Customer Relationship Management - Templates & Policies

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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...
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...
Chatbot Conversation Tree Library Use this template to record your chatbot conversation trees before implementing them.
CRM Business Case Template Document the key drivers for selecting a new CRM platform.