Playbooks & Tools
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CPQ Readiness Assessment
Tools January 1, 2026Use this tool to help you measure your organization's readiness for a Configure, Price, Quote (CPQ) initiative.
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CPQ Solution Study
Tools January 1, 2026Our Configure, Price, Quote (CPQ) Solution Study covers one of the six categories presented in our Sales Enablement Best Practices Report.
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CPQ Strategy Scorecard
Tools January 1, 2026Outline your Configure, Price, Quote (CPQ) strategy for the upcoming year with this easy-to-use Microsoft Excel scorecard.
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CPQ System RFP
Tools January 1, 2026Use this tool to help you design a Request for Proposal (RFP) for a Configure, Price, Quote (CPQ) System.
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CPQ Vendor Evaluation Matrix
Tools January 1, 2026We created the Configure, Price, Quote (CPQ) Vendor Evaluation Matrix to help you compare potential CPQ solutions.
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CPQ Vendors Matrix
Tools January 1, 2026Use this matrix to obtain information about key vendors that can help you build your Configure, Price, Quote (CPQ) system.
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Creating a Product Business Case
Tools January 1, 2026A guide to help you understand the intricacies of writing a product business case.
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Creating a Social Media Policy
Tools January 1, 2026A guide that outlines why you should have a social media policy, the different types of policies and key components of a policy, followed by a detailed action plan on how to create a clear, decisive and successful social media policy for your company.
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Creating Agile SEO Campaigns Guide
Tools January 1, 2026A guide to help you plan, implement, and measure an Agile SEO campaign.
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Creating Email Marketing Lists
Tools January 1, 2026This guide provides advice on how to build permission-based email marketing lists.
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Creating Successful Online Videos
Tools January 1, 2026Read this guide to help you understand the importance of online videos and how to create your own for your business.
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Creative Brief Template
Tools January 1, 2026A template to communicate with your agency the strategic direction for creative development.
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Creative Director Job Description
Tools January 1, 2026A template to quickly document the role and responsibilities for this position.
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Creative Strategy Survey Tool
Tools January 1, 2026This detailed tool helps you communicate your project needs and strategic direction to your creative department or creative agency partner(s).
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Crisis Communications Plan Template
Tools January 1, 2026Use this PR Crisis Communications Plan Template to manage all communication before, throughout and after a crisis.
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Crisis Communications Review Chart
Tools January 1, 2026Use the Crisis Communications Review Chart to track any changes to your crisis plan.
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Crisis Communications Schedule
Tools January 1, 2026Use the Crisis Communications Schedule to ensure that key team members are always on-call during a crisis.
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Crisis Communications Team Organizational Chart
Tools January 1, 2026Use the Crisis Communications Team Organizational Chart to visually clarify the hierarchy within your crisis team.
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Crisis Communications Team Roles Matrix
Tools January 1, 2026Use the Crisis Communications Team Roles Matrix to assign key roles and responsibilities to your team.
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Crisis Coverage Checklist
Tools January 1, 2026Use the Crisis Coverage Checklist to leverage best practices when tracking media coverage of any crisis.
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