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By: Ricardo David Flores

Posted:

Lead Routing and Distribution Functions & Features

Features and functions below include Support for defining sales organization hierarchy;Support for importing sales organization hierarchy created in another application;Ability to define routing rules based on lead attributes;Ability to define routing rules based on capacity constraints;Ability to define routing rules based on best fit algorithm;Ability to define routing rules based on lead scores;.. Lead Routing and Distribution Functions & Features are an important module of the comprehensive CRM RFP Template.

The CRM RFP template with Lead Routing and Distribution 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 Lead Routing and Distribution Functions & Features comprise the following elements:

  • Support for defining sales organization hierarchy

    Support for defining sales organization hierarchy, Lead Routing and Distribution Functions & Features

  • Support for importing sales organization hierarchy created in another application

    Support for importing sales organization hierarchy created in another application, Lead Routing and Distribution Functions & Features

  • Ability to define routing rules based on lead attributes

    Ability to define routing rules based on lead attributes, Lead Routing and Distribution Functions & Features

  • Ability to define routing rules based on capacity constraints

    Ability to define routing rules based on capacity constraints, Lead Routing and Distribution Functions & Features

  • Ability to define routing rules based on best fit algorithm

    Ability to define routing rules based on best fit algorithm, Lead Routing and Distribution Functions & Features

  • Ability to define routing rules based on lead scores

    Ability to define routing rules based on lead scores, Lead Routing and Distribution 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