Playbooks & Tools
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Customer Experience Management Assessment
Tools January 1, 2025Use this tool to analyze customer experience management (CEM) maturity in your organization.
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Customer Journey Map
Tools January 1, 2025Use this tool to visually depict the customer journey across 5 phases: Discovery/Research, Evaluation/Comparison, Decision/Purchase, Implementation, and Support/Renew.
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Customer Lifetime Value Calculator
Tools January 1, 2025You need to determine your company's customer lifetime value (CLV).
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Customer Profile Management
Tools January 1, 2025This How-To Guide is designed to provide marketers with the information and resources they need to effectively manage their users’/customers’ online experiences based on leading-edge customer profile management and registration systems and strategies.
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Customer Profile Template
Tools January 1, 2025Use this to create fictional personas for the key audiences you intend to target.
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Customer Satisfaction Index Calculator
Tools January 1, 2025You need to determine the Customer Satisfaction Index (CSI) for your individual customers as well as your organization.
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Customer Satisfaction Survey
Tools January 1, 2025A survey template to help you benchmark current levels of satisfaction.
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Customer Segment Analysis Tool
Tools January 1, 2025Use this tool to divide your customer base into distinct groups or segments and analyze them based on shared characteristics, behaviors, or needs.
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Dashboard Readiness Assessment
Tools January 1, 2025This Dashboard Readiness Assessment will help you determine your readiness for creating a dashboard for your business.
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Data Enhancement
Tools January 1, 2025Read this How-To Guide to learn what Data Enhancement is and how Data Enhancement can benefit your organization.
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Decision Maker Influencer Map
Tools January 1, 2025Use this to evaluate and obtain key stakeholder buy-in during a complex sale.
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Deliverable Approval Template
Tools January 1, 2025A form that standardizes and documents project deliverable approval.
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Demand Generation Best Practices Report
Tools January 1, 2025Read this best practices report to learn how Demand Generation has developed and how to implement Demand Generation functions within your company.
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Demand Generation Maturity Assessment
Tools January 1, 2025Utilize our Demand Generation Maturity Assessment to assess your organization's current Demand Generation capabilities.
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Demand Generation Metrics Dashboard
Tools January 1, 2025Use this to define, track and report on your Demand Generation metrics.
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Demand Generation Program Framework
Tools January 1, 2025Use this demand generation framework to define the activities required to successfully create, plan, and execute a demand generation program.
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Demand Generation Program Maturity Model
Tools January 1, 2025Our Demand Generation Maturity Model was designed to help organizations with a roadmap for improving their Demand Generation capabilities.
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Demand Generation Program Playbook
Playbooks January 1, 2025Follow this simple, step-by-step playbook to develop and implement a demand generation strategy that provides a steady flow of qualified, engaged leads for your sales team.
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Demand Generation Roles Matrix
Tools January 1, 2025A roles matrix to help you organize your Demand Generation efforts.
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Demand Generation Solutions Matrix
Tools January 1, 2025Use this matrix to obtain info about key Demand Generation technology vendors.
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