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By: Ricardo David Flores


Opportunity Management Functions & Features

Major modules covered Pre-configured opportunities home page and data records;Quick access to recently created, modified, or viewed opportunity records;Pre-configured opportunity list views (opportunity record subsets based on user-defined filter variables);A workflow engine is available to help implement "best practice" opportunity management activities;Automatic assignment of probability percent of closing the deal based on the opportunity "Sales Stage" data field value;Opportunity data records can be associated with (hyperlinked to) the campaign records that spawned them;.. Opportunity Management Functions & Features are an important module of the comprehensive CRM RFP Template.

The CRM RFP template with Opportunity 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 Opportunity Management Functions & Features comprise the following elements:

  • Products and Services

    Functionality below covers Pre-configured products home page and data records;Pre-configured product list views (product record sunsets based on user-defined filter variables);Configurable product lists with pricing data;Product pricing lists can be designated active, deactivated, and "cloned";Multiple types of prices for each product can be defined (e.g., standard, list, sales prices);Electronic copies of actual contracts can be associated with a contract data record;. Products and Services, Opportunity 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