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CSM Platform Opportunity Assessment Tool

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

CSM Platform Vendor Demo Script Template

Use this template to support your business's evaluation of vendors and their solutions. Provide vendors with scenarios that prompt them to display not only their...

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...

CSM Platform RFP Template

A Request for Proposal allows an organization to provide vendors with a detailed account of the requirements and the expected capabilities of the desired suite. Create a...
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