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
