Solving and Closing Cases Functions & Features

This covers Solution records (a knowledge base) can be searched for possible answers to the customer's problem;Solution records that address a case can be associated with (hyperlinked to) the case record;An e-mail can be automatically sent to the customer regarding the case and its possible solution (using a predesigned e-mail template);The reason for the customer's problem can be input on the case record using a predefined list of "reason" codes or descriptors;Service level agreement management;.. Solving and Closing Cases Functions & Features are an important module of the comprehensive CRM RFP Template.

The CRM RFP template with Solving and Closing Cases 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.

Download Now!

The Solving and Closing Cases Functions & Features comprise the following elements:

Solution records (a knowledge base) can be searched for possible answers to the customer's problem
Solution records (a knowledge base) can be searched for possible answers to the customer's problem, Solving and Closing Cases Functions & Features
Solution records that address a case can be associated with (hyperlinked to) the case record
Solution records that address a case can be associated with (hyperlinked to) the case record, Solving and Closing Cases Functions & Features
An e-mail can be automatically sent to the customer regarding the case and its possible solution (using a predesigned e-mail template)
An e-mail can be automatically sent to the customer regarding the case and its possible solution (using a predesigned e-mail template), Solving and Closing Cases Functions & Features
The reason for the customer's problem can be input on the case record using a predefined list of "reason" codes or descriptors
The reason for the customer's problem can be input on the case record using a predefined list of "reason" codes or descriptors, Solving and Closing Cases Functions & Features
Service level agreement management
Service level agreement management, Solving and Closing Cases 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.

Compare Now!

*Your email will be your user name

I agree to receive TEC newsletters, e-mail alerts and other relevant e-mails from TEC and other firms contributing to and supporting this free information. I can withdraw my consent at any time.

Already have a TEC account? Log in here

Please sign into your TEC account.

New to TEC? Create an account now.

Forgotten password? Send password

Please tell us more about yourself so we can send you the most relevant research from our library directly to your inbox.

Please enter a valid Email Address