Customer Relationship Management - Templates & Policies

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.

Sales-IT Alignment Strategy Project Charter

This template is designed to help you expedite the development of a project charter designated for Sales-IT alignment.

Sales-IT Solutions Requirements Documentation Template

This tool is designed to assist in the documentation, organization, and prioritization of requirements for Sales-IT alignment solutions.

Project Charter

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

CSM Platform RFP Template

A Request for Proposal allows an organization to provide vendors with a detailed account of the requirements and the expected capabilities of the desired suite. Create a...

Social CRM Project Charter

A social media project is a multi-departmental undertaking that must be managed well to be successful. Document the process in a formal project charter to keep everyone...
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