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SOFTWARE EVALUATION CRITERIA
Monday, November 23, 2009
Home
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> Software Evaluation Criteria >
Financial And Insurance CRM
> Sales Force Automation (SFA) >
Design Customer Solution Page: 1
Page:
1
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Access to an online product encyclopedia
(2
product(s) support this feature
)
Acquires and stores the customers current service configuration from an external source
(2
product(s) support this feature
)
Acquires product and constraint updates from external sources
(2
product(s) support this feature
)
Acquires product pricing information from external sources
(2
product(s) support this feature
)
Add-modify-delete basic customer information such as name branch result of a credit check address preferred language
(2
product(s) support this feature
)
Allows aggregation
(1
product(s) support this feature
)
Allows Aggregation of Rating-Discount Plan Arrangements
(1
product(s) support this feature
)
Allows customers to view proposals online customer self-service
(2
product(s) support this feature
)
Allows setting properties and attributes of the invoice
(1
product(s) support this feature
)
Allows viewing and modifying the quote
(2
product(s) support this feature
)
Allows workflow items to be associated with the order that generated them
(2
product(s) support this feature
)
Assess the profitability of configurations based on the customers existing and proposed services and the providers associated margins
(1
product(s) support this feature
)
Assigns components of a proposal to other groups for completion network engineering inventory finance
(1
product(s) support this feature
)
Assigns tasks to orders based on the types of products and services requested
(2
product(s) support this feature
)
Associates terms conditions and assigns service level agreements to a proposal
(2
product(s) support this feature
)
Automatically generates a proposal after accurately configuring a service profile billing profile and quote
(2
product(s) support this feature
)
Automatically recognizes the cost savings for a customer if multiple products and services are purchased as a bundle
(2
product(s) support this feature
)
Captures a due date for each of the ordered products and services
(1
product(s) support this feature
)
Captures additional information on a particular item when configuring products and services
(1
product(s) support this feature
)
Captures additional product details to complete the order
(1
product(s) support this feature
)
Captures detailed terms or conditions and their penalties as they apply to a customers account
(2
product(s) support this feature
)
Captures the preferred representative a customer speaks to the preferred method of communication and frequency of communication
(2
product(s) support this feature
)
Communicates requested products and services to suppliers so that delivery due-dates may be negotiated with the suppliers
(2
product(s) support this feature
)
Communicates to the order fulfillment process that the order is ready for fulfillment
(2
product(s) support this feature
)
Configures multiple services-based on an assessment of the customers needs opportunity profile and marketing intelligence-to form a customized portfolio
(2
product(s) support this feature
)
Converts quotes to orders
(1
product(s) support this feature
)
Create and track workflow activities associated with an order
(2
product(s) support this feature
)
Creates boilerplate templates for different types of customers services and offerings
(2
product(s) support this feature
)
Customized view which may differ from the billing view
(2
product(s) support this feature
)
Delete and change of products
(2
product(s) support this feature
)
Displays products and services during the configuration process that are available at the customers location
(2
product(s) support this feature
)
Displays side-by-side the customers new to-be configuration and changes to the existing configuration required to produce the new configuration
(2
product(s) support this feature
)
Displays the customers configuration in a hierarchy by service location or billing structure
(2
product(s) support this feature
)
Distinguishes between a customers one-time non-recurring charges NRCs and monthly recurring charges MRCs
(2
product(s) support this feature
)
Exports custom configurations in a bill of materials format
(2
product(s) support this feature
)
Fulfillment analytics
(1
product(s) support this feature
)
Future dating add
(2
product(s) support this feature
)
Generates and attaches text to a proposal based on company need
(2
product(s) support this feature
)
Handles and interfaces third-party verification systems
(1
product(s) support this feature
)
Includes back office integration
(1
product(s) support this feature
)
Indicates that a product configuration is a pending configuration after order completion
(2
product(s) support this feature
)
Inquires on the status of activities related to the completion of a sales order
(1
product(s) support this feature
)
Integrated fulfillment processing
(1
product(s) support this feature
)
Integrated price quote generation
(1
product(s) support this feature
)
Interfaces with systems to determine available due dates for the delivery and installation of ordered products and services
(2
product(s) support this feature
)
Makes acquired external configurations accessible for review
(2
product(s) support this feature
)
Manages and maintains the customers current product configuration
(2
product(s) support this feature
)
Modification of a customers payment option credit card bank draft check
(1
product(s) support this feature
)
Modifies or removes any charges on a product configuration
(2
product(s) support this feature
)
Ordering of product bundles or packages
(1
product(s) support this feature
)
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