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