CXM Strategy Project Charter Template

This project charter will help you define the CXM project and lay the foundation for all subsequent project planning. Use this template to effectively communicate project...

Build a Strong Technology Foundation for Customer Experience Management – Phase 2: Create the Framework

This phase of the blueprint, Build a Strong Technology Foundation for Customer Experience Management, will help you gather strategic requirements to inform the design of...

CXM Business Process Shortlisting Tool

This tool helps you outline and prioritize your customer experience management goals and link their relevance and value to APQC-based processes.

CXM Portfolio Designer

Answer the questions in the CXM Portfolio Designer geared at understanding your needs for marketing, sales, and customer service enablement.

Build a Strong Technology Foundation for Customer Experience Management – Phase 3: Finalize the Framework

This phase of the blueprint, Build a Strong Technology Foundation for Customer Experience Management, will help you create a CXM initiatives roadmap and prioritize...

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...

CSM Platform Vendor Demo Script Template

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

CSM Procurement Project Charter Template

A project charter serves several important functions. It organizes the selection and procurement project so that you can make efficient and effective resource allocation...

Thestar.com: Shopify shares soar on first day of trading

The Ottawa-based e-commerce company’s IPO at $17 (U.S.) per share raised $131 million.
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