Customer Relationship Management - Templates & Policies

CRM Business Case Template

Document the key drivers for selecting a new CRM platform.

Project Charter

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

Create Personas to Drive Omnichannel Requirements Template

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

Chatbot Conversation Tree Library

Use this template to record your chatbot conversation trees before implementing them.

Internet of Things Stakeholder Presentation Template

Use this presentation template to help IT make the case for IoT initiatives.

Augmented Reality Stakeholder Presentation Template

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

MMS Request for Proposal Template

Request for proposals provide organizations with the opportunity to give vendors a detailed account of the requirements and the expected capabilities of their desired...

MMS Vendor Demo Script

Use this template to support your business' evaluation of vendors and their solutions. Provide vendors with scenarios that prompt them to display not only their...

MMS Selection Executive Presentation Template

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

CXM Strategy Stakeholder Presentation Template

Use this stakeholder presentation template to sell your customer experience management strategy to the business.
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