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SOFTWARE EVALUATION CRITERIA
Monday, November 23, 2009
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Financial And Insurance CRM
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E Personalization Page: 1
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Add and delete fields filters and commands
(2
product(s) support this feature
)
Attach new Crystal Reports to Firstwave eCRM
(2
product(s) support this feature
)
Change pull-down list boxes
(2
product(s) support this feature
)
Create new business objects to extend the scope of the application
(2
product(s) support this feature
)
Create order reports
(2
product(s) support this feature
)
Create unique views of the data for each security group
(2
product(s) support this feature
)
Customize security down to the field level
(2
product(s) support this feature
)
Multi-channel support with personalization based on two user profiles
(1
product(s) support this feature
)
Personalization business rules designer
(2
product(s) support this feature
)
Personalization test environment
(2
product(s) support this feature
)
Personalized marketing offers to customers and partners based on their account information
(2
product(s) support this feature
)
Personalized offers based on segment order history and observed behavior
(2
product(s) support this feature
)
Personalized role-based view
(2
product(s) support this feature
)
Provide one-click ordering
(2
product(s) support this feature
)
Tools to create and modify products
(1
product(s) support this feature
)
Tools to create orders
(2
product(s) support this feature
)
Tools to view order status
(2
product(s) support this feature
)
Visitors can configure their own views of information with customizable home pages
(1
product(s) support this feature
)
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