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By: Ricardo David Flores

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Campaign Planning Functions & Features

Feature and functions covered Pre-configured campaign home page and data records;Pre-configured campaign list views (campaign record subsets based on user-definable filter variables);Campaign data records can be "cloned" for reuse in similar campaigns;Budget, organize, and schedule detailed marketing campaigns down to the task level;Multitiered marketing campaign event management;Users can submit a campaign for approval and execution;.. Campaign Planning Functions & Features are an important module of the comprehensive CRM RFP Template.

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

  • Pre-configured campaign home page and data records

    Pre-configured campaign home page and data records, Campaign Planning Functions & Features

  • Pre-configured campaign list views (campaign record subsets based on user-definable filter variables)

    Pre-configured campaign list views (campaign record subsets based on user-definable filter variables), Campaign Planning Functions & Features

  • Campaign data records can be "cloned" for reuse in similar campaigns

    Campaign data records can be "cloned" for reuse in similar campaigns, Campaign Planning Functions & Features

  • Budget, organize, and schedule detailed marketing campaigns down to the task level

    Budget, organize, and schedule detailed marketing campaigns down to the task level, Campaign Planning Functions & Features

  • Multitiered marketing campaign event management

    Multitiered marketing campaign event management, Campaign Planning Functions & Features

  • Users can submit a campaign for approval and execution

    Users can submit a campaign for approval and execution, Campaign Planning 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