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Free

Demand Metric, in partnership with MRP, has completed a study about the current state of the funnel. The “funnel flow” survey measured how well leads flow through the sales and marketing funnel.

Free

Use this CRM framework to define the activities required to successfully create, plan and execute a CRM program.

Free
CRM Program Playbook

Follow this simple, step-by-step, playbook to implement a CRM program that engages your customers, generates sales and provides accurate reporting for your executives.

Free
CRM Program Maturity Model

Our CRM Program Maturity Model was designed to help organizations by providing a road-map for improving their CRM marketing efforts and capabilities.

Free
Account Based Marketing (ABM) Consortium Report - 2017

During Q4 2017 Demand Metric connected The Account-Based Marketing Consortium and five C-Level executives in a live discussion. These experts from around the world applied their combined experience to explore what the next stage of ABM will look like.

Free

Our Customer Relationship Management (CRM) Solution Study covers one of the six categories presented in our Sales Enablement Best Practices Report.

Free

In October 2013, Demand Metric conducted a benchmarking study, with 227 respondents, to understand the relationship between data quality and revenue growth.

Free
eWorkshop: Funnel Flow Benchmarking Study - 2017

This live session is ideal if you're looking to understand how well leads flow through your sales & marketing funnel.

CRM Maturity Map

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

Free

In June 2013, Demand Metric conducted a study to assess sales and marketing alignment and how it impacts revenue performance.

Customer Journey Map

Use this tool to visually depict the customer journey across 5 phases: Discovery/Research, Evaluation/Comparison, Decision/Purchase, Implementation, and Support/Renew.

Free

Social CRM is about interacting and engaging your consumer audience. Read this guide to better understand the importance of social CRM and how to get your business can benefit.

Free

A guide to help you evaluate if a hosted CRM is right for your mid-sized business.

Free

A guide to help you increase profitability by documenting all of your sales call opportunities.

Free

A guide to help you understand why hiring a consultant for your CRM initiative can be beneficial.

Free
CRM templates

A guide to help you evaluate if you company is ready to begin a CRM initiative.

Free

A guide to help you understand and develop a customer-centric point of view in your company.

Free

This guide provides practical advice for adopting a customer-centric business strategy.

Customer Profile Template

Use this to create fictional personas for the key audiences you intend to target.

 

CRM System RFP Template

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

This course has 6 video modules that will help you develop and launch a CRM Program that meets your marketing objectives.

Use this matrix to obtain info about key CRM vendors.

Customer Experience Management Assessment

Use this tool to analyze customer experience management (CEM) maturity in your organization.

Lead Qualification Process Diagram

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

CRM Project Schedule

Use this tool to create a work breakdown structure for an upcoming CRM system implementation project.

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