Customer Self-Service Portal Functions & Features

Features and functions below include Online registration and authentication using logins and passwords;Product detail records that are associated with (hyperlinked to) an opportunity that is "won," can be automatically associated with the account record (as assets or purchased product records);Online access to the company's published solution knowledge base to find solutions to their problems;Online access to open case or service request status;Online input of new cases or service requests;Online input of new orders;.. Customer Self-Service Portal Functions & Features are an important module of the comprehensive CRM RFP Template.

The CRM RFP template with Customer Self-Service Portal 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.

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The Customer Self-Service Portal Functions & Features comprise the following elements:

Online registration and authentication using logins and passwords
Online registration and authentication using logins and passwords, Customer Self-Service Portal Functions & Features
Product detail records that are associated with (hyperlinked to) an opportunity that is "won," can be automatically associated with the account record (as assets or purchased product records)
Product detail records that are associated with (hyperlinked to) an opportunity that is "won," can be automatically associated with the account record (as assets or purchased product records), Customer Self-Service Portal Functions & Features
Online access to the company's published solution knowledge base to find solutions to their problems
Online access to the company's published solution knowledge base to find solutions to their problems, Customer Self-Service Portal Functions & Features
Online access to open case or service request status
Online access to open case or service request status, Customer Self-Service Portal Functions & Features
Online input of new cases or service requests
Online input of new cases or service requests, Customer Self-Service Portal Functions & Features
Online input of new orders
Online input of new orders, Customer Self-Service Portal 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.

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