Get the Most Out of Your CRM Workbook

This tool accompanies the Get the Most Out of Your CRM blueprint and is used to document and assist with this process.

CRM Application Inventory Tool

Use this tool to define applications and capabilities around your CRM. This will be used to conduct an application portfolio assessment for your CRM.

Chatbot ROI Calculator

Use this tool to determine if implementing a chatbot can create an ROI for your organization.

Chatbot POC Metrics Tool

Use this tool to record the metrics necessary to manage the success of your chatbot.

Chatbot POC Implementation Roadmap

Use this tool to plan and roadmap your action items during and beyond the implementation of your chatbot proof of concept.

Chatbot POC Communication Plan

Use this tool to communicate and market the launch of the chatbot to your organization and stakeholders.

Augmented Reality Glossary

This glossary contains important definitions associated with augmented reality.

Augmented Reality Use Case Picklist

Use this picklist to identify and document use cases relevant to your augmented reality initiative.

MMS Readiness Assessment Checklist

Use Info-Tech’s MMS Readiness Assessment Checklist to determine whether you have a sufficient foundation and strategy in place to ensure the right application is selected.

MMS Requirements Picklist Tool

Use this tool to collect MMS requirements in alignment with the major functional areas of the MMS.
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