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 sfa software selection project

Browse RFP templates

Visit the TEC store for RFP templates that can save you weeks and months of requirements gathering, and help ensure the succes of your software selection project.

Browse Now
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

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

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 project  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

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 project  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

Quest Software


Quest Software, the leader in application management, gives you confidence in your critical application infrastructures. This confidence is delivered in the form of reliable software products that help you develop, deploy, manage and maintain enterprise applications without expensive downtime or business interruption.We equip IT professionals with software tools that are easy to use and embedded with the knowledge of our world-renowned technical experts to automate daily tasks and simplify complex ones. As a result, your IT organization will be able to proactively prevent performance problems and downtime, as well as react quickly to the unforeseen - making them more productive, capable and confident.The bottom line is a lower total cost of ownership for your application infrastructure. Quest Software will help you reduce costly planned and unplanned downtime, get better performance from existing infrastructures (without throwing money at expensive hardware upgrades), and equip your staff to do more with less. No other software provider offers a more comprehensive approach to application management.

sfa software selection project  Software Quest Software, the leader in application management, gives you confidence in your critical application infrastructures. This confidence is delivered in the form of reliable software products that help you develop, deploy, manage and maintain enterprise applications without expensive downtime or business interruption.We equip IT professionals with software tools that are easy to use and embedded with the knowledge of our world-renowned technical experts to automate daily tasks and simplify Read More

Software Services


Espire provides software-consulting services to clients globally as a partner to conceptualize and realize technology-driven business transformation initiatives. The company leverages its global delivery model to accelerate schedules with a high degree of time and cost predictability. Espire's approach focuses primarily on new methods of conducting business, combining IT innovation and adoption while at the same time leveraging an organization's current IT assets.  

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RTI Software


RTI Software, Inc. is a CRM software development company that furnishes out-of-the-box customer service, help desk, problem resolution, defect tracking, sales force, and marketing automation software to medium-sized businesses. The company gears its CRM business process functionality toward the software industry. RTI Software was founded in 1990 and operates from Illinois, USA.

sfa software selection project  Software RTI Software, Inc. is a CRM software development company that furnishes out-of-the-box customer service, help desk, problem resolution, defect tracking, sales force, and marketing automation software to medium-sized businesses. The company gears its CRM business process functionality toward the software industry. RTI Software was founded in 1990 and operates from Illinois, USA. 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

On-premise to On-demand: The Software as a Service Opportunity for Independent Software Vendors


Predictions of the death of software are overstated. In reality, businesses are becoming more reliant on technology, not less. What’s changing, however, is the number of options available for managing, delivering, and paying for software applications. Many independent software vendors recognize the benefits of offering software as a service--a delivery alternative that can present long-term benefits for all parties.

sfa software selection project  premise to On-demand: The Software as a Service Opportunity for Independent Software Vendors Predictions of the death of software are overstated. In reality, businesses are becoming more reliant on technology, not less. What’s changing, however, is the number of options available for managing, delivering, and paying for software applications. Many independent software vendors recognize the benefits of offering software as a service--a delivery alternative that can present long-term benefits for all 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 project  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

JOVACO Project Suite


The integration of JOVACO's Project Suite to Microsoft Dynamics GP provides users with all the functionality needed for project control, resource management, and budget tracking, while the shared technological platform offers a wealth of opportunities with other Microsoft applications such as Office, SQL Server, SharePoint Services, CRM, and others for a uniform and fully integrated solution.With JOVACO Project Suite, management rules and parameters can be set for each project, enabling project-based management of any department as well as any subdivision that makes up its structure. Administrative services, proposals, and employee benefits (vacation, holidays, etc.) can all be managed on a project basis, similarly to client projects.

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Moxie Software


Moxie Software is a customer-centric enterprise social software company that enables companies to connect employees, customers, and partners to engage in business, share knowledge, and collaborate. Moxie Insight, Moxie's thought leadership division, provides research in enterprise technology, talent development, and collaborative innovation.

sfa software selection project  Software Moxie Software is a customer-centric enterprise social software company that enables companies to connect employees, customers, and partners to engage in business, share knowledge, and collaborate. Moxie Insight, Moxie''s thought leadership division, provides research in enterprise technology, talent development, and collaborative innovation. Read More