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By: Ricardo David Flores

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Territory Management, Team Selling, and Member Reassignment Functions & Features

Modules covered Sales territory administration, analysis, and maintenance;Sales territories can be organized based on geography, industry, product, or other customizable criteria;Automatic opportunity record assignment to appropriate sales professional based on user-definable rules;Automatic notification of the new opportunity to the assigned sales professional;Automatic scheduling of a follow-up activity to the assigned sales professional;Mass opportunity record transfer for reassigning ownership of one or more opportunities from one sales professional to another;.. Territory Management, Team Selling, and Member Reassignment Functions & Features are an important module of the comprehensive CRM RFP Template.

The CRM RFP template with Territory Management, Team Selling, and Member Reassignment 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 Territory Management, Team Selling, and Member Reassignment Functions & Features comprise the following elements:

  • Sales territory administration, analysis, and maintenance

    Sales territory administration, analysis, and maintenance, Territory Management, Team Selling, and Member Reassignment Functions & Features

  • Sales territories can be organized based on geography, industry, product, or other customizable criteria

    Sales territories can be organized based on geography, industry, product, or other customizable criteria, Territory Management, Team Selling, and Member Reassignment Functions & Features

  • Automatic opportunity record assignment to appropriate sales professional based on user-definable rules

    Automatic opportunity record assignment to appropriate sales professional based on user-definable rules, Territory Management, Team Selling, and Member Reassignment Functions & Features

  • Automatic notification of the new opportunity to the assigned sales professional

    Automatic notification of the new opportunity to the assigned sales professional, Territory Management, Team Selling, and Member Reassignment Functions & Features

  • Automatic scheduling of a follow-up activity to the assigned sales professional

    Automatic scheduling of a follow-up activity to the assigned sales professional, Territory Management, Team Selling, and Member Reassignment Functions & Features

  • Mass opportunity record transfer for reassigning ownership of one or more opportunities from one sales professional to another

    Mass opportunity record transfer for reassigning ownership of one or more opportunities from one sales professional to another, Territory Management, Team Selling, and Member Reassignment 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