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By: Ricardo David Flores

Posted:

Monitoring and Reporting Functions & Features

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

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The Monitoring and Reporting Functions & Features comprise the following elements:

  • Administrator tool to monitor and manage the process

    Administrator tool to monitor and manage the process, Monitoring and Reporting Functions & Features

  • Ability to access the internal workflow database through external SQL queries or via API's used by applications

    Ability to access the internal workflow database through external SQL queries or via API's used by applications, Monitoring and Reporting Functions & Features

  • Ability to keep a log with facilities such as statistical tracking

    Ability to keep a log with facilities such as statistical tracking, Monitoring and Reporting Functions & Features

  • Ability to keep a log with facilities such as configurable tracking and auditing of data

    Ability to keep a log with facilities such as configurable tracking and auditing of data, Monitoring and Reporting Functions & Features

  • Ability to keep a log with facilities such as archiving of audit data

    Ability to keep a log with facilities such as archiving of audit data, Monitoring and Reporting Functions & Features

  • Ability to keep a log with facilities such as a configurable data retention period

    Ability to keep a log with facilities such as a configurable data retention period, Monitoring and Reporting 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