Enterprise Applications - Templates & Policies

CRM Strategic Summary Template

This template allows you to compile all the project exercises and activities into a single presentation.

CRM Readiness Assessment Checklist

Info-Tech has designed this readiness assessment checklist to ensure your organization has completed essential tasks prior to moving forward with the customer...

CRM Vendor Demo Script

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...

CRM Steering Committee Charter

A CRM steering committee is an excellent tool for creating a harmonized CRM strategy between IT, Marketing, Sales, and Customer Service. This charter is an essential...

CXM Strategy Stakeholder Presentation Template

Use this stakeholder presentation template to sell your customer experience management strategy to the business.

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...

Web Experience Management Strategy Summary Template

The strategy summary encompasses all activities and delivers an overview of what the strategy will look like in a presentable fashion. Create a defined strategy by...

LMS Strategy Learner Survey Guide

Use this template to guide you in creating a learner survey, the results of which will inform your LMS strategy.

LMS Strategy Learner Profile Template

Use this template to consolidate information about the learner that will inform your LMS strategy.

LMS Strategy Process Owner Assignment Guide

Use this template to help you choose the right process owners for developing an LMS Strategy.
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