Database Reference
In-Depth Information
table 3.9 (
Continued
)
CRM Functional Requirements: Sales
Item
No.
Description
Available Conigured Upgraded Third
Party
Absent
8.
Does it support territory assignment to various members of the sales team
including Area Manager, Territory Manager, and Channel Partner Sales Person?
9.
Does the CRM provide the ability to search for customers within proximity of a
Channel Partner of the enterprise?
10.
Does the system predict potential customers for an existing product/new product
or service?
11.
Does the system provide facilities for automatically assigning leads to appropriate
sales persons based on geographical location, type of customer, vendor, etc.?
12.
Does the system support contact proiles (public addresses, phone numbers,
information sent or received, calls, sales visits) for all contacts including leads,
prospects, existing customers, and previous customers?
13.
Does the CRM provide the facility to capture opportunity proiles (including
status), summarize opportunity status, and view pipeline across the territory?
14.
Does the system provide the ability to prioritize opportunities?
15.
Does it provide the ability to track and display a customer's contact history across
all channels?
16.
Does the CRM have the ability to generate a
to-do
list from the contact history and
also have the activities assigned automatically or manually?
17.
Does it provide the ability to automatically notify the sales persons of expected
future activity?
