Tagged - Dynamics

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CRM Suite Evaluation and RFP Scoring Tool Once RFP responses have been received, organizations selecting a CRM Suite need a way to compare vendors across similar criteria. Use this RFP scoring tool to objectively...
CRM Use-Case Fit Assessment Tool Use this tool to help build a CRM strategy for the organization based on the specific use case that matches your organizational needs.
CRM Vendor Demo Script Use this template to support your business's evaluation of vendors and their solutions. Provide vendors with scenarios that prompt them to display not only their...