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By: Ricardo David Flores

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Strategic Planning Functions & Features

Major modules below include Map out long- and short-term marketing objectives;Specify promotion strategies and tactics;Capture strategic plan objectives, KPIs, and related materials;Set goals and criteria aligned with budget;.. Strategic Planning Functions & Features are an important module of the comprehensive CRM RFP Template.

The CRM RFP template with Strategic Planning 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

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The Strategic Planning Functions & Features comprise the following elements:

  • Map out long- and short-term marketing objectives

    Map out long- and short-term marketing objectives, Strategic Planning Functions & Features

  • Specify promotion strategies and tactics

    Specify promotion strategies and tactics, Strategic Planning Functions & Features

  • Capture strategic plan objectives, KPIs, and related materials

    Capture strategic plan objectives, KPIs, and related materials, Strategic Planning Functions & Features

  • Set goals and criteria aligned with budget

    Set goals and criteria aligned with budget, Strategic Planning 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