1. Home
  2. CRM
  3. Extended CRM
  4. Extended CRM Workflow
  5. Workflow Components

By: Ricardo David Flores

Posted:

Workflow Components Functions & Features

This covers Separate, private copies of the process map for each work-item created in the workflow system or do all work-items in one common shared copy of the process map;Integrated scripting;Word processors (such as Word) and spreadsheet (such as Excel) applications from within workflow - attach documents to related points for reference;Interface with other workflow applications such as e-mail, e-forms and scheduling packages (e-mail can be used to send ticklers to individuals; e-forms can be used for document preparation; scheduling packages can be used to organize call-backs and appointments);Ability for an activity or work-item priority be raised dynamically at run-time, according to certain process conditions (e.g., deadlines, completion of related activities);Alter the workload balancing mechanism--the algorithm used by the engine to dynamically reassign work--during execution;.. Workflow Components Functions & Features are an important module of the comprehensive CRM RFP Template.

The CRM RFP template with Workflow Components 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.

The Workflow Components Functions & Features comprise the following elements:

  • Separate, private copies of the process map for each work-item created in the workflow system or do all work-items in one common shared copy of the process map

    Separate, private copies of the process map for each work-item created in the workflow system or do all work-items in one common shared copy of the process map, Workflow Components Functions & Features
  • Integrated scripting

    Integrated scripting, Workflow Components Functions & Features
  • Word processors (such as Word) and spreadsheet (such as Excel) applications from within workflow - attach documents to related points for reference

    Word processors (such as Word) and spreadsheet (such as Excel) applications from within workflow - attach documents to related points for reference, Workflow Components Functions & Features
  • Interface with other workflow applications such as e-mail, e-forms and scheduling packages (e-mail can be used to send ticklers to individuals; e-forms can be used for document preparation; scheduling packages can be used to organize call-backs and appointments)

    Interface with other workflow applications such as e-mail, e-forms and scheduling packages (e-mail can be used to send ticklers to individuals; e-forms can be used for document preparation; scheduling packages can be used to organize call-backs and appointments), Workflow Components Functions & Features
  • Ability for an activity or work-item priority be raised dynamically at run-time, according to certain process conditions (e.g., deadlines, completion of related activities)

    Ability for an activity or work-item priority be raised dynamically at run-time, according to certain process conditions (e.g., deadlines, completion of related activities), Workflow Components Functions & Features
  • Alter the workload balancing mechanism--the algorithm used by the engine to dynamically reassign work--during execution

    Alter the workload balancing mechanism--the algorithm used by the engine to dynamically reassign work--during execution, Workflow Components 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.

Compare Now!
Functions and Features