Provides the comprehensive business process management (BPM) capabilities needed to automate the long-lived, multi-step business processes common to all modern companies and their value chains.. Extended CRM Workflow Functions & Features are an important module of the comprehensive CRM RFP Template.
The CRM RFP template with Extended CRM Workflow 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.
Main modules below cover Administrator tool to monitor and manage the process;Ability to access the internal workflow database through external SQL queries or via API's used by applications;Ability to keep a log with facilities such as statistical tracking;Ability to keep a log with facilities such as configurable tracking and auditing of data;Ability to keep a log with facilities such as archiving of audit data;Ability to keep a log with facilities such as a configurable data retention period;. Monitoring and Reporting, Extended CRM Workflow Functions & Features
Major modules include Workflow rules can be defined that will trigger the sending of an alert e-mail or the scheduling of a task;Workflow rules can be defined that can perform anything that a user can manually perform using the CRM solution;Represents complex processes that are in turn comprised of sub-processes and activities;Graphically portray the business processes and activities allowing the processes to be defined or mapped into the system;Reuse an activity already defined in the process without having to define it again; the ability to share activities and sub-processes between processes;Define absolute or relative dates when activities or work-items must be completed;. Process and Activity Definition, Extended CRM Workflow Functions & Features
Modules covered Designate participants with various characteristics, as well as define their profiles and specific attributes;Define and handle different types of resources--human or computer-based--as well assign roles to those resources based on variable criteria;Integrate existing corporate directory information and profiles--ie, DBMS, OS, host services (e.g., X500), LAN-based services--into the workflow system, thus facilitating the task of defining roles;Ability for users to have multiple roles;Generic role definition in order to allow the passage of work-items to a group, individual, or a generic individual type;Reassign work to an individual using the forward concept (with specified privileges);. Resources and Roles Definition, Extended CRM Workflow Functions & Features
Modules covered Access data from external applications or databases from within the workflow process at run-time and use that data to dynamically feed routing decisions;Define the logic that governs the process, as well as the business rules and routing logic within the workflow product;Serial, conditional, parallel, and rendezvous (ie, several distinct roles/activities merging into one at a specific point in the process) routing;Routing and business decisions based on a combination of several complex user-defined conditions or complex Boolean expressions;Repetition of completed activities as well as backtracking to specific activities on an as-needed, variable basis--e.g., the rerouting of work-items to activities which have already been performed in the event of a rework;Define the business rules and the routing logic in the process through graphical, drag-and-drop facilities;. Rules and Routing Definition, Extended CRM Workflow Functions & Features
Feature and functions covered Define and handle complex or compound work-items comprised of several heterogeneous data elements, which are integrated into the same container or work package, including standard attachments such as office documents, spreadsheets, and graphs;Define which participant should work on which activities and with what resources, as well as the different modes available for assigning work;Assignment of activities to participants' roles through graphical, drag-and-drop facilities;Assignment of activities to participants' roles through scripting or programming;Define and handle complex or compound work-items comprised of business and transactional data - data from external transactional applications or databases;Define and handle complex or compound work-items comprised of workflow process-specific data such as data by process and activity history, task priority, and alerts;. Work Definition, Extended CRM Workflow 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, Extended CRM Workflow 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, Extended CRM Workflow Functions & Features
This covers Define relationships between queues, activities, and how they correspond to support the different mapping definitions--i.e., one queue for many activities, one-to-one mapping, and custom mapping;Static and dynamic association between queues and activities;Definition of preset sorts at build-time--e.g., LIFO sort, alphabetic sort--so they can later be invoked by participants to sort their queues at run-time;Define the run-time, activity-level and work-item-level priority of the different instances and cases within the process;Push or assign work to participants as well as allow participants to pull work from their queues;Sorting work queues on variable criteria as well as custom, user-defined criteria;. Queue and Work List Definition, Extended CRM Workflow 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.