Products and Services Functions & Features

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 Functions & Features are an important module of the comprehensive CRM RFP Template.

The CRM RFP template with Products and Services 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