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By: Ricardo David Flores

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E-Mail and Web Integration Functions & Features

E-mail and Web integration enables a company to not only access a customer's history from communication channels such as the Web, chat, or telephone, but also to link Web pages to e-mails.. E-Mail and Web Integration Functions & Features are an important module of the comprehensive CRM RFP Template.

The CRM RFP template with E-Mail and Web Integration 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 E-Mail and Web Integration Functions & Features comprise the following elements:

  • Enable outbound e-mail with hyperlinks back to the Web CRM platform; in order to drive customers back to the web site to complete a sale, it checks the order status or other simple interactions that can deflect contacts

    Enable outbound e-mail with hyperlinks back to the Web CRM platform; in order to drive customers back to the web site to complete a sale, it checks the order status or other simple interactions that can deflect contacts, E-Mail and Web Integration Functions & Features

  • Support Web form gathering custom fields that automate routing and responses, when possible

    Support Web form gathering custom fields that automate routing and responses, when possible, E-Mail and Web Integration Functions & Features

  • Integrate with a Web collaboration tool

    Integrate with a Web collaboration tool, E-Mail and Web Integration 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