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.

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 – 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...

Chatbot POC Implementation Roadmap

Use this tool to plan and roadmap your action items during and beyond the implementation of your chatbot proof of concept.

Build a Chatbot Proof of Concept

Lay the groundwork for a successful chatbot proof of concept while keeping business goals up front by implementing the proper metrics, gathering requirements for chatbot...
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Chatbot Conversation Tree Library

Use this template to record your chatbot conversation trees before implementing them.

Build a Chatbot Proof of Concept – Executive Brief

Read this executive brief to find out why you should build a chatbot proof of concept, review Info-Tech’s methodology, and understand the four ways we can support you in...

Chatbot POC Communication Plan

Use this tool to communicate and market the launch of the chatbot to your organization and stakeholders.
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