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Sales Force Automation (SFA)
Sales Force Automation (SFA)
Sales Force Automation (SFA) systems help sales and marketing teams with functions related to taking orders, generating proposals or quotes, managing territories, managing partners, and maintaining...
 

 sfa software selection requirements

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 Get this template

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Sales Force Automation (SFA)
Sales Force Automation (SFA)
Sales Force Automation (SFA) systems help sales and marketing teams with functions related to taking orders, generating proposals or quotes, managing territories, managing partners, and maintaining...

Documents related to » sfa software selection requirements

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 requirements  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 requirements  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 requirements  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

Epicor Software Corp.: How Far From Being 'One-Stop' Shop?


Epicor Software has been striving to complete its evolution from a vendor of financial accounting software to a provider of holistic business performance solutions, including integrated front office, back office and e-business capabilities.

sfa software selection requirements  Applications) sales force automation (SFA) and customer service & support applications for small and medium-sized companies General Service applications, which include Platinum ERA Financials, Platinum ERA Distribution, and Platinum for Windows, designed to satisfy the requirements of distributors and service organizations Manufacturing applications, which include Platinum ERA Manufacturing - an ERP suite designed for assemble-to-order (ATO) and light manufacturers, Avante - an ERP solution for mid-sized 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 requirements  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

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 requirements  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

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 requirements  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

abas Business Software


abas Business Software is an ERP and e-business application designed specifically for manufactures in assemble-to-order (ATO), make-to-order (MTO), and engineer-to-order (ETO) environments. The abas Business Software brand includes the following products: abas ERP for production abas Distribution for distribution, wholesale, and service companies the abas eB e-business solution New functions and technologies are added to the standard software with each new version. abas Business Software is currently offered in 28 languages and can be run on the Linux, Unix, and Windows platforms. ABAS has been a supporter of the open-source Linux operating system since 1995. Approximately 80 percent of over 2,300 abas installations are Linux-based. abas Business Software includes the following functionality: sales and sales order processing shipping purchasing and purchase order processing warehouse management scheduling logistics materials management materials resource planning (MRP) production and production planning and control (PPC) financial accounting fixed asset accounting cost accounting eBusiness

sfa software selection requirements  Business Software abas Business Software is an ERP and e-business application designed specifically for manufactures in assemble-to-order (ATO), make-to-order (MTO), and engineer-to-order (ETO) environments. The abas Business Software brand includes the following products: abas ERP for production abas Distribution for distribution, wholesale, and service companies the abas eB e-business solution New functions and technologies are added to the standard software with each new version. abas Business Read More

Ultimate Software: Delivering Breakthrough Products


Ultimate Software is in a very competitive market. Its continued success is fueled by relentlessly delivering new products and incremental innovation. A few years ago, the company’s strategic initiatives were to evolve of their software-as-a-service (SaaS) delivery model and launch new features targeted to medium sized enterprises. Learn how a new product portfolio management (PPM) solution helped Ultimate Software reach its goals.

sfa software selection requirements  Software: Delivering Breakthrough Products Ultimate Software is in a very competitive market. Its continued success is fueled by relentlessly delivering new products and incremental innovation. A few years ago, the company’s strategic initiatives were to evolve of their software-as-a-service (SaaS) delivery model and launch new features targeted to medium sized enterprises. Learn how a new product portfolio management (PPM) solution helped Ultimate Software reach its goals. Read More

TIBCO Software


TIBCO Software Inc. (NASDAQ: TIBX) is a business integration and process management software company. In January 1997, TIBCO Software Inc. was established as a separate entity (from former Teknekron) to create and market software solutions for use in the integration of business information, processes, and applications. Now TIBCO focuses on leveraging and extending the capabilities of its software to help companies move toward predictive business. TIBCO has delivered its real-time business-enabling solutions to more than 2,000 customers around the world and in a variety of industries.

sfa software selection requirements  Software TIBCO Software Inc. (NASDAQ: TIBX) is a business integration and process management software company. In January 1997, TIBCO Software Inc. was established as a separate entity (from former Teknekron) to create and market software solutions for use in the integration of business information, processes, and applications. Now TIBCO focuses on leveraging and extending the capabilities of its software to help companies move toward predictive business. TIBCO has delivered its real-time 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 requirements  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

What Is Software as a Service?


Though born from the ashes of traditional hosting models, software as a service differs fundamentally from its predecessors. Its software is designed to be delivered as a service, security is better, rich user interfaces are available, and it has greater interactivity.

sfa software selection requirements  of these approaches was satisfactory, despite the fact that while thin client software seemingly promised a good solution, it still had a number of shortcomings. First, thin client software increased costs because the software had to be licensed on a per user basis, an idea that the hosting model was to do away with. This often caused the cost of the Citrix MetaFrame license to account for more than half of a less-than-enticing monthly fee. Second, because the screen was effectively being rendered 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 requirements  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

GFI Software


GFI is a leading software developer that provides a single source for network administrators to address their network security, content security and messaging needs. With award-winning technology, an aggressive pricing strategy and a strong focus on small-to-medium sized businesses

sfa software selection requirements  Software GFI is a leading software developer that provides a single source for network administrators to address their network security, content security and messaging needs. With award-winning technology, an aggressive pricing strategy and a strong focus on small-to-medium sized businesses Read More