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Evaluating Hosted CRM

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

Free
Are You Prepared for CRM?

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

Free

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

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

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

We created the CRM Readiness Assessment Tool to help you measure your organization's readiness in implementing an enterprise CRM program.

Use this to define, track, and report on your key CRM program metrics and KPIs.

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

Use this template to document your CRM program objectives, initiatives, measures, and targets.

Use this assessment to evaluate your CRM program maturity.

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

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

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