Enterprise Applications - Tools

CRM Suite Evaluation and RFP Scoring Tool

Once RFP responses have been received, organizations selecting a CRM Suite need a way to compare vendors across similar criteria. Use this RFP scoring tool to objectively...

CRM Use-Case Fit Assessment Tool

Use this tool to help build a CRM strategy for the organization based on the specific use case that matches your organizational needs.

CXM Business Process Shortlisting Tool

This tool helps you outline and prioritize your customer experience management goals and link their relevance and value to APQC-based processes.

CXM Portfolio Designer

Answer the questions in the CXM Portfolio Designer geared at understanding your needs for marketing, sales, and customer service enablement.

Web Process Automation Investment Appropriateness Assessment Tool

Use this tool to identify potential investment areas for solutions relating to WEM.

LMS Strategy Content Audit Tool

Use this tool to document the efforts of your learning content audit.

WEM Use-Case Fit Assessment Tool

Use this tool to help build a WEM strategy for the organization based on the specific use case that matches your organizational needs.

CSM Platform Opportunity Assessment Tool

Use this tool to assess your maturity and fit for a CSM solution.

CSM Platform RFP Scoring Tool

Use this tool to support your business in conducting an objective evaluation of the CSM vendors being considered for procurement. Consider each suite's functional...

Marketing Management Suite Implementation Work Breakdown Structure

Use this template to support your outlining of the steps required to successfully implement a MMS suite into your IT landscape and business environment.
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