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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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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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 software selection project crm

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

Customer Relationship Management (CRM) RFI/RFP Template

Sales Force Automation, Marketing Automation, Customer Service and Support, Analytics and Reporting, and Technical Functionality 

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Documents related to » software selection project crm

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.

software selection project crm  step CRM Software Selection Guide: A Pragmatist’s Guide to CRM Software Selections 5-step CRM Software Selection Guide: A Pragmatist’s Guide to CRM Software Selections If you receive errors when attempting to view this white paper, please install the latest version of Adobe Reader. Aplicor delivers Web-based CRM , ERP and accounting software to global midmarket and enterprise organizations. Unique strengths include an intuitive user interface to promote a positive user experience, Source : Read More

Your CRM Selection Challenge: CDC Pivotal CRM vs. NetSuite CRM+


Every now and then, I’ll examine the data from TEC’s past software selection projects, and explore the choices users have made. The information below is based on a real-life CRM selection project, but I have modified some of the data in order to respect confidentiality agreements still in place. To put myself in the user’s shoes, here’s how I answered the CRM Evaluation Center

software selection project crm  data from TEC’s past software selection projects, and explore the choices users have made. The information below is based on a real-life CRM selection project, but I have modified some of the data in order to respect confidentiality agreements still in place. To put myself in the user’s shoes, here’s how I answered the CRM Evaluation Center questionnaire : Industry : Manufacturing Structure : National Site : 21–40 sites Nature of business : Manufacturer (or producer) Total budget and total users Read More

Software Evaluation and Software Selection


Organizations are surrounded by ambiguity when making their implementation decisions. Accurate and relevant criteria that are properly weighed against an enterprise’s needs, what-if scenarios, and supporting graphics and reports are essential when making a software selection.

software selection project crm  Evaluation and Software Selection It is daunting for corporate IT buyers to discern the true capabilities, strengths, and weaknesses of a given enterprise application suite. Buyers'' project teams are inundated with marketing information from vendors struggling to differentiate themselves. Functional cross-over and software integration have caused product overlap and a lot of confusion in the market. Mergers and acquisitions are also creating problems, as companies cannibalize the competition to Read More

CRM Selections: When An Ounce Of Prevention Is Worth A Pound Of Cure Part Two: Using A Knowledge Base To Reduce The Time, Risk And Cost Of A CRM Selection


Using a knowledge base in the selection process can reduce the time, risk and cost of procuring technology. Well constructed knowledge bases that are used in a tested selection methodology reduce the RFI process from months to weeks, eliminate data quality issues and allow an apples to apples comparison of vendor offerings.

software selection project crm  In this scenario Exact Software took first place in the overall model, as indicated in Figure 7. Selection teams can easily see how changes in their priorities impact the rank and scores of the vendors. This information is particularly useful when a selection team is trying to determine which vendors to include on the short list. A selection team''s priorities will customize the knowledge base, resulting in a unique rank based on the priorities. Figure 7 TEC''s CRM Knowledge Base (continued) Yet another Read More

Software Selection Horoscopes for January 2008


Come on, admit it: you read your horoscope. Maybe not every morning. But you do read it, even if just for comic relief, or because it allows you to feel a surge of superiority before you head out the door to scrape your car or pummel your way onto public transport. Either way, reading your horoscope is a pleasant diversion. But here's a horoscope for the new year that provides you with more

software selection project crm  useful tips about the software selection process, and links to valuable software evaluation resources. Aries: Don’t just start that software selection process— finish it . But you’ve got to realize that sending out request for proposal (RFP) templates to the vendors on your shortlist, and creating a scripted demo may be more than you can handle alone, no matter how independent you are. Exercise your brilliant leadership skills: delegate to your nearest and dearest Libra. Taurus: Though often your Read More

Zoho Advances Its CRM Solution with Zoho CRM Document Library


Zoho has announced the Zoho CRM Document Library—an application that allows sales teams to share sales collateral, materials, proposals, and other relevant material. The tool is integrated with Zoho CRM, allowing users to access documents from within Zoho while avoiding the use of external document management systems such as Zoho Docs or Google docs. Furthermore, Zoho CRM Document

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Maximizer CRM 12: CRM Certification Report


Maximizer CRM 12 is now TEC Certified for online evaluation of customer relationship management (CRM) solutions in the CRM Evaluation Center. The certification seal is a valuable indicator for organizations relying on the integrity of TEC research for assistance with their software selection projects. Download this report for product highlights, competitive analysis, product analysis, and in-depth analyst commentary.

software selection project crm  for assistance with their software selection projects. Download this report for product highlights, competitive analysis, product analysis, and in-depth analyst commentary. 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.

software selection project crm  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

Vero Software


Vero Software is a world leader in CAD CAM software with a proven track record of reliable product delivery. Vero develops and distributes software for aiding the design and manufacturing processes, providing solutions for the tooling, production engineering, sheet metal, metal fabrication, stone and woodworking industries.

software selection project crm  Software Vero Software is a world leader in CAD CAM software with a proven track record of reliable product delivery. Vero develops and distributes software for aiding the design and manufacturing processes, providing solutions for the tooling, production engineering, sheet metal, metal fabrication, stone and woodworking industries. Read More

Cougar Mountain Software


Since 1982, 19,000 clients have turned to Cougar Mountain Software for their accounting software solutions. Cougar Mountain provides software applications for midsized businesses and nonprofit organizations in need of accounting software, fund software, or point of sale (POS) software and hardware across a broad range of industries requiring customizable solutions. Cougar Mountain is based in Boise, Idaho (US).

software selection project crm  Mountain Software Since 1982, 19,000 clients have turned to Cougar Mountain Software for their accounting software solutions. Cougar Mountain provides software applications for midsized businesses and nonprofit organizations in need of accounting software, fund software, or point of sale (POS) software and hardware across a broad range of industries requiring customizable solutions. Cougar Mountain is based in Boise, Idaho (US). Read More

Agiline CRM


Agiline CRM helps businesses know and maintain their customers. Agiline CRM is an enterprise-level CRM solution that provides coordination between customer care (service and support), sales, marketing, and other functions that touch your customers. Agiline CRM helps make the most of all your relationships by uniting people and processes with technology for serving your daily customers, distribution channels, suppliers, and internal customers. Agiline CRM features provide integration with other front-office and back-office applications. To help your mobile representatives, Agiline provides a disconnected version that allows complete access to customer information.  

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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.

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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).

software selection project crm  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

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.

software selection project crm  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