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By: Ricardo David Flores


Reporting Functions & Features

Functionality includes Report Delivery;Report Development;.. Reporting Functions & Features are an important module of the comprehensive CRM RFP Template.

The CRM RFP template with Reporting 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.

The Reporting Functions & Features comprise the following elements:

  • Report Delivery

    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, Reporting Functions & Features
  • Report Development

    Major modules covered Track and report on projects by custom attributes;Ability to define reports in third-party environment (e.g., Crystal);Automatically collect data from general ledgers and other sources;100 percent real-time reporting;Predefined report templates covering every area of the CRM solution are available;Data filtering can be used to limit the report to only desired information;. Report Development, Reporting 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