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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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 workflow automation


Imaging and Workflow Automation
In a recession, accounts payable (AP) departments need to process more invoices and pay them faster—all with a smaller staff. Perhaps the biggest challenge

workflow automation  and Workflow Automation In a recession, accounts payable (AP) departments need to process more invoices and pay them faster—all with a smaller staff. Perhaps the biggest challenge stems from the continued reliance on paper-based invoices and people-based processes. Discover solutions that address the most common accounts-payable problem areas, including liabilities, process control and visibility, approvals, exceptions, and manual processing.

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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

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 contact data. Systems often include various levels of analytic and reporting capabilities. 

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Documents related to » workflow automation

Sales Force Automation Buyer’s Guide


No matter how effective your sales staff is, there’s always room to boost efficiency and increase sales. But how you go about doing so may be a point of contention. Sales force automation (SFA) solutions come in many flavors, but they don’t all offer the comprehensive SFA functionality you need. Find out how to avoid the pitfalls of choosing SFA software, and get help matching your needs with the right solution for you.

workflow automation  Requirements Customizable Reports Activity Workflow Automation Outlook Email Integration Outlook Calendar Integration Shared Calendar Functionality Microsoft Excel Import/Export Customizable Interface Contact Management Requirements Account History and Tracking Call/Email History and Tracking Mail Merge for Letters and Faxes List Building and Management Contact Hierarchy Management Time/Date Stamped Notes Web 2.0/Social Media Integration Lead Tracking Requirements Prospect Management Automated Lead Read More

Simple Batch Scheduling through Consolidation and Automation


Many of today’s business processes require batch operations. But IT organizations are struggling to keep up with scheduling as batch windows shrink and more jobs are added to a growing number of platforms. Are your batch production lines not as smooth as they should be? A scheduling tool can simplify, consolidate, and automate your batch scheduling; lower the cost of batch management; and reduce the risk of failed jobs.

workflow automation  scheduling consolidation projects , workflow scheduling , powerful automation scheduler , batch file automation , batch automation systems , information technology batch . Simplify batch scheduling through consolidation and automation The people in your IT organization may ind themselves in a situation similar to that of Lucille Ball in a classic comedy sketch. In that sketch, Lucy begins a new job packing candy on a production assembly line. Things start out okay, but then the line speeds up and more Read More

Should Uniqueness Vouch For Marketing Automation Niche Players?


Unica's possibly unique set of broad and astute functional footprint and geographic coverage, easily-deployable product with proven quick payback may prove the fact that the marketing automation point providers with a differentiating value proposition and with immaculate execution may prevail the onslaught of larger packaged suite providers.

workflow automation  efficient cross-organization collaboration, workflow and the accessibility of marketing technology, while increasing organizational agility and customer-focused marketing aptitude. Additionally, Affinium is modular, so organizations can choose the functionality they need now and add capabilities over time. New functionality includes sophisticated relationship optimization; marketing content management; advanced real-time e-mail marketing capabilities; and new rapid start templates for planning and Read More

Microsoft's Dynamic New Approach to Professional Services Automation


In the short term, Microsoft Dynamics SL will likely follow the professional services automation (PSA) trend of extending functionality to the Web. In the long term, its eventual absorption into the Microsoft Dynamics product line may affect Microsoft's strategy in the project portfolio management marketplace.

workflow automation  extensive project accounting and workflow functionality, which is designed for general contractors. In terms of providing deep functionality in portfolio management, Microsoft Dynamics SL has seamless real time bi-directional integration with Microsoft Project Server 2003, enabling project managers and stakeholders to gauge the progress of projects and the utilization of project resources. Microsoft Dynamics SL also has the distinct advantage of offering its clients a fully integrated PPM solution for Read More

IT Service Delivery: From Basic Automation through to Managed Services


Service companies that want to thrive need to find a better way to deliver services and run their business. Automating IT services is the answer, and it should be the immediate goal of any company that aims to stay in business as market pressures increase. Looking beyond basic automation, becoming a managed services provider (MSP) should be the long-term goal. Discover ways to ensure your service company's survival in today’s competitive IT services market.

workflow automation  Service Delivery: From Basic Automation through to Managed Services Service companies that want to thrive need to find a better way to deliver services and run their business. Automating IT services is the answer, and it should be the immediate goal of any company that aims to stay in business as market pressures increase. Looking beyond basic automation, becoming a managed services provider (MSP) should be the long-term goal. Discover ways to ensure your service company's survival in today’s Read More

Business Automation Solutions


Business Automation Solutions, Inc., (BAS) is a premier GoldMine CRM consultant and trainer. Since 1995, we’ve operated as a SMART (Sales, Marketing and Relationship Technology) consulting firm that has effectively introduced thousands of professionals to GoldMine CRM and other CRM solutions through consultation, implementation, training, reporting, systems integration and support. We apply CRM “best practices” in industries such as professional sports, software, equipment sales, engineering, financial services, business services, health care, logistics, material handling, leasing and manufacturing. BAS is a software integrator and developer of CRM integrated email marketing and website navigation tracking add-on solutions including IntelliClick® and IntelliSend®. We unite your sales, marketing and customer service departments using GoldMine CRM technologies to collectively turn prospects into customers.

workflow automation  Automation Solutions Business Automation Solutions, Inc., (BAS) is a premier GoldMine CRM consultant and trainer. Since 1995, we’ve operated as a SMART (Sales, Marketing and Relationship Technology) consulting firm that has effectively introduced thousands of professionals to GoldMine CRM and other CRM solutions through consultation, implementation, training, reporting, systems integration and support. We apply CRM “best practices” in industries such as professional sports, software, Read More

Creating the Business Case to Invest in Automation


Spending money to save money makes sense in the context of large capital assets, including facilities, fleet, plant equipment, and even computers. A lack of preventative maintenance affects the shareholders of all companies. Aging assets and reactive maintenance can be financial drains. A complete preventative maintenance program consisting of better business practices and simple tools such as computerized maintenance management software (CMMS) or enterprise asset management (EAM), can help companies realize immediate savings and boost profits.

workflow automation  the Business Case to Invest in Automation Spending money to save money makes sense in the context of large capital assets, including facilities, fleet, plant equipment, and even computers. A lack of preventative maintenance affects the shareholders of all companies. Aging assets and reactive maintenance can be financial drains. A complete preventative maintenance program consisting of better business practices and simple tools such as computerized maintenance management software (CMMS) or Read More

Benefits Management Benchmark: Technology Automation and Employee Self-service


To many executives, health insurance cost increases are as predictable as death and taxes. That’s why best-in-class organizations are embracing strategies which optimize benefit cost per employee. To succeed, these companies focus on wellness programs, clear communications about benefits choices, and benefits automation as part of an integrated system. And to compete effectively, other organizations will need to follow suit.

workflow automation  Management Benchmark: Technology Automation and Employee Self-service To many executives, health insurance cost increases are as predictable as death and taxes. That’s why best-in-class organizations are embracing strategies which optimize benefit cost per employee. To succeed, these companies focus on wellness programs, clear communications about benefits choices, and benefits automation as part of an integrated system. And to compete effectively, other organizations will need to follow suit. Read More

ROI Case Study: Ultimus Workflow Suite


In the past few years, the number of county employees at the Prince William County Government in Virginia (US) has grown significantly, but with few additions to the administrative staff. Prince William County needed a system that would help its agencies process personnel action forms (PAFs) more efficiently, reduce mistakes, limit paper use, and provide a central repository for PAFs.

workflow automation  Case Study: Ultimus Workflow Suite In the past few years, the number of county employees at the Prince William County Government in Virginia (US) has grown significantly, but with few additions to the administrative staff. Prince William County needed a system that would help its agencies process personnel action forms (PAFs) more efficiently, reduce mistakes, limit paper use, and provide a central repository for PAFs. Read More

High Availability in Workload Automation


When designing a software system, the possibility of long-term downtime—due to hardware, operating system, or software failure—often gets neglected. For workload automation software, ensuring high availability by having a single point of control for the scheduling and setup of your enterprise workload can be a distinct advantage, ensuring that your software system stays available to its users even when there are hardware or software problems. Beyond system failure and data protection, workload automation solutions can also minimize the risks that result from process chains, manual input, or undocumented dependencies. Read this white paper to learn more about the importance of high availability in automation.

workflow automation  Availability in Workload Automation When designing a software system, the possibility of long-term downtime—due to hardware, operating system, or software failure—often gets neglected. For workload automation software, ensuring high availability by having a single point of control for the scheduling and setup of your enterprise workload can be a distinct advantage, ensuring that your software system stays available to its users even when there are hardware or software problems. Beyond system Read More

Automation and Virtualization Increase Utilization and Efficiency of J2EE Applications


As enterprise Java has become more and more pervasive, IT has used Java 2 Platform, Enterprise Edition (J2EE) technologies to build many of its most mission-critical applications, typically over-provisioning hardware to guarantee performance—at an extremely high price. Hence, the goal of automation and virtualization software: to enable IT to provide applications at required service levels and reduced costs.

workflow automation  and Virtualization Increase Utilization and Efficiency of J2EE Applications As enterprise Java has become more and more pervasive, IT has used Java 2 Platform, Enterprise Edition (J2EE) technologies to build many of its most mission-critical applications, typically over-provisioning hardware to guarantee performance—at an extremely high price. Hence, the goal of automation and virtualization software: to enable IT to provide applications at required service levels and reduced costs. Read More

James Automation: Increasing Revenues Out of the Gate




workflow automation  ServiceMax case study, James Automation, security services, field service case study, FSM case study Read More

Enhancing Interaction Center ROI in Turbulent Economic Times: Beyond Traditional Data Sources for Workforce Automation


Interaction center managers must deliver greater value on smaller budgets. But you can’t simply cut costs and services, or your customers won’t remain satisfied. To better weather the economic storm, release the untapped potential of your interaction center with software that maximizes your workforce management capabilities. Learn how to go beyond traditional channel data for bigger contact center return on investment.

workflow automation  Interaction Center ROI in Turbulent Economic Times: Beyond Traditional Data Sources for Workforce Automation Enhancing Interaction Center ROI in Turbulent Economic Times: Beyond Traditional Data Sources for Workforce Automation If you receive errors when attempting to view this white paper, please install the latest version of Adobe Reader. SAP's ecosystem offers the most comprehensive and consistent industry approach to enable customers, partners, and individuals to accelerate innovation, Read More

The Forrester Wave: Midmarket Sales Force Automation


If you’re evaluating customer relationship management or sales force automation software, this Forrester report is a must-read. Featuring ratings on eight leading vendors based on over 150 criteria, the report is valued at over $795 (USD). Get your free copy from Maximizer Software, top-ranked in Forrester’s “current offerings” in areas such as product functionality breadth, setup, usability, integration, and cost.

workflow automation  Forrester Wave: Midmarket Sales Force Automation If you’re evaluating customer relationship management or sales force automation software, this Forrester report is a must-read. Featuring ratings on eight leading vendors based on over 150 criteria, the report is valued at over $795 (USD). Get your free copy from Maximizer Software, top-ranked in Forrester’s “current offerings” in areas such as product functionality breadth, setup, usability, integration, and cost. Read More