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By: Ricardo David Flores

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Dashboard Functions & Features

This includes 100 percent real-time charts and graphs;Predefined graph and chart objects covering every area of the CRM solution are available;Pre-built chart and graph objects can be customized;An unlimited number of chart and graphic objects can be designed from "scratch";Pre-built dashboards covering every job function (marketing, sales, support, etc.) are available;Pre-built dashboards can be customized;.. Dashboard Functions & Features are an important module of the comprehensive CRM RFP Template.

The CRM RFP template with Dashboard 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 Dashboard Functions & Features comprise the following elements:

  • 100 percent real-time charts and graphs

    100 percent real-time charts and graphs, Dashboard Functions & Features

  • Predefined graph and chart objects covering every area of the CRM solution are available

    Predefined graph and chart objects covering every area of the CRM solution are available, Dashboard Functions & Features

  • Pre-built chart and graph objects can be customized

    Pre-built chart and graph objects can be customized, Dashboard Functions & Features

  • An unlimited number of chart and graphic objects can be designed from "scratch"

    An unlimited number of chart and graphic objects can be designed from "scratch", Dashboard Functions & Features

  • Pre-built dashboards covering every job function (marketing, sales, support, etc.) are available

    Pre-built dashboards covering every job function (marketing, sales, support, etc.) are available, Dashboard Functions & Features

  • Pre-built dashboards can be customized

    Pre-built dashboards can be customized, Dashboard 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