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By: Ricardo David Flores

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Report Delivery Functions & Features

Features and functions below include Scheduled report generation and delivery;Deliver reports via HTML e-mail (no application access required);Export reports to MS Excel, CSV, or other formats;Shared and published reports area;Exception-based reporting: exceeded thresholds trigger alerts;.. Report Delivery Functions & Features are an important module of the comprehensive CRM RFP Template.

The CRM RFP template with Report Delivery 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 Report Delivery Functions & Features comprise the following elements:

  • Scheduled report generation and delivery

    Scheduled report generation and delivery, Report Delivery Functions & Features

  • Deliver reports via HTML e-mail (no application access required)

    Deliver reports via HTML e-mail (no application access required), Report Delivery Functions & Features

  • Export reports to MS Excel, CSV, or other formats

    Export reports to MS Excel, CSV, or other formats, Report Delivery Functions & Features

  • Shared and published reports area

    Shared and published reports area, Report Delivery Functions & Features

  • Exception-based reporting: exceeded thresholds trigger alerts

    Exception-based reporting: exceeded thresholds trigger alerts, Report Delivery 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