Customer Relationship Management - Templates & Policies

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...

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.

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.

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.

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.

MMS Selection Executive Presentation Template

Use this presentation template to communicate the MMS vendor selection process and decision to internal stakeholders.

Augmented Reality Stakeholder Presentation Template

Use this presentation template to help IT make the case for an augmented reality initiative.

Create Personas to Drive Omnichannel Requirements Template

Use this persona template to identify key customer personas for e-commerce and other channels.
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