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.