CSM Platform Opportunity Assessment Tool

Use this tool to assess your maturity and fit for a CSM solution.

CSM Platform RFP Scoring Tool

Use this tool to support your business in conducting an objective evaluation of the CSM vendors being considered for procurement. Consider each suite's functional...

Customer Relationship Management Suite Opportunity Assessment Tool for Large Enterprises

This tool will assist you in determining the value of a standalone Customer Relationship Management (CRM) Suite to your organization, as well as the best available point...

Project RACI Chart

The RACI chart assists you in organizing roles for carrying out project steps and ensuring that there are definite roles that different individuals in the organization...

Customer Service Initiative Scoring and Roadmap

This tool serves to help project and management stakeholders visualize the implementation of Customer Service IT initiatives. It can also aid in the planning,...

Customer Service Business Process Shortlisting Tool

This tool serves to outline and prioritize your customer goals and link their relevance and value to your Customer Service processes. It provides a list of customer...

Customer Service Systems Strategy Tool

This tool will help you holistically assess multiple aspects of Customer Service-related IT assets. The outputs of the tabs in the tool will either serve as input for...

Sales-IT Initiative Scoring, Prioritization, and Roadmap Tool

This tool serves to help project and management stakeholders visualize the implementation of Sales-IT initiatives. It can also help in development, planning,...

Sales Application Portfolio Matrix and Assessment

This tool will help you holistically assess multiple aspects of sales-related IT assets. The outputs of the tabs in the tool will either serve as input for sequential...

CSM Use-Case Fit Assessment Tool

Use this tool to help build a CSM strategy for the organization based on the specific use case that matches your organizational needs.
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