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Tagged - CRM

Get the Most Out of Your Dynamics 365 F&O Workbook

Use this template to record the outputs from the blueprint activities in build your "Get the Most Out of your Dynamics 365 Finance and Operations Report".

91ÖÆÆ¬³§ an ERP Strategy and Roadmap for Local Government – Phases 1-4

Align business and IT to successfully deliver on your ERP initiative.

ERP Strategy Report Template – Local Government

Use this template to record the outputs from the blueprint activities in build your ERP Strategy Report.

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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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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CRM Business Case Template

Document the key drivers for selecting a new CRM platform.

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...
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