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By: Ricardo David Flores

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Reporting and Analysis Functions & Features

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.

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The Reporting and Analysis Functions & Features comprise the following elements:

  • Provide pipeline status report

    Provide pipeline status report, Reporting and Analysis Functions & Features

  • Permissions restricted reporting

    Permissions restricted reporting, Reporting and Analysis Functions & Features

  • Ability to analyze lead generation source effectiveness

    Ability to analyze lead generation source effectiveness, Reporting and Analysis Functions & Features

  • Ability to analyze acceptance, rejection, and close effectiveness by sales individual or hierarchy

    Ability to analyze acceptance, rejection, and close effectiveness by sales individual or hierarchy, Reporting and Analysis Functions & Features

  • Ability to analyze attributes of good and bad leads

    Ability to analyze attributes of good and bad leads, Reporting and Analysis Functions & Features

  • Ability to provide exception reports on inactive leads or overdue tasks

    Ability to provide exception reports on inactive leads or overdue tasks, Reporting and Analysis 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