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Tagged - process

CRM Application Inventory Tool

Use this tool to define applications and capabilities around your CRM. This will be used to conduct an application portfolio assessment for your CRM.

Get the Most Out of Your CRM Workbook

This tool accompanies the Get the Most Out of Your CRM blueprint and is used to document and assist with this process.

Get the Most Out of Your CRM – Phases 1-3

A CRM system is a critical component to deliver services to customers. It is essential to the organization and therefore the usage of the CRM needs to be maximized. In...

Get the Most Out of Your CRM – Executive Brief

A CRM system is a critical component to deliver services to customers. It is essential to the organization and therefore the usage of the CRM needs to be maximized. In...

DRYiCE: RunBook Automation That Could Possibly Change the World

The growth of AI and workflow automation is crucial to the success of any digital transformation strategy. Learn how DRYiCE's iAutomate can help provide "zero-touch"...

Professional Associations & Not-for-Profits Membership Outreach – AI

Professional Associations & Not-for-Profits Member Outreach – AI

Insurance Predictive Analytics Report

Insurance Predictive Analytics Report

Insurance Claims Management Software Report

Insurance Claims Management Software Report

Implement Infrastructure Shared Services – Phases 1-3

It looks advantageous to share services that are unanimously used throughout the organization. Identifying core services, assessing risks, and communicating with key...

Move/Add/Change Request Form

Trying to manage unscheduled moves, adds, and changes (MACs) to desktop systems and user accounts can be one of IT's biggest headaches. Use a move/add/change request form...
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