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By: Ricardo David Flores

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Job Initiation/Request Management Functions & Features

Feature and functions covered Job request form and gating mechanism;Customizable request form content;Flexible approval routing for requests;Seamless transfer of information from request to accepted job;.. Job Initiation/Request Management Functions & Features are an important module of the comprehensive CRM RFP Template.

The CRM RFP template with Job Initiation/Request 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.

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The Job Initiation/Request Management Functions & Features comprise the following elements:

  • Job request form and gating mechanism

    Job request form and gating mechanism, Job Initiation/Request Management Functions & Features

  • Customizable request form content

    Customizable request form content, Job Initiation/Request Management Functions & Features

  • Flexible approval routing for requests

    Flexible approval routing for requests, Job Initiation/Request Management Functions & Features

  • Seamless transfer of information from request to accepted job

    Seamless transfer of information from request to accepted job, Job Initiation/Request 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.

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Functions and Features