1. Home
  2. CRM
  3. Sales Force Automation
  4. Account and Contact Management
  5. Contact (People) Management

By: Ricardo David Flores

Posted:

Contact (People) Management Functions & Features

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 Functions & Features are an important module of the comprehensive CRM RFP Template.

The CRM RFP template with Contact (People) 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.

The Contact (People) Management Functions & Features comprise the following elements:

  • Pre-configured contacts home page and data records

    Pre-configured contacts home page and data records, Contact (People) Management Functions & Features
  • Quick access to recently created, modified, or viewed contact records

    Quick access to recently created, modified, or viewed contact records, Contact (People) Management Functions & Features
  • Contact import tool that automatically links contacts to appropriate account records

    Contact import tool that automatically links contacts to appropriate account records, Contact (People) Management Functions & Features
  • A "Quick Create, "Save As" or "Clone" function (so a new contact can be created with minimal input)

    A "Quick Create, "Save As" or "Clone" function (so a new contact can be created with minimal input), Contact (People) 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, Contact (People) Management Functions & Features
  • Pre-configured contact list views (contact record subsets based on user-definable filter variables)

    Pre-configured contact list views (contact record subsets based on user-definable filter variables), Contact (People) 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.

Compare Now!
Functions and Features