1. Home
  2. CRM
  3. Extended CRM
  4. Extended CRM Workflow
  5. Process and Activity Definition

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

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 Process and Activity Definition Functions & Features comprise the following elements:

  • 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 will trigger the sending of an alert e-mail or the scheduling of a task, Process and Activity Definition Functions & Features
  • Workflow rules can be defined that can perform anything that a user can manually perform using the CRM solution

    Workflow rules can be defined that can perform anything that a user can manually perform using the CRM solution, Process and Activity Definition Functions & Features
  • Represents complex processes that are in turn comprised of sub-processes and activities

    Represents complex processes that are in turn comprised of sub-processes and activities, Process and Activity Definition Functions & Features
  • Graphically portray the business processes and activities allowing the processes to be defined or mapped into the system

    Graphically portray the business processes and activities allowing the processes to be defined or mapped into the system, Process and Activity Definition Functions & Features
  • Reuse an activity already defined in the process without having to define it again; the ability to share activities and sub-processes between processes

    Reuse an activity already defined in the process without having to define it again; the ability to share activities and sub-processes between processes, Process and Activity Definition Functions & Features
  • Define absolute or relative dates when activities or work-items must be completed

    Define absolute or relative dates when activities or work-items must be completed, Process and Activity Definition 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.

Compare Now!
Functions and Features