Playbooks & Tools
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CRM System RFP Template
Tools January 1, 2025Use this tool to help you design a Request for Proposal (RFP) for a CRM System.
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CRM Vendor Evaluation Matrix
Tools January 1, 2025We created the CRM Vendor Evaluation Matrix to help you compare potential CRM solutions.
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Customer Advocate Database
Tools January 1, 2025Use this database to template to track your customer advocates by key information, levels of engagement and referrals.
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Customer Centricity Checklist
Tools January 1, 2025A checklist with links to tools and best practices for increased focus on customers.
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Customer Engagement Best Practices Report
Tools January 1, 2025Read this best practices report to learn how Customer Engagement has developed and how to implement Customer Engagement functions within your company.
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Customer Engagement Budget Template
Tools January 1, 2025Use this budget template to set and track your Customer Engagement budget.
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Customer Engagement Business Case
Tools January 1, 2025Use our Customer Engagement Business Case to provide senior management with a use case for a Customer Engagement program in your organization.
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Customer Engagement Framework
Tools January 1, 2025A framework to help you organize your Customer Engagement efforts.
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Customer Engagement Map
Tools January 1, 2025Use our Customer Engagement Map to follow the buyer’s journey from problem identification to brand advocacy and which technologies work best at each stage of the journey.
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Customer Engagement Maturity Assessment
Tools January 1, 2025Utilize our Customer Engagement Maturity Assessment to assess your organization's current Customer Engagement capabilities.
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Customer Engagement Metrics Dashboard
Tools January 1, 2025Use this to define, track and report on your Customer Engagement metrics.
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Customer Engagement Plan Framework
Tools January 1, 2025Use this customer engagement framework to define the activities required to successfully create, plan, and execute a customer engagement plan.
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Customer Engagement Plan Maturity Model
Tools January 1, 2025Our Customer Engagement Maturity Model was designed to help organizations with a roadmap for improving their Customer Engagement capabilities.
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Customer Engagement Plan Playbook
Playbooks January 1, 2025Follow this simple, step-by-step playbook to create an effective Customer Engagement plan that will help you to improve how customers engage with your company and to enable your organization with a customer-centric approach to drive revenue.
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Customer Engagement Project Plan
Tools January 1, 2025Use this project plan to outline the key components of your Customer Engagement program to steer the direction of your project.
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Customer Engagement Roles Matrix
Tools January 1, 2025A roles matrix to help you organize your Customer Engagement efforts.
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Customer Engagement Solutions Matrix
Tools January 1, 2025Use this matrix to obtain info about key Customer Engagement technology vendors.
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Customer Engagement Strategy Workbook
Tools January 1, 2025Use this template to outline, summarize, communicate and track your overall Customer Engagement plan.
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Customer Engagement Training Course
Tools January 1, 2025This course has 6 video modules that will help you develop a customer engagement plan that improves how customers engage with your company and enables your organization with a customer-centric approach to drive revenue.
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