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Tagged - CRM

91ÖÆÆ¬³§ an ERP Strategy and Roadmap for Local Government

Organizations often do not have an ERP strategy and roadmap in place. The focus is often on selection and implementation phases of ERP, but without a foundation and...
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Develop an IT Strategy to Support Customer Service

Take a business process management (BPM)-centric approach to model the desired future state of your customer service IT systems. Then develop an overall IT systems strategy...
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CRM Business Case Template

Document the key drivers for selecting a new CRM platform.

Customer Relationship Management Platform Selection Guide — Phases 1-3

Enable marketing, sales, and customer service teams by successfully choosing and implementing a suite for customer relationship management.

Customer Relationship Management Platform Selection Guide

Enable marketing, sales, and customer service teams by successfully choosing and implementing a suite for customer relationship management.
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Customer Service Initiative Scoring and Roadmap

This tool serves to help project and management stakeholders visualize the implementation of Customer Service IT initiatives. It can also aid in the planning, prioritizing,...

Develop an IT Strategy to Support Customer Service Storyboard

The acceleration of ecommerce has cemented Customer Service’s digital future. Use this research to build IT’s strategy for supporting Customer Service and enhancing the...

Project RACI Chart

The RACI chart assists you in organizing roles for carrying out project steps and ensuring that there are definite roles that different individuals in the organization must...

Customer Service Systems Strategy Tool

This tool will help you holistically assess multiple aspects of Customer Service-related IT assets. The outputs of the tabs in the tool will either serve as input for...

Project Charter

This template is designed to help you build a project charter in a timely manner.
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