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By: Ricardo David Flores


Analytics Functions & Features

It includes Executive-level analytical interface;Customer scorecards;Customer key performance indicators (KPI);Predictive modeling and analytics;Real-time cross-sell and up-sell recommendations;Data mining capabilities;.. Analytics Functions & Features are an important module of the comprehensive CRM RFP Template.

The CRM RFP template with Analytics 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.

The Analytics Functions & Features comprise the following elements:

  • Executive-level analytical interface

    Executive-level analytical interface, Analytics Functions & Features
  • Customer scorecards

    Customer scorecards, Analytics Functions & Features
  • Customer key performance indicators (KPI)

    Customer key performance indicators (KPI), Analytics Functions & Features
  • Predictive modeling and analytics

    Predictive modeling and analytics, Analytics Functions & Features
  • Real-time cross-sell and up-sell recommendations

    Real-time cross-sell and up-sell recommendations, Analytics Functions & Features
  • Data mining capabilities

    Data mining capabilities, Analytics 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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Functions and Features