CXM Strategy Stakeholder Presentation Template

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

Build a Strong Technology Foundation for Customer Experience Management – Phase 1: Drive Value with CXM

This phase of the blueprint, Build a Strong Technology Foundation for Customer Experience Management, will help you define the value of strong technology enablement for CXM.

Build a Strong Technology Foundation for Customer Experience Management – Phases 1-3

This storyboard will help you create an end-to-end technology strategy to drive sales revenue, enhance marketing effectiveness, and create compelling experiences for your...

Build a Strong Technology Foundation for Customer Experience Management – Executive Brief

Read this Executive Brief to understand the growing traction behind CXM, why you should embark on a CXM project, and why it is important to do so now.

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 Request for Proposal Template

Request for proposals provide organizations with the opportunity to give vendors a detailed account of the requirements and the expected capabilities of their desired...

CRM Use-Case Fit Assessment Tool

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

CRM Suite Evaluation and RFP Scoring Tool

Once RFP responses have been received, organizations selecting a CRM Suite need a way to compare vendors across similar criteria. Use this RFP scoring tool to objectively...

Text-Based Customer Support Business Case Assessment

Use this tool to help select a specific use case that matches your organizational needs for text-based customer support.

Drive Customer Convenience by Enabling Text-Based Customer Support – Phase 2: Create a Technology Enablement Framework for Text-Based Customer Support

Read this phase for prioritized requirements for text-based support and a vetted shortlist of the technologies needed to enable it.
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