Enterprise Applications - Templates & Policies

SMMP Vendor Demo Script

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

SMMP RFP Template

A request for proposals lets organizations give vendors a detailed account of the requirements and the expected capabilities of their desired suite. Create a defined...

Chatbot Conversation Tree Library

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

Supplementary RFx Material

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

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...

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.

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.

Pick Your Price Model Executive Presentation Template

A best-of-breed template to help you build a clear, concise, and compelling price model strategy document for stakeholders.

CRM Business Case Template

Document the key drivers for selecting a new CRM platform.
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