Enterprise Applications - Templates & Policies

CRM Business Case Template

Document the key drivers for selecting a new CRM platform.

Project Charter

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

Optimize Software Pricing in a Volatile Competitive Market Presentation Template

This presentation template is intended as a guide to communicating the pricing strategy team's results for a product or product line.

Lead Gen Engine Optimization Strategy Template

A step-by-step document that walks you through how to properly optimize the performance of your lead gen engine.

Go-to-Market Strategy Presentation Template

The Go-to-Market Strategy Presentation Template helps you capture and easily present your team analysis and findings to complete your Go-to-Market strategy.

Create Personas to Drive Omnichannel Requirements Template

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

Buyer Persona Creation Template

This template accompanies the Create a Buyer Persona and Journey blueprint and is used to run a buyer persona attribute capture session with colleagues.

Buyer Persona and Journey Summary Template

This template accompanies the Create a Buyer Persona and Journey blueprint and is used to cut and paste findings from the Buyer Persona Creation Template and/or the Buyer...

Supplementary RFx Material

This is an example of a RFI/RFP to select an ERP implementation partner.

Chatbot Conversation Tree Library

Use this template to record your chatbot conversation trees before implementing them.
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