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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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 forms automation


Sales Force Automation Buyer’s Guide
No matter how effective your sales staff is, there’s always room to boost efficiency and increase sales. But how you go about doing so may be a point of

forms automation  you import data from forms on your organization's Web site directly into the SFA system. Automated quote generation: By tying into back-office applications, this feature can let sales reps quickly generate quotes using the most current pricing, discount and delivery data. Web 2.0 features: These tools span a wide range of functionality, including importing customer data from socialnetworking sites, monitoring blog RSS feeds to track lead behavior and drawing data from customer communities established by

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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

Sales Force Automation (SFA)

Sales Force Automation (SFA) systems help sales and marketing teams with functions related to taking orders, generating proposals or quotes, managing territories, managing partners, and maintaining contact data. Systems often include various levels of analytic and reporting capabilities. 

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Documents related to » forms automation

Infor Introduces Infor Factory Track for Manufacturing Process Automation


Infor has announced a new suite of cloud-based solutions for comprehensive manufacturing process automation—Infor Factory Track. The solution suite is built to provide manufacturers across all industries a set of solutions to improve operational efficiencies across the warehouse and on the shop floor.

forms automation  scanners, whereas Shop Floor forms are meant for tablet or shop floor terminals. The suite initially consists of three modules—Warehouse Mobility (data collection), Time Track (labor and attendance), and Shop Floor (work center automation). Warehouse mobility handles warehouse data collection to improve and simplify inventory management. Time Track automates labor and attendance tracking with easy extracts to feed payroll applications. Shop Floor then picks up on the shop floor to automate production Read More

SSA Global Forms a Strategic Unit with an Extended-ERP Savvy Part Two: Market Impact


Through its recently formed Strategic Solutions team, SSA Global might be showing that it is not just an ERP collector that is living off milking its install base, but rather an extended enterprise applications provider that can appeal to both its current and new users.

forms automation  Global Forms a Strategic Unit with an Extended-ERP Savvy Part Two: Market Impact Marketing Strategy On June 14, SSA Global , a Chicago, IL-based extended enterprise solutions and services provider for process manufacturing, discrete manufacturing, consumer, services, and public companies worldwide announced the completion of its acquisition of substantially all of the assets of Arzoon Inc. ( www.arzoon.com ), a San Mateo, CA-based privately-held provider of integrated logistics and global trade Read More

10 Ways to Start a SharePoint Project the Right Way


Until now, SharePoint has been implemented as simply a platform for front-end-heavy intranets, or as a system for limited document sharing and forms automation solutions. However, it now encompasses solutions for web-enabled applications, extranets, intranets, document management, business intelligence, and complex workflow. Thus, SharePoint needs to be internally marketed in a way that maximizes its capabilities for the web-enabled organization.

forms automation  limited document sharing and forms automation solutions. SharePoint Server is and will be a bigger platform encompassing solutions for Web enabled Applications, Extranets, Intranets, Document Management, Business Intelligence and Complex Workflow. Therefore SharePoint needs to be leveraged and internally marketed in as such a way that represents the true capabilities it presents the next generation web enabled organization. A well-planned solution based on Microsoft Office SharePoint Server 2007 will Read More

It’s About Process (or the Ability to be Responsive) -- Part III


Part II of this blog series continued the introduction of the concepts of workflow automation and business process management (BPM). It also zoomed in on similarities and subtle differences between the two related software categories. Finally, the idea of on-demand workflow and/or BPM solutions was introduced. To that end, Webcom Inc. has leveraged its vast expertise earned while addressing

forms automation  they could not design forms in a drag-and-drop fashion. There was no way to specify forms and fields for each action (task) either, so that, e.g., when the process passes from the “bug fixed” into the “in testing” phase, the user could not create a mandatory field named “test case.” While administrators had ample controls, the end users had very little control over what fields they could see on the screen, and so on. Key ResponsAbility Design Tenets In contrast, ResponsAbility was built with Read More

Leveraging 3-D for Sales Automation


It’s no longer acceptable for salespeople to respond to customers’ inquiries with “I’ll get back to you.” In the time it takes to respond, a competitor with stronger product knowledge, customized proposals, or better pricing will win your business. Find out how to provide your salespeople with the ability to explain complex manufacturing processes and other key factors—before you lose your sales to your competitors.

forms automation  3-D for Sales Automation TEC's method of software evaluation enables decision makers to mitigate the risks associated with enterprise software selection, and to calculate the suitability of products in keeping with user requirements and priorities. TEC's analysts write IT white papers about sales automation, CRM, ERP, etc. Source: Technology Evaluation Centers Resources Related to Leveraging 3-D for Sales Automation : Automation (Wikipedia) Leveraging 3-D for Sales Automation Sales Reps is Read More

Achieving Efficient Governance, Risk and Compliance (GRC) through Process and Automation - Epicor


Download White Paper Now!

forms automation  Efficient Governance, Risk and Compliance (GRC) through Process and Automation - Epicor Achieving Efficient Governance, Risk and Compliance (GRC) through Process and Automation - Epicor Is regulatory compliance straining your company's time and resources? Maybe it's time for a new approach. Integrated Governance, Risk, and Compliance (GRC) systems can help you get compliance requirements under control before they overwhelm you. Download White Paper Now! In Achieving • Reduce the cost of Read More

Getting ITIL Done with IT Process Automation


Information Technology Infrastructure Library (ITIL) processes often span multiple systems. However, many organizations operate in department and application silos, with a lack of silo integration inhibiting a process approach. This leaves a significant amount of manual work, resulting in a risk of error, latency, and lack of visibility and reporting. So how can you automate these processes and drive real value?

forms automation  ITIL Done with IT Process Automation Information Technology Infrastructure Library (ITIL) processes often span multiple systems. However, many organizations operate in department and application silos, with a lack of silo integration inhibiting a process approach. This leaves a significant amount of manual work, resulting in a risk of error, latency, and lack of visibility and reporting. So how can you automate these processes and drive real value? Read More

Rockwell Automation


There are currently no details available for this vendor. However, we are working to update this vendor’s information in our database as soon as possible. Please check back again.

forms automation  Automation Read More

PROMYS (version 4.9): PPM for PSA Certification Report


PROMYS (version 4.9) is now TEC Certified for online evaluation of project portfolio management (PPM) for professional services automation (PSA) solutions in TEC's Evaluation Centers. Download this report for product highlights, competitive analysis, product analysis, and in-depth analyst commentary.

forms automation  (version 4.9): PPM for PSA Certification Report PROMYS (version 4.9) is now TEC Certified for online evaluation of project portfolio management (PPM) for professional services automation (PSA) solutions in TEC's Evaluation Centers. Download this report for product highlights, competitive analysis, product analysis, and in-depth analyst commentary. Read More

Sales Force Automation (SFA) Software Evaluation Report


Sales Force Automation (SFA) systems help sales and marketing teams with functions related to taking orders, generating proposals or quotes, managing territories, managing partners, and maintaining contact data. Systems often include various levels of analytic and reporting capabilities.

forms automation  Force Automation (SFA) Software Evaluation Report TEC's Sales Force Automation (SFA) Software Evaluation Report allows you to compare and analyze the features, functions, and services of multiple enterprise software solutions. Vendor responses are comprehensively rated on their level of support of for each criterion (supported, not supported, customization, future releases, etc.) to ensure you make and accurate and informed decision. This Software Evaluation Report provides extensive information about Read More

ERP for Services (Non-manufacturing) for Industrial Automation


A multinational consulting company specializing in industrial automation was looking for a fully integrated enterprise resource planning (ERP) solution to replace its legacy system—a patchwork of point solutions.

To find the right solution, the company turned to TEC for a software evaluation and selection project.

Starting with a list of nine qualified solutions, TEC issued requests for information (RFIs) to each of the vendors. Based on the RFI responses, the company was able to compare the nine solutions and develop a shortlist of the three most promising ones for in-depth evaluation.

TEC also helped the company collect market data, and prepare scripts for a formal demonstration session—a key component of the final selection process.



forms automation  for Services (Non-manufacturing) for Industrial Automation Company Profile Industry:   Business Services and Consulting Annual Revenue Range:   $10 to $50 million Company Size:   101 to 250 employees Number of Sites:   2–10 sites Approx. Num Of Users:   101–200 users Region:   Africa Asia Southeast Asia (including the Far East and Japan) Europe (east and south) Europe (west and north, including the United Kingdom) Latin America (Mexico, Central America, and South America) North America ( Read More

PROMYS: PPM for Professional Services Automation Competitor Analysis Report


A business practice that assists organizations to align their portfolio of projects with their business strategy. Professional services automation (PSA) refers to a system designed to streamline and track resources, projects, portfolios, revenues, and the costs of professional services organizations (PSOs), which provide billable services to their clients. Consequently, PPM for PSA provides both the high-level monitoring of project portfolios as business investments and automates the project-specific functionality of time, billing, expense reporting, opportunity management, and resource management, linking back office functionality with the PSO’s portfolio of projects.

forms automation  PPM for Professional Services Automation Competitor Analysis Report A business practice that assists organizations to align their portfolio of projects with their business strategy. Professional services automation (PSA) refers to a system designed to streamline and track resources, projects, portfolios, revenues, and the costs of professional services organizations (PSOs), which provide billable services to their clients. Consequently, PPM for PSA provides both the high-level monitoring of project Read More

Improving CRM Investments: Optimizing the Customer Life Cycle with Intelligent Marketing Automation


Building customer relationships requires six key elements to be in place and working together to maximize your customer relationship management (CRM) investment. Because these strategies are synergistic, one missing piece can have an impact on the effectiveness of the other parts. Find out about the six components that can lead you to having—and using—a profitable CRM system that includes a marketing automation solution.

forms automation  CRM Investments: Optimizing the Customer Life Cycle with Intelligent Marketing Automation Building customer relationships requires six key elements to be in place and working together to maximize your customer relationship management (CRM) investment. Because these strategies are synergistic, one missing piece can have an impact on the effectiveness of the other parts. Find out about the six components that can lead you to having—and using—a profitable CRM system that includes a marketing Read More

Best Practices Whitepaper: Purchase-to-Pay Automation


The document capture market has in recent years reached high levels of technological maturity through automated purchasing and invoice processing developments. Discover the golden rules for a successful project, such as collaboration from experts in the field of purchase-to-pay automation. And get best practices on automation of purchase-to-pay processes to achieve reduced expenses, increased productivity, and greater traceability.

forms automation  Practices Whitepaper: Purchase-to-Pay Automation The document capture market has in recent years reached high levels of technological maturity through automated purchasing and invoice processing developments. Discover the golden rules for a successful project, such as collaboration from experts in the field of purchase-to-pay automation. And get best practices on automation of purchase-to-pay processes to achieve reduced expenses, increased productivity, and greater traceability. Read More