CLIENT Vendor Demo Summary Score Sheet

CLIENT Vendor Demo Summary Score Sheet - CLIENT CRM Vendor...

Info iconThis preview shows pages 1–3. Sign up to view the full content.

View Full Document Right Arrow Icon
Scoring: 3 = All needs; 2 = Most needs; 1 = Some needs; 0 = None CLIENT CRM Vendor Technical Demonstration Scoring Sheet Name: Vendor: Technical Functionality Score Comments 1. System Architecture 2. Networking and Security 3. Interface Capabilities 4. Data and System Administration 5. Extendibility 6. Development and Customization Environment 7. Disaster Recovery 8. Service and Support 9. Training 10. Implementation Methodology 11. Operations and Maintenance Total Score: 12. Your approach regarding conflict resolution during synchronization. 13. Overview of how indexing is implemented within your Knowledge Management module
Background image of page 1

Info iconThis preview has intentionally blurred sections. Sign up to view the full version.

View Full DocumentRight Arrow Icon
Scoring: 3 = All needs; 2 = Most needs; 1 = Some needs; 0 = None CLIENT CRM Vendor Functional Demonstration Scoring Sheet Name: Vendor: Business Functionality Score Comments 1 System Access and Layout a. Log on / log off for users in the office 2 My Homepage / Dashboard 3 View My Calendar b. View the calendars of other associates 4 Email 5 Activities and Tasks 6 Profiles 7 Lead Management c. Show how a user can generate a lead manually d. Show how a user is notified of leads e. Show how leads can be assigned f. Show how leads are retrieved 8 Sales c. Demonstrate the lifecycle of a “typical” travel sale f. Show a completed history of travel activities for a member g. Demonstrate a cross-sell workflow h. Demonstrate an up-sell workflow 9 Marketing Campaign c. Launch the campaign with product information d. Show various channels ( email, website, print ad, in-store) f. Show how to track campaign expenses and results 10 Knowledge Management 11 Member/Customer Service - Issue Resolution c. Show how issues are linked to the member profile 12 Reporting and Analytics a. What is the underlying reporting engine c. Discuss how custom reports are designed and built Total Score: b. Provide an overview of how the system is set up – how things are organized on user interface c. Provide an overview of system security, user privileges based on job function a. Show a “typical” dashboard that has links to key business functions, real time performance measures, reporting, alerts and other visual and interactive analytical tools b. Discuss/demonstrate how the dashboard can be configured by the users. c. Show /discuss how the dashboard (or certain components)
Background image of page 2
Image of page 3
This is the end of the preview. Sign up to access the rest of the document.

Page1 / 10

CLIENT Vendor Demo Summary Score Sheet - CLIENT CRM Vendor...

This preview shows document pages 1 - 3. Sign up to view the full document.

View Full Document Right Arrow Icon
Ask a homework question - tutors are online