Applications - Tools

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...

CRM Business Process Shortlisting Tool

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

CRM Functionality Assessment

This tool asks a series of targeted questions that will help you determine what your CRM architecture model should look like across customization level, feature focus,...

M&A Software Asset Maturity Assessment

This template will examine the maturity of your current M&A readiness and software asset management practices.

License Inventory

This tool will help during an M&A when creating a license inventory for both organizations. It will be critical to keep track of important license-related information,...

M&A Software Asset RACI Template

This template will help you assign responsibilities to staff on your cross functional audit team.

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 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.

Audit Defense Maturity Assessment Tool

This template will examine the maturity of your current audit preparedness and software asset management practices.

HRIS Use-Case Fit Assessment Tool

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