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CRM Request for Proposal Template

Request for proposals provide organizations with the opportunity to give vendors a detailed account of the requirements and the expected capabilities of their desired...

CRM Suite Evaluation and RFP Scoring Tool

Once RFP responses have been received, organizations selecting a CRM Suite need a way to compare vendors across similar criteria. Use this RFP scoring tool to objectively...

CRM Use-Case Fit Assessment Tool

Use this tool to help build a CRM strategy for the organization based on the specific use case that matches your organizational needs.

CRM Vendor Demo Script

Use this template to support your business's evaluation of vendors and their solutions. Provide vendors with scenarios that prompt them to display not only their solution's...

91Ƭ a Strong Technology Foundation for Customer Experience Management

This blueprint will help you develop a technology strategy for customer experience management and adopt best practices for managing your organization’s customer-facing...
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91Ƭ a Strong Technology Foundation for Customer Experience Management – Executive Brief

Read this Executive Brief to understand the growing traction behind CXM, why you should embark on a CXM project, and why it is important to do so now.

91Ƭ a Strong Technology Foundation for Customer Experience Management – Phases 1-3

This storyboard will help you create an end-to-end technology strategy to drive sales revenue, enhance marketing effectiveness, and create compelling experiences for your...

91Ƭ a Strong Technology Foundation for Customer Experience Management – Phase 1: Drive Value with CXM

This phase of the blueprint, 91Ƭ a Strong Technology Foundation for Customer Experience Management, will help you define the value of strong technology enablement for CXM.

CXM Strategy Stakeholder Presentation Template

Use this stakeholder presentation template to sell your customer experience management strategy to the business.

CXM Strategy Project Charter Template

This project charter will help you define the CXM project and lay the foundation for all subsequent project planning. Use this template to effectively communicate project...
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