Major modules below include Project Information Repository;Job Initiation/Request Management;Calendaring;Project Metrics/Performance Measurement;Review/Approval Capabilities;Production Management;.. Job and Resource Management Functions & Features are an important module of the comprehensive CRM RFP Template.
The CRM RFP template with Job and Resource 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.
Main modules include Master calendar (across all projects);Interdependent tasks and external processes calendaring;Provide features that address unstructured-type collaboration among participants, such as calendaring and group scheduling—provide facilities for planning and carrying out group tasks;Generates calendar dynamically;. Calendaring, Job and Resource Management Functions & Features
Functionality below includes Electronic requests and notifications of approval or rejection;Support "approved with changes" status for "once and done" review;Link to objects to be approved;General approval mechanism, available and consistent across all system objects;Consolidated approval repository at project level and list approvals with details underneath;Online markup: integrated, seamless, and simultaneous or interactive;. Review/Approval Capabilities, Job and Resource Management Functions & Features
Functionality covered Customizable templates to ensure proper planning, management, and execution;Capture and group custom attributes;Capture and attach unlimited amounts of information and files;Project and task status (various views) and alerts;Visual tools to see and specify task order and dependencies;Date tracking (target versus actual);. Production Management, Job and Resource 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.