Tools & Templates

Intranet Usage Survey

Intranet Usage Survey – The purpose of this brief survey is to help you optimize your corporate intranet in order to provide employees with easy access to information and resources they require.

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Key Account Planning Tool

Key Account Planning Tool – Use this tool to create winning key account plans.

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Key Performance Indicators Worksheet

Key Performance Indicators Worksheet - This tool provides examples of Key Performance Indicators (KPIs), which provide a foundation for measuring performance within each department in your organization. Review this worksheet and select the Key Performance Indicators that match your needs.

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Key Success Factors Tool

Key Success Factors Tool - The purpose of this tool is to provide an understanding of Key Success Factors (KSF), and to assist with documenting project-related risks and contingency plans.

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Lead Scoring Index Tool

Lead Scoring Index Tool – This tool is designed to help you analyze leads and identify strong prospects. Score your leads across 6 different criteria including company, buying cycle, contact, interest, actions, and recent. Evaluate your leads explicit and implicit need for your product or service.

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Manager Technical Support Job Description

Manager Technical Support Job Description – Use this job description to document responsibilities and job requirements for a Manager, Technical Support.

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Market Requirements Document

Market Requirements Document - The purpose of this tool is to help you achieve product development approval by: defining the product & target market segment; determining market & opportunity size; documenting customer/prospect needs; analyzing competitive solutions; and building a business case for the development of your product.

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Marketing Analyst Job Description

Marketing Analyst Job Description - Use this job description template to formalize the role of Marketing Analysts in your organization.

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Brand Strategy Scorecard Tool

Brand Strategy Scorecard Tool – Use this Brand Scorecard to document your branding objectives, initiatives, measures, and targets for the next 12-18 months.

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