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Search returned: 328 document(s).
Use this tool to create a work breakdown structure for an upcoming CRM system implementation project.
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.
A guide to help you evaluate if a hosted CRM is right for your mid-sized business.
A tool to help you visualize what steps need to be taken to qualify a new sales lead in your CRM system.
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.
Use this tool to evaluate CRM projects based on their strategic fit, economic impact, and feasibility.
Our CRM Project Charter establishes a clear project scope, decision rights, and executive sponsorship for a CRM project.
A template to communicate with your agency the strategic direction for creative development.
Use this to track distribution dates for all of your content in 2014.
A report to track editorial calendar opportunities and their associated deadlines.
Use the events database to keep track of all important events.
A professionally designed calendar to organize, summarize and communicate all of your marketing activities.
A calendar to track PR activities, timing, type of communication and channel through which you should emit it.
Use this to organize and report on all of your webinar program tasks & activities.
An analysis tool to evaluate corporate accounts based on 6 key criteria.
A template for documenting the terms and conditions of your agreement with an ad agency.
A template to quickly develop Request for Information (RFI) for Ad Agency Selection.
Use this to organize your advertising campaigns. Track media types, due dates and budget info.
A matrix to evaluate the effectiveness of advertising concepts.
Use this as a framework for building your annual advertising plan and budget.