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By: Ricardo David Flores

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Strategic Segments Functions & Features

It includes Support strategic segments or the ability to define reusable, persistent segments;Segments can be managed from one central area;Strategic segments can be refreshed at any time interval, separately from campaign execution;Real-time reporting and interactive customer analytics are provided for each segment so that segment usage, performance, and behavior trends over time can be analyzed;Ability to drill into strategic segment reports to visually select specific groups to include within a campaign;Track the performance of segments over time;.. Strategic Segments Functions & Features are an important module of the comprehensive CRM RFP Template.

The CRM RFP template with Strategic Segments 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 Strategic Segments Functions & Features comprise the following elements:

  • Support strategic segments or the ability to define reusable, persistent segments

    Support strategic segments or the ability to define reusable, persistent segments, Strategic Segments Functions & Features

  • Segments can be managed from one central area

    Segments can be managed from one central area, Strategic Segments Functions & Features

  • Strategic segments can be refreshed at any time interval, separately from campaign execution

    Strategic segments can be refreshed at any time interval, separately from campaign execution, Strategic Segments Functions & Features

  • Real-time reporting and interactive customer analytics are provided for each segment so that segment usage, performance, and behavior trends over time can be analyzed

    Real-time reporting and interactive customer analytics are provided for each segment so that segment usage, performance, and behavior trends over time can be analyzed, Strategic Segments Functions & Features

  • Ability to drill into strategic segment reports to visually select specific groups to include within a campaign

    Ability to drill into strategic segment reports to visually select specific groups to include within a campaign, Strategic Segments Functions & Features

  • Track the performance of segments over time

    Track the performance of segments over time, Strategic Segments 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