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By: Ricardo David Flores

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Campaign Design Functions & Features

Major modules include Allow use of multiple data sources simultaneously (including flat files);Support de-duplication;Campaigns can be customized by regions, territories, or branches;Ability to distribute campaign execution to a wider number of individuals who interact with customers, such as branch managers for a bank, sales agents for an insurance provider, or hotel managers while enforcing corporate database standards and privacy policies;Test and control groups can be dynamically generated;Support dynamic householding and audience level switching;.. Campaign Design Functions & Features are an important module of the comprehensive CRM RFP Template.

The CRM RFP template with Campaign Design 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 Campaign Design Functions & Features comprise the following elements:

  • Allow use of multiple data sources simultaneously (including flat files)

    Allow use of multiple data sources simultaneously (including flat files), Campaign Design Functions & Features

  • Support de-duplication

    Support de-duplication, Campaign Design Functions & Features

  • Campaigns can be customized by regions, territories, or branches

    Campaigns can be customized by regions, territories, or branches, Campaign Design Functions & Features

  • Ability to distribute campaign execution to a wider number of individuals who interact with customers, such as branch managers for a bank, sales agents for an insurance provider, or hotel managers while enforcing corporate database standards and privacy policies

    Ability to distribute campaign execution to a wider number of individuals who interact with customers, such as branch managers for a bank, sales agents for an insurance provider, or hotel managers while enforcing corporate database standards and privacy policies, Campaign Design Functions & Features

  • Test and control groups can be dynamically generated

    Test and control groups can be dynamically generated, Campaign Design Functions & Features

  • Support dynamic householding and audience level switching

    Support dynamic householding and audience level switching, Campaign Design 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