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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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 crm reporting software selection

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

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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Documents related to » crm reporting software selection

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.

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How to Access and Buy Business Management Software


For most companies, changing accounting software is a daunting challenge. Not only is transitioning the accounting function to a new software package tricky in itself, but it is usually catalyzed by one or more business challenges that are (hopefully) solved by the new system. Knowing that, how can you minimize the risks involved in selecting a new accounting application?

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Niche Software at Its Best


Deltek Vision and other Deltek enterprise solutions, have been major players with project management-oriented organizations for the past twenty years. Vision a leading product in the professional services automation market and has taken significant strides to maintain this market leading position.

crm reporting software selection  tracking. Like many other CRM systems, Vision allows users to create additional tables and fields to suit their unique requirements. On of the ways Vision separates itself from the competition is through its proposal automation suite. This unique subset allows users to create effective graphical proposals with content that addresses the prospect''s specific requirements. Users create and retrieve template proposals for private sector prospects, cost proposals, and RFP responses. In addition the Read More

Medical Device Manufacturers Can Leverage ERP/CRM Software to Facilitate FDA Compliance


The US Food and Drug Administration (FDA) requires pharmaceuticals and medical device companies to comply with numerous standards. Medical device manufacturers have long embraced enterprise resource planning (ERP) and customer relationship management (CRM), but primarily use them to achieve operational efficiencies. However these systems can play a significant role in their abilities to comply with strictly FDA regulations.

crm reporting software selection  (Enterprise Resource Planning) and CRM (Customer Relationship Management) software systems. However, they have primarily employed them to achieve operational efficiencies as well as further sales and marketing objectives. Indeed, today’s sophisticated ERP and CRM systems support a broad set of activities that help manage and coordinate business functions, including production planning, purchasing, inventory maintenance, supplier interaction, order tracking and customer service. However, many Medical Read More

Lawson Software Expands Vertically As Well


On October 12, Lawson Software announced the formation of a new vertical market initiative for the telecommunications industry, its sixth and newest vertical market. On October 9, Lawson Software announced 'the best quarter of contracting activity in the company's 25-year history'.

crm reporting software selection  ERP functions such as CRM (through an OEM agreement with Siebel). SEA refers to Lawson''s long-standing initiative to tremendously simplify the learning curve required by users; it features intuitive Web user interfaces and navigational tools. Extensions are customizable applications for areas that include workflow, e-commerce, and analytics. Lawson has also built an impressive mind share in the ASP market, which is becoming increasingly attractive to its target market. Lawson''s product offering consists Read More

Mainsaver Software


Mainsaver Software (formerly JB Systems) is wholly owned by the privately held Ameritege Technology Partners, LLC. Mainsaver develops enterprise asset management (EAM) software, and provides the services and tools for power generators, consumer manufacturers, municipalities, ports, and facilities management organizations. The company's professional services help integrate business processes across corporate applications, geographies, and topologies. Mainsaver Software is based in San Diego, California, USA.

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Enterprise Software Selection Guide


Selecting an enterprise software solution takes time, energy, and resources. During the selection process, vendors present their products and services in the best possible light, leaving you to separate real functionality from marketing hype. In this guide, you’ll discover a three-phase methodology for objectively researching, evaluating, and selecting the best software solutions for your company.

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Everest Software Inc.


Founded in 1994, Everest Software is a privately-held, multinational software company headquartered in Dulles, Virginia (US). Everest Software has nearly 300 employees. The company has developed Everest, a business management solution for small and mid-size businesses in the wholesale, distribution, retail, and e-commerce industries. Over 3,000 small business in 49 countries use Everest, which was the winner of the 2004 SIIA Codie Award for Best Business Software Product. In 2009, Everest was acquired by Versata Enterprises. Versata revitalizes best-of-breed companies for the sake of customer success, often extending and evolving products for the long term. The current reach of Versata’s companies is broad and the family grows each year through the acquisition of additional leading solution providers.

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Distribution in a Challenging Economy: Online (Software as a Service) versus Traditional Software


When considering major purchases, most people ask, “Why rent when you can buy?” But with IT systems, the reverse may be true. Software as a service (SaaS) offers many advantages over traditional software, especially in terms of the on-going costs of maintaining and upgrading systems. Learn how passing those burdens on to a SaaS vendor can help your company focus on optimizing efficiency, productivity, and profitability.

crm reporting software selection   Read More

A Software-as-a-service Primer for Independent Software Vendors


Unlike many over-hyped technology trends of the past, software-as-a-service (SaaS) is producing real business benefits for organizations of all sizes across nearly every industry. This primer outlines how independent software vendors (ISVs) must respond to these realities in order to meet the changing needs of their customers, employees, and business partners; and ensure their long-term viability and competitiveness.

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Frontier Software Ltd


Frontier Software is a human resource (HR) and payroll software vendor. It provides solutions to tier one, two, and three companies with a variation of active server pages (ASP), inhouse, and outsourced services. Frontier Software, founded in 1993, has offices on three continents and headquarters in Melbourne, Victoria (Australia). The company has installations in twelve countries and a licensed user base of over 1,300 clients.

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Should Your Software Selection Process Have a Proof of Concept? Part One: Structures and the Selection Process


This article explores how the proof of concept (POC) fits into the software selection process, when a POC should be undertaken, structural variables, and the advantages and disadvantages of the POC from the client and value-added reseller point of view.

crm reporting software selection  and customer resource management (CRM) implementation failure. There are many reasons for these failures. The selection phase has been identified as a key area where problems arise. The proof of concept (POC) is a tool sometimes used within the selection process to overcome these issues. The POC is a consulting exercise undertaken by the software vendor or value-added reseller (VAR). The purpose of the POC is to determine scope, functional fit, level of customisation, resources, and project timetable of Read More

Retail Market Dynamics for Software Vendors Part One: Software Requirements for Retail


Although the retail and wholesale customers have typically invested a low proportion of their total revenues in information technology, retail industry leaders have begun to demonstrate an ability to achieve market advantage through the effective use of specialized enterprise applications. As a result, the requirement for all retailers to increase their investment in IT and adopt best practices has thus grown.

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iScala ERP Software


Epicor’s iScala enterprise resource planning (ERP) software enables businesses to automate and manage their standard business processes, and includes an e-business infrastructure focusing on a fully integrated set of ledgers. Among the software’s many features are: multi-dimensional account structure, currency and ledger revaluation, continuous and periodic consolidation, cash flow forecasting, automatic payments with payment ledger integration.    

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