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...

Build a Strong Technology Foundation for Customer Experience Management

This blueprint will help you develop a technology strategy for customer experience management and adopt best practices for managing your organization’s customer-facing...
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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.

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 – 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.

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...

Build a Strong Technology Foundation for Customer Experience Management – Phase 2: Create the Framework

This phase of the blueprint, Build a Strong Technology Foundation for Customer Experience Management, will help you gather strategic requirements to inform the design of...

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.
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