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...

User Experience Lead

The User Experience Lead will be responsible for overseeing and contributing to the end-to-end user experience solution designs, ensuring that the user experience vision...

Dress Code Policy

The dress code policy outlines appropriate and inappropriate work attire.

Software Acquisition and Usage Policy

Use Info-Tech's sample policy to launch software acquisition management efforts to the top of your priority list.

Fast Track Tool: Manage Vendor Performance

Achieving a high level of service or product delivery from vendors generally requires three components: establishing a set of performance targets with the vendor, measuring...

CSM Platform RFP Template

A Request for Proposal allows an organization to provide vendors with a detailed account of the requirements and the expected capabilities of the desired suite. Create a...

Customer Service Knowledge Management Platform Vendor Shortlist Tool

Use this tool to generate a customized shortlist of vendors based on the capabilities your organization requires in a Customer Service Knowledge Management (CSKM) platform.

Select an E-mail Archiving Solution with Confidence

The e-mail archiving market is a confusing mixture of storage vendors, compliance and e-discovery vendors, security vendors, and e-mail platform vendors. To complicate...

Building a Better RIA

Understand what type of benefits your business can achieve from adopting an RIA strategy.

E-Mail TCO Worksheet

The “E-Mail TCO Worksheet” helps IT leaders peer into existing e-mail infrastructure and provisioning costs. IT leaders will gather expense information for 19 specific cost...
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