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...

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...

HRIS Vendor Demonstration Script Template

Use this template to support your evaluation of vendors and their HRIS products. Once complete, this template will provide vendors with scenarios that prompt them to...

EAS Vendor Response Template

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

EAS Request for Proposal Template

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

CRM Requirements Template

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

HRIS Requirements Template

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

ERP Requirements Template

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

Customer Service Management Software Selection Guide Storyboard

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

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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