CRM Administrator Job Description – Use this template to formalize your CRM Administrator job description.
CRM Consulting Services RFP - The purpose of this tool is to help you design a Request for Proposal (RFP) for CRM Consulting Services. An RFP is a formal invitation to request vendor proposals that meet specific business requirements and purchasing criteria.
CRM Readiness Assessment Tool – Use this tool to measure your organization’s readiness to implement an enterprise CRM program and/or system.
CRM System RFP Template – The purpose of this tool is to help you design a CRM System Request for Proposal (RFP). An RFP is a formal invitation to request vendor proposals that meet specific business requirements and purchasing criteria.
CRM Vendor Evaluation Matrix – Use this 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.
Customer Profile Template – The purpose of this tool is to assist you with the creation of standardized, high-level, Customer Profiles. Profiles are helpful for product development & positioning, sales training, market segmentation, website customization, and improving customer service.
Customer-Centricity Checklist – The purpose of this tool is to provide a checklist, tools, and best practices for improving customer-centricity in your organization.
Dashboard Readiness Assessment – Use this tool to determine how prepared your organization is for a Marketing Performance Measurement or Dashboarding initiative.
Department Budget Template - Use our Department Budget template to accurately project your costs for the next fiscal period.
Department Goals Template – The purpose of this tool is to help you document organizational goals & objectives, department goals, deliverables, timelines, and how results will be measured.
