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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.

Account Scoring Template

An analysis tool to evaluate corporate accounts based on 6 key criteria.

Ad Agency Agreement Template

A template for documenting the terms and conditions of your agreement with an ad agency.

Ad Agency RFI Template

A template to quickly develop Request for Information (RFI) for Ad Agency Selection.

Advertising Calendar & Budget Template

Use this to organize your advertising campaigns. Track media types, due dates and budget info.

Advertisement Evaluation Matrix

A matrix to evaluate the effectiveness of advertising concepts.

Advertising Plan Checklist

Use this as a framework for building your annual advertising plan and budget.

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