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Tagged - CRM

It's the Agentic Era for Creatio CRM

Creatio’s mission is to simplify enterprise workflows, democratize innovation with no-code tools, and embed AI natively across the full customer lifecycle.

The Applications Playbook – Program Overview

In this concise publication, we introduce you to Info-Tech's Applications Playbook, a structured, calendar-aligned, actionable framework that Applications leaders can...

The Applications Playbook

Organizations rely on their IT leaders more than ever to deliver the transformation and innovation needed to thrive in today’s ever-evolving tech landscape – but IT teams...

Custom Vendor Landscape: CRM for Higher Education – Admissions

CRM solutions for higher education provide the ability to track the student experience from end-to-end. These platforms also typically provide augmented capabilities for...

EAS RFP and Demonstration Scoring Tool

Use this template to support your evaluation of vendors and their CRM products. Once complete, this template will provide vendors with scenarios that prompt them to display...

Select an Enterprise Application

Selecting and implementing an Enterprise Application Software (e.g. ERP, HRMS, CRM) is one of the most expensive and time-consuming technology transformations an...
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Select an Enterprise Application Software Storyboard

Selecting and implementing an ERP is the most expensive and time-consuming technology transformation an organization can undertake. Effectively plan for, select, and...

EAS Readiness Assessment Checklist

Use Info-Tech’s EAS Readiness Assessment Checklist to determine if you have a sufficient EAS foundation and strategy in place to ensure selection and implementation success.

ERP Requirements Template

Use this tool to collect ERP requirements in alignment with the major functional areas of ERP.

ERP Vendor Demonstration Script Template

Use this template to support your evaluation of vendors and their ERP products. Once complete, this template will provide vendors with scenarios that prompt them to display...
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