Customer Relationship Management - Templates & Policies

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Internet of Things Stakeholder Presentation Template Use this presentation template to help IT make the case for IoT initiatives.
Chatbot Conversation Tree Library Use this template to record your chatbot conversation trees before implementing them.
Create Personas to Drive Omnichannel Requirements Template Use this persona template to identify key customer personas for e-commerce and other channels.
Project Charter This template is designed to help you build a project charter in a timely manner.
CRM Business Case Template Document the key drivers for selecting a new CRM platform.