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SOFTWARE EVALUATION CRITERIA
Monday, November 23, 2009
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Financial And Insurance CRM
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Assign a case to an individual or an entire team for input
(2
product(s) support this feature
)
E-mail and log case assignments to appear in the queue for the team members
(1
product(s) support this feature
)
Limited access to the support module to use as a self-service support tool
(1
product(s) support this feature
)
Maintain a knowledge base of known issues to enhance response time
(1
product(s) support this feature
)
Share information with development and QA during the product development life cycle
(2
product(s) support this feature
)
Take advantage of up-sell and cross-sell opportunities
(2
product(s) support this feature
)
Track service agreements - assisting in maintenance collections
(1
product(s) support this feature
)
Utilize business rules for event escalations tailored to your customer service processes and needs
(1
product(s) support this feature
)
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