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Select and Implement a Social Media Management Platform – Phase 3: Review Implementation Considerations

Even a solution that is a perfect fit for an organization will fail to generate value if it is not properly implemented or measured. Conduct the necessary planning before...

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...

Develop a Web Experience Management Strategy

A company’s web presence is its front face to the world. Ensuring you have a well-defined strategy in place for web content management and web analytics is critical to...
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Develop a Web Experience Management Strategy – Phases 1-3

Your web presence is your organization’s face to the world: support it with best-in-class tools and technologies for Web Experience Management.

Develop a Web Experience Management Strategy Phase 1: Harness the Value of Web Experience Management

Understand the benefits of a dedicated Web Experience Management Suite and kick start your WEM strategy with a project charter.

Web Experience Management Strategy Summary Template

The strategy summary encompasses all activities and delivers an overview of what the strategy will look like in a presentable fashion. Create a defined strategy by...

Develop a Web Experience Management Strategy Phase 2: Create the Vision for Web Experience Management

For your business to leverage WEM technology, proper project planning and stakeholder engagement must occur at the beginning of the project. An evaluation of the current...

Develop a Web Experience Management Strategy Phase 3: Execute Initiatives for WEM Deployment

For your business to have a successful deployment it is important to use all the initiatives planned out in the previous phases.
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