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Enterprise Software Selection
Monday, November 23, 2009
Home > Site Map > Software Evaluation Criteria > Financial And Insurance CRM > Sales Force Automation (SFA) > 



Account Configuration Manager Page: 1

Page: 1
  1. Allows review of all the customer history information in a single place (3 product(s) support this feature)
  2. Assign a unique customer identifier linked to one-to-many points (3 product(s) support this feature)
  3. Assign and maintain unique circuit number identifiers linked to one-to-many points (3 product(s) support this feature)
  4. Assign and maintain unique foreign account identifiers linked to one-to-many points (3 product(s) support this feature)
  5. Assign and maintain unique IP address identifiers linked to one-to-many points (2 product(s) support this feature)
  6. Assign and maintain unique telephone numbers linked to one-to-many points (3 product(s) support this feature)
  7. Associates equipment and services with a specific installed service location (2 product(s) support this feature)
  8. Associates workflow tasks with the order being generated which improves the handling of complex customer orders (2 product(s) support this feature)
  9. Business rules implementation in viewing the customer profile (3 product(s) support this feature)
  10. Captures the time of call and the person handling the call (3 product(s) support this feature)
  11. Creates contacts for a customer organization (3 product(s) support this feature)
  12. Customer products and services view (2 product(s) support this feature)
  13. Data synchronization module (4 product(s) support this feature)
  14. Deletes existing products and services when updating a customers configuration (2 product(s) support this feature)
  15. Displays different customer summary data depending on the focal point in the organization eg payments or billing history (3 product(s) support this feature)
  16. Displays the customers configuration in a hierarchy by service location and billing structure (1 product(s) support this feature)
  17. Establish gift service (3 product(s) support this feature)
  18. Loyalty program management (2 product(s) support this feature)
  19. Manages and maintains the customers current product configuration at a detailed parameter level (2 product(s) support this feature)
  20. Summary view of customer data (2 product(s) support this feature)
  21. Supports integration of customer data with product development (4 product(s) support this feature)
  22. The system provides a hierarchical view of the customers pending configuration (1 product(s) support this feature)
  23. Uses a single repository for customer data (4 product(s) support this feature)
  24. Views and sorts account information according to customer hierarchies (3 product(s) support this feature)
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