Product Tracking Functions & Features

Product tracking is the ability to follow a product through a development or sales cycle.. Product Tracking Functions & Features are an important module of the comprehensive CRM RFP Template.

The CRM RFP template with Product Tracking 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 Product Tracking Functions & Features comprise the following elements:

Predesigned products purchased or asset records that contain data fields such as serial number, date of purchase, warranty end date, etc. are available
Data about products or assets can be displayed in a default template. Information in the template includes serial numbers, date of purchase, date the warranty ends, etc. Predesigned products purchased or asset records that contain data fields such as serial number, date of purchase, warranty end date, etc. are available, Product Tracking Functions & Features
Product detail records that are associated with (hyperlinked to) an opportunity that is "won," can be automatically associated with the account record (as assets or purchased product records)
Additional purchases (and their product details) made by an existing account holder are automatically linked to the account. This information is classified as a won opportunity, and the product information is used for upselling. Product detail records that are associated with (hyperlinked to) an opportunity that is "won," can be automatically associated with the account record (as assets or purchased product records), Product Tracking 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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Product Tracking Functions & Features

Predesigned products purchased or asset records that contain data fields such as serial number, date of purchase, warranty end date, etc. are available

Product detail records that are associated with (hyperlinked to) an opportunity that is "won," can be automatically associated with the account record (as assets or purchased product records)