Document Management Functions & Features
This includes A document library can be maintained to store files (MS-PowerPoint presentations, proposals, marketing materials, product specs, and pricing, etc.) that people can share;Hierarchical document file folders can be defined to classify documents in logical topical areas;Keyword search can be used to search for and find needed document files;Full text search can be used find needed document files;User security can be defined to control who can view, edit, and delete documents;User security can be defined to control who can upload documents or replace an existing document with an updated version;.. Document Management Functions & Features are an important module of the comprehensive CRM RFP Template.
The CRM RFP template with Document 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