Tagged - CRM

CRM Requirements Template

Use this tool to collect CRM requirements in alignment with the major functional areas of CRM.

EAS Request for Proposal Template

Use this template to issue a Request for Proposal (RFP) for an EAS solution.

HRIS Vendor Demonstration Script Template

Use this template to support your evaluation of vendors and their HRIS products. Once complete, this template will provide vendors with scenarios that prompt them to...

CRM Vendor Demonstration Script Template

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...

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.

ERP Vendor Demonstration Script Template

Use this template to support your evaluation of vendors and their ERP products. Once complete, this template will provide vendors with scenarios that prompt them to...

Build Your Enterprise Application Implementation Playbook – Phases 1-3

This blueprint provides the steps necessary to build your own enterprise application implementation playbook that can be deployed and leveraged by your implementation teams.
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