EAS RFP and Demonstration Scoring Tool

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...

Select an Enterprise Application

Selecting and implementing an Enterprise Application Software (e.g. ERP, HRMS, CRM) is one of the most expensive and time-consuming technology transformations an...
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Select an Enterprise Application Software Storyboard

Selecting and implementing an ERP is the most expensive and time-consuming technology transformation an organization can undertake. Effectively plan for, select, and...

EAS Readiness Assessment Checklist

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.

Customer Service Management Software Selection Guide Storyboard

The pandemic and growing younger demographic have shifted the terrain of customer service delivery. Customer service management tools ensure organizations enhance...

Customer Service Management Software Selection Guide

The pandemic and growing younger demographic have shifted the terrain of customer service delivery. Customer service management tools ensure organizations enhance...

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...
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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.
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