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Software Functionality Revealed in Detail
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 erp introduction to salesforce

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

Documents related to » erp introduction to salesforce

How to Rise Above Today’s Economic Challenges: Equip Your Sales Force with Mobile CRM


In today’s tough economic climate, companies need their sales teams operating at peak performance. But traditional customer relationship management (CRM) may be hampering field salespeople’s productivity, with frequent downtime and lengthy sales cycles cutting them off from their managers. Learn how mobile CRM solutions can help speed up and improve the sales process, so your company can survive even the toughest market.

erp introduction to salesforce  Sales Force Performance | ERP Introduction to Salesforce | ERP Backdrop Salesforce | ERP Sales Force Automation | ERP Sales Force Management | ERP Sales Processing and Tracking | ERP Strategies Associated with Sales | ERP Software for Sales Force Automation | Sales Force ERP | Leader in Software-as-a-Service ERP | Sales Force Search ERP | Considering Sales-Force ERP | Salesforce Reporting ERP | Buying Salesforce ERP | Sales Effectiveness ERP | Sales Strategy Productivity ERP | Salesforce Search Read More

When ERP and CRM Connect in the Cloud


In early 2011 Plex Systems announced that it has integrated its software-as-a-service (SaaS) enterprise resource planning (ERP) product with salesforce.com’s Sales Cloud 2. The result is a cloud-based composite application focused on the lead management process. P.J. Jakovljevic, principal analyst at Technology Evaluation Centers (TEC), interviews Patrick Fetterman, Plex’s vice president of marketing.

erp introduction to salesforce  ERP and CRM Connect in the Cloud In 2010, Plex Systems , after several years of obscurity, became widely recognized as the provider of Plex Online , an enterprise resource planning (ERP) solution in the cloud. For more detailed background information on this company and its product, see TEC ’s recent Certification Report as well as my 2010 blog series on Plex . The privately held company is just closing its 2010 financials, and Plex’s current state of affairs looks like this: A 27 percent growth Read More

Salesforce.com Wants to Help You Transition to a Customer Company


Coincidentally or not, my industry analyst career started at about the same time that salesforce.com was founded, back in 1999. And boy, has the vocal cloud software company had an amazing transition over the years—once dismissed as a fad-like niche sales force automation (SFA) vendor with glorified contact management capabilities, salesforce.com is now a $3 billion (USD) enterprise software

erp introduction to salesforce  (e.g., lot allocations in ERP were too rigid). Too often, this would require a new ERP or a significant re-implementation effort. For services companies or specific business processes, the change might not be too hard to implement, but changing a whole ERP system will always be a challenge. Recommended Reading: Inside Look at the Success of Cloud Field Service Provider ServiceMax (April 2013) Salesforce Social.com, So Not Like Mad Men (April 2013) Chatter to Become the Primary Salesforce Interface (March Read More

8 CRM Essentials: An Executive Guide to the Must-have Elements of Every Successful CRM Initiative


It’s no secret that winning and retaining customers is the key to growth and success. But that’s no small feat, with ever-increasing customer demands, as well as the difficulty of implementing and enforcing processes to support your interactions with prospects, customers, and partners. Eight proven customer relationship management (CRM) best practices can help you create a customer retention strategy. Learn more.

erp introduction to salesforce  sales order in Altium s ERP system and routes it to the appropriate warehouse for shipment. The processed order is then fed back into Salesforce so that sales representatives can view the status of customer orders. Purchase Orders. Altium s new purchase order system streamlines purchasing, improves the visibility of expenditures, and includes sophisticated workflow functionality. Project Management. Altium installed and customized a project and issue management AppExchange application to support the Read More

Social ERP Emerges, Transforms the Way People Work (Part 2)


In part one of this series, we looked at how and why social media capabilities are impacting enterprise resource planning (ERP) solutions. We looked at the benefits of social media in ERP, social capabilities and features, and also pointed out that user adoption and corporate governance must be considered when rolling out these tools. This second post provides an in-depth look at the different approaches major ERP vendors have taken to integrate social capabilities into their ERP systems and provides some tips for users looking for a social ERP system.

erp introduction to salesforce  all of its major ERP systems with the introduction of Ming.le into the Infor 10x suite capabilities. Ming.le, formally announced in the spring of 2013, is part of Infor 10x, which provides major advancements across the entire suite of applications. Ming.le was more than two years in the making and provides the collaborative hub for collaborating across the Infor product suite. Unlike other vendors that have been slow to bring the collaborative capabilities across their product offerings, Infor Ming.le is Read More

Microsoft Dynamics GP 10.0 for ERP for Mixed-mode Manufacturing Certification Report


Microsoft Dynamics GP 10.0 is now TEC Certified for online evaluation of enterprise resource planning (ERP) for mixed-mode manufacturing solutions in the ERP 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.

erp introduction to salesforce  Dynamics GP 10.0 for ERP for Mixed-mode Manufacturing Certification Report Microsoft Dynamics GP 10.0 is now TEC Certified for online evaluation of enterprise resource planning (ERP) for mixed-mode manufacturing solutions in the ERP 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 Read More

How to Unbalance Your Scorecard to Better Measure Business Performance


The Balanced Scorecard is one of the most popular methodologies for measuring business performance, with a view to enhancing it. First made popular in the early 1990s, this performance management framework was intended as a tool to provide managers with a more complete and “balanced” view of their organization’s performance by including nonfinancial metrics and key performance indicators (KPIs) in

erp introduction to salesforce  on the drivers of enterprise results. This might mean adjusting the fulcrum of your business performance measurement tools: Unbalance the scorecard. Do you have a story of balanced scorecard success or failure? I welcome your thoughts. Read More

6 Reasons to Switch to Cloud-based Expense Management


Many businesses have begun to realize the extent of the benefits offered to them by automated expense management. These programs—which allow expense information to be stored digitally and expense reports to be generated automatically—are about to become standard across all sectors of industry. Here are six ways cloud-based expense management can benefit companies.

erp introduction to salesforce  T&E, travel and expense management, T&E solution, T&E management, cloud-based expense management, on-demand analytics, T&E policy Read More

The Idea to Delivery Framework: A Holistic Approach to Deliver Customer Value


Today’s “new normal” business environment demands a new view of what customers value and an improved approach to delivering that value. The idea to delivery (I2D) framework posits that multiple companies now compete as a business network rather than as individual enterprises, each relying on the others to achieve collective success. This paper includes an action plan with the evolutionary steps companies can take to move toward this approach.

erp introduction to salesforce  rather than as individual enterprises, each relying on the others to achieve collective success. This paper includes an action plan with the evolutionary steps companies can take to move toward this approach. Read More

3 Reasons to Archive E-mail: Capacity and PSTs, Migration to Exchange 2010, and Compliance


E-mail is mission critical with corporate knowledge locked inside maiboxes. E-mail archiving solutions help organizations track e-mail transactions, restore inadvertently deleted messages, ensure compliance, and reduce storage demands. E-mail archiving software provides IT with the ability to manage data retention and enable ediscovery. Read this white paper to explore the issues of e-mail archiving and e-mail management.

erp introduction to salesforce  e-mail archiving,mailbox quotas,e-mail capacity,pst management,migration to exchange 2010,data lifecycle management,e-mail archiving solution,exchange 2003 to 2010 migration,exchange 2007 to 2010 migration,exchange 2003 to exchange 2010 migration,pst file management,groupwise to exchange 2010 migration,data management lifecycle,lotus notes migration to exchange 2010,exchange 2003 migration to 2010 Read More

How to Get Closer to Your Best Customers


In the white paper Get Closer to Your Best Customers, you'll find a host of new ideas and proven best practices for dealing with customers more e...

erp introduction to salesforce  closer best customers,closer,best,customers,best customers,closer customers,closer best. Read More

How to Lead Your Organization on the Best Path to Performance Improvement (Webcast Transcript)


Companies require an agile enterprise performance management (EPM) strategy to ensure they have information to support effective decisions. The more information companies generate, the more they need software that places the information in the right context and optimizes the decision-support process. Learn to identify software that can help your organization find the best path to continual performance improvement.

erp introduction to salesforce  having implemented a large ERP system and still not having the performance management information that we wanted to in our company. I''m a former vice president at SAP and have worked with industry analyst firms such as IDC, et cetera. So I have a broad background here. But mostly my perspective is really from the end user. I work with a lot of end users talking about the investments that they''re making in performance management and trying to help finance folks understand how to make these technology Read More

From Lead to Money: A Step-by-Step Guide to More Deals in Record Time


Lead to money spans all aspects of the process from when leads are generated to when revenue is brought in. All companies have a lead to money process, but often haven’t invested the time and resources needed to streamline it. The main goal of this process is help sales close deals as effectively and quickly as possible. But there are five main processes taking place simultaneously, often disjointedly. This white paper covers each of these five processes and the way each needs to evolve to become more streamlined.

erp introduction to salesforce  lead generation, lead management, territory planning, sales enablement, sales training, quota and proposal management, compensation and incentives structuring, quote and proposal generation, proposals and pricing Read More

Sage 300 ERP 6.0 Certification Report (ERP for Distribution)


Sage 300 ERP (formerly Sage ERP Accpac) 6.0 is TEC Certified for online evaluation of enterprise resource planning (ERP) solutions for distribution in the ERP 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.

erp introduction to salesforce  300 ERP 6.0 Certification Report (ERP for Distribution) Sage 300 ERP (formerly Sage ERP Accpac) 6.0 is TEC Certified for online evaluation of enterprise resource planning (ERP) solutions for distribution in the ERP 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 Read More

IFS Applications (v. 7.5) for Process Manufacturing ERP Certification Report


IFS Applications (v. 7.5) is TEC Certified for online evaluation of process manufacturing enterprise resource planning (ERP) solutions in the ERP 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.

erp introduction to salesforce  7.5) for Process Manufacturing ERP Certification Report IFS Applications (v. 7.5) is TEC Certified for online evaluation of process manufacturing enterprise resource planning (ERP) solutions in the ERP 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