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Use our Win Loss Analysis Template to track your competitive wins and losses.

An agenda with a checklist of activities and timelines to keep you on schedule at your event.

A matrix to help you compare potential venue options based on your event's requirements.

A tool to create a visual diagram of your communication strategy with new clients and/or customers.

Use this to evaluate and obtain key stakeholder buy-in during a complex sale.

Use this matrix to compare marketing automation vendor solutions based on your requirements.

Use this template to set and track your MarCom budget.

A template for providing a high level status report for each of your key accounts.

Use this template to create a website governance document that will help you govern your corporate website.

Use this template to provide your reps with a standardized and professional sales proposal.

Use this template for any corporate investment and as a formal management communication document.

Use this tool to help you design a Request for Proposal (RFP) for a CRM System.

Use this template to quickly document your strategic plan.

Use this template to determine readiness for the proposed changes, and to build a project plan for delivery.

Use this tool to help you design a Request for Proposal (RFP) for CRM Consulting Services.

Use this template to help you optimize your corporate intranet.

Use this to improve the usability, quality, and ownership of intranet content.

Use this to craft solid arguments to handle common objections.

A template to quickly document the role and responsibilities for this position.

Use this tool to protect yourself & your company when dealing with third-parties.

A template to quickly document the role and responsibilities for this position.

Use this tool to create an action plan to win more business from your top accounts.

A worksheet to identify and document key success factors, risks, and contingency plans.

A worksheet that provides lots of common examples of Key Performance Indicators (KPIs).

A comprehensive checklist to help you select and open a new office location.

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