Tagged - CRM

CRM Business Case Template

Document the key drivers for selecting a new CRM platform.

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, prioritizing,...

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 must...

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 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 service...

Project Charter

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

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...

The Untold Secret to Salesforce’s Unlimited Edition

Salesforce Unlimited Edition – Pricing, features, pros, cons, and how to tell if you need it.

Front Continues Aggressive Growth and Product Innovations

On October 6, 2021, Front briefed Info-Tech on their latest product functionality and roadmap, alongside their growth in the EMEA region. Front – a unified customer...

Enterprise Connect 2021: Trends and Keynote Highlights

Enterprise Connect is North America’s premier conference for advances in communications, collaboration, and customer experience technologies. In this note, Thomas Randall...
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