Playbooks & Tools
-
Top Mobile Marketing Resources Database
Tools January 11, 2024A database that provides mobile marketing resources and outlines when and how to use them.
view -
Video Marketing Training Course
Tools January 11, 2024Discover how video marketing works and which best practices are required to get results. This course has 3 video modules that go from fundamental concepts to advanced implementation of video marketing including lead nurturing and scoring.
view -
Account and Product Mapping Template
Tools January 8, 2024Use our ABM Key Account Plan Canvas to create a simple, one-page action plan for each of your target accounts.
view -
Account Executive Job Description
Tools January 8, 2024A template to quickly document the role and responsibilities for this position.
view -
Account Scoring Template
Tools January 8, 2024An analysis tool to evaluate corporate accounts based on 6 key criteria.
view -
Brand Selection Tool
Tools January 8, 2024A voting tool to drive consensus on key branding decisions.
view -
Business Model Canvas Template (Excel)
Tools January 8, 2024Use this Microsoft Excel template to define your business model.
view -
Business Model Canvas Template (PowerPoint)
Tools January 8, 2024Use this Microsoft PowerPoint template to define your business model.
view -
Business Model Canvas Template (Word)
Tools January 8, 2024Use this template to define your business model.
view -
Business Objectives Matrix
Tools January 8, 2024A template that provides over 50 common business objectives to consider.
view -
Business Strategy Prioritization Tool
Tools January 8, 2024Use this tool to evaluate your strategic initiatives based on their strategic fit, economic impact, and feasibility.
view -
CPQ System RFP
Tools January 8, 2024Use this tool to help you design a Request for Proposal (RFP) for a Configure, Price, Quote (CPQ) System.
view -
CPQ Vendors Matrix
Tools January 8, 2024Use this matrix to obtain information about key vendors that can help you build your Configure, Price, Quote (CPQ) system.
view -
Customer Centricity Checklist
Tools January 8, 2024A checklist with links to tools and best practices for increased focus on customers.
view -
Customer Engagement Map
Tools January 8, 2024Use 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.
view -
Customer Engagement Roles Matrix
Tools January 8, 2024A roles matrix to help you organize your Customer Engagement efforts.
view -
Customer Engagement Solutions Matrix
Tools January 8, 2024Use this matrix to obtain info about key Customer Engagement technology vendors.
view -
Dashboard Readiness Assessment
Tools January 8, 2024This Dashboard Readiness Assessment will help you determine your readiness for creating a dashboard for your business.
view -
Decision Maker Influencer Map
Tools January 8, 2024Use this to evaluate and obtain key stakeholder buy-in during a complex sale.
view -
Department Goals Template
Tools January 8, 2024A template to help you document organizational goals and objectives.
view