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Search returned: 633 document(s).
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Customer Experience 101: How to Measure It
Training Takeaways January 2, 2025Learn the four interrelated approaches that need to be adopted to effectively measure customer experience to guide improvements.
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Lead Generation Playbook
Playbooks January 1, 2025Use this step-by-step playbook and set of 46 premium tools and templates to create a comprehensive lead generation plan.
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Account Scoring Template
Tools January 1, 2025An analysis tool to evaluate corporate accounts based on 6 key criteria.
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Buyer Persona Template
Tools January 1, 2025Use this template to create buyer personas for the key buyers that you intend to target.
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Buying Process Stage Template
Tools January 1, 2025A template to document "buying stages" for each of your buyer personas.
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CRM Administrator Job Description
Tools January 1, 2025A template to quickly document the role and responsibilities for this position.
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CRM Business Case Template
Tools January 1, 2025A template to help you design a business case for an investment in a CRM solution.
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CRM Consulting Services RFP
Tools January 1, 2025Use this tool to help you design a Request for Proposal (RFP) for CRM Consulting Services.
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CRM Maturity Assessment
Tools January 1, 2025Use this assessment to evaluate your CRM program maturity.
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CRM Program Metrics Dashboard
Tools January 1, 2025Use this to define, track, and report on your key CRM program metrics and KPIs.
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CRM Program Strategy Scorecard
Tools January 1, 2025Use this template to document your CRM program objectives, initiatives, measures, and targets.
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CRM Readiness Assessment Tool
Tools January 1, 2025We 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 1, 2025Use 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 1, 2025We created the CRM Vendor Evaluation Matrix to help you compare potential CRM solutions.
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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 Survey
Tools January 1, 2025A survey template to help you benchmark current levels of satisfaction.
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Develop Customer Centricity CRM Best Practices Guide
Tools January 1, 2025This guide provides practical advice for adopting a customer-centric business strategy.
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Online Community System RFP Template
Tools January 1, 2025Use this tool to help you design a Request for Proposal (RFP) for an Online Community System.
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Online Community Vendor Evaluation
Tools January 1, 2025Use this matrix to compare potential solutions for building your online community.
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CRM Program Playbook
Playbooks January 1, 2025Follow this simple, step-by-step playbook to implement a CRM program that engages your customers, generates sales, and provides accurate reporting for your executives.
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