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.