This covers Scripting;Contact Management;Workflow;.. Lead Management and Workflow Functions & Features are an important module of the comprehensive CRM RFP Template.
The CRM RFP template with Lead Management and 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.
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, Lead Management and 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.