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Software Functionality Revealed in Detail
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 sfa software selection project

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 project

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 project  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

Should Your Software Selection Process Have a Proof of Concept? Part Two: Advantages, Disadvantages, and Conclusion


A proof of concept (POC) should be completed as part of the selection process when the risk of project failure is comparatively high. Risk can be measured by two key variables. These variables are complexity of requirements and level of expertise of the selection/implementation team. The more complex the system requirements, the greater the benefit obtained from a POC.

sfa software selection project  tool that improves client satisfaction should be examined. These are the disadvantages to the vendor: Timing of the sale. The POC can lengthen the sales process. Moreover the timing (important for public listed companies) becomes more uncertain which can lead to further discounting. Demands on consulting resource. Due to the nature of the POC, demands on consulting resource can be extensive. Typically, more senior consultants are required to ensure the POC leads to a purchase order. When should a POC be Read More

CRM For Complex Manufacturers Revolves Around Configuration Software


While pundits have been debating whether the configuration software deserves to be a CRM module on its own, it is certainly a part of the much broader CRM class of products, which typically includes front-office applications for sales force automation (SFA), marketing automation, and field service/call center management.

sfa software selection project  for sales force automation (SFA), marketing automation, and field service/call center management. In general, product configurators are software tools that streamline order entry process by asking the customer to select from a set of predefined options associated with a generic product line, and then apply predefined rules with constraints to correctly configure the particular end product. The configurator then populates the attributes of the newly configured end item (called the variant product), tests Read More

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

sfa software selection project  Force Automation (SFA) RFI/RFP Template The Sales Force Automation (SFA) RFI/RFP Template lists and describes 788 features and functions found in Sales Force Automation (SFA) software solutions. This Sales Force Automation (SFA) Template can help you save time, control costs, and communicate clearly with vendors at nearly every stage of your Sales Force Automation (SFA) software selection projects. Features and functions included in this Sales Force Automation (SFA) Template: Management of opportuniti 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 project  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

Capturing Project Cost in Project ERP


Most enterprise resource planning (ERP) software is not designed to effectively capture cost in a project-based environment, such as engineer to order, engineer procure construct, or services. This white paper covers organizational and technology barriers to capturing project cost, along with criteria for selecting the ideal ERP for effective project costing for your organization.

sfa software selection project  Project Cost in Project ERP Most enterprise resource planning (ERP) software is not designed to effectively capture cost in a project-based environment, such as engineer to order, engineer procure construct, or services. This white paper covers organizational and technology barriers to capturing project cost, along with criteria for selecting the ideal ERP for effective project costing for your organization. Read More

Argos Software


Argos Software develops, markets, and supports PC-based financial and management accounting software designed around the requirements of specified industries: transportation/trucking, railroads, warehousing and logistics, distribution, nursery and greenhouse, landscaping, agribusiness, service, brokers, mining, manufacturing, and others. The main product is ABECAS® : Activity Based Enterprise Cost Accounting System

sfa software selection project  Software Argos Software develops, markets, and supports PC-based financial and management accounting software designed around the requirements of specified industries: transportation/trucking, railroads, warehousing and logistics, distribution, nursery and greenhouse, landscaping, agribusiness, service, brokers, mining, manufacturing, and others. The main product is ABECAS® : Activity Based Enterprise Cost Accounting System Read More

UA Business Software


Advanced Software Development was founded in 1992. Its UA Business Software became a Cloud ERP Software solution that was adopted by over 4,000 companies across dozens of industries around the world. ASD’s partner network grew to consist of over 400 resellers and service partners. For nearly two decades, UA Business Software resellers implemented and extended UA Business Software’s Cloud ERP Software for industry-specific purposes. The UA community of users and partners forms the nucleus of a growing ecosystem for its software. As these customers seek to move their ERP implementations to the cloud, and as UA partners seek to create cloud businesses, its Cloud ERP Software provides a natural migration path for companies.

sfa software selection project  Business Software Advanced Software Development was founded in 1992. Its UA Business Software became a Cloud ERP Software solution that was adopted by over 4,000 companies across dozens of industries around the world. ASD’s partner network grew to consist of over 400 resellers and service partners. For nearly two decades, UA Business Software resellers implemented and extended UA Business Software’s Cloud ERP Software for industry-specific purposes. The UA community of users and partners forms the Read More

Mainsaver Software


Mainsaver Software (formerly JB Systems) is wholly owned by the privately held Ameritege Technology Partners, LLC. Mainsaver develops enterprise asset management (EAM) software, and provides the services and tools for power generators, consumer manufacturers, municipalities, ports, and facilities management organizations. The company's professional services help integrate business processes across corporate applications, geographies, and topologies. Mainsaver Software is based in San Diego, California, USA.

sfa software selection project  Software Mainsaver Software (formerly JB Systems) is wholly owned by the privately held Ameritege Technology Partners, LLC. Mainsaver develops enterprise asset management (EAM) software, and provides the services and tools for power generators, consumer manufacturers, municipalities, ports, and facilities management organizations. The company''s professional services help integrate business processes across corporate applications, geographies, and topologies. Mainsaver Software is based in San Read More

Elements of Project Management with Genius Project


No doubt about it: the project manager is essential for the successful completion of any project. But supporting the project manager—and the goal of reaching the target within the defined time and budget frame—is a solid project management system. Discover the vital elements of project planning and management, and how you can optimize communication by standardizing information formats in a project management system.

sfa software selection project   Read More

CHAMPS Software, Inc.


Champs Software, Inc. is focused on creating and implementing software solutions that enable large enterprises to optimize the life cycles of their capital assets.

sfa software selection project  Software, Inc. Champs Software, Inc. is focused on creating and implementing software solutions that enable large enterprises to optimize the life cycles of their capital assets. 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 project  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

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 project  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

Product, Project, Process, and People: The Four Ps of PLM Analytics


Product, project, process, and people represent the four areas of PLM analytics that may help PLM user organizations develop better products, improve the product development process, increase operational efficiency, and better measure employee performance, respectively.

sfa software selection project  Project, Process, and People: The Four Ps of PLM Analytics After a product lifecycle management (PLM) system has been implemented and used for a while, the accumulated data within the system becomes valuable. This data not only supports daily operations but it also has the potential to help companies to better understand historical performance and predict the future, if it can be interpreted properly. In fact, reporting and analytics has been a part of some PLM offerings for a while. For instance, Read More