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Use Info-Tech’s EAS Readiness Assessment Checklist to determine if you have a sufficient EAS foundation and strategy in place to ensure selection and implementation success.
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Use this tool to collect CRM requirements in alignment with the major functional areas of CRM.
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Use this template to issue a Request for Proposal (RFP) for an EAS solution.
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Use this template to structure the potential RFP responses from vendors during your EAS selection process.
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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...
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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...
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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...
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This tool serves to help project and management stakeholders visualize the implementation of Customer Service IT initiatives. It can also aid in the planning,...
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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...
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This tool serves to outline and prioritize your customer goals and link their relevance and value to your Customer Service processes. It provides a list of customer...
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