Functionality below covers Account and Contact Management;Contract Management and Creation;Project and Team Management;Sales Process Management;Quotes and Proposals;Territory Management, Team Selling, and Member Reassignment;.. Sales Force Automation Functions & Features are an important module of the comprehensive CRM RFP Template.
The CRM RFP template with Sales Force Automation 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.
Main modules include Activities can be scheduled for specific dates with specific begin and end times;To-do activities or tasks can be scheduled with specific due dates;Scheduling and management of recurring activities;Daily, weekly, and monthly calendar views;predefined list views of open, closed and overdue activities or tasks;In addition to the account record, each activity can be associated with at least two additional data record types (contact, case, opportunity, etc.);. Activity Management, Sales Force Automation Functions & Features
Partner management is also refered to as partner relationship management (PRM). A partner is someone or an entity that works in association with someone else towards a common goal. PRM includes different tools and strategies to manage the communication between companies and their partners. Partner Management, Sales Force Automation Functions & Features
Modules covered Automatic maintenance of the "probability percent" (of closing the deal) based on the opportunity "Sales Stage" field value;Configurable "rules-based" selling process workflows that can automatically send e-mails, letters, faxes, or execute other activities;Configurable "rules-based" selling process workflows that can automatically update opportunity record data fields;Configurable "rules-based" selling process workflows that can automatically schedule and assign each selling step or activity in a sales process;. Sales Process Management, Sales Force Automation Functions & Features
It includes Proposal and quote template library maintenance;Generation of custom proposals and quotes using predesigned templates;Automatic creation of proposal and quote revision history records;Support for multiple currencies;Electronic copies of actual quotes and proposals can be associated with opportunity data records;. Quotes and Proposals, Sales Force Automation Functions & Features
Modules covered Sales territory administration, analysis, and maintenance;Sales territories can be organized based on geography, industry, product, or other customizable criteria;Automatic opportunity record assignment to appropriate sales professional based on user-definable rules;Automatic notification of the new opportunity to the assigned sales professional;Automatic scheduling of a follow-up activity to the assigned sales professional;Mass opportunity record transfer for reassigning ownership of one or more opportunities from one sales professional to another;. Territory Management, Team Selling, and Member Reassignment, Sales Force Automation Functions & Features
Functionality covered Pre-configured sales forecast home page and data records;Sales quota management with configurable enterprise level roll-ups;Predesigned quota versus forecast reports and/or analytics;Sales pipeline analyses based on the "Sales Stage" field values with configurable enterprise level roll-ups;Sales forecast management with configurable enterprise level roll-ups;Configurable sales "forecast categories" (e.g., in the pipeline, best case, committed, closed-won, etc.);. Sales Forecasting Management, Sales Force Automation Functions & Features
Modules covered Customer self-registration for login and password assignment and profile setup;Customer account and profile maintenance;Personalized one-to-one product recommendations are displayed to each customer;Up-sell and cross-sell recommendation engine;Product selection from an online product catalog;Real time access to product price and availability information;. Internet Sales, Sales Force Automation Functions & Features
Main modules include Pre-configured leads home page and data records;Quick access to recently created, modified, or viewed lead records;Pre-configured lead list views (lead record subsets based on user-definable filter variables);A "quick create," "clone," or "save as" function (so that new leads can be created with minimal input);Multiple lead data record "layouts" can be defined to handle leads with different processes and data needs;A workflow engine is available to help implement "best practice" lead management activities;. Sales Lead Management, Sales Force Automation Functions & Features
Major modules covered Pre-configured opportunities home page and data records;Quick access to recently created, modified, or viewed opportunity records;Pre-configured opportunity list views (opportunity record subsets based on user-defined filter variables);A workflow engine is available to help implement "best practice" opportunity management activities;Automatic assignment of probability percent of closing the deal based on the opportunity "Sales Stage" data field value;Opportunity data records can be associated with (hyperlinked to) the campaign records that spawned them;. Opportunity Management, Sales Force Automation 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.