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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 2015

Use this to track distribution dates for all of your content in 2015.

Editorial Calendar Template 2014

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

Events Database 2015

A professionally designed database & calendar to organize, summarize and communicate all of your marketing events for 2015.

Marketing Calendar Template 2015

A professionally designed calendar to organize, summarize and communicate all of your marketing activities for 2015.

Public Relations Calendar 2015

Use this tool to create a public relations calendar for 2015 that will allow you to plan and report on your public relations activities throughout the year.

Webinar Promotional Calendar 2015

Use this tool to create a 2015 webinar promotions calendar that will allow you to plan and monitor your promotional activities throughout the year.

CRM Program Methodology

Follow this simple, step-by-step, methodology to implement a CRM program that engages your customers, generates sales and provides accurate reporting for your executives.

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.

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