Enterprise Applications
Topics
Drive Customer Convenience by Enabling Text-Based Customer Support – Phase 2: Create a Technology Enablement Framework for Text-Based Customer SupportRead this phase for prioritized requirements for text-based support and a vetted shortlist of the technologies needed to enable it. |
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Text-Based Customer Support Requirements Traceability MatrixEnsure traceability for your text-based customer support requirements. |
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Drive Customer Convenience by Enabling Text-Based Customer Support – Phase 3: Create Customer Service Workflows for Text-Based SupportRead this phase for an overview of customer service workflows and escalation policies, as well as risk mitigation considerations. |
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Text-Based Customer Support TCO ToolUse the Text-Based Customer Support TCO Tool to help determine if one or more use cases for text-based support make sense for your organization to pursue. |
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Text-Based Customer Support Acceptable Use PolicyUse the Text-Based Customer Support Acceptable Use Policy to mitigate risks by clearly communicating expectations for both effective and ineffective (or prohibited use) of... |
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HRIS Vendor Communication SetUse this template to communicate with vendors following product demonstrations and evaluations. Ask follow-up questions, highlight areas of concern, and inform them of... |
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CRM Request for Proposal TemplateRequest for proposals provide organizations with the opportunity to give vendors a detailed account of the requirements and the expected capabilities of their desired... |
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CRM Suite Evaluation and RFP Scoring ToolOnce RFP responses have been received, organizations selecting a CRM Suite need a way to compare vendors across similar criteria. Use this RFP scoring tool to objectively... |
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CRM Use-Case Fit Assessment ToolUse this tool to help build a CRM strategy for the organization based on the specific use case that matches your organizational needs. |
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CRM Vendor Demo ScriptUse this template to support your business's evaluation of vendors and their solutions. Provide vendors with scenarios that prompt them to display not only their solution's... |
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