By: Ricardo David Flores
Posted:
Creating New Cases (Service Requests) Functions & Features
Feature and functions covered Pre-configured case (service request) home page and data records;Quick access to recently created, modified, or viewed case records;Pre-configured case list views (case record subsets based on user-definable filter variables);Multiple case data record "layouts" can be defined to handle cases and service requests with different processes and data needs;A workflow engine is available to help implement "best practice" case management activities;A mass e-mail function that can be used to send out responses to many people encountering the same problem;.. Creating New Cases (Service Requests) Functions & Features are an important module of the comprehensive CRM RFP Template.
The CRM RFP template with Creating New Cases (Service Requests) 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
