Main modules below cover Administrator tool to monitor and manage the process;Ability to access the internal workflow database through external SQL queries or via API's used by applications;Ability to keep a log with facilities such as statistical tracking;Ability to keep a log with facilities such as configurable tracking and auditing of data;Ability to keep a log with facilities such as archiving of audit data;Ability to keep a log with facilities such as a configurable data retention period;.. Monitoring and Reporting Functions & Features are an important module of the comprehensive CRM RFP Template.
The CRM RFP template with Monitoring and Reporting 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.