By: Ricardo David Flores
Posted:
Process and Activity Definition Functions & Features
Major modules include Workflow rules can be defined that will trigger the sending of an alert e-mail or the scheduling of a task;Workflow rules can be defined that can perform anything that a user can manually perform using the CRM solution;Represents complex processes that are in turn comprised of sub-processes and activities;Graphically portray the business processes and activities allowing the processes to be defined or mapped into the system;Reuse an activity already defined in the process without having to define it again; the ability to share activities and sub-processes between processes;Define absolute or relative dates when activities or work-items must be completed;.. Process and Activity Definition Functions & Features are an important module of the comprehensive CRM RFP Template.
The CRM RFP template with Process and Activity Definition 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
