Many mid-sized organizations are in the process of implementing a CRM system, but few have a really solid understanding of how to best approach the project. Use this research note to understand the benefits that CRM consultants can deliver. Additionally, use our CRM Consulting Services RFP Template to compare vendors in a systematic, business-requirement-driven, fashion.

Until recently, Customer Relationship Management (CRM) software had the unenviable reputation for being difficult to implement in many mid-sized enterprises. Reasons for project failure included high start-up & maintenance costs, I/T resource requirements, lack of user adoption, and large changes to existing business processes.

Having a data steward, report builder, user-training expert, and system administrator is essential for CRM success. Use Demand Metric's downloadable CRM Administrator job description to formalize the role of CRM application support.

All organizations claim to have "core competencies" but few actually benchmark their capabilities to track and measure improvements over time. Take the time to evaluate your business from a high-level, and commit to continuous improvement. Use Demand Metric's Core Competencies Assessment to set a baseline for your organization, and work to improve your score before your next self-assessment.

Employee Satisfaction Survey - Use this survey to get a feel for how satisfied your internal employees are with your workplace.

Event Planning Checklist – The purpose of this tool is to provide a checklist to organize event planning activities before, during, and after the event.

Effectively developing and communicating high-level business strategy is essential for organizations looking to achieve market leadership. Additionally, creating a results-oriented culture requires a comprehensive management system. Use Demand Metric's downloadable Balanced Scorecard Strategy Map tool as a basis for implementing a proven business performance management methodology.

Events Manager Job Description – Use this template to create an Events Manager Job Description.

Exit Interview Questions Tool - The purpose of this tool is to facilitate the development of standardized exit interview questions that can be used to better understand why your employee is leaving. The goal is to uncover areas that can be improved to reduce churn & cost of turnover.

Expense Reporting Tool – Use this tool to monitor and record monthly expenses.