Sales Application Portfolio Matrix and Assessment

Author(s): Ben Dickie, Brian Park

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A variety of relevant assessments of the current state of sales applications is required to properly identify the requirements for the future state.

Use this tool to:

  • Take a holistic inventory of all sales-supporting IT applications to gain insight on functional redundancies.
  • Assess and visualize the overall functional performance and degree of integration of your applications in relation to the sales functions they support.
  • Provide guidance on future application options.

Follow the instructions to ensure the data inputs properly flow throughout the tool and the output accurately reflects your organization’s IT application inventory and needs.

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