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Tagged - CRM

Modern CIS Solutions Powered by AI Storyboard

This deck provides a practical guide and is a tool to empower utility leaders to make well-informed decisions regarding the adoption of AI-powered CIS solutions.

Buyers Guide for Professional Services Automation

Use this buyer's guide to demystify the complex PSA software market, understand more quickly which platforms are appropriate for you, and get a first look at what's coming...

Buyers Guide: Professional Services Automation

The success of every professional services and managed services firm relies on the ability to assign the right people to the right work at the right time. Despite the...

HRIS Vendor Demonstration Script Template

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

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...

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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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...

CRM Vendor Demonstration Script Template

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...

CRM Requirements Template

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

ERP Requirements Template

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