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Use this tool to organize your sales & marketing activities along a shared opportunity funnel.

A template to document "buying stages" for each of your buyer personas.

A template to help you illustrate the purchase process for your product.

A template to document "journey stages" for each of your shopper personas.

Review this process diagram to understand and complete the 7 steps of the post-production stage of video production.

A tool to help you visualize what steps need to be taken to qualify a new sales lead in your CRM system.

Use this tool to visually depict your CRM process maturity across Marketing, Sales, Customer & Field Service, Analytics, Infrastructure, and E-Commerce/Web.