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By: Ricardo David Flores

Posted:

Project Management Functions & Features

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.

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The Project Management Functions & Features comprise the following elements:

  • Pre-configured project home page and data records

    Pre-configured project home page and data records, Project Management Functions & Features

  • Quick access to recently created, modified, or viewed project records

    Quick access to recently created, modified, or viewed project records, Project Management Functions & Features

  • Pre-configured project list views (project record subsets based on user-defined filter variables)

    Pre-configured project list views (project record subsets based on user-defined filter variables), Project Management Functions & Features

  • A workflow engine is available to help implement "best practice" project management activities

    A workflow engine is available to help implement "best practice" project management activities, Project Management Functions & Features

  • Multiple project data record "layouts" can be defined to handle projects with different processes and data needs

    Multiple project data record "layouts" can be defined to handle projects with different processes and data needs, Project Management Functions & Features

  • Project expense budgeting and actual cost tracking (versus budget)

    Project expense budgeting and actual cost tracking (versus budget), Project 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.

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Functions and Features