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Tagged - customer relationship management

AI Solution Summary: Salesforce Report

The transformative power of AI has created an expectation for organizations to implement AI-powered solutions throughout various business processes, including CRM. This...

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...

Improve Win Rates With a Sales Enablement Strategy

Sales enablement aims to improve the performance of sales teams to increase revenue. Organizations without mature sales enablement processes could be missing crucial win...
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Sales Enablement Maturity Diagnostic

Benchmark your current sales enablement process maturity and derive concrete initiatives for improvement.

Improve Win Rates With a Sales Enablement Strategy Storyboard

Sales enablement aims to improve the performance of your sales team to increase revenue. This blueprint helps sales and marketing operations diagnose the maturity of their...

Sales Enablement Strategy Executive Presentation

A boardroom-ready deck that captures the high-value initiatives to enhance the organization’s sales enablement processes.

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.

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,...
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