Playbooks & Tools
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CRM Project Schedule
Tools January 1, 2024Use this tool to create a work breakdown structure for an upcoming CRM system implementation project.
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CRM Requirements Roadmap
Tools January 1, 2024A tool to help you define Marketing, Sales, Customer Support and Partner Relations functions, map your current process or systems for those functions, and plan for integration with your CRM system over a 1-3 year period.
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Customer Engagement Maturity Assessment
Tools January 1, 2024Utilize our Customer Engagement Maturity Assessment to assess your organization's current Customer Engagement capabilities.
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Customer Experience Management Assessment
Tools January 1, 2024Use this tool to analyze customer experience management (CEM) maturity in your organization.
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Customer Profile Template
Tools January 1, 2024Use this to create fictional personas for the key audiences you intend to target.
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Customer Satisfaction Survey
Tools January 1, 2024A survey template to help you benchmark current levels of satisfaction.
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Customer Segment Analysis Tool
Tools January 1, 2024Use 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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Digital Marketing Framework
Tools January 1, 2024Use this digital marketing framework to define the activities required to successfully create, plan, and execute a digital marketing program.
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Digital Marketing Maturity Model
Tools January 1, 2024Our Digital Marketing Maturity Model was designed to help organizations with a roadmap for improving their Digital Marketing capabilities.
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Digital Marketing Roles Matrix
Tools January 1, 2024A roles matrix to help you organize your Digital Marketing efforts.
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Director of Product Management Job Description
Tools January 1, 2024A template to quickly document the role and responsibilities for this position.
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Driving Value with Marketing Automation Best Practices Guide
Tools January 1, 2024Use this guide to understand what level of maturity your organization is at with marketing automation and how you can drive value with more advanced uses of your marketing automation system.
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Effective Email Marketing Campaigns
Tools January 1, 2024This guide provides practical advice for building effective email marketing campaigns.
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Effective Use of Instagram for Business
Tools January 1, 2024A guide to help you understand the key features of Instagram that are useful to businesses.
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Email Marketing Benchmark Report
Tools January 1, 2024In a January 2014 study sponsored by Marketo, Demand Metric partnered with Ascend2 to identify how marketers will be pursuing email marketing success in the upcoming year.
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Email Marketing Maturity Model
Tools January 1, 2024Our Email Marketing Maturity Model was designed to help organizations with a roadmap for improving their Email Marketing capabilities.
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Email Marketing ROI Calculator
Tools January 1, 2024Use this tool to calculate results for email marketing campaigns.
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Email Marketing Solution Study
Tools January 1, 2024Our Email Marketing Solution Study highlights insights, the landscape, and the vendors associated with the Email Marketing space.
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Email Marketing System RFP
Tools January 1, 2024Use this tool to help you design a Request for Proposal (RFP) for an Email Marketing platform.
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Email Marketing Vendor Evaluation
Tools January 1, 2024Use this template to compare email marketing solutions.
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