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SOFTWARE EVALUATION CRITERIA
Monday, November 23, 2009
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> Software Evaluation Criteria >
Financial And Insurance CRM
> Sales Force Automation (SFA) >
Account Configuration Manager Page: 1
Page:
1
Allows review of all the customer history information in a single place
(3
product(s) support this feature
)
Assign a unique customer identifier linked to one-to-many points
(3
product(s) support this feature
)
Assign and maintain unique circuit number identifiers linked to one-to-many points
(3
product(s) support this feature
)
Assign and maintain unique foreign account identifiers linked to one-to-many points
(3
product(s) support this feature
)
Assign and maintain unique IP address identifiers linked to one-to-many points
(2
product(s) support this feature
)
Assign and maintain unique telephone numbers linked to one-to-many points
(3
product(s) support this feature
)
Associates equipment and services with a specific installed service location
(2
product(s) support this feature
)
Associates workflow tasks with the order being generated which improves the handling of complex customer orders
(2
product(s) support this feature
)
Business rules implementation in viewing the customer profile
(3
product(s) support this feature
)
Captures the time of call and the person handling the call
(3
product(s) support this feature
)
Creates contacts for a customer organization
(3
product(s) support this feature
)
Customer products and services view
(2
product(s) support this feature
)
Data synchronization module
(4
product(s) support this feature
)
Deletes existing products and services when updating a customers configuration
(2
product(s) support this feature
)
Displays different customer summary data depending on the focal point in the organization eg payments or billing history
(3
product(s) support this feature
)
Displays the customers configuration in a hierarchy by service location and billing structure
(1
product(s) support this feature
)
Establish gift service
(3
product(s) support this feature
)
Loyalty program management
(2
product(s) support this feature
)
Manages and maintains the customers current product configuration at a detailed parameter level
(2
product(s) support this feature
)
Summary view of customer data
(2
product(s) support this feature
)
Supports integration of customer data with product development
(4
product(s) support this feature
)
The system provides a hierarchical view of the customers pending configuration
(1
product(s) support this feature
)
Uses a single repository for customer data
(4
product(s) support this feature
)
Views and sorts account information according to customer hierarchies
(3
product(s) support this feature
)
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