Customer Relationship Management - Templates & Policies

Sort By: Date Likes

Internet of Things Stakeholder Presentation Template Use this presentation template to help IT make the case for IoT initiatives.
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...
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...
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...