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Enable marketing, sales, and customer service teams by successfully choosing and implementing a suite for customer relationship management.
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Document the key drivers for selecting a new CRM platform.
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This tool serves to help project and management stakeholders visualize the implementation of Customer Service IT initiatives. It can also aid in the planning,...
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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...
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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...
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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...
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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...
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This template is designed to help you build a project charter in a timely manner.
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Salesforce Unlimited Edition – Pricing, features, pros, cons, and how to tell if you need it.
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A well-architected ERP strategy clearly communicates the direction of the ERP portfolio and aligns roadmap initiatives with business priorities. To build your ERP...
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