This covers Internationalization;Document Management;E-Mail Response Management;Workflow;Industry Vertical Module Availability;.. Extended CRM Functions & Features are an important module of the comprehensive CRM RFP Template.
The CRM RFP template with Extended CRM 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.
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, Extended CRM Functions & Features