Playbooks & Tools
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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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Exploratory Research Plan
Tools January 11, 2024A template to help you create a plan for your upcoming exploratory research initiative.
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Facilitator Evaluation Template
Tools January 11, 2024A tool to help you evaluate a focus group facilitator.
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Focus Group Facilitator Selection Tool
Tools January 11, 2024A tool to help you evaluate potential focus group facilitators (moderators).
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Focus Group Report Template
Tools January 11, 2024Use this tool to help you communicate the findings of a focus group.
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