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Answer the questions in the CXM Portfolio Designer geared at understanding your needs for marketing, sales, and customer service enablement.
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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...
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This template will examine the maturity of your current M&A readiness and software asset management practices.
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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,...
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This template will help you assign responsibilities to staff on your cross functional audit team.
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Use this tool to help build a CRM strategy for the organization based on the specific use case that matches your organizational needs.
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This template will examine the maturity of your current audit preparedness and software asset management practices.
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The Business Case Workbook serves as the holding document for the different elements in the business case. Use each assigned tab to input the relevant information for the...
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This tool will help you document changes to the initiative that are likely to impact the business case and require the reforecasting of benefits and financial indicators.
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Use this tool to assess a proposed contract from a SaaS vendor.
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