Customer Relationship Management

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Get the Most Out of Your CRM A CRM system is a critical component to deliver services to customers. It is essential to the organization; therefore, the usage of the CRM needs to be maximized. In...
Get the Most Out of Your CRM – Executive Brief A CRM system is a critical component to deliver services to customers. It is essential to the organization and therefore the usage of the CRM needs to be maximized. In...
Get the Most Out of Your CRM – Phases 1-3 A CRM system is a critical component to deliver services to customers. It is essential to the organization and therefore the usage of the CRM needs to be maximized. In...
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.
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.