Marketing Organization

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Change Management Strategy Scorecard

A template for documenting a one-page change management strategy plan.

Code of Conduct Policy Template

A policy template to outline standards for acceptable staff behavior.

Community Manager Job Description

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

Competitive Analysis Tool

This will help you determine your market position with regard to value, price and market share.

Competitive Products Sales Reference

A matrix that compares competing products by evaluating features and identifying differentiators.

Competitor Analysis Tool

This will help you determine your market position in relation to your competitors.

Core Competencies Assessment

A self-assessment tool to rate your compliance with best practices across 10 core competencies.

CRM Administrator Job Description

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

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.

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.

Director of Sales Enablement Job Description

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

Event Manager Job Description

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

Feasibility Study Template

A template to help you conduct an objective and rational analysis of the strengths and weaknesses of a proposed project.

Feature Advantage Benefit Tool

A template to create a matrix of product features, advantages, and benefits.

GAP Analysis Tool (Advanced)

Use this tool to analyze your organization and identify gaps in your capabilities.

Issue Log Template

A tool to help you keep track of the project

Key Account Analysis

Use this to assess key accounts, forecast future sales, key success factors, and competitors.

Key Account Reporting Tool

Use this tool to create an action plan to win more business from your top accounts.

Key Marketing Metrics Dashboard

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

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