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 Relationship Management Platform Selection Guide

Enable marketing, sales, and customer service teams by successfully choosing and implementing a suite for customer relationship management.
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Customer Relationship Management Platform Selection Guide — Phases 1-3

Enable marketing, sales, and customer service teams by successfully choosing and implementing a suite for customer relationship management.

CRM Business Case Template

Document the key drivers for selecting a new CRM platform.

Develop an IT Strategy to Support Customer Service

Take a business process management (BPM)-centric approach to model the desired future state of your customer service IT systems. Then develop an overall IT systems...
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Customer Service Management Software Selection Guide

The pandemic and growing younger demographic have shifted the terrain of customer service delivery. Customer service management tools ensure organizations enhance...

Customer Service Management Software Selection Guide Storyboard

The pandemic and growing younger demographic have shifted the terrain of customer service delivery. Customer service management tools ensure organizations enhance...
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