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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 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. 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

A Software-as-a-service Primer for Independent Software Vendors


Unlike many over-hyped technology trends of the past, software-as-a-service (SaaS) is producing real business benefits for organizations of all sizes across nearly every industry. This primer outlines how independent software vendors (ISVs) must respond to these realities in order to meet the changing needs of their customers, employees, and business partners; and ensure their long-term viability and competitiveness.

sfa software selection checklist  Software-as-a-service Primer for Independent Software Vendors Unlike many over-hyped technology trends of the past, software-as-a-service (SaaS) is producing real business benefits for organizations of all sizes across nearly every industry. This primer outlines how independent software vendors (ISVs) must respond to these realities in order to meet the changing needs of their customers, employees, and business partners; and ensure their long-term viability and competitiveness. Read More

Perfect Software


Located in Arcadia, California (US), Perfect Software has been supplying personal computer (PC) and Application System 400 (AS/400) custom accounting software to small to medium size businesses for over 20 years. Perfect Software is an IBM Partner in Development.

sfa software selection checklist  Software Located in Arcadia, California (US), Perfect Software has been supplying personal computer (PC) and Application System 400 (AS/400) custom accounting software to small to medium size businesses for over 20 years. Perfect Software is an IBM Partner in Development. Read More

iScala ERP Software


Epicor’s iScala enterprise resource planning (ERP) software enables businesses to automate and manage their standard business processes, and includes an e-business infrastructure focusing on a fully integrated set of ledgers. Among the software’s many features are: multi-dimensional account structure, currency and ledger revaluation, continuous and periodic consolidation, cash flow forecasting, automatic payments with payment ledger integration.    

sfa software selection checklist  ERP Software Epicor’s iScala enterprise resource planning (ERP) software enables businesses to automate and manage their standard business processes, and includes an e-business infrastructure focusing on a fully integrated set of ledgers. Among the software’s many features are: multi-dimensional account structure, currency and ledger revaluation, continuous and periodic consolidation, cash flow forecasting, automatic payments with payment ledger integration. Read More

Asure Software


Asure Software, Inc. offers cloud-based time and labor management and workspace management solutions that enable businesses to control their biggest costs—labor, real estate, and technology. Asure serves approximately 6,000 clients worldwide and currently offers two main product lines: AsureSpace workplace management solutions enable organizations to maximize the return on investment (ROI) of their real estate, and AsureForce time and labor management solutions deliver efficient management of human resources and payroll processes.

sfa software selection checklist  Software Asure Software, Inc. offers cloud-based time and labor management and workspace management solutions that enable businesses to control their biggest costs—labor, real estate, and technology. Asure serves approximately 6,000 clients worldwide and currently offers two main product lines: AsureSpace workplace management solutions enable organizations to maximize the return on investment (ROI) of their real estate, and AsureForce time and labor management solutions deliver efficient management Read More

JDA Software Group


JDA® Software Group, Inc., The Supply Chain Company®, offers the broadest portfolio of supply chain, retail merchandising, store operations and all-channel commerce solutions to help companies manage the flow of goods from raw materials to finished products and into the hands of consumers. JDA’s deep industry expertise and innovative cloud platform help more than 6,000 companies optimize inventory, labor and customer service levels. As a result, JDA solutions have become the standard for the world’s leading retailers, manufacturers and distributors. JDA's planning, optimization and execution solutions span the entire supply chain from materials to the consumer, leveraging the powerful heritage and knowledge capital of integrated brands including RedPrairie®, i2 Technologies®, Manugistics®, E3®, Intactix® and Arthur®.

sfa software selection checklist  Software Group JDA® Software Group, Inc., The Supply Chain Company®, offers the broadest portfolio of supply chain, retail merchandising, store operations and all-channel commerce solutions to help companies manage the flow of goods from raw materials to finished products and into the hands of consumers. JDA’s deep industry expertise and innovative cloud platform help more than 6,000 companies optimize inventory, labor and customer service levels. As a result, JDA solutions have become the standard Read More

Logic Software


Established in 1999, Logic Software, Inc. specializes in the development and design of custom software applications, programming services outsourcing, and "shrinkwrap" software development. It is a privately owned company with headquarters in Toronto, Ontario (Canada), and an offshore development department located in Belarus. Logic Software products are used at sites in over fifteen countries.

sfa software selection checklist  Software Established in 1999, Logic Software, Inc. specializes in the development and design of custom software applications, programming services outsourcing, and shrinkwrap software development. It is a privately owned company with headquarters in Toronto, Ontario (Canada), and an offshore development department located in Belarus. Logic Software products are used at sites in over fifteen countries. Read More

3C Software


3C Software, founded in 1988 in Atlanta, Georgia (US), has taken a comprehensive approach to developing cost management solutions for process and complex manufacturers. Through interviews with everyone involved in cost management—from accountants to engineers to chief financial officers (CFOs)—3C software creates a solution that offers functionality that is both comparable with any accounting method and integrative with other enterprise and manufacturing systems.

sfa software selection checklist  Software 3C Software, founded in 1988 in Atlanta, Georgia (US), has taken a comprehensive approach to developing cost management solutions for process and complex manufacturers. Through interviews with everyone involved in cost management—from accountants to engineers to chief financial officers (CFOs)—3C software creates a solution that offers functionality that is both comparable with any accounting method and integrative with other enterprise and manufacturing systems. Read More

CheckMark Software


Founded in 1984, CheckMark Software is dedicated to providing accounting and payroll software for small to medium businesses. In 1985, CheckMark was one of the first companies to create accounting software for Macintosh, and followed up with a Windows version in 1994.

sfa software selection checklist  Software Founded in 1984, CheckMark Software is dedicated to providing accounting and payroll software for small to medium businesses. In 1985, CheckMark was one of the first companies to create accounting software for Macintosh, and followed up with a Windows version in 1994. Read More

Halogen Software


Established in 1989 and headquartered in Ottawa, Canada, Halogen Software provides web-based appraisal, 360-degree feedback and survey software solutions, consulting and hosting services. Halogen eAppraisal is web-based employee performance appraisal software that automates the time-consuming employee appraisal process. Halogen e360 simplifies the administration of formal feedback procedures with straightforward ease-of-use and sophisticated reporting. Halogen eSurveyor is the market-leading e- survey solution that makes online surveys simple, fast and cost- effective. In today''s increasingly competitive market, companies look to HR professionals to attract, retain, and motivate their top employees. Halogen Software provides web-based software solutions to dramatically improve HR and line manager productivity.

sfa software selection checklist  Software Established in 1989 and headquartered in Ottawa, Canada, Halogen Software provides web-based appraisal, 360-degree feedback and survey software solutions, consulting and hosting services. Halogen eAppraisal is web-based employee performance appraisal software that automates the time-consuming employee appraisal process. Halogen e360 simplifies the administration of formal feedback procedures with straightforward ease-of-use and sophisticated reporting. Halogen eSurveyor is the Read More

Addsum Business Software


Addsum Business Software was founded in 1992, as a spin-off of a prior business, Inkit Productions (founded in 1986). The company provides database-driven custom programming and commercial software development services. Addsum’s applications run almost exclusively on Microsoft network operating system platforms. The company is located in Salt Lake City, Utah (US).

sfa software selection checklist  Business Software Addsum Business Software was founded in 1992, as a spin-off of a prior business, Inkit Productions (founded in 1986). The company provides database-driven custom programming and commercial software development services. Addsum’s applications run almost exclusively on Microsoft network operating system platforms. The company is located in Salt Lake City, Utah (US). Read More

TEC Spotlight Report: Pronto Software


In this spotlight report, David Clark examines Pronto Software. Learn all about the product’s history and marketing positioning, as well as its strengths, competitors, and challenges. Also featured in this Spotlight Report: a high-level overview of PRONTO-Xi Functionality.

sfa software selection checklist  Spotlight Report: Pronto Software Recently, I had the opportunity to sit down with Terry Leister, Pronto Software ’s vice president of North American operations, for a discussion about the Australian vendor’s philosophy and goals. The origins of Pronto Software trace back to 1976, when its precursor Prometheus Software was founded. In 1999, Sausage Software acquired Prometheus Software , and in 2001, when the dotcom bubble burst, the management of Pronto organized a community buyout of the Read More

Selecting Software: A Systematic Approach to Buying Software


In our new “wired” world, software is no less important than other products and services in our everyday lives. But people are generally more used to buying other products and services than software. In many ways, however, selecting software is similar to selecting other products and services. Find out the key factors and criteria you should include—and what you should leave out—when you’re in the market for a new software solution.

sfa software selection checklist  Software: A Systematic Approach to Buying Software In our new “wired” world, software is no less important than other products and services in our everyday lives. But people are generally more used to buying other products and services than software. In many ways, however, selecting software is similar to selecting other products and services. Find out the key factors and criteria you should include—and what you should leave out—when you’re in the market for a new software solution. Read More