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By: Ricardo David Flores

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Triggers and Scheduling Functions & Features

Functionality covered Generate and manage notifications and alerts, including how the alerts are registered, logged, and to whom they are posted;Deadline triggers (e.g. date, day-of-month, hour);Threshold triggers (e.g., based on predefined attribute values for work-items, such as all claims over $1000 should generate alerts);Support different types of events that can be defined as triggers of automatic actions, including timer triggers (triggers that are caused by a timer expiring);Scheduled triggers (periodic events, such as every eight hours or every week);Activity and work-item status (exceptions, processing status);.. Triggers and Scheduling Functions & Features are an important module of the comprehensive CRM RFP Template.

The CRM RFP template with Triggers and Scheduling 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 Triggers and Scheduling Functions & Features comprise the following elements:

  • Generate and manage notifications and alerts, including how the alerts are registered, logged, and to whom they are posted

    Generate and manage notifications and alerts, including how the alerts are registered, logged, and to whom they are posted, Triggers and Scheduling Functions & Features

  • Deadline triggers (e.g. date, day-of-month, hour)

    Deadline triggers (e.g. date, day-of-month, hour), Triggers and Scheduling Functions & Features

  • Threshold triggers (e.g., based on predefined attribute values for work-items, such as all claims over $1000 should generate alerts)

    Threshold triggers (e.g., based on predefined attribute values for work-items, such as all claims over $1000 should generate alerts), Triggers and Scheduling Functions & Features

  • Support different types of events that can be defined as triggers of automatic actions, including timer triggers (triggers that are caused by a timer expiring)

    Support different types of events that can be defined as triggers of automatic actions, including timer triggers (triggers that are caused by a timer expiring), Triggers and Scheduling Functions & Features

  • Scheduled triggers (periodic events, such as every eight hours or every week)

    Scheduled triggers (periodic events, such as every eight hours or every week), Triggers and Scheduling Functions & Features

  • Activity and work-item status (exceptions, processing status)

    Activity and work-item status (exceptions, processing status), Triggers and Scheduling Functions & Features

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Functions and Features