By: Ricardo David Flores
Posted:
Escalating Unresolved Cases Functions & Features
Modules include Case escalation rules can be defined that will control the automatic escalation of a case if it is not resolved within a certain period of time;Case escalation rules can be defined that will control the automatic escalation of a case when specified conditions are met, including values input into custom data fields;Escalation rules specify to whom the case will be reassigned to;Escalation rules specify all of the people who will be automatically notified via e-mail about the escalated case;.. Escalating Unresolved Cases Functions & Features are an important module of the comprehensive CRM RFP Template.
The CRM RFP template with Escalating Unresolved Cases 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
