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 proposal

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.

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Documents related to » proposal

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.

proposal  Keys for Proposal Automation In today''s economy, sales people have to write more proposals, and better proposals, than ever before. As the industry has become more competitive and complex, customers have become both more confused and more demanding. As a result, they are likely to listen to a presentation, nod their heads, and mutter those dreaded words, Sounds good! Why don''t you put that in writing for me? Why Do Customers Want Proposals? Writing proposals is about as much fun as having your Read More

iQuoteXpress Launches Version 6.0 of Its SaaS CPQ solution


iQuoteXpress has launched the latest version of its software-as-a-service (SaaS) sales proposal, e-catalog, configuration, and reporting software. The latest version of iQuoteXpress has been extended with important new features for lead tracking and calendar/activity functionality. iQuoteXpress added these new features in response to in-depth market research and customer feedback

proposal  its software-as-a-service (SaaS) sales proposal, e-catalog, configuration, and reporting software. The latest version of iQuoteXpress has been extended with important new features for lead tracking and calendar/activity functionality. iQuoteXpress added these new features in response to in-depth market research and customer feedback. iQuoteXpress v6.0 is now available to all existing and new customers.   The new Leads module allows opportunity tracking and management before the quotation process begins. Read More

Vendors Beware! It’s Not What You Say, It’s How You Say It.


A study from Iowa State University’s Department of Electrical and Computer Engineering suggests that the format and organization of a proposal can significantly affect a vendor’s chance of winning a contract. And we thought those university professors didn’t know much about the real world!

proposal  the writer of a proposal is attempting to communicate ideas to the reader, and most readers are pretty much the same. For example, a study that was reported more than two decades ago showed that readers of technical manuals preferred writing at a 5th grade level, regardless of whether they were administrative assistants with high school diplomas or scientists with Ph.D.s. So we''d advise vendors to look closely at these results, which we summarize in the next section. If you''re unsure, you could do your Read More

How To Write a Winning Proposal


Your proposal should prove your case, and motivate the client to buy your services or applications. But all too often, reading a proposal is almost as painfully difficult as writing one. So what are the secrets of truly successful proposal-writing?

proposal  To Write a Winning Proposal In today''s economy, sales people have to write more proposals, and better proposals, than ever before. As the industry has become more competitive and complex, customers have become both more confused and more demanding. As a result, they are likely to listen to a presentation, nod their heads, and mutter those dreaded words, Sounds good! Why don''t you put that in writing for me? Why Do Customers Want Proposals? Writing proposals is about as much fun as having your teeth Read More

Instead of Discounting, Back Some Value Out of Your Proposal


Last minute discounting has become so prevalent that many companies have come to depend on it as their default sales strategy. Employing a go-to-market strategy of being the lowest cost provider is one thing, but dramatic, tactical discounting on every deal will erode your company's margins and leave you digging a deeper and deeper hole in which your company will ultimately bury itself.

proposal  Value Out of Your Proposal Introduction Last minute discounting has become so prevalent that many companies have come to depend on it as their default sales strategy. Employing a go-to-market strategy of being the lowest cost provider is one thing, but dramatic, tactical discounting on every deal will erode your company''s margins and leave you digging a deeper and deeper hole in which your company will ultimately bury itself. I don''t want to give you the impression that discounting is never appropriate. Read More

It’s the Time to Master Your Master Data


A recent blog post CRM for the Finance and Banking Industry – Part 1 by Gabriel Gheorghiu touched on a pain point of many of today’s enterprise IT environments. Due to the inconsistency of customer data amongst different systems in use, the bank employee “asked three or four of her co-workers for help, and took about 15 minutes” to simply change the address of one customer. As a matter of fact

proposal  Centers’ PIM Request for Proposal (RFP) Template helpful (click here to download a free sample). Although urgent MDM needs mostly come from customer data and product data, MDM initiatives in material master data, supplier master data, and even human resources (HR) master data are also seen. As to the future of MDM, my humble opinion is that, one day, today’s MDM may disappear if every piece of data is stored only once but can be accessed conveniently, efficiently, and securely from anywhere by anyone Read More

Competuition: Teach Competition to Your Procurement Process


High-profile corporate scandal has resulted in laws such as the Sarbanes-Oxley Act, to monitor business practices. To help safeguard against unethical practices during procurement, entities are also adopting elements from the US Federal Acquisition Regulation (FAR).

proposal  eventually, extension of the proposal receipt due date Modification of the initial RFP, modification and receipt of proposals, and, eventually, extension of the proposal receipt due date Disqualification of proposals, proposals returned unopened Proposal opening at proposal receipt due date Rating, scoring, and sorting proposals in a decision matrix Selection of the best matching proposals Providers contacted and requested for their best and final offer (BAFO) Selection of the best matching proposal Read More

Configure Price Quote (CPQ)


Configure Price Quote (CPQ) by CallidusCloud does more than automate the quote and proposal process. Data is what makes CPQ work for you.  CPQ provides you with pricing behavior intelligence to help determine pricing trends, manager approval behavior, and sales discounting frequency.  See what products are selling most, to whom, when, and at what price.   Requiring only a browser, CPQ by CallidusCloud allows you to quickly configure, price, quote, propose and sell your offerings from any device. Whether direct business to business or through ecommerce, you can respond to your customer on their timeline.  CPQ guides users to select the correct combination of products and services.  Users are presented with the optimum mix of up-sell and cross-sell offers as well as special pricing promotions. Margins are protected with pricing guardrails and approval workflows. Configuring a solution, quoting, and preparing a proposal shouldn’t be a time consuming process for sales.  When your customer is ready to buy, it is vital sales executes quickly to the customer’s needs and timeline.  CPQ by CallidusCloud guides sales through the quoting process, maximizing the deal size, accelerating the sales cycle, and protecting margin.  Even from a mobile device, all in minutes.    

proposal  automate the quote and proposal process. Data is what makes CPQ work for you.  CPQ provides you with pricing behavior intelligence to help determine pricing trends, manager approval behavior, and sales discounting frequency.  See what products are selling most, to whom, when, and at what price.   Requiring only a browser, CPQ by CallidusCloud allows you to quickly configure, price, quote, propose and sell your offerings from any device. Whether direct business to business or through ecommerce, you can Read More

Siemens and TCS Offer Joint ETO Solution


Siemens and Tata Consultancy Services (TCS) have announced ETO2Win, a new joint software and services solution for automating complex engineer-to-order (ETO) processes. ETO2Win leverages TCS’ domain expertise and Siemens’ Rulestream software, acquired several years ago and since developed by its product lifecycle management (PLM) business.

proposal  custom-built complex products, improve proposal accuracy and win rates, and increase the predictability of costs, margins, and on-time delivery.   The deal seems to be a win-win for both parties. The inquiry-to-quote and order-to-release ETO processes are truly involved and require a lot of consulting to make them work. Having a big consulting firm can help keep these projects on task, otherwise Tata wouldn’t be interested in partnering on it. For its part, Siemens seems to have found a plausible Read More

Strategic Partnership between TEC and PMOLink Drives Better Software Decisions


PMOLink Inc., a leading consultancy helping organizations manage project development and business process reengineering initiatives, has partnered with Technology Evaluation Centers (TEC), to better serve its clients software selection project needs.

proposal  hierarchical RFP [request for proposal] criteria set. These assessments formed an integral element of the comprehensive evaluation , says Blake Powell, vice president of sales at PMOLink, and the client was floored by the level of detail that was available on the solutions. With a project schedule reduced by a full nine months, the client was pleased with the results. As a result of this selection project''s success, PMOLink is currently fielding inquiries from other customers; enterprise software Read More

Getting Back to Selling


Faced with longer sales cycles, declining sales productivity, and increasingly discerning customers, companies are being forced to streamline and automate how sales information is processed, and change the mechanics of deal-making. Learn more about the strategies that best-in-class (BIC) companies are employing to improve sales effectiveness, boost productivity, and ultimately remain competitive.

proposal  processes Standard approach to proposal generation and proposal management Central repository of sales and product marketing information Incentive/ Compensation Management Order/ Quote Generation Contact Management Software Customer Relationship Management Solutions Sales force Automation Product Configuration Forecast Management Although the issues of sales knowledge management and sales process management are both a focus of BIC organizations from a strategic standpoint, there has been a higher Read More

BigMachines: Getting Bigger and Better - Part I


I recently attended Gartner’s CRM Summit in Scottsdale, Arizona (US). During the conference, I bumped into several old acquaintances who are working for various customer relationship management (CRM) software vendors. One of the vendors that attended the conference was BigMachines, a provider of inventive software-as-a-service (SaaS) configure, price, and quote (CPQ)/quote

proposal  standard  sales quote  or  proposal  format becomes a tremendous challenge here. Regardless of the industry, frequent  mergers and acquisitions (M&As ) can introduce new product lines and SKUs, and thus new  pricing  challenges. Sectors that are releasing new products and conducting monthly or quarterly pricing updates face other challenges. For instance, when new licensing programs are devised at an ISV,  virtually all products have to be renumbered and re-priced  (i.e., “re-SKU-ed”). Read More

Nimble Advances Its CRM Solution with Outlook Integration, ActiveCampaign, and QuoteRoller


Nimble has made available three new apps on the Nimble Apps Marketplace: Microsoft Outlook, ActiveCampaign, and QuoteRoller. With the Microsoft Outlook app from Phi-solutions, users can access Nimble's social contact profiles from within Outlook. ActiveCampaign offers marketers customizable e-mail templates, social media access, marketing automation, and reporting and analytics tools. QuoteRoller

proposal  is typically needed for proposal generation. Known for its flexibility, Nimble continues to focus on developing its solution modularly, through integration with platform-specific apps. Jon Ferrara, Nimbles''s chief executive officer (CEO), states: We are partnering with other application vendors to extend Nimble to meet our customers'' unique needs. This collection of integrations enable our customers to market elegantly, manage proposals and bring rich social context to Outlook. Read More

Sweet Spots and What-Nots: Enterprise Management Software Vendor Provides Notable Solutions


Deltek uses a wealth of standalone and bundled modules to target various markets, including professional services firms both domestically and internationally, as well as the full range of federal contractors and project-focused enterprises.

proposal  provides client relationship management, proposal automation, project management, resource management, project and financial accounting, time and expense (T&E) capture, billing, purchasing, multicurrency, multicompany, and performance management functionality in a single solution. Project-focused organizations and professional services firms around the world have apparently been deploying Vision, since it offers an exceptional business fit for such firms in a wide range of vertical markets, including Read More

6 Specialists, 6 Industry Domains: Trends for 2008 and 2009


In a survey on upcoming trends in employee management, the Learning Review asked six experts in six major industry domains one simple question: what do you think the main trends in [domain] will be for 2008 and 2009? Here are their answers.

proposal  I''m preparing a commercial proposal for a customer, my knowledge management system will ask me, “Do you want to know who did this before you? Do you need help with a proposal similar to the one you''re working on [and] that contains sales arguments that worked wonders with this type of scenario and customer?” The organization not only will be able to anticipate to its members'' requests, but it will automatically learn while it gathers experiences that will feed its corporate memory. To achieve this, Read More