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By: Ricardo David Flores

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Review/Approval Capabilities Functions & Features

Functionality below includes Electronic requests and notifications of approval or rejection;Support "approved with changes" status for "once and done" review;Link to objects to be approved;General approval mechanism, available and consistent across all system objects;Consolidated approval repository at project level and list approvals with details underneath;Online markup: integrated, seamless, and simultaneous or interactive;.. Review/Approval Capabilities Functions & Features are an important module of the comprehensive CRM RFP Template.

The CRM RFP template with Review/Approval Capabilities 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 Review/Approval Capabilities Functions & Features comprise the following elements:

  • Electronic requests and notifications of approval or rejection

    Electronic requests and notifications of approval or rejection, Review/Approval Capabilities Functions & Features

  • Support "approved with changes" status for "once and done" review

    Support "approved with changes" status for "once and done" review, Review/Approval Capabilities Functions & Features

  • Link to objects to be approved

    Link to objects to be approved, Review/Approval Capabilities Functions & Features

  • General approval mechanism, available and consistent across all system objects

    General approval mechanism, available and consistent across all system objects, Review/Approval Capabilities Functions & Features

  • Consolidated approval repository at project level and list approvals with details underneath

    Consolidated approval repository at project level and list approvals with details underneath, Review/Approval Capabilities Functions & Features

  • Online markup: integrated, seamless, and simultaneous or interactive

    Online markup: integrated, seamless, and simultaneous or interactive, Review/Approval Capabilities 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