Playbooks & Tools
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Blogging Maturity Assessment
Tools January 11, 2024Use the Blogging Maturity Assessment to evaluate where your organization stands when it comes to Blogging as a part of your digital marketing mix.
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Blogging Metrics Dashboard
Tools January 11, 2024Our Blogging Metrics Dashboard is designed to help you keep tabs on the most important metrics for your blog, to help your team understand your company blogs impact and growth.
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Blogging Promotion and Engagement Checklist
Tools January 11, 2024Our Blogging Promotion and Engagement Checklist is designed to help you review essential strategies to enhance the promotion and engagement of your blog.
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Blogging Topic Prioritization
Tools January 11, 2024Use our Blogging Topic Prioritization tool to measure how different blogging topics or themes compare to each other based on your target audience.
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Build vs. Buy Decision Matrix
Tools January 11, 2024Use this matrix to compare your options for in-house builds vs. outsourced solutions.
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Communications Touch Point Diagram
Tools January 11, 2024A tool to create a visual diagram of your communication strategy with new clients and/or customers.
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Content Manager Job Description
Tools January 11, 2024A template to quickly document the role and responsibilities for the Content Manager position.
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Content Writer Job Description
Tools January 11, 2024A template to quickly document the role and responsibilities for the Content Writer position.
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CRM Administrator Job Description
Tools January 11, 2024A template to quickly document the role and responsibilities for this position.
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CRM Business Case Template
Tools January 11, 2024A template to help you design a business case for an investment in a CRM solution.
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CRM Program Prioritization Tool
Tools January 11, 2024Use this tool to evaluate CRM projects based on their strategic fit, economic impact, and feasibility.
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CRM Program Strategy Scorecard
Tools January 11, 2024Use this template to document your CRM program objectives, initiatives, measures, and targets.
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CRM Program Training Course
Tools January 11, 2024This course has 6 video modules that will help you develop and launch a CRM Program that meets your marketing objectives.
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CRM Readiness Assessment Tool
Tools January 11, 2024We created the CRM Readiness Assessment Tool to help you measure your organization's readiness in implementing an enterprise CRM program.
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CRM System RFP Template
Tools January 11, 2024Use 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 11, 2024We created the CRM Vendor Evaluation Matrix to help you compare potential CRM solutions.
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CRM Vendors Matrix
Tools January 11, 2024Use this matrix to obtain info about key CRM vendors.
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Customer Advocate Database
Tools January 11, 2024Use this database to template to track your customer advocates by key information, levels of engagement and referrals.
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Customer Engagement Training Course
Tools January 11, 2024This 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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Event Planning Checklist
Tools January 11, 2024A checklist to help organize event planning activities before, during, and after the event.
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