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 Functions & Features are an important module of the comprehensive CRM RFP Template.
The CRM RFP template with Project 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.