Select and Implement a Customer Service Management Solution – Phase 3: Select a Solution


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Follow your organization's procurement plan by selecting a procurement vehicle that aligns with your organization's timeline and requirements for your selection process. Use this research to conduct an objective evaluation of CSM vendors that not only looks at solution capabilities, but also at how those solutions meet the requirements and process automation needs of your organization.

  • Create RFP and evaluate vendor RFPs
  • Create demo script and conduct vendor demonstrations
  • Review and negotiate contract
This is phase three in the four-phase blueprint, Select and Implement a CSM Solution.

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