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By: Ricardo David Flores

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General Functions & Features

Major modules include Complex logic that includes multi-wave campaigns, last minute suppressions, and derived fields;Present an easy-to-use, intuitive interface for marketers;Provide integrated support for all business units, including business users, database marketers, quantitative analysts, and IT;Multitiered architecture and scalability to business growth;.. General Functions & Features are an important module of the comprehensive CRM RFP Template.

The CRM RFP template with General 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 General Functions & Features comprise the following elements:

  • Complex logic that includes multi-wave campaigns, last minute suppressions, and derived fields

    Complex logic that includes multi-wave campaigns, last minute suppressions, and derived fields, General Functions & Features

  • Present an easy-to-use, intuitive interface for marketers

    Present an easy-to-use, intuitive interface for marketers, General Functions & Features

  • Provide integrated support for all business units, including business users, database marketers, quantitative analysts, and IT

    Provide integrated support for all business units, including business users, database marketers, quantitative analysts, and IT, General Functions & Features

  • Multitiered architecture and scalability to business growth

    Multitiered architecture and scalability to business growth, General 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