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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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 customer relationship management selection for wealth management


Reference Guide to Supply Chain Management (SCM) Features and Functions
This guide to supply chain management (SCM) functions/features will help you determine which SCM features are a high priority for your organization. Learn about

customer relationship management selection for wealth management  capital management, and general customer relationship management. Therefore analytics and reporting features are not just designed to enable functional excellence, but also to feed these other key areas of the value chain. SCM functions and features, submodule #9: product technology Architecture Architecture refers to the framework for organizing the planning and implementation of data resources. It also refers to the way the system is designed and the manner in which all components are connected to one

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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.

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 » customer relationship management selection for wealth management

The Importance of the White Paper and What It Can Do for You


The white paper—a wonderful little piece of literature chock full of thought provoking insight and informative prose—got its start many years ago, long before there were computers in every office and home around the world. Back then, the white paper was a way for individuals to discuss their positions on a specific topic, but was predominantly used by the government. Today, white papers are a

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Winning the Race for Talent in Emerging Markets


Economic activity in emerging markets is growing at around 40 percent—as compared with 2 to 5 percent in the West and Japan. Businesses all over the globe are competing for people who have numerous options and high expectations. How can your company attract and retain talent in emerging markets in Brazil, Russia, India, and China—offering new employees what they want, while ensuring your bottom line is met? Find out.

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Retail Market Dynamics for Software Vendors Part Two: Progress


ERP vendors are making their way into the retail market by bundling, acquiring point solutions or partnering strategically to embed retail-specific functions within their suites. Like in all other enterprise applications markets, eventually, albeit not any time soon, the retail market too will come to a showdown between the pure retail vendors and the enterprise application vendors (e.g., Oracle, SAP, Lawson, PeopleSoft, SSA Global, Geac, Intentia, etc.), which have been striving to natively embed more retail-specific capability into their products.

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Choosing the Best CRM for Your Organization


It’s no secret that there is a bevy of deployment options available with most customer relationship management (CRM) solutions today—ranging from customized to out-of-the-box. But with choice comes complexity. In order for CRM buyers to choose wisely, they must find a deployment approach that best matches their needs while delivering superior performance, application integration, and functionality. Find out how.

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IT Management and Development


The IT management and development business area focuses on developing the tools and resources required to understand, use, and manage IT infrastructure in order to help companies enhance their operational, tactical, and strategic capabilities. Tools for IT management and development can help companies control and measure the quality and effectiveness of their IT infrastructures, and manage software and hardware development tasks.

Challenges related to IT management and development revolve around the need for continuous research to improve products and technologies; the need to improve business and service models to increase return on investment (ROI); and, if necessary, the need to outsource IT management and development to nearshore and offshore destinations.

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DP&C SmartFleet for Supply Chain Management of Transportation Management Systems Certification Report


DP&C SmartFleet is TEC Certified for online evaluation of transportation management system (TMS) solutions in the Supply Chain Management (SCM) 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, and in-depth analyst commentary.

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Data Management and Analysis


From a business perspective, the role of data management and analysis is crucial. It is not only a resource for gathering new stores of static information; it is also a resource for acquiring knowledge and supporting the decisions companies need to make in all aspects of economic ventures, including mergers and acquisitions (M&As).

For organizational growth, all requirements and opportunities must be accurately communicated throughout the value chain. All users—from end users to data professionals—must have the most accurate data tools and systems in place to efficiently carry out their daily tasks. Data generation development, data quality, document and content management, and data security management are all examples of data-related functions that provide information in a logical and precise manner.

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Business Process Management Notations within Business Process Management


Business process management notation (BPMN) is an initiative to increase standardization within process modeling. What are the principles of BPMN, and what is the value of BPMN to vendors and organizations using business process modeling?

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Commsoft Technologies Fidelio (v.6) for ERP for Distribution Certification Report


The Commsoft Technologies product Fidelio is now TEC Certified for online evaluation of enterprise resource planning (ERP) solutions for distribution in the ERP 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.

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Warehousing Management: Yard Management, Competitive Analysis, and Challenges


The business remains challenging to even the most established vendors, since an intensifying product architecture rejuvenation and functional enhancements cycle, the pressure from the ERP intruders, and continued market consolidation exert fiscal pressure across the sector.

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