1. Home
  2. CRM
  3. Marketing Automation
  4. Lead and List Management
  5. Lead Management and Workflow
  6. Workflow

By: Ricardo David Flores

Posted:

Workflow Functions & Features

Features and functions below include Ability to define lead maturation workflows;Ability to automatically assign leads to maturation workflows based on lead attributes;Ability to manually assign leads to maturation workflows;Ability to define time-based workflow steps (e.g., reroute lead if not accepted within two days);Support for alerts and escalations of incomplete tasks;Support for e-mail notification leads activities and status;.. Workflow Functions & Features are an important module of the comprehensive CRM RFP Template.

The CRM RFP template with Workflow 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.

Download Now!

The Workflow Functions & Features comprise the following elements:

  • Ability to define lead maturation workflows

    Ability to define lead maturation workflows, Workflow Functions & Features

  • Ability to automatically assign leads to maturation workflows based on lead attributes

    Ability to automatically assign leads to maturation workflows based on lead attributes, Workflow Functions & Features

  • Ability to manually assign leads to maturation workflows

    Ability to manually assign leads to maturation workflows, Workflow Functions & Features

  • Ability to define time-based workflow steps (e.g., reroute lead if not accepted within two days)

    Ability to define time-based workflow steps (e.g., reroute lead if not accepted within two days), Workflow Functions & Features

  • Support for alerts and escalations of incomplete tasks

    Support for alerts and escalations of incomplete tasks, Workflow Functions & Features

  • Support for e-mail notification leads activities and status

    Support for e-mail notification leads activities and status, Workflow 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.

Compare Now!
Functions and Features