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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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 sfa software selection criteria

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 criteria

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 criteria  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

TEC Industry Watch: Enterprise Software News for the Week of August 6, 2012


SOFTWARE SELECTIONSAccuride Corporation selects cloud-based Plex Online ERPIndustry tags: Manufacturing "This Indiana-based automotive components manufacturer and supplier has performed a significant multi-year ERP software evaluation and selection project, resulting in the selection of the cloud-based ERP system from Plex Systems. A single application is to replace seven separate ERP systems, or

sfa software selection criteria  in traditional CRM and SFA systems. The latest offering also creates wizards for smartphones to simplify daily work on enterprise apps by combining voice-to-text, touchscreen input and DIY customization.  In just a few minutes and a couple of clicks in the WYSIWYG designer, users can create a mobile wizard to guide them through any application task. For instance, a sales person might create a wizard for walking through a meeting follow-up process to document notes from the call, new contacts met, new Read More

Evaluating Enterprise Software-Business Process or Feature/Function-Based Approach? All the above, Perhaps? Part Three: Knowledge Bases and User Recommendations


RFPs and selection tools typically focus on features and functions. The business process protagonists consider this focus old fashioned. However, users want and need an inventory or check lists of the functions to understand if the business process will work. One always has to start from somewhere, and there is no better place to start researching enterprise software than from its functional and technical capabilities.

sfa software selection criteria  (e.g., sales force automation [SFA], PLM, etc.). Because the technological questions attempt to cover many technical aspects (e.g., general architecture, degree of integration among modules, interconnectivity, data protection and restoration, security features, tools, etc.), we believe that the number of criteria serves its purpose. A lesser number would likely fail to provide an accurate picture, while a greater number would involve mundane details (e.g., the maximum length of the item description field Read More

Facing A Selection? Try A Knowledge-Based Matchmaker Part 2: A Timesaving Solution


Since a 'one-size-fits-all' product is still not quite a viable possibility, almost every product can win provided a certain set of requirements. The Catch 22 for both buyers and vendors/VARs is to pinpoint the right opportunity in this ongoing 'dating game'. An RFP/RFI selection process can streamline the initial phase of an ERP selection process while addressing many of the buyer's vital questions.

sfa software selection criteria  e.g., sales force automation (SFA), product lifecycle management (PLM), etc.), and as the technological questions attempt to cover many technical aspects (e.g., general architecture, degree of integration among modules, interconnectivity, data protection and restoration, security features, tools, etc.), we believe that the number of criteria serves the purpose. A lesser number would likely fail to provide an accurate picture, while a greater number would involve mundane details (e.g., the maximum length Read More

CRM for Financial and Insurance Markets RFI/RFP Template


Insurance and Investment, Marketing Automation, Sales Force Automation (SFA), CRM Analytics, Call Center and Customer Service, Professional Services Automation (PSA), e-CRM, E-Mail Response Management, Industry Vertical Module Availability, Product Technology

sfa software selection criteria  Automation Sales Force Automation (SFA) CRM Analytics Call Center and Customer Service Professional Services Automation (PSA) e-CRM E-Mail Response Management Industry Vertical Module Availability Product Technology This functional and technical requirement set template covers industry-standard functional criteria of CRM for Financial and Insurance Markets that can help you easily gather and prioritize your business needs in a simple and categorized excel document. More than a RFP template, it is a Read More

Should Your Software Selection Process Have a Proof of Concept? Part One: Structures and the Selection Process


This article explores how the proof of concept (POC) fits into the software selection process, when a POC should be undertaken, structural variables, and the advantages and disadvantages of the POC from the client and value-added reseller point of view.

sfa software selection criteria  Your Software Selection Process Have a Proof of Concept? Part One: Structures and the Selection Process Introduction There are a number of studies that point to a high rate of enterprise resource planning (ERP) and customer resource management (CRM) implementation failure. There are many reasons for these failures. The selection phase has been identified as a key area where problems arise. The proof of concept (POC) is a tool sometimes used within the selection process to overcome these issues. The 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 criteria  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

CARL Software


Founded in 1985, CARL Software specializes in computerized maintenance management systems (CMMSs) and enterprise asset management (EAM) software. The company is headquartered in Limonest (France), with offices in Paris (France), and international offices in Canada, Germany, Italy, Spain, and the United States (US).

sfa software selection criteria  Software Founded in 1985, CARL Software specializes in computerized maintenance management systems (CMMSs) and enterprise asset management (EAM) software. The company is headquartered in Limonest (France), with offices in Paris (France), and international offices in Canada, Germany, Italy, Spain, and the United States (US). Read More

VDoc Software


A subsidiary of the Axemble Group, a holding company with extensive experience in the small to medium business (SMB) market, VDoc Software is an independent software vendor with 500 customers and more than 400,000 users. Since 1996, the vendor has provided software that focusses on processes, employee productivity, and organizational relationships with customers and partners. VDoc Software is headquartered in Charbonnières les Bains (France).

sfa software selection criteria  Software A subsidiary of the Axemble Group, a holding company with extensive experience in the small to medium business (SMB) market, VDoc Software is an independent software vendor with 500 customers and more than 400,000 users. Since 1996, the vendor has provided software that focusses on processes, employee productivity, and organizational relationships with customers and partners. VDoc Software is headquartered in Charbonnières les Bains (France). Read More

Software Test Tools Software Evaluation Report


Tools exist to support software testing at all stages of a project. Some vendors offer an integrated suite that will support testing and development throughout a project's life, from gathering requirements to supporting the live system. Some vendors concentrate on a single part of that life cycle. The software test tools Software Evaluation Report provides functional criteria you might expect from a testing tool, the infrastructure that supports the tool, and an idea of the market position of the vendor.

sfa software selection criteria  Test Tools Software Evaluation Report TEC''s Software Test Tools 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 information about vendor or Read More

Enterprise Process Improvement (EPI) Software: Customer and Software Vendor Collaboration


Having just completed implementing your enterprise-wide software, you are about lean back, put your feet up on the desk, and enjoy the fruits of your labor. Not so fast! While you were completing your implementation project, a new release of the software may have already hit the street or, for sure, there is one in the pipeline. Now you are faced with the decision as to if and when to take on the new release. Maybe now is the time to look at how a new class of software tools, enterprise process improvement (EPI), can assist you in the upgrade decision.

sfa software selection criteria  Process Improvement (EPI) Software: Customer and Software Vendor Collaboration Introduction So you have just completed implementing an enterprise resource planning (ERP) software package and you think you''re set for the next five years—and I have a bridge in Brooklyn that I want to sell you. Once a year (or more frequently if you have really angered the software gods), the vendor issues a new release. With the new release come promises of new functionality, better performance, or incorporation Read More

BNA Software


Established in 1983, BNA Software specializes in publishing tax software applications for professionals. Many of the company's programs are category standards. BNA Software is a division of Tax Management Inc., a provider of authoritative tax analysis, reference, and notification. Tax Management Inc., in turn, is part of The Bureau of National Affairs, Inc. (BNA), a publisher of print, CD-ROM, and Web-based news and information. BNA Software helps clients select fixed-asset solutions, and offers technical support as well as a fixed-asset data conversion service. The company is located in Arlington, Virginia (US).

sfa software selection criteria  Software Established in 1983, BNA Software specializes in publishing tax software applications for professionals. Many of the company''s programs are category standards. BNA Software is a division of Tax Management Inc., a provider of authoritative tax analysis, reference, and notification. Tax Management Inc., in turn, is part of The Bureau of National Affairs, Inc. (BNA), a publisher of print, CD-ROM, and Web-based news and information. BNA Software helps clients select fixed-asset solutions, and Read More

Global Software


Established in 1981, Global Software, Inc. is a privately owned company located in Raleigh, North Carolina (US). Their analytics suite, which includes Spreadsheet Server, Executive DASH, Cost Analyzer, and Budget Manager, is compatible with enterprise resource planning packages such as BPCS, Infinium, MOVEX, Oracle®, SAP®, Jack Henry, and J.D. Edwards, and runs on iSeries/AS/400, Oracle®, SQL Server, and Microsoft Access DB. With over over 1,000 customers and 3,500 installations worldwide, Global Software’s products are used in 39 countries. Global's European headquarters are in London, UK, and they have distributors in the United Kingdom, Canada, Australia, Italy, Spain, Mexico, New Zealand, Germany, Switzerland, France, Denmark, and Israel.

sfa software selection criteria  Software Established in 1981, Global Software, Inc. is a privately owned company located in Raleigh, North Carolina (US). Their analytics suite, which includes Spreadsheet Server, Executive DASH, Cost Analyzer, and Budget Manager, is compatible with enterprise resource planning packages such as BPCS, Infinium, MOVEX, Oracle®, SAP®, Jack Henry, and J.D. Edwards, and runs on iSeries/AS/400, Oracle®, SQL Server, and Microsoft Access DB. With over over 1,000 customers and 3,500 installations Read More

proALPHA Software


proALPHA Software Corporation provides integrated enterprise level software solutions to mid-range discrete manufacturing, engineering and distribution organizations. proALPHA has demonstrated double digit revenue growth and consistent profitability since being founded in 1992. With over 1000 customers internationally, proALPHA provides the most comprehensive and cost effective extended ERP technology solution available in the market. With North American headquarters located in Nashua, New Hampshire (US), proALPHA has offices in twelve countries and three continents.

sfa software selection criteria  Software proALPHA Software Corporation provides integrated enterprise level software solutions to mid-range discrete manufacturing, engineering and distribution organizations. proALPHA has demonstrated double digit revenue growth and consistent profitability since being founded in 1992. With over 1000 customers internationally, proALPHA provides the most comprehensive and cost effective extended ERP technology solution available in the market. With North American headquarters located in Nashua, Read More