Applications - Tools

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.

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,...

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.

Big Data Use-Case Suggestion Tool

Use this tool to identify big data use cases at the industry and department levels. With the suggestions in this tool as inspiration, evaluate your own cases in terms of...

Effective Licensing Position Tool

This template will help you create an effective licensing position and determine your compliance position.

Audit Defense Readiness Assessment

This template will provide you with a checklist to ensure all appropriate tasks have been completed.

Web Process Automation Investment Appropriateness Assessment Tool

Use this tool to identify potential investment areas for solutions relating to WEM.
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