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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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Compare Software Solutions
Visit the TEC store to compare leading software solutions by funtionality, so that you can make accurate and informed software purchasing decisions.
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 sfa software selection checklist

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) RFI/RFP Template

Management of opportunities, sales forecasting, leads, accounts and contacts, activities, territories, contracts, quotes and proposals, partners, analytics, reporting, and more 

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Documents related to » sfa software selection checklist

5-step CRM Software Selection Guide: A Pragmatist’s Guide to CRM Software Selections


Selecting a new enterprise customer relationship management (CRM) solution is an undertaking that requires careful planning and managed execution. And in fact, there are a number of common mistakes that organizations make. Failing to execute the selection process in an objective and structured fashion can be an expensive financial mistake—as well as a fatal hit to your professional reputation.

sfa software selection checklist  Software Selection RFP | SFA Software Selection | SFA Software Selection Process | SFA Software Selecton Methodology | SFA Successful Software Selection | SFA Responsible Software Selection | SFA Business Software Selection | SFA Software Selection Guide | SFA Software Selection Tool | SFA Software Selection Website | SFA Maintenance Software Selection | SFA Software Selection Advice | SFA Software Vendor Selection | SFA Software Selection Checklist | SFA Software Selection Requirements | SFA Software Sys Read More

Will Sage Group Cement Its SME Leadership with ACCPAC and Softline Acquisitions? Part Six: Market Impact--Nurturing Channels


The merging vendors, Sage/Best and ACCPAC, have understood that a broad, impeccably integrated, horizontal offering with selected vertical enhancements, a nurturing resellers network in addition to providing well-attuned pricing and catering to the evolving scalability and migration needs of customers through products of upward compatibility are necessary tenets for success in the SME market segment.

sfa software selection checklist  expansion opportunities in contact management/SFA, CRM, HR/Payroll, EDI, WMS. These of which ACCPAC has tackled. From web-based access to important back-office data, for instance, ACCPAC eTransact is the web storefront solution that integrates with Advantage accounting modules. Information entered into the back-office modules (i.e., Inventory Management) flows to the web store interface, while information entered through the web store (i.e., Order Entry), flows to the accounting modules like AP or AR. Owi Read More

Cezanne Software


Cézanne Software provides human capital planning (HCM) and management software, and develops and designs solutions that enable organizations to better plan and optimize the human side of their business. The company’s focus is to provide the business owner with people-centered solutions to manage the execution and evolution of business processes that are critical for the organization's success. The privately held company's North American headquarters are in Boston, Massachusetts (US). Cézanne Software is a global software vendor with more than 300 company clients in Europe, North America, Latin America, and West Africa.

sfa software selection checklist  Software Cézanne Software provides human capital planning (HCM) and management software, and develops and designs solutions that enable organizations to better plan and optimize the human side of their business. The company’s focus is to provide the business owner with people-centered solutions to manage the execution and evolution of business processes that are critical for the organization''s success. The privately held company''s North American headquarters are in Boston, Massachusetts (US). Read More

Enterprise Software Selection Guide


Selecting an enterprise software solution takes time, energy, and resources. During the selection process, vendors present their products and services in the best possible light, leaving you to separate real functionality from marketing hype. In this guide, you’ll discover a three-phase methodology for objectively researching, evaluating, and selecting the best software solutions for your company.

sfa software selection checklist  Software Selection Guide Selecting an enterprise software solution takes time, energy, and resources. During the selection process, vendors present their products and services in the best possible light, leaving you to separate real functionality from marketing hype. In this guide, you’ll discover a three-phase methodology for objectively researching, evaluating, and selecting the best software solutions for your company. Read More

Smart Software


Founded in 1984, Smart Software is a provider of enterprise-wide demand forecasting, planning, and inventory optimization solutions. Smart Software's flagship product, SmartForecasts, has thousands of users worldwide, including customers at mid-market enterprises and Fortune 500 companies, such as Abbott Laboratories, Metro-North Railroad, Siemens, Disney, Nestle, Nikon, GE, and The Coca-Cola Company. Smart Software is headquartered in Belmont, Massachusetts.

sfa software selection checklist  Software Founded in 1984, Smart Software is a provider of enterprise-wide demand forecasting, planning, and inventory optimization solutions. Smart Software''s flagship product, SmartForecasts, has thousands of users worldwide, including customers at mid-market enterprises and Fortune 500 companies, such as Abbott Laboratories, Metro-North Railroad, Siemens, Disney, Nestle, Nikon, GE, and The Coca-Cola Company. Smart Software is headquartered in Belmont, Massachusetts. Read More

Everest Software Inc.


Founded in 1994, Everest Software is a privately-held, multinational software company headquartered in Dulles, Virginia (US). Everest Software has nearly 300 employees. The company has developed Everest, a business management solution for small and mid-size businesses in the wholesale, distribution, retail, and e-commerce industries. Over 3,000 small business in 49 countries use Everest, which was the winner of the 2004 SIIA Codie Award for Best Business Software Product. In 2009, Everest was acquired by Versata Enterprises. Versata revitalizes best-of-breed companies for the sake of customer success, often extending and evolving products for the long term. The current reach of Versata’s companies is broad and the family grows each year through the acquisition of additional leading solution providers.

sfa software selection checklist  Software Inc. Founded in 1994, Everest Software is a privately-held, multinational software company headquartered in Dulles, Virginia (US). Everest Software has nearly 300 employees. The company has developed Everest, a business management solution for small and mid-size businesses in the wholesale, distribution, retail, and e-commerce industries. Over 3,000 small business in 49 countries use Everest, which was the winner of the 2004 SIIA Codie Award for Best Business Software Product. In 2009, Read More

Small Business Software (SBS) Software Evaluation Report


The Small Business Software (SBS) evaluation model targets the functional requirements necessary to support a typical small business. If your organization doesn't have many sites to operate, seeks a solid base of ERP functionality, but doesn't need the biggest systems on the market, this model is a good starting place. Extending beyond accounting functions, it includes general ledger, accounts payable (A/P) and accounts receivable (A/R), payroll, job and project costing, multinational accounting, light manufacturing, inventory, technology, and more.

sfa software selection checklist  Business Software (SBS) Software Evaluation Report TEC''s  Small Business Software (SBS)  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 Read More

Maximizer Software


Maximizer Software is a pioneer in contact management technology. For more than 25 years we've been developing CRM software to help businesses better manage their customers, leads, and prospects. Our claim to fame is in our all-in-one CRM software which is built with the flexibility to be customized to unique business processes.

sfa software selection checklist  Software Maximizer Software is a pioneer in contact management technology. For more than 25 years we''ve been developing CRM software to help businesses better manage their customers, leads, and prospects. Our claim to fame is in our all-in-one CRM software which is built with the flexibility to be customized to unique business processes. Read More

Pronto Software Limited


For over 30 years, we’ve been working closely with our clients to create business management software that helps them get the absolute best out of their business. Our vision has always been to deliver tools that allow our clients to excel and prosper in whichever field they may be in – from mining to manufacturing, distribution to retail and services. In fact, our software has adapted appropriate functionality based on years of listening to feedback from customers just like you.  Your business is our business, so we’ll make sure that, rather than offering you anything off the shelf, we’ll listen to exactly what it is you need. By understanding where you are, we can understand where we can take you. Next, we adapt what we already have to make sure it fits your  business perfectly. We know that the best solutions are the product of revisions and improvements, fine-tuning and perfecting. That’s why our support services are always on hand to field questions and spot opportunities. To back them up, we’ve also built up an online knowledge base, with contributions from staff, industry experts, and Pronto Xi customers just like you. Finally, we reveal a solution that we know will help you take your business to the next level. Our easy-to-use software, fully integrated with IBM Cognos business intelligence technology, allows you to monitor and control every aspect of your business, from top floor to shop floor. You’ll improve productivity, customer service, and inventory accuracy. You’ll keep track of what’s making you money, and where the opportunities lie.

sfa software selection checklist  Software Limited For over 30 years, we’ve been working closely with our clients to create business management software that helps them get the absolute best out of their business. Our vision has always been to deliver tools that allow our clients to excel and prosper in whichever field they may be in – from mining to manufacturing, distribution to retail and services. In fact, our software has adapted appropriate functionality based on years of listening to feedback from customers just like Read More

BQE Software


BQE Software, Inc.

sfa software selection checklist  Software BQE Software, Inc. Read More

A Portrait of the Indian Enterprise Software User


Like many markets recovering from global economic turmoil, the enterprise software market has experienced a slew of company expansion and consolidation ventures. The Indian market was no exception. But how does vendor growth and expansion relate to the requirements of Indian companies researching and purchasing enterprise software? What is the profile of a company in India that is looking for enterprise software?

sfa software selection checklist  Portrait of the Indian Enterprise Software User Like many markets recovering from global economic turmoil, the enterprise software market has experienced a slew of recent company expansion and consolidation ventures. In large part, this was an effort to pool resources, acquire technology patents, and expand product portfolios to capture larger portions of the market. The Indian enterprise software market was no exception. Indian subsidiaries of software vendors like SAP and Oracle claim that they have Read More

Retail Market Dynamics for Software Vendors Part One: Software Requirements for Retail


Although the retail and wholesale customers have typically invested a low proportion of their total revenues in information technology, retail industry leaders have begun to demonstrate an ability to achieve market advantage through the effective use of specialized enterprise applications. As a result, the requirement for all retailers to increase their investment in IT and adopt best practices has thus grown.

sfa software selection checklist  Market Dynamics for Software Vendors Part One: Software Requirements for Retail Introduction There are some interesting dynamics within the retail market segment. On one hand, the market is has been penetrated less by enterprise applications than most other economic sectors, in part because retailers have largely been remiss in leaving mainframes and other legacy technologies behind. Also, the sector has shown some resilience even during the recent and potentially ongoing economic malaise, in part Read More

Scribe Software


Scribe Software Corporation provides CRM data migration and integration software solutions that put CRM to work for its customers. Scribe's products make it possible for companies to sell more and provide better customer service by creating one complete view of the customer in CRM.  Scribe Software is a privately held corporation headquartered in Bedford, New Hampshire and was founded in 1996.

sfa software selection checklist  Software Scribe Software Corporation provides CRM data migration and integration software solutions that put CRM to work for its customers. Scribe''s products make it possible for companies to sell more and provide better customer service by creating one complete view of the customer in CRM.  Scribe Software is a privately held corporation headquartered in Bedford, New Hampshire and was founded in 1996. Read More

Mesonic Business Software


Founded in 1978 in Vienna, Austria, Mesonic is a developer of commercial business and e-business software solutions, including financial and accounting, inventory management, asset accounting, payroll, and production. With sales offices in Germany, Italy, the United States (US), and Columbia, Mesonic has over 50,000 customer companies of all sizes in retail, manufacturing, and other areas of the public sector, including McDonald's, Price Waterhouse, and Deutsche Synchron.

sfa software selection checklist  Business Software Founded in 1978 in Vienna, Austria, Mesonic is a developer of commercial business and e-business software solutions, including financial and accounting, inventory management, asset accounting, payroll, and production. With sales offices in Germany, Italy, the United States (US), and Columbia, Mesonic has over 50,000 customer companies of all sizes in retail, manufacturing, and other areas of the public sector, including McDonald''s, Price Waterhouse, and Deutsche Synchron. Read More