Customer Relationship Management - Templates & Policies

Chatbot Conversation Tree Library

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

EHR Selection Project Charter Template

EHR selection is a multi-departmental undertaking that must be managed well to be successful. Document the process in a formal project charter to keep everyone on the...

EHR Request for Proposal Template

Request for proposals provide organizations with the opportunity to give vendors a detailed account of the requirements and the expected capabilities of their desired...

EHR Selection Stakeholder Presentation Template

Leverage this presentation template to help IT make the case for their approach to selecting an EHR.

Internet of Things Stakeholder Presentation Template

Use this presentation template to help IT make the case for IoT initiatives.

Create Personas to Drive Omnichannel Requirements Template

Use this persona template to identify key customer personas for e-commerce and other channels.

Augmented Reality Stakeholder Presentation Template

Use this presentation template to help IT make the case for an augmented reality initiative.

MMS Request for Proposal Template

Request for proposals provide organizations with the opportunity to give vendors a detailed account of the requirements and the expected capabilities of their desired...

MMS Vendor Demo Script

Use this template to support your business' evaluation of vendors and their solutions. Provide vendors with scenarios that prompt them to display not only their...

MMS Selection Executive Presentation Template

Use this presentation template to communicate the MMS vendor selection process and decision to internal stakeholders.
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