CRM Business Case Template

Document the key drivers for selecting a new CRM platform.

Customer Service Business Process Shortlisting Tool

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...

Customer Service Systems Strategy Tool

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...

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,...

Project Charter

This template is designed to help you build a project charter in a timely manner.

Project RACI Chart

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...

Develop an IT Strategy to Support Customer Service Storyboard

The acceleration of ecommerce has cemented Customer Service’s digital future. Use this research to build IT’s strategy for supporting Customer Service and enhancing the...

Optimize Software Pricing in a Volatile Competitive Market Workbook

This workbook contains product pricing priorities, interviewee tracking, sample questions, and “critical” competitive information, which enables the price team to...

Optimize Software Pricing in a Volatile Competitive Market – Phases 1-3

This blueprint will build your skills to price new products or adjust pricing for existing ones. Disciplines made using our pricing methodology strengthen efforts to...

Optimize Software Pricing in a Volatile Competitive Market

Product managers without well-documented and repeatable pricing-management processes often experience pressure from “agile” management to make gut-feel pricing decisions,...
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