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By: Ricardo David Flores

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Sales Forecasting Management 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 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.

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The Sales Forecasting Management Functions & Features comprise the following elements:

  • Pre-configured sales forecast home page and data records

    Pre-configured sales forecast home page and data records, Sales Forecasting Management Functions & Features

  • Sales quota management with configurable enterprise level roll-ups

    Sales quota management with configurable enterprise level roll-ups, Sales Forecasting Management Functions & Features

  • Predesigned quota versus forecast reports and/or analytics

    Predesigned quota versus forecast reports and/or analytics, Sales Forecasting Management Functions & Features

  • Sales pipeline analyses based on the "Sales Stage" field values with configurable enterprise level roll-ups

    Sales pipeline analyses based on the "Sales Stage" field values with configurable enterprise level roll-ups, Sales Forecasting Management Functions & Features

  • Sales forecast management with configurable enterprise level roll-ups

    Sales forecast management with configurable enterprise level roll-ups, Sales Forecasting Management Functions & Features

  • Configurable sales "forecast categories" (e.g., in the pipeline, best case, committed, closed-won, etc.)

    Configurable sales "forecast categories" (e.g., in the pipeline, best case, committed, closed-won, etc.), Sales Forecasting Management 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