Tagged - service

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...

ERP Requirements Template

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

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.

Develop an IT Strategy to Support Customer Service

Take a business process management (BPM)-centric approach to model the desired future state of your customer service IT systems. Then develop an overall IT systems strategy...
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Customer Service Systems Strategy Tool

This 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...

Develop an IT Strategy to Support Customer Service Storyboard

The acceleration of ecommerce has cemented Customer Service’s digital future. Use this research to build IT’s strategy for supporting Customer Service and enhancing the...
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