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CRM Project Schedule

Use this tool to create a work breakdown structure for an upcoming CRM system implementation project.

CRM Requirements Roadmap

A tool to help you define Marketing, Sales, Customer Support and Partner Relations functions, map your current process or systems for those functions, and plan for integration with your CRM system over a 1-3 year period.

Evaluating Hosted CRM

A guide to help you evaluate if a hosted CRM is right for your mid-sized business.

Lead Qualification Process Diagram

A tool to help you visualize what steps need to be taken to qualify a new sales lead in your CRM system.

The Importance of Social CRM

Social CRM is about interacting and engaging your consumer audience. Read this guide to better understand the importance of social CRM and how to get your business can benefit.

CRM Program Prioritization Tool

Use this tool to evaluate CRM projects based on their strategic fit, economic impact, and feasibility.

CRM Project Charter

Our CRM Project Charter establishes a clear project scope, decision rights, and executive sponsorship for a CRM project.

Assignment Brief Template

A template to communicate with your agency the strategic direction for creative development.

Content Marketing Editorial Calendar 2014

Use this to track distribution dates for all of your content in 2014.

Editorial Calendar Template 2014

A report to track editorial calendar opportunities and their associated deadlines.

Events Database 2014

Use the events database to keep track of all important events.

Marketing Calendar Template 2014

A professionally designed calendar to organize, summarize and communicate all of your marketing activities.

Public Relations Calendar 2014

A calendar to track PR activities, timing, type of communication and channel through which you should emit it.

Webinar Promotional Calendar 2014

Use this to organize and report on all of your webinar program tasks & activities.

Content Marketing Methodology

Use this step-by-step planning methodology and set of 24 premium tools and templates to create a comprehensive content marketing plan.

Event Marketing Plan Methodology

Use this step-by-step planning methodology and set of 18 premium tools and templates to create a comprehensive event marketing plan.

Lead Generation Plan Methodology

Use this step-by-step planning methodology and set of 46 premium tools and templates to create a comprehensive lead generation plan.

Market Research Methodology

Use this step-by-step planning methodology and set of 31 premium tools and templates to create a comprehensive market research process, report & presentation.

Marketing Communications Plan Methodology

Use this step-by-step planning methodology and set of 29 premium tools and templates to create a comprehensive marketing communications plan.

Marketing Strategy Plan Methodology

Use this step-by-step planning methodology and set of 22 premium tools and templates to create a comprehensive strategic marketing plan.

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