Custom Vendor Landscape: Client Portal Solution

The client portals come in three major types: B2B E-commerce platforms, B2B customer portals, and B2B partner portals.

Custom Vendor Landscape: Subscription Management Solution

Subscription management solution offers the ability to manage customers' subscriptions and provide support throughout their lifecycle.

Select an Enterprise Application Software Storyboard

Selecting and implementing an ERP is the most expensive and time-consuming technology transformation an organization can undertake. Effectively plan for, select, and...

EAS Request for Proposal Template

Use this template to issue a Request for Proposal (RFP) for an EAS solution.

EAS Vendor Response Template

Use this template to structure the potential RFP responses from vendors during your EAS selection process.

CRM Vendor Demonstration Script Template

Use 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...

EAS Readiness Assessment Checklist

Use 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.

CRM Requirements Template

Use this tool to collect CRM requirements in alignment with the major functional areas of CRM.

EAS RFP and Demonstration Scoring Tool

Use 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...

Customer Service Management Software Selection Guide

The pandemic and growing younger demographic have shifted the terrain of customer service delivery. Customer service management tools ensure organizations enhance customer...
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