Request for proposals provide organizations with the opportunity to give vendors a detailed account of the requirements and the expected capabilities of their desired...
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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...
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Use this tool to help build a CRM strategy for the organization based on the specific use case that matches your organizational needs.
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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...
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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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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.
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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...
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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.
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Use this stakeholder presentation template to sell your customer experience management strategy to the business.
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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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