CRM Application Inventory Tool

Use this tool to define applications and capabilities around your CRM. This will be used to conduct an application portfolio assessment for your CRM.

Get the Most Out of Your CRM Workbook

This tool accompanies the Get the Most Out of Your CRM blueprint and is used to document and assist with this process.

Get the Most Out of Your CRM – Phases 1-3

A CRM system is a critical component to deliver services to customers. It is essential to the organization and therefore the usage of the CRM needs to be maximized. In...

Get the Most Out of Your CRM – Executive Brief

A CRM system is a critical component to deliver services to customers. It is essential to the organization and therefore the usage of the CRM needs to be maximized. In...

Get the Most Out of Your CRM

A CRM system is a critical component to deliver services to customers. It is essential to the organization; therefore, the usage of the CRM needs to be maximized. In...
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How to Prepare for Google's Core Web Vitals Update

Starting May 2021, these measurements will inform the search ranking algorithm. Google's objective is to promote websites that are fast, responsive, and visually stable....

Build an Application Department Strategy – Phase 3: Communicate Your Strategy

Communicate your department’s strategy to your key stakeholders.

Application Department Strategy Template

Use the Application Department Strategy Template to specify and communicate your application department's strategy.

Build an Application Department Strategy – Phase 2: Articulate Your Strategy

Define your department’s strategy through your understanding of your department combined with everything that you do and are working to do.

Application Department Strategy Supporting Workbook

Use this workbook to capture the results from a number of exercises in the Build an Application Department Strategy blueprint.
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