1. Home
  2. CRM
  3. Sales Force Automation
  4. Project and Team Management

By: Ricardo David Flores

Posted:

Project and Team Management Functions & Features

It includes Project Teams and Member Reassignment;Project Management;.. Project and Team Management Functions & Features are an important module of the comprehensive CRM RFP Template.

The CRM RFP template with Project and Team Management 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.

Download Now!

The Project and Team Management Functions & Features comprise the following elements:

  • Project Management

    Functionality covered Pre-configured project home page and data records;Quick access to recently created, modified, or viewed project records;Pre-configured project list views (project record subsets based on user-defined filter variables);A workflow engine is available to help implement "best practice" project management activities;Multiple project data record "layouts" can be defined to handle projects with different processes and data needs;Project expense budgeting and actual cost tracking (versus budget);. Project Management, Project and Team Management Functions & Features

  • Project Teams and Member Reassignment

    Main modules covered The project team members and the "roles" they play in the project can be associated with (hyperlinked to) a project record;The level of access that team members have to an opportunity record can be defined;Team members can be added, removed or replace on multiple project records on a single pass;Pre-configured project record ownership history view;Project record reassignments can be rolled back;. Project Teams and Member Reassignment, Project and Team Management 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