1. Home
  2. CRM
  3. Customer Service and Support
  4. Creating and Maintaining a Solutions Knowledge Base

By: Ricardo David Flores

Posted:

Creating and Maintaining a Solutions Knowledge Base Functions & Features

Functionality below covers New solution records can be automatically classified as such (i.e., new, draft, or unreviewed) until they are formally reviewed and approved by authorized personnel;A workflow engine is available to help implement "best practice" solution knowledge base maintenance;While closing a case, a new solution record can be created and associated to the case ("on-the-fly");Solution records can be selected for automatic publication to the customer self-service portal;Solution records can be "rated" by users and the highest rated solutions can be easily viewed and accessed;Solution records can be associated with (hyperlinked to) other related solution records;.. Creating and Maintaining a Solutions Knowledge Base Functions & Features are an important module of the comprehensive CRM RFP Template.

The CRM RFP template with Creating and Maintaining a Solutions Knowledge Base 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.

Download Now!

The Creating and Maintaining a Solutions Knowledge Base Functions & Features comprise the following elements:

  • New solution records can be automatically classified as such (i.e., new, draft, or unreviewed) until they are formally reviewed and approved by authorized personnel

    New solution records can be automatically classified as such (i.e., new, draft, or unreviewed) until they are formally reviewed and approved by authorized personnel, Creating and Maintaining a Solutions Knowledge Base Functions & Features

  • A workflow engine is available to help implement "best practice" solution knowledge base maintenance

    A workflow engine is available to help implement "best practice" solution knowledge base maintenance, Creating and Maintaining a Solutions Knowledge Base Functions & Features

  • While closing a case, a new solution record can be created and associated to the case ("on-the-fly")

    While closing a case, a new solution record can be created and associated to the case ("on-the-fly"), Creating and Maintaining a Solutions Knowledge Base Functions & Features

  • Solution records can be selected for automatic publication to the customer self-service portal

    Solution records can be selected for automatic publication to the customer self-service portal, Creating and Maintaining a Solutions Knowledge Base Functions & Features

  • Solution records can be "rated" by users and the highest rated solutions can be easily viewed and accessed

    Solution records can be "rated" by users and the highest rated solutions can be easily viewed and accessed, Creating and Maintaining a Solutions Knowledge Base Functions & Features

  • Solution records can be associated with (hyperlinked to) other related solution records

    Solution records can be associated with (hyperlinked to) other related solution records, Creating and Maintaining a Solutions Knowledge Base 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