.
Rich's In-Depth Review Process
Note: I am still updating this page. However, by examining the section
headings shown below you can get a good idea of the topics covered in our
reviews. If you have any specific questions, please let me know!
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
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
International 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
PDA Support
Palm OS® Handhelds
Pocket PC Handhelds
Wireless Device Support
E-Mail Support
Collaboration Support
Portal Support
Chat Support
Database Synchronization 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
Sell-Side Commerce
Sales Configuration
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
Rich's Recommended Web Sites
Rich's Recommended Reads
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others. As always, you can email me at
rich@sellmorenow.com !
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