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

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

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

Use this matrix to obtain info about key CRM vendors.

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

CRM Program Methodology

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

Customer Experience Management Assessment

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

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.

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 Charter

Our CRM Project Charter establishes a clear project scope, decision rights, and executive sponsorship for a CRM project.

CRM Project Schedule

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

CRM Requirements Roadmap

A tool to help you define Marketing, Sales, Customer Support and Partner Relations functions, map your current process or systems for those functions, and plan for integration with your CRM system over a 1-3 year period.

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

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.

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

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

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

CRM templates

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

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

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

Use this tool to report sales call results.

A template to help you design a business case for an investment in a CRM solution.

CRM Vendor Evaluation Matrix

We created the CRM Vendor Evaluation Matrix to help you compare potential CRM solutions.

Sales Analysis Tool

The Sales Analysis Tool can be used to review products/service sales, channel sales, sales by representative, market segments, and sales team goals.

CRM Program Prioritization Tool

Use this tool to evaluate CRM projects based on their strategic fit, economic impact, and feasibility.

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