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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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 salesforce automation


Maximizer CRM 12: Salesforce Automation Certification Report
Maximizer CRM 12 is now TEC Certified for online evaluation of salesforce automation (SFA) solutions in the Customer Relationship Management (CRM) Evaluation

salesforce automation  CRM 12: Salesforce Automation Certification Report Maximizer CRM 12 is now TEC Certified for online evaluation of salesforce automation (SFA) solutions in the Customer Relationship Management (CRM) 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.

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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 » salesforce automation

SalesForce.com Enterprise Edition


Salesforce.com Enterprise Edition provides customer relationship management (CRM) solutions that focus on sales force automation, marketing automation, customer service and support, and analytics. Its solutions feature on-demand architecture and a point-and-click customization tool. Saleforce.com products have won several awards, including InfoWorld Technology of the Year for CRM in 2004 and 2005, and PC Magazine Editors' Choice Award for Top CRM Solution Enterprise Edition in July 2004.  

salesforce automation  com Enterprise Edition Salesforce.com Enterprise Edition provides customer relationship management (CRM) solutions that focus on sales force automation, marketing automation, customer service and support, and analytics. Its solutions feature on-demand architecture and a point-and-click customization tool. Saleforce.com products have won several awards, including InfoWorld Technology of the Year for CRM in 2004 and 2005, and PC Magazine Editors' Choice Award for Top CRM Solution Enterprise Read More

Aplicor


The Aplicor software solution is an integrated, wireless, and web-based CRM suite that includes sales force automation (SFA), marketing automation, project office, customer support, and an enterprise portal.  

salesforce automation  The Aplicor software solution is an integrated, wireless, and web-based CRM suite that includes sales force automation (SFA), marketing automation, project office, customer support, and an enterprise portal. Read More

FinancialForce.com Rolls Out FinancialForce ERP


FinancialForce.com, provider of cloud-based solutions on the Salesforce1 platform, has introduced FinancialForce ERP. FinancialForce.com’s move into providing a broader set of ERP capabilities is not surprising, but the speed at which it has made the move and the approach it has taken is surprising.

salesforce automation  are tightly integrated with Salesforce CRM, and all the solutions work together in the same cloud. FinancialForce.com’s move into providing a broader set of ERP capabilities is not surprising, but the speed at which it has made the move and the approach it has taken are surprising. One might have expected FinancialForce.com to organically grow the ERP offerings with UNIT4 or perhaps partner with Rootstock or Kenandy to flesh out these offerings. With the recent acquisitions, FinancialForce.com has Read More

Salesforce Marketing Cloud Unveiled Today


Today at Dreamforce Salesforce introduced the Marketing Cloud. The platform offers several capabilities that appear to be handy for marketers. Social listening enables users to gain real-time insight into more than 400 million social sources. Social content facilitates the publishing of content on venues that are close to customers (social networks, mobile apps, or Web sites). Social engagement

salesforce automation  Today Today at Dreamforce Salesforce introduced the  Marketing Cloud . The platform offers several capabilities that appear to be handy for marketers. Social listening enables users to gain real-time insight into more than 400 million social sources. Social content facilitates the publishing of content on venues that are close to customers (social networks, mobile apps, or Web sites). Social engagement allows for multichannel communication with customers. Social advertising enables marketing teams to 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).

salesforce automation  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, Read More

Taking Advantage of Offboarding Automation


For talent management stakeholders conceptualizing onboarding is fun—welcoming a new member to a team, followed by the integration process, often signifies growth and new life for an organization. Consequently, most companies engage a great deal with the human capital management (HCM) functionality designed to support onboarding. By contrast, offboarding is oftentimes a cheerless process, as the

salesforce automation  Advantage of Offboarding Automation For talent management stakeholders conceptualizing onboarding is fun—welcoming a new member to a team, followed by the integration process, often signifies growth and new life for an organization. Consequently, most companies engage a great deal with the human capital management (HCM) functionality designed to support onboarding. By contrast, offboarding is oftentimes a cheerless process, as the loss of a trained and knowledgeable employee generally has a Read More

Salesforce to Shut Down Do.com


For a product to be acquired and later shut down is not uncommon. One famous example is Gist—a professional contacts management tool—acquired by RIM (now BlackBerry) in 2011 and shut down one year later. Do.com will be sharing the same fate; salesforce.com announced that Do.com will be discontinued on January 31, 2014. Built on the Salesforce platform and developed on the Manymoon software

salesforce automation  2014. Built on the Salesforce platform and developed on the Manymoon software acquisition, Do.com is a project and task management application, which was expected to extend Salesforces’s reach beyond its traditional sales-centric focus. Worth noting is that Salesforce also expanded to other software areas that are not usually covered by customer relationship management (CRM) vendors, such as finance with financialforce.com or performance management with work.com (after the acquisition of Rypple) It 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.

salesforce automation  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. Read More

New Chatter Mobile from Salesforce


Salesforce.com announced the new Salesforce Chatter Mobile, including options to edit records, view dashboards, and take business actions. The new actions in Chatter Mobile are fully customizable. Editing: Users can edit records (i.e. account and sales opportunity information, customer cases, marketing campaigns or any other type of information in Salesforce) in real time and from

salesforce automation  Chatter Mobile from Salesforce Salesforce.com  announced the new Salesforce Chatter Mobile , including options to edit records, view dashboards, and take business actions. The new actions in Chatter Mobile are fully customizable. Editing: Users can edit records (i.e. account and sales opportunity information, customer cases, marketing campaigns or any other type of information in Salesforce) in real time and from anywhere. Dashboards: Depending on the job they hold (i.e. customer support, Read More

Professional Services Automation: A New Approach to Business and Knowledge Management for Professional Services Firms


Professional services firms are not like other businesses. They have unique ways of working, unique challenges, and unique opportunities. While progressive project-based businesses have already embraced professional services automation (PSA)—achieving results and return on investment along the way—there are still many firms that have yet to fully automate their key business processes or integrate their knowledge base.

salesforce automation  Services Automation: A New Approach to Business and Knowledge Management for Professional Services Firms Professional services firms are not like other businesses. They have unique ways of working, unique challenges, and unique opportunities. While progressive project-based businesses have already embraced professional services automation (PSA)—achieving results and return on investment along the way—there are still many firms that have yet to fully automate their key business processes or Read More

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


Download White Paper Now!

salesforce 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

Infor Will Launch Interaction Advisor on the Salesforce Platform


Infor will make its Epiphany Interaction Advisor available to Salesforce Platform users. Infor's Interaction Advisor assists customer-facing professionals with guessing client behavior and future purchases by creating a real-time customer profile. Client profiles are constructed from a collection of historical, personal, and contextual data. Furthermore, the Interaction Advisor employs real-time

salesforce automation  Interaction Advisor on the Salesforce Platform Infor will make its  Epiphany Interaction Advisor available to Salesforce Platform  users. Infor's Interaction Advisor assists customer-facing professionals with guessing client behavior and future purchases by creating a real-time customer profile. Client profiles are constructed from a collection of historical, personal, and contextual data. Furthermore, the Interaction Advisor employs real-time predictive analytics and cross-channel business rules Read More

NetSuite OpenAir: 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.

salesforce automation  OpenAir: 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 Read More

Is Cron Limiting Your Automation Strategy?


If you currently use cron to schedule jobs on your UNIX servers, you may have noticed that your job schedule requires a higher degree of flexibility than cron can provide. Or, your IT department is required to comply with specific regulations. If this is the case, Skybot Scheduler, the enterprise scheduler for your Windows, UNIX, and Linux servers, may be the solution. Read about some of the advantages of Skybot Scheduler.

salesforce automation  Cron Limiting Your Automation Strategy? If you currently use cron to schedule jobs on your UNIX servers, you may have noticed that your job schedule requires a higher degree of flexibility than cron can provide. Or, your IT department is required to comply with specific regulations. If this is the case, Skybot Scheduler, the enterprise scheduler for your Windows, UNIX, and Linux servers, may be the solution. Read about some of the advantages of Skybot Scheduler. Read More