Playbooks & Tools
-
Crisis Procedure for Family Members Template
Tools January 1, 2025The Crisis Procedure for Family Members template is designed to ensure you follow crisis best practices with family members of anyone involved in the crisis.
view -
Crisis Procedure for the Media Template
Tools January 1, 2025The Crisis Procedure for the Media Template is designed to ensure you follow crisis best practices with members of the media during a crisis.
view -
CRM Administrator Job Description
Tools January 1, 2025A template to quickly document the role and responsibilities for this position.
view -
CRM Business Case Template
Tools January 1, 2025A template to help you design a business case for an investment in a CRM solution.
view -
CRM Consulting Partners Revealed
Tools January 1, 2025A guide to help you understand why hiring a consultant for your CRM initiative can be beneficial.
view -
CRM Consulting Services RFP
Tools January 1, 2025Use this tool to help you design a Request for Proposal (RFP) for CRM Consulting Services.
view -
CRM Maturity Assessment
Tools January 1, 2025Use this assessment to evaluate your CRM program maturity.
view -
CRM Maturity Map
Tools January 1, 2025Use this tool to visually depict your CRM process maturity across Marketing, Sales, Customer & Field Service, Analytics, Infrastructure, and E-Commerce/Web.
view -
CRM Program Framework
Tools January 1, 2025Use this CRM framework to define the activities required to successfully create, plan, and execute a CRM program.
view -
CRM Program Maturity Model
Tools January 1, 2025Our CRM Program Maturity Model was designed to help organizations by providing a road-map for improving their CRM marketing efforts and capabilities.
view -
CRM Program Metrics Dashboard
Tools January 1, 2025Use this to define, track, and report on your key CRM program metrics and KPIs.
view -
CRM Program Playbook
Playbooks January 1, 2025Follow this simple, step-by-step playbook to implement a CRM program that engages your customers, generates sales, and provides accurate reporting for your executives.
view -
CRM Program Prioritization Tool
Tools January 1, 2025Use this tool to evaluate CRM projects based on their strategic fit, economic impact, and feasibility.
view -
CRM Program Strategy Scorecard
Tools January 1, 2025Use this template to document your CRM program objectives, initiatives, measures, and targets.
view -
CRM Program Training Course
Tools January 1, 2025This course has 6 video modules that will help you develop and launch a CRM Program that meets your marketing objectives.
view -
CRM Project Charter
Tools January 1, 2025Our CRM Project Charter establishes a clear project scope, decision rights, and executive sponsorship for a CRM project.
view -
CRM Project Schedule
Tools January 1, 2025Use this tool to create a work breakdown structure for an upcoming CRM system implementation project.
view -
CRM Readiness Assessment Tool
Tools January 1, 2025We created the CRM Readiness Assessment Tool to help you measure your organization's readiness in implementing an enterprise CRM program.
view -
CRM Requirements Roadmap
Tools January 1, 2025A 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.
view -
CRM Solution Study
Tools January 1, 2025Our Customer Relationship Management (CRM) Solution Study covers one of the six categories presented in our Sales Enablement Best Practices Report.
view