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By: Ricardo David Flores

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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

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 Document Management Functions & Features comprise the following elements:

  • A document library can be maintained to store files (MS-PowerPoint presentations, proposals, marketing materials, product specs, and pricing, etc.) that people can share

    A document library can be maintained to store files (MS-PowerPoint presentations, proposals, marketing materials, product specs, and pricing, etc.) that people can share, Document Management Functions & Features

  • Hierarchical document file folders can be defined to classify documents in logical topical areas

    Hierarchical document file folders can be defined to classify documents in logical topical areas, Document Management Functions & Features

  • Keyword search can be used to search for and find needed document files

    Keyword search can be used to search for and find needed document files, Document Management Functions & Features

  • Full text search can be used find needed document files

    Full text search can be used find needed document files, Document Management Functions & Features

  • User security can be defined to control who can view, edit, and delete documents

    User security can be defined to control who can view, edit, and delete documents, Document Management Functions & Features

  • User security can be defined to control who can upload documents or replace an existing document with an updated version

    User security can be defined to control who can upload documents or replace an existing document with an updated version, Document Management 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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Functions and Features