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This tool accompanies the Get the Most Out of Your CRM blueprint and is used to document and assist with this process.
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Use this tool to define applications and capabilities around your CRM. This will be used to conduct an application portfolio assessment for your CRM.
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Customers expect to transact with you in the channels of their choice: create a cohesive omnichannel framework that supports the right transactions through the right...
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Having a well-rounded commerce strategy is essential to providing a strong customer experience. Blend traditional and e-commerce channels to allow your customers to...
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Use this persona template to identify key customer personas for e-commerce and other channels.
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The acceleration of ecommerce has cemented Customer Service’s digital future. Use this research to build IT’s strategy for supporting Customer Service and enhancing the...
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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...
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This template is designed to help you build a project charter in a timely manner.
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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...
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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...
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