what runs the business. In order to protect this data and stay on top of compliance, an enterprise data management solution that respects information privacy regulations should be considered.

account management guide  Compliance and Intelligent Information Management with Effective Database Management Data breach is a very real problem in business today. Every day, organizations store massive amounts of data inside database tables—data ranging from credit card transactions to product inventories. This valuable information is what runs the business. In order to protect this data and stay on top of compliance, an enterprise data management solution that respects information privacy regulations should be Read More

PTC Windchill 10 for Product Lifecycle Management (PLM) Certification Report


PTC Windchill 10 is TEC Certified for online evaluation product lifecycle management (PLM) solutions in the PLM 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.

account management guide  Windchill 10 for Product Lifecycle Management (PLM) Certification Report PTC Windchill 10 is TEC Certified for online evaluation product lifecycle management (PLM) solutions in the PLM 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. Read More

Warehousing Management: Yard Management, Competitive Analysis, and Challenges


The business remains challenging to even the most established vendors, since an intensifying product architecture rejuvenation and functional enhancements cycle, the pressure from the ERP intruders, and continued market consolidation exert fiscal pressure across the sector.

account management guide  Management: Yard Management, Competitive Analysis, and Challenges Extension to Yard Management Enterprise systems are penetrating every aspect of a company''s operations. For some time now, organizations have realized that the warehouse must become a dynamic area. Warehouse personnel must have access to real-time data to closely match supply and demand and to streamline the supply chain, so inventory is not bogged down in warehouses causing precious overhead to be lost. As a result, supply chain Read More

Performance Management-What the Mid-market Can Learn from Large Enterprises


Performance management allows companies to align business activity with corporate objectives. This research examines the different levels of business performance achieved by mid-market companies compared with larger firms, as well as the differences in strategy, capabilities, and technologies used. Key recommendations are drawn for mid-market businesses to increase the value they derive from performance management.

account management guide  Management-What the Mid-market Can Learn from Large Enterprises Performance management allows companies to align business activity with corporate objectives. This research examines the different levels of business performance achieved by mid-market companies compared with larger firms, as well as the differences in strategy, capabilities, and technologies used. Key recommendations are drawn for mid-market businesses to increase the value they derive from performance management. Read More

Why Invest in Talent Management? Five High-ROI Business Drivers for Implementing a Talent Management Program


Clearly, with skilled workers retiring and the pace of change accelerating, recruitment alone can’t supply the smart leaders, strong managers, high performers, and ever-changing skills sets necessary for success. That’s why organizations can see solid return on investment (ROI) by balancing recruitment with an investment not just in training, but in comprehensive talent management. Download this white paper to read more.

account management guide  Invest in Talent Management? Five High-ROI Business Drivers for Implementing a Talent Management Program Clearly, with skilled workers retiring and the pace of change accelerating, recruitment alone can’t supply the smart leaders, strong managers, high performers, and ever-changing skills sets necessary for success. That’s why organizations can see solid return on investment (ROI) by balancing recruitment with an investment not just in training, but in comprehensive talent management. Download this Read More

SimplyDigi LMS for Learning Management Systems Product Certification Report


SimplyDigi LMS is now TEC Certified for online evaluation of learning management systems solutions in the Human Capital Management (HCM) 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.

account management guide  LMS for Learning Management Systems Product Certification Report SimplyDigi LMS is now TEC Certified for online evaluation of learning management systems solutions in the Human Capital Management (HCM) 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. Read More

Tenrox Project Workforce Management Certification Report: Project Portfolio Management (PPM) for Internal Departments


Tenrox Project Workforce Management is now TEC Certified for online evaluation of PPM solutions in the Project and Process Management 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.

account management guide  Project Workforce Management Certification Report: Project Portfolio Management (PPM) for Internal Departments Tenrox Project Workforce Management is now TEC Certified for online evaluation of PPM solutions in the Project and Process Management 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 Read More

Oracle Announces Transportation Management 6.3 and Oracle Global Trade Management 6.3


Oracle has announced the release of v6.3 of its Oracle Transportation Management (OTM) and Oracle Global Trade Management solutions. Oracle’s new Transportation Management release includes enhancements to: fleet management transportation sourcing, transportation business intelligence transportation operational planning rail transportation workflow and event management

account management guide  Announces Transportation Management 6.3 and Oracle Global Trade Management 6.3 Oracle has announced the release of v6.3 of its Oracle Transportation Management (OTM) and Oracle Global Trade Management  solutions. Oracle’s new Transportation Management release includes enhancements to: fleet management transportation sourcing , transportation business intelligence transportation operational planning rail transportation workflow and event management freight payment, billing, and claims document Read More

The Channel Management Shuffle


Executives and middle management are constantly faced with determining policy, process, and technology around managing one or multiple channels. What is critical to successful channel management?

account management guide  Channel Management Shuffle Introduction We''ve all been there at one time or another, in a crowded place or driving while holding a cell phone to our ear in a tight embrace—and why? Because the automated attendant on the other end of the line can not quite make out our command to her (or him?) ... usually because of the tiniest bit of background noise or maybe she or he is just having a bad day ... whether it''s trying to book a flight, find out the status of a flight, or check the status of an order Read More

Talent Management


Talent management solutions encompass all the applications necessary for handling personnel-related tasks for corporate managers and individual employees from the point of hire to the point of retire. This talent management model includes functionality for recruitment and staffing management, personnel management, career development, succession planning, learning management, performance and compensation management, and workforce management and planning.

account management guide  Management Talent management solutions encompass all the applications necessary for handling personnel-related tasks for corporate managers and individual employees from the point of hire to the point of retire. This talent management model includes functionality for recruitment and staffing management, personnel management, career development, succession planning, learning management, performance and compensation management, and workforce management and planning. Read More