This includes Provide pipeline status report;Permissions restricted reporting;Ability to analyze lead generation source effectiveness;Ability to analyze acceptance, rejection, and close effectiveness by sales individual or hierarchy;Ability to analyze attributes of good and bad leads;Ability to provide exception reports on inactive leads or overdue tasks;.. Reporting and Analysis Functions & Features are an important module of the comprehensive CRM RFP Template.
The CRM RFP template with Reporting and Analysis 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.