Customer Relationship Management - Tools
Topics
Types of Content
EAS Readiness Assessment ChecklistUse Info-Tech’s EAS Readiness Assessment Checklist to determine if you have a sufficient EAS foundation and strategy in place to ensure selection and implementation success. |
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EAS RFP and Demonstration Scoring ToolUse this template to support your evaluation of vendors and their CRM products. Once complete, this template will provide vendors with scenarios that prompt them to display... |
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CRM Vendor Demonstration Script TemplateUse this template to support your evaluation of vendors and their CRM products. Once complete, this template will provide vendors with scenarios that prompt them to display... |
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EAS Vendor Response TemplateUse this template to structure the potential RFP responses from vendors during your EAS selection process. |
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EAS Request for Proposal TemplateUse this template to issue a Request for Proposal (RFP) for an EAS solution. |
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CRM Requirements TemplateUse this tool to collect CRM requirements in alignment with the major functional areas of CRM. |
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Project RACI ChartThe RACI chart assists you in organizing roles for carrying out project steps and ensuring that there are definite roles that different individuals in the organization must... |
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Customer Service Business Process Shortlisting ToolThis tool serves to outline and prioritize your customer goals and link their relevance and value to your Customer Service processes. It provides a list of customer service... |
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Customer Service Systems Strategy ToolThis tool will help you holistically assess multiple aspects of Customer Service-related IT assets. The outputs of the tabs in the tool will either serve as input for... |
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Customer Service Initiative Scoring and RoadmapThis tool serves to help project and management stakeholders visualize the implementation of Customer Service IT initiatives. It can also aid in the planning, prioritizing,... |
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