Tagged - customer relationship management

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...

Improve Win Rates With a Sales Enablement Strategy

Sales enablement aims to improve the performance of sales teams to increase revenue. Organizations without mature sales enablement processes could be missing crucial win...
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Improve Win Rates With a Sales Enablement Strategy Storyboard

Sales enablement aims to improve the performance of your sales team to increase revenue. This blueprint helps sales and marketing operations diagnose the maturity of their...

Develop an IT Strategy to Support Customer Service

Take a business process management (BPM)-centric approach to model the desired future state of your customer service IT systems. Then develop an overall IT systems strategy...
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Customer Relationship Management Platform Selection Guide — Phases 1-3

Enable marketing, sales, and customer service teams by successfully choosing and implementing a suite for customer relationship management.

CRM Business Case Template

Document the key drivers for selecting a new CRM platform.

Project Charter

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

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,...

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...

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...
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