Enterprise Applications - Tools

CRM Implementation Work Breakdown Structure

Use this template to support your outlining of the steps required to successfully implement a CRM suite into your IT landscape and business environment.

CXM Business Process Shortlisting Tool

This tool helps you outline and prioritize your customer experience management goals and link their relevance and value to APQC-based processes.

CXM Portfolio Designer

Answer the questions in the CXM Portfolio Designer geared at understanding your needs for marketing, sales, and customer service enablement.

Web Process Automation Investment Appropriateness Assessment Tool

Use this tool to identify potential investment areas for solutions relating to WEM.

LMS Strategy Content Audit Tool

Use this tool to document the efforts of your learning content audit.

WEM Use-Case Fit Assessment Tool

Use this tool to help build a WEM strategy for the organization based on the specific use case that matches your organizational needs.

WEM Vendor Shortlist & Detailed Feature Analysis Tool

Use this tool to develop your own custom shortlist. Utilize the tool's criteria weightings to identify vendors that align with your business's own solution requirements.

CSM Platform Opportunity Assessment Tool

Use this tool to assess your maturity and fit for a CSM solution.

CSM Platform RFP Scoring Tool

Use this tool to support your business in conducting an objective evaluation of the CSM vendors being considered for procurement. Consider each suite's functional...

CSM Use-Case Fit Assessment Tool

Use this tool to help build a CSM strategy for the organization based on the specific use case that matches your organizational needs.
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