Customer Relationship Management - Templates & Policies

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.

CXM Strategy Stakeholder Presentation Template

Use this stakeholder presentation template to sell your customer experience management strategy to the business.

CXM Strategy Project Charter Template

This project charter will help you define the CXM project and lay the foundation for all subsequent project planning. Use this template to effectively communicate project...

CSM Platform Vendor Demo Script Template

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...

CSM Procurement Project Charter Template

A project charter serves several important functions. It organizes the selection and procurement project so that you can make efficient and effective resource allocation...

CSM Implementation Work Breakdown Structure Template

Use this template to support you in outlining the steps required to successfully implement a CSM solution in your IT landscape and business environment.
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