Tagged - PSA

Buyers Guide for Professional Services Automation

Use this buyer's guide to demystify the complex PSA software market, understand more quickly which platforms are appropriate for you, and get a first look at what's...

Buyers Guide: Professional Services Automation

The success of every professional services and managed services firm relies on the ability to assign the right people to the right work at the right time. Despite the...

ERP Requirements Template

Use this tool to collect ERP requirements in alignment with the major functional areas of ERP.

HRIS Requirements Template

Use this tool to collect HRIS requirements in alignment with the major functional areas of HRIS.

CRM Requirements Template

Use this tool to collect CRM requirements in alignment with the major functional areas of CRM.

EAS Request for Proposal Template

Use this template to issue a Request for Proposal (RFP) for an EAS solution.

EAS Vendor Response Template

Use this template to structure the potential RFP responses from vendors during your EAS selection process.

CRM Vendor Demonstration Script Template

Use this template to support your evaluation of vendors and their CRM products. Once complete, this template will provide vendors with scenarios that prompt them to...

EAS RFP and Demonstration Scoring Tool

Use this template to support your evaluation of vendors and their CRM products. Once complete, this template will provide vendors with scenarios that prompt them to...

Select an Enterprise Application

Selecting and implementing an Enterprise Application Software (e.g. ERP, HRMS, CRM) is one of the most expensive and time-consuming technology transformations an...
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