Account and Contact Management Functions & Features

Main modules below cover Contact (People) Management;Commercial Account Management;.. Account and Contact Management Functions & Features are an important module of the comprehensive CRM RFP Template.

The CRM RFP template with Account and Contact Management Functions & Features for CRM is a Microsoft Excel spreadsheet (.xlsx) featuring a total of 1363 decision criteria. The CRM RFP template allows you to quickly and easily prepare the business, functional, and technical requirements sections of the solicitation package you'll send to CRM software vendors. It ensures for:

complete response from each CRM software vendor
deep and accurate evaluation of submitted CRM proposals
impartial side-by-side comparison of CRM solutions evaluated
rational and documented selection of the best matching CRM system

The CRM software comparison report can save you up to 90% of the time you would have otherwise spent comparing all the CRM solutions from scratch.

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The Account and Contact Management Functions & Features comprise the following elements:

Commercial Account Management
Commercial accounts refer to the accounts held by companies and organizations. Commercial Account Management, Account and Contact Management Functions & Features
Contact (People) Management
Modules covered Pre-configured contacts home page and data records;Quick access to recently created, modified, or viewed contact records;Contact import tool that automatically links contacts to appropriate account records;A "Quick Create, "Save As" or "Clone" function (so a new contact can be created with minimal input);Contact fields (such as contact name) can be used as tokens within a URL to access other related Internet or intranet information;Pre-configured contact list views (contact record subsets based on user-definable filter variables);. Contact (People) Management, Account and Contact Management Functions & Features

TEC Advisor can save you up to 90% of the time you would have otherwise spent figuring out on your own which CRM solution is the best for your needs.

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