By: Ricardo David Flores
Posted:
Contract Management Functions & Features
This includes Pre-configured contract home page and data records for tracking contracts and their terms;Pre-configured contract list views (contract record subsets based on user-defined filter variable);Multiple contract data record "layouts" can be defined to handle contracts with different processes and data needs;A workflow engine is available to help implement "best practice" contract review and approval processes;Automatic creation of contract history records whenever key contract data fields are changed;Contract expiration notification e-mails can be automatically sent to designated individuals;.. Contract Management Functions & Features are an important module of the comprehensive CRM RFP Template.
The CRM RFP template with Contract 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
