Tagged - CRM

Custom Vendor Landscape: CRM for Higher Education – Admissions

CRM solutions for higher education provide the ability to track the student experience from end-to-end. These platforms also typically provide augmented capabilities for...

Modern CIS Solutions Powered by AI

The recent surge in AI capabilities, driven by the market breakthrough of Gen AI solutions, has generated great excitement among both utilities and CIS vendors. This...

AI-Powered CIS Benefits and Risks Evaluation Workbook

Use this tool to document your objectives and expectations of your AI-powered CIS initiatives to determine the factors that should be used in determining the selection of...

Modern CIS Solutions Powered by AI Storyboard

This deck provides a practical guide and is a tool to empower utility leaders to make well-informed decisions regarding the adoption of AI-powered CIS solutions.

Buyers Guide for Professional Services Automation

Use this buyer's guide to demystify the complex PSA software market, understand more quickly which platforms are appropriate for you, and get a first look at what's...

Buyers Guide: Professional Services Automation

The success of every professional services and managed services firm relies on the ability to assign the right people to the right work at the right time. Despite the...

ERP Strategy Report Template

Use this template to record the outputs from the blueprint activities in build your ERP Strategy Report.

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...

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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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...
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