By: Ricardo David Flores
Posted:
Sales Lead Management 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 Functions & Features are an important module of the comprehensive CRM RFP Template.
The CRM RFP template with Sales Lead 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
