Tagged - customer relationship management

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...

Project Charter

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

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...

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...

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...

CRM Application Inventory Tool

Use this tool to define applications and capabilities around your CRM. This will be used to conduct an application portfolio assessment for your CRM.

Get the Most Out of Your CRM

A CRM system is a critical component to deliver services to customers. It is essential to the organization; therefore, the usage of the CRM needs to be maximized. In...
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Get the Most Out of Your CRM – Executive Brief

A CRM system is a critical component to deliver services to customers. It is essential to the organization and therefore the usage of the CRM needs to be maximized. In...

Get the Most Out of Your CRM Workbook

This tool accompanies the Get the Most Out of Your CRM blueprint and is used to document and assist with this process.

Get the Most Out of Your CRM – Phases 1-3

A CRM system is a critical component to deliver services to customers. It is essential to the organization and therefore the usage of the CRM needs to be maximized. In...
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