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By: Peter Poletti

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Customer Relationship Management (CRM) Functions & Features

Customer relationship management (CRM) covers a wide range of functionality, including campaign and leads management, sales force automation, customer service, etc. Most enterprise resource planning (ERP) solutions cover basic CRM functionality, including functionality for electronic commerce (online catalogs, Web-based interfaces for orders) and CRM (interfacing with phone systems, personal digital assistants [PDAs], e-mail tools, etc.).. Customer Relationship Management (CRM) Functions & Features are an important module of the comprehensive ERP RFP Template for Discrete Manufacturing.

The ERP RFP template with Customer Relationship Management (CRM) Functions & Features for ERP is a Microsoft Excel spreadsheet (.xlsx) featuring a total of 3761 decision criteria. The ERP RFP template allows you to quickly and easily prepare the business, functional, and technical requirements sections of the solicitation package you'll send to ERP software vendors. It ensures for:

  • complete response from each ERP software vendor
  • deep and accurate evaluation of submitted ERP proposals
  • impartial side-by-side comparison of ERP solutions evaluated
  • rational and documented selection of the best matching ERP system

The ERP software comparison report can save you up to 90% of the time you would have otherwise spent comparing all the ERP solutions from scratch.

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The Customer Relationship Management (CRM) Functions & Features comprise the following elements:

  • Provide the ability to store and report forecasted sales based by salesperson and territory as well as based on the probability and projected closing date for each sale

    Provide the ability to store and report forecasted sales based by salesperson and territory as well as based on the probability and projected closing date for each sale, Customer Relationship Management (CRM) Functions & Features

  • Provide a period by period trend report of historical sales and salesperson activity based on past performance

    Provide a period by period trend report of historical sales and salesperson activity based on past performance, Customer Relationship Management (CRM) Functions & Features

  • Provide a report of the forecast error based on past forecasts compared with past actual sales results

    Provide a report of the forecast error based on past forecasts compared with past actual sales results, Customer Relationship Management (CRM) Functions & Features

  • Automatically generate a call or mail list based on a selection of any combination of database elements in the list database

    Automatically generate a call or mail list based on a selection of any combination of database elements in the list database, Customer Relationship Management (CRM) Functions & Features

  • Provide call history for the customer

    Provide call history for the customer, Customer Relationship Management (CRM) Functions & Features

  • Provide hot key access to customer account information

    Provide hot key access to customer account information, Customer Relationship Management (CRM) Functions & Features

TEC Advisor can save you up to 90% of the time you would have otherwise spent figuring out on your own which ERP solution is the best for your needs.

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Functions and Features