Commercial Account Management Functions & Features

Commercial accounts refer to the accounts held by companies and organizations.. Commercial Account Management Functions & Features are an important module of the comprehensive CRM RFP Template.

The CRM RFP template with Commercial Account 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 Commercial Account Management Functions & Features comprise the following elements:

Pre-configured accounts home page and data records
Pre-configured accounts home page and data records, Commercial Account Management Functions & Features
Quick access to recently created, modified, or viewed account records
Quick access to recently created, modified, or viewed account records, Commercial Account Management Functions & Features
Import tool that automatically creates account records from contact records
Import tool that automatically creates account records from contact records, Commercial Account Management Functions & Features
Account record owner mass updates (for account reassignment)
Account record owner mass updates (for account reassignment), Commercial Account Management Functions & Features
Contact fields (such as contact name) can be used as tokens within a URL to access other related Internet or intranet information
Contact fields (such as contact name) can be used as tokens within a URL to access other related Internet or intranet information, Commercial Account Management Functions & Features
A "Quick Create" or "Save As" function (so a new account can be created with minimal input)
A "Quick Create" or "Save As" function (so a new account can be created with minimal input), Commercial Account 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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Commercial Account Management Functions & Features

Pre-configured accounts home page and data records

Quick access to recently created, modified, or viewed account records

Import tool that automatically creates account records from contact records

Account record owner mass updates (for account reassignment)

Contact fields (such as contact name) can be used as tokens within a URL to access other related Internet or intranet information

A "Quick Create" or "Save As" function (so a new account can be created with minimal input)