Project Charter

This template is designed to help you build a project charter in a timely manner.

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...

Create Personas to Drive Omnichannel Requirements Template

Use this persona template to identify key customer personas for e-commerce and other channels.

Enable Omnichannel Commerce That Delights Your Customers

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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Enable Omnichannel Commerce That Delights Your Customers – Phases 1-2

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...

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.

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

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...
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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.
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