Rich's In-Depth Review Process

You can get a good understanding of our review process by examining the following list of topic headings. Remember, we do not use the "multiple choice" approach where you are left with a long list of meaningless check-boxes. Rather, we take the "essay approach" where each topic is thoughtfully explored for real capabilities!

 Executive Summary

What's New in Latest Version?

Rich’s Recommendations

The Company

Financial Condition

Initial Financing

Initial Public Offering

Latest Quarterly Results

Latest Fiscal Year Results

Historical Performance

Key Financial Ratios

Employees

Management Team

Board of Directors

Product Line

Installed Base

Key Customers

Target Market

Pricing

Optional Components

Budget For Customization

Service & Support Plans

Purchase Contract Terms & Conditions

Total Cost Of Ownership

Sales & Marketing Strategy

Sales Channels

Implementation Partners

Credibility

Accountability

Return-On-Investment

Research & Development Strategy

Software Quality & Security

Software Quality Standards

Software Security Standards

System Architecture

Customization & Adaptability

User Defined Fields

Custom Screens

Application Integration Capabilities (EAI)

Business Process Management Capabilities

Multinational Support

Ease Of Use

User Interface

Command Structure

Wizards

Error Handling

Help Files

Documentation

Training Support

Product Tutorial

Sample Database Tutorial

Implementation Issues

Implementation Process

Software Update Process

User Management

User And Group Security

Individual User Preferences

Data Importing/Exporting Capabilities

Data Quality Capabilities

Database Utilities

Technical Support

Professional Services

End User License Agreement (EULA)

Customer Satisfaction

A Solid Foundation

Client Hardware Requirements

Server Requirements

Interaction Capabilities

Telephony Support

Fax Support

E-Mail Support

Collaboration Support

Portal Support

Database Synchronization Capabilities

Mobility Capabilities

Social Site Capabilities

Core Capabilities

Account Management

Appearance and Organization of Accounts Screen

Entering Accounts

Account Notes

Editing Accounts

Searching for Accounts

Managing Accounts

360° View of Accounts

Contact Management

Appearance and Organization of Contact Screen

Entering Contacts

Contact Notes

Editing Contacts

Searching for Contacts

Managing Groups & Accounts

Access Contact Information from the Web

Activity Management

Time Management

Appointment Management

Group Scheduling

Outlook Integration

Word Processing & Office Support

Knowledge Management Capabilities

Reporting Capabilities

Standard Reports

Custom Reports

CRM Analytics

Total Customer Relationship Management

Marketing Support Capabilities

Marketing Automation

Web Marketing 101

Web Response Management

Campaign Management

Lead Qualification and Distribution

Relationship Marketing

Marketing Operations Management

Event And Seminar Management

Collateral Fulfillment

Online Incentive Promotions

Marketing Research

Survey Management

Marketing Analysis

Field Sales Support Capabilities

Getting Ready To Sell

Goal Setting & Time Management

Territory Management

Product Information

Competitor Analysis

Personal Selling

Prospecting

Pre-Call Planning

Discovering Requirements

Presentations

Closing Orders

Opportunity Management

Best Practices

Configuration Management

Quotations & Proposals

Order Entry & Management

Call Center Support Capabilities

Inbound Call Support

Outbound Call Support

Computer Telephony Integration

Sales Impact

Sales Management Capabilities

Planning & Deployment

Territory Management

Recruiting & Selection of Sales Staff

Training & Development of Sales Staff

Proactive Sales Management

Sales Process Management

Quotas & Sales Forecasting

Measuring Sales Effectiveness & Productivity

Sales Force Administration

Sales Compensation

Expense Account Management

Partner Management Capabilities

Customer Support Capabilities

Customer Support Excellence

Web Support 101

Case Management

Product Database

Knowledge Base

Problem Resolution

Web Self-Service

Customer Support Operations Management

Performance and Productivity Management

Change Requests

Customer Feedback

Service Agreements

Field Service Management

Ebusiness Support Capabilities

Back Office Integration Capabilities

Executive (C-Level) Decision Support

Software As A Service (Saas) Strategy

Data Center & Operations

Service Level Agreement

Industry Specific Solutions

Additional Features

Third-Party Product Support

Case Study

Final Thoughts

Strategic Vision

Tactical Execution

Technological Foundation

Core Capabilities

Total Customer Life-Cycle Management

Total Cost Of Ownership

Looking Forward