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By: Ricardo David Flores

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Offer Management Functions & Features

Functionality covered Offers can be defined, stored, and managed from one central location within the application;Offers can be reused across campaigns at any point in time;Creative content of an offer can be accessed from a content management system;.. Offer Management Functions & Features are an important module of the comprehensive CRM RFP Template.

The CRM RFP template with Offer Management 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.

The Offer Management Functions & Features comprise the following elements:

  • Offers can be defined, stored, and managed from one central location within the application

    Offers can be defined, stored, and managed from one central location within the application, Offer Management Functions & Features
  • Offers can be reused across campaigns at any point in time

    Offers can be reused across campaigns at any point in time, Offer Management Functions & Features
  • Creative content of an offer can be accessed from a content management system

    Creative content of an offer can be accessed from a content management system, Offer Management 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