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CRM Program Strategy Scorecard

Use our CRM Program Strategy Scorecard to document your CRM program objectives, initiatives, measures, and targets for the next 12-18 months.

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CRM Program Strategy Scorecard.pdf

CRM Program Prioritization Tool

Use our CRM Program Prioritization Tool to evaluate your CRM program initiatives based on their strategic fit, economic impact, and feasibility. Once you have ranked each project, view the bubble matrix chart and communicate the findings of your analysis.

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CRM Program Prioritization Tool.pdf

CRM Program Metrics Dashboard

Use our CRM Program Metrics Dashboard to define, track, and report on your key CRM program metrics and key performance indicators. All the metrics can be easily customized to suit your organization's needs.

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CRM Program Metrics Dashboard.pdf

CRM Program Maturity Assessment

Our CRM Program Maturity Assessment will help your organization to evaluate their CRM Program Maturity. Rate your compliance with best practices across the following dimensions: Senior Management Commitment, Alignment with Business Goals, Level of Process Documentation, Data Management & Accuracy, Customer-Centricity, System Training & Support, User Adoption, and Customer Satisfaction.

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CRM Program Maturity Assessment.pdf

Business Case for CRM Template

Use our Business Case for CRM Template to help you design a business case for an investment in a CRM (customer relationship management) solution.

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CRM Business Case Template.pdf

Service Level Agreement Template (SLA)

Use our Service Level Agreement Template (SLA) as a framework to formally define the level of service between two parties where one is the customer and the other is the service provider.

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Service Level Agreement Template.pdf

CRM Vendor Evaluation Matrix

Use our CRM Vendor Evaluation Matrix to compare potential CRM solutions. For each parameter, rank vendors based on their ability to deliver on your requirements. As every company has different requirements, feel free to change the decision making criterion to suite your specific needs.

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CRM Vendor Evaluation Matrix.pdf

Terms of Use Policy Template

Use our Terms of Use Policy Template to get a head start on developing the terms & conditions that govern your corporate website.

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Terms of Use Policy Template.pdf

Customer-Centric Strategy Checklist

The purpose of our Customer-Centric Strategy Checklist is to provide a checklist, tools, and best practices for improving customer-centricity in your organization.

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Customer Centricity Checklist.pdf