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 Functions & Features are an important module of the comprehensive CRM RFP Template.
The CRM RFP template with Sales Forecasting Management 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.