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 erp introduction to salesforce

Browse RFP templates

Visit the TEC store for RFP templates that can save you weeks and months of requirements gathering, and help ensure the succes of your software selection project.

Browse Now
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

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

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

Assessing FinancialForce.com’s Early Years


FinancialForce.com, the offspring of an established best-of-breed provider of accounting and project-based applications and a cloud computing pioneer, aims to help companies align finance, sales, and service for profitable growth through its accounting, billing, and professional services automation (PSA) applications. Tom Brennan, FinancialForce.com’s vice president of product marketing, discusses the company’s successes.

erp introduction to salesforce  a portion of an ERP system, or a collection of point solutions. Our customers want to replace custom spreadsheets and the myriad of point solutions. This market is still very under-automated and under-integrated. We are, to our knowledge, the first Salesforce Chatter–enabled back-office app and probably the first socially enabled accounting app. Social functionality is part of the app, not a tool thrown on top. Collaboration between sales and finance is critical to help both teams stay informed and Read More

5 Things You Need to Know to Empower Today’s Mobile Workforce


As the lines between work and personal life continue to blur, IT departments are under increasing pressure to support personal-liable mobile devices. But simply locking down a device to protect it limits its usefulness. Rather, companies need to use proper solutions that consider various factors such as the ever-changing regulations on safeguarding corporate data. Know 5 key points for developing a mobile workforce strategy.

erp introduction to salesforce  mobile device management,MDM,MDM strategy,byod,BlackBerry,enerprise smartphones,enterprise tablets,mobile unified communications,mobile platform security,mobile security,Integrate.com Read More

Using ERP to Deliver E-commerce for Engineer-to-order Companies


Engineer-to-order (ETO) companies can use e-commerce strategies in order to improve customer service, reduce waste, and increase profits through a lean approach to document management and more efficient project administration. This article outlines the ways that enterprise resource planning (ERP) software can facilitate ETO e-commerce by opening portals to suppliers, project collaborators, and customers.

erp introduction to salesforce  ERP to Deliver E-commerce for Engineer-to-order Companies The term “e-commerce” is most commonly associated with the retail environment. And indeed, the ability to browse, search, and order products remotely has forever changed how we buy things. In the business-to-business world, companies selling commodity items have also erected storefronts, and those selling to large original equipment manufacturers (OEMs) are engaged in e-commerce through electronic data interchange (EDI). But what of more Read More

How to Respond Faster to Customer Feedback


What’s the best way to know if your customers are satisfied? Simply ask them. Conducting customer surveys without the right tools, however, can demand a lot of staff time to manage and analyze the results. Indeed, response time can make the difference between keeping customers and losing them. One way to respond faster to customer issues—and save time and effort—is by investing in an automated customer feedback system.

erp introduction to salesforce   Read More

Epicor ERP Software System (v. 9.05) for Discrete Manufacturing ERP Certification Report


Epicor ERP Software System (v. 9.05) is now TEC Certified for online evaluation of enterprise resource planning (ERP) solutions for discrete manufacturers 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  ERP Software System (v. 9.05) for Discrete Manufacturing ERP Certification Report Epicor ERP Software System (v. 9.05) is now TEC Certified for online evaluation of enterprise resource planning (ERP) solutions for discrete manufacturers 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 Read More

Top 10 Reasons to Take Your Field Service to the Cloud


Field service organizations both large and small are flocking to the cloud. They are abandoning on-premise software and simplifying technology so they can focus on what’s important: making customers happy. Here are 10 reasons why they have made the switch and why you need to take your field service organization to the cloud . . . or get left behind. Download the white paper and find out.

erp introduction to salesforce  field service cloud-based solution,cloud FSM solution,FSM cloud solution,cloud-based field service management soilution,cloud-based FSM solution,moving FSM to cloud,ServiceMax Read More

Ability 585 for ERP for Manufacturing (SMB) Certification Report


Ability 585 is TEC Certified for online evaluation of enterprise resource planning (ERP) for manufacturing (SMB) 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  585 for ERP for Manufacturing (SMB) Certification Report Ability 585 is TEC Certified for online evaluation of enterprise resource planning (ERP) for manufacturing (SMB) 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

Is It Time to Purchase a New ERP?


For decades, enterprise resource planning (ERP) replacement has been compared to brain surgery: You just don't do it unless the patient is dying. So how do you know when it really is the time to invest in a new ERP system? Download this white paper to find out.

erp introduction to salesforce  invest in a new ERP system? Download this white paper to find out. Read More

Microsoft Dynamics GP 10.0 for ERP for Process Manufacturing Certification Report


Microsoft Dynamics GP 10.0 is now TEC Certified for online evaluation of enterprise resource planning (ERP) for process 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 Process Manufacturing Certification Report Microsoft Dynamics GP 10.0 is now TEC Certified for online evaluation of enterprise resource planning (ERP) for process 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 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. BEGINLYX Read More