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By: Ricardo David Flores

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Partner Web Portal Functions & Features

Web-based PRM (partner relationship management) software applications enable companies to customize and streamline administrative tasks by making shipping schedules and other real-time information available to all the partners over the Internet.. Partner Web Portal Functions & Features are an important module of the comprehensive CRM RFP Template.

The CRM RFP template with Partner Web Portal 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 Partner Web Portal Functions & Features comprise the following elements:

  • Partner recruitment and registration

    Partner recruitment and registration, Partner Web Portal Functions & Features

  • Partner business and call planning

    Partner business and call planning, Partner Web Portal Functions & Features

  • Partner training, including online tests, configurable grading logic, and certification tracking

    Partner training, including online tests, configurable grading logic, and certification tracking, Partner Web Portal Functions & Features

  • Online access to assigned lead and opportunity records

    Online access to assigned lead and opportunity records, Partner Web Portal Functions & Features

  • Online input of new leads and opportunities

    Online input of new leads and opportunities, Partner Web Portal Functions & Features

  • Online maintenance of lead and opportunity status (sales pipeline, forecasts, and sales history)

    Online maintenance of lead and opportunity status (sales pipeline, forecasts, and sales history), Partner Web Portal 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