Tools & Toolkits

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CRM Administrator Job Description

A template to quickly document the role and responsibilities for this position.

CRM Business Case Template

A template to help you design a business case for an investment in a CRM solution.

CRM Consulting Service RFP

Use this tool to help you design a Request for Proposal (RFP) for CRM Consulting Services.

CRM Maturity Assessment

Use this assessment to evaluate your CRM program maturity.

CRM Program Metrics Dashboard

Use this to define, track, and report on your key CRM program metrics and KPIs.

CRM Program Strategy Scorecard

Use this template to document your CRM program objectives, initiatives, measures, and targets.

CRM Readiness Assessment Tool

We created the CRM Readiness Assessment Tool to help you measure your organization's readiness in implementing an enterprise CRM program.

CRM System RFP Template

Use this tool to help you design a Request for Proposal (RFP) for a CRM System.

CRM Vendor Evaluation Matrix

We created the CRM Vendor Evaluation Matrix to help you compare potential CRM solutions.

Customer Profile Template

Use this to create fictional personas for the key audiences you intend to target.

Customer Survey

A survey template to help you benchmark current levels of satisfaction.

Decision Maker Influencer Map

Use this to evaluate and obtain key stakeholder buy-in during a complex sale.

Deliverable Approval Template

A form that standardizes and documents project deliverable approval.

Develop Customer Centricity with CRM

This guide provides practical advice for adopting a customer-centric business strategy.

Director of Sales Enablement Job Description

A template to quickly document the role and responsibilities for this position.

Earned Value Analysis Template

Use this tool to help you measure project performance and progress by scope, schedule and cost.

Event Management RFP Template

A template to create a Request for Proposal (RFP) for Event Management Services.

Event Manager Job Description

A template to quickly document the role and responsibilities for this position.

Event Marketing Maturity Assessment

Use this tool to measure your organization's event marketing capabilities.

Event Marketing Metrics Dashboard

Use this tool to define, track and report on your event marketing metrics.

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