By: Ricardo David Flores
Posted:
Resources and Roles Definition Functions & Features
Modules covered Designate participants with various characteristics, as well as define their profiles and specific attributes;Define and handle different types of resources--human or computer-based--as well assign roles to those resources based on variable criteria;Integrate existing corporate directory information and profiles--ie, DBMS, OS, host services (e.g., X500), LAN-based services--into the workflow system, thus facilitating the task of defining roles;Ability for users to have multiple roles;Generic role definition in order to allow the passage of work-items to a group, individual, or a generic individual type;Reassign work to an individual using the forward concept (with specified privileges);.. Resources and Roles Definition Functions & Features are an important module of the comprehensive CRM RFP Template.
The CRM RFP template with Resources and Roles Definition 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
