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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 vendor automated proposal


CRM and BPM: “We Goes Together Like Peas and Carrots”
In 2009, I attended two Gartner Summit events: the Gartner Business Process Management (BPM) Summit in March in San Diego; and Gartner Customer Relationship

crm vendor automated proposal  CRM solution itself. The CRM vendor elevator pitch will thus likely be based on enabling a specific CRM process such as order-to-cash or lead-to-opportunity , instead of on traditionally selling CRM modules such as  sales force automation (SFA)  or  enterprise marketing management (EMM) . Improve Personal Productivity Personal productivity goes hand-in-hand with  business process automation (BPA)  to help achieve more with less. When users have intuitive, time-saving tools, it helps them do their

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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 Software Evaluation Report

This CRM Software Evaluation Report supports specialized criteria for groups engaged in the financial and insurance markets. In addition to many of the regular CRM features, the Software Evaluation Report has a range of criteria for policy tracking, agency management, investment tracking, and other areas of concern to professional service automation (PSA) groups. 

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'Collaborative Commerce': ERP, CRM, e-Proc, and SCM Unite! A Series Study: PeopleSoft


PeopleSoft has risen from its relatively humble origins in the Human Resource Management Systems (HRMS) arena, its sole focus as it begun life in 1987. Over the course of a decade or so, it added Supply Chain Management and Financials to its list of application offerings. In the last few years, in the face of slowing cash flows from its traditional strongholds, it has gone full bore toward Internet-based enterprise-wide - even cross-enterprise - solutions, trying to enter the game and be competitive with other top tier ERP-turned Collaborative Commerce vendors. Showing fiscal growth and, very-recently, notably-improved market acceptance, Peoplesoft may be the enterprise software turnaround story of the last decade.

crm vendor automated proposal  Internet technologies have matured, CRM on the front end, and e-Procurement and Supply Chain Management on the back end, have come into their own. Now in 2001, the catchphrase is Collaborative Commerce, where we unite all of the above elements into one coherent system within and between organizations. This is the Big Kahuna, the zero latency, fully transparent, 360 degree exposure that is the stuff systems integrators dream of. Is it here? Are the technologies mature enough? Simple enough? This, the Read More

Deltek Remains the Master of Its Selected Few Domains Part Five: Deltek’s Major Product Lines


Within its marketing and proposal automation product, Deltek espouses an emerging CRM derivative known as client relationship management, which should help firms track client relationships in a more sophisticated manner than through methods such as referral or word-of-mouth, which were appropriate during their start-up phases.

crm vendor automated proposal  planning; materials estimating Deltek CRM and Deltek Proposals products provide a solution for most front-office communications, business development and marketing challenges. Designed to enhance customer relationships and increase productivity, these tools provide SFA, opportunity management, CRM, marketing automation, and proposal generation tools. It provides the tools that sales, marketing and business development need to create winning proposals and feature embedded reports, activity tracking, Read More

The ERP Life Cycle: From Birth to Death and Birth Again


The enterprise life cycle is often misunderstood, which can lead to complications during the selection, implementation, and maintenance phases. Knowing what to expect during each phase will allow an enterprise to get better money for value from the solution.

crm vendor automated proposal  (SCM), customer resource management (CRM), and BI system, all of which can be tied back into your core ERP system, it becomes a lot of project work. And these days, most companies want to pace themselves and get a return for each product extension along the way. During this phase you'll grow to know and love the vendor's help desk. This is where you call in and talk with a new employee, hired by the vendor to meet your needs, who knows very little about the software or how it is used in the real world, Read More

Quote-to-order: The Major Players in the Manufacturing Arena


The latest generation of quote-to-order systems uses knowledge-based software to help reduce an organization’s dependence on its highly skilled experts. The ability to harness a company’s intellectual property and know-how helps build competitive advantage.

crm vendor automated proposal  an ERP module, a CRM module, a part of a total Q2O suite, or solely a stand-alone configurator. As a basic requirement, the configurator must be capable of handling the technical rules for specification and configuration of mass-customized products and services, while some configurator tools will also directly handle pricing, discounting, and sales quotes. The companies with the most complete Q2O solutions include Oracle (including contributions from former Siebel Systems , PeopleSoft , and JD Edwards ), Read More

Infor Epiphany


Infor's CRM solution provides the tools your company needs to engage customers in a multi-channel, closed-loop dialogue that nurtures their loyalty to your products and services and improves your bottom-line results. Infor CRM is comprised of the following key components: Marketing—delivers inbound and outbound marketing capabilities that streamline the campaign process and create real-time customer profiles which can be analyzed to identify high-impact offers at the moment of customer interaction. Sales—provides sales force automation and opportunity management capabilities that facilitate customer conversations by driving intelligence into every customer interaction. Service—serves as the foundation for personalized contact center operations, giving customer service representatives a unified view of customers across all existing systems and empowering them to shorten call times and resolve issues on the first call. Powerful real-time analytics drive personalized, customer-focused processes and offers, turning customer interactions into revenue opportunities across emails, phone calls, and web inquiries.  

crm vendor automated proposal  Epiphany Infor's CRM solution provides the tools your company needs to engage customers in a multi-channel, closed-loop dialogue that nurtures their loyalty to your products and services and improves your bottom-line results. Infor CRM is comprised of the following key components: Marketing—delivers inbound and outbound marketing capabilities that streamline the campaign process and create real-time customer profiles which can be analyzed to identify high-impact offers at the moment of customer Read More

SAP CRM


SAP CRM has been used in over twenty-five industries including automotive, chemicals, consumer products, professional services, high tech, and wholesale distribution. Its features include partner channel management, marketing, sales, professional services, interaction center management, real-time offer management, web channel management, trade promotion management, and business communication management.  

crm vendor automated proposal  CRM SAP CRM has been used in over twenty-five industries including automotive, chemicals, consumer products, professional services, high tech, and wholesale distribution. Its features include partner channel management, marketing, sales, professional services, interaction center management, real-time offer management, web channel management, trade promotion management, and business communication management. Read More

Leveraging Technology to Maintain a Competitive Edge During Tough Economic Times -- A Panel Discussion Analyzed Part Six: Custom Development and Single-Vendor versus Multi-Vendor


As componentization and Web services mature, packaged software will be less rigid and easier to adjust to unique practices-- thereby gaining some of the benefit of the custom approach. Although an enterprise can generate many benefits from standardization, it may also create other issues that may often result in disruptions.

crm vendor automated proposal  and customer relationship management (CRM), and the advent of Web-based product architecture may, however, tempt corporations to reconsider deploying this concept. Although enterprises can generate many benefits from standardization, they can also create other issues that often result in disruptions. If the standardization driver comes from anywhere but operational needs (such as a justified business process unification) the project will likely result in shortcomings. Nonetheless, the following type of Read More

NetSuite CRM+


NetSuite is a cloud customer relationship management (CRM) solution that delivers a real-time 360-degree view of your customer experience, from lead and opportunity through to sales order management, upsell, renewals, and service.   In addition to advanced sales force automation (SFA), customer support, and marketing automation, NetSuite CRM+ delivers capabilities well beyond those offered by traditional CRM systems, including quotes, order management, commissions, sales forecasting, and more, all in one comprehensive cloud CRM solution.  

crm vendor automated proposal  those offered by traditional CRM systems, including quotes, order management, commissions, sales forecasting, and more, all in one comprehensive cloud CRM solution. Read More

8th ERP Vendor Shootout, Dallas, TX (US), 6-7 October: Vendor Line Up


8th ERP SHOOTOUT. October 6 to 7, 2010. Renaissance Dallas Hotel. Dallas, Texas 75207. Calling all manufacturers, distributors, and professional services organizations!

crm vendor automated proposal  ERP Vendor Shootout, Dallas, TX (US), 6-7 October: Vendor Line Up 8th ERP Vendor Shootout, Dallas, TX (US), 6-7 October: Vendor Line Up VENDOR LINE-UP ALMOST FINALIZED! 8th ERP SHOOTOUT October 6 to 7, 2010 Renaissance Dallas Hotel Dallas, Texas (US) 75207 Calling all manufacturers, distributors, and professional services organizations! Hosted by the VAR Community and moderated by Technology Evaluation Centers (TEC™) , the ERP Shootout is a one-of-a-kind opportunity for you and your team to see the Read More

2011 Customer Relationship Management Buyer's Guide: Innovations in CRM


Customer relationship management (CRM) has matured, and offers more choices than ever before. This buyer’s guide reviews the latest innovations in this software space, focusing on cloud, mobile, and social options, and includes a section on the range of customer-centric and process-oriented add-ons and applications available. The guide also includes valuable CRM resources, case studies, and a directory of CRM vendors.

crm vendor automated proposal  Buyer's Guide: Innovations in CRM Customer relationship management (CRM) has matured, and offers more choices than ever before. This buyer’s guide reviews the latest innovations in this software space, focusing on cloud, mobile, and social options, and includes a section on the range of customer-centric and process-oriented add-ons and applications available. The guide also includes valuable CRM resources, case studies, and a directory of CRM vendors. Read More

Why CRM Software is a Smart Investment in a down Economy


Find out more about why CRM is such a smart and timely investment for your small or midsized business in the white paper, crm: a business imperativ...

crm vendor automated proposal  CRM Software is a Smart Investment in a down Economy Is it really possible to grow your company during an economic downturn—and still cut costs? Fortunately, the answer is yes—and there's no better way to do it than with the right customer relationship management (CRM) software. By its very nature, CRM is one of the only technologies that can both increase your company's revenues and reduce its costs . And that's a pretty good combination during tough economic times. Find out more about why CRM is s Read More

12th Vendor Shootout for ERP - Dallas, TX, USA-12-13 October - Save the Date


The 12th Vendor Shootout for ERP. Dallas, Texas, USA. October 12-13, 2011. Dallas Marriott Quorum. Manufacturers and distributors:Hot on the heel...

crm vendor automated proposal  Vendor Shootout for ERP - Dallas, TX, USA-12-13 October - Save the Date 12th Vendor Shootout for ERP - Dallas, TX, USA-12-13 October - Save the Date Save the Date!! The 12th Vendor Shootout ™ for ERP Dallas, Texas, USA October 12-13, 2011 Dallas Marriott Quorum Manufacturers and distributors: Hot on the heels of a hugely successful 11th Vendor Shootout for ERP in Boston, the show moves to Dallas, Texas, USA for another round. Hosted by the VAR Community , moderated by Technology Evaluation Centers Read More

11th Vendor Shootout for ERP: Aug, 2011, Boston MA, USA - Vendors Lining Up


Vendors Lining Up:The 11th Vendor Shootout for ERP. Boston, Massachusetts, USA. August 11-12, 2011.

crm vendor automated proposal  Vendor Shootout for ERP: Aug, 2011, Boston MA, USA - Vendors Lining Up 11th Vendor Shootout for ERP: Aug, 2011, Boston MA, USA - Vendors Lining Up Vendors Lining Up: The 11th Vendor Shootout ™ for ERP Boston, Massachusetts, USA August 11-12, 2011 Park Plaza Hotel and Towers Manufacturers and distributors: Hosted by the VAR Community and moderated by Technology Evaluation Centers (TEC) , and sponsored by IBM , the Vendor Shootout for ERP is a one-of-a-kind opportunity for you and your team to see Read More

Vendor Snapshot: Epicor at the TEC Vendor Challenge


At the upcoming 2013 TEC Vendor Challenge – ERP for Distribution event in Montreal, Epicor will be featuring its renowned distribution enterprise resource planning (ERP) solution, Epicor Prophet 21. In 2011, Apax Partners combined Activant Solutions Inc. (formerly Prophet 21 Inc.) with Epicor Software Corporation to create one of the largest global providers of enterprise applications focused

crm vendor automated proposal  Snapshot: Epicor at the TEC Vendor Challenge At the upcoming  2013 TEC Vendor Challenge – ERP for Distribution  event in Montreal, Epicor will be featuring its renowned distribution enterprise resource planning (ERP) solution, Epicor Prophet 21 . In 2011, Apax Partners combined Activant Solutions Inc. (formerly Prophet 21 Inc. ) with Epicor Software Corporation to create one of the largest global providers of enterprise applications focused on the distribution, manufacturing, retail, and Read More