CRM Requirements Template

Use this tool to collect CRM requirements in alignment with the major functional areas of CRM.

EAS Vendor Response Template

Use this template to structure the potential RFP responses from vendors during your EAS selection process.

HRIS Vendor Demonstration Script Template

Use this template to support your evaluation of vendors and their HRIS products. Once complete, this template will provide vendors with scenarios that prompt them to...

CRM Vendor Demonstration Script Template

Use this template to support your evaluation of vendors and their CRM products. Once complete, this template will provide vendors with scenarios that prompt them to display...

EAS RFP and Demonstration Scoring Tool

Use this template to support your evaluation of vendors and their CRM products. Once complete, this template will provide vendors with scenarios that prompt them to display...

Select an Enterprise Application Software Storyboard

Selecting and implementing an ERP is the most expensive and time-consuming technology transformation an organization can undertake. Effectively plan for, select, and...

Is a Product-Led Growth Strategy the Right Choice for My SaaS Company?

Despite the recent trends in B2B SaaS for product-led growth (PLG), many companies are failing in their PLG go-to-market strategy. Our research-based methodology gives...

EAS Readiness Assessment Checklist

Use Info-Tech’s EAS Readiness Assessment Checklist to determine if you have a sufficient EAS foundation and strategy in place to ensure selection and implementation success.

ERP Vendor Demonstration Script Template

Use this template to support your evaluation of vendors and their ERP products. Once complete, this template will provide vendors with scenarios that prompt them to display...

Customer Service Management Software Selection Guide Storyboard

The pandemic and growing younger demographic have shifted the terrain of customer service delivery. Customer service management tools ensure organizations enhance customer...
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