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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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 leap take sample automation maturity

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 » leap take sample automation maturity

Evolution to Revolution: The Test Automation Maturity Curve


The evolution of test automation towards data-driven and key/action word frameworks reflects the realization that the process becomes more efficient if there is less code to develop and maintain. Instead of taking twenty years to evolve towards efficiency, you can take a revolutionary leap with a code-free approach that makes it easier to implement, manage, and maintain automated tests.

leap take sample automation maturity  and Systems Maturity | Leap Take Sample Automation Maturity | Leap Review Automation Fundamentals | Leap Main Automation Maturity Levels | Leap Basic Level of Automation Maturity | Leap Test Automation Maturity Efforts | Leap Enterprise Continuous Integration Maturity Model | Leap Scoring the Maturity of Organizations Automation | Leap Release Automation Maturity Survey | Leap Data Centre Automation | Leap Test Management Automation | Leap Advancing in Automation Maturity | Leap Automation Maturity Model 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.



leap take sample automation maturity   Read More

Epicor for Service Enterprises: 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.

leap take sample automation maturity   Read More

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


Newly available software platforms known as governance, risk, and compliance (GRC) technologies can help your business stay on top of the myriad procedures, tasks, and behaviors that bear upon compliance. This paper discusses the drivers behind the growing awareness of GRC information technology, introduces the elements of an effective automated GRC system, and suggests a low-risk, high-impact approach to launching GRC automation.

leap take sample automation maturity  governance,risk,and compliance,compliance management systems,grc automation,enterprise grc,grc technologies,grc initiatives,and compliance technologies,and compliance automation,paperless document management software,inventory management software,document management software,digital asset management solutions,project management software Read More

Leveraging 3-D for Sales Automation


Product knowledge is now readily available to buyers online, so it’s no surprise that salespeople are seeking new tools and new skills to close sales. A powerful new set of tools has taken its place in the salesperson’s arsenal: 3-D applications.

leap take sample automation maturity  3-D for Sales Automation Originally published - November 9, 2007 The Googlization of information has leveled the playing field between sales representatives and prospects. With easy access to information, buyers are initiating purchasing cycles by performing extensive product research on the Internet long before inviting a sales representatives into the process. Increasingly, buyers today know as much, if not more, about the product and the competition''s products as the seller knows. Product Read More

B2B Reality Check: Overcoming Challenges in B2B Transaction Automation


There is a common perception that supply chain automation has created an environment in which transactions move quickly and efficiently in industries such as the retail supply chain and high-tech manufacturing. However, this perception is challenged by a recent research study, based on interviews with 400 management representatives of medium to large organizations in the USA, UK, Germany, and France.

leap take sample automation maturity   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?

leap take sample automation maturity   Read More

Benefits Management Benchmark: Technology Automation and Employee Self-service


To many executives, health insurance cost increases are as predictable as death and taxes. That’s why best-in-class organizations are embracing strategies which optimize benefit cost per employee. To succeed, these companies focus on wellness programs, clear communications about benefits choices, and benefits automation as part of an integrated system. And to compete effectively, other organizations will need to follow suit.

leap take sample automation maturity   Read More

Understanding the ROI of Marketing Automation


Over the past decade, marketing professionals have seen their field change substantially thanks to advances in technology and the ever-increasing use of social media. Keeping up with marketing tasks in this new environment of constant connection can be extremely difficult. Marketing automation has emerged as a solution for company leaders who want to focus on generating leads without sacrificing other types of marketing campaigns. For many sales professionals, automation systems provide the best way possible to pare down leads and focus on the prospects most likely to buy. But before you can decide if a marketing automation system is right for your company, you need to know more about automation and its return on investment (ROI).

leap take sample automation maturity  Marketing automation,Kentico,Kentico white paper,marketing,lead generation,marketing automation system,marketing campaigns,ROI Read More

PPM for Professional Services Automation


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.

leap take sample automation maturity   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.

leap take sample automation maturity   Read More

Integrating All Information Assets Part Four: What Approach Do You Take?


The most crucial element of integration lies in the approach you take to achieve it. By far the most forward thinking approach is to "technology enable" existing systems, externalizing components by supplementing application logic with externally defined business rules, workflow technologies and event management. This is an excerpt from the book ERP Optimization (Subtitle: Using Your Existing System to Support Profitable E-Business Initiatives).

leap take sample automation maturity  All Information Assets Part Four: What Approach Do You Take? What Approach Do You Take? The temptation, when dealing with multiple disparate legacy systems, will be to rip out these existing systems and replace them with a single, standard, comprehensive state of the art application. This would effectively circumvent the problem by eliminating the need for expensive integration efforts. In the case where the need for integration is the result of acquisitions, this in fact may be the best route. Read More

The Forrester Wave: Midmarket Sales Force Automation


If you’re evaluating customer relationship management or sales force automation software, this Forrester report is a must-read. Featuring ratings on eight leading vendors based on over 150 criteria, the report is valued at over $795 (USD). Get your free copy from Maximizer Software, top-ranked in Forrester’s “current offerings” in areas such as product functionality breadth, setup, usability, integration, and cost.

leap take sample automation maturity   Read More

Microsoft's Dynamic New Approach to Professional Services Automation


In the short term, Microsoft Dynamics SL will likely follow the professional services automation (PSA) trend of extending functionality to the Web. In the long term, its eventual absorption into the Microsoft Dynamics product line may affect Microsoft's strategy in the project portfolio management marketplace.

leap take sample automation maturity  Microsoft,Solomon,Dynamics SL,PSA,professional services automation,PPM,project portfolio management,product strategy,integration Read More

Success Keys for Proposal Automation


Proposal writing has become a common requirement throughout the entire business world. And for many sales people, they are a necessary evil. If you're thinking about automating your proposal process, there are ten critical success keys to a successful implementation.

leap take sample automation maturity  customer relationship management,CRM,sales methods,proposal writing,proposal automation,proposal automation software,needs analysis,consultative sales methods,successful proposals,RFPs,requests for proposal Read More