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Use this tool to report sales call results.

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.

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 Strategy Scorecard

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

CRM Readiness Assessment Tool

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

CRM Program Metrics Dashboard

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.

CRM Maturity Assessment

Use this assessment to evaluate your CRM program maturity.

CRM System RFP Template

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

CRM Consulting Services RFP

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

Customer Satisfaction Survey

A survey template to help you benchmark current levels of satisfaction.

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

Customer Centricity Checklist

A checklist with links to tools and best practices for increased focus on customers.

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

 

Account Scoring Template

An analysis tool to evaluate corporate accounts based on 6 key criteria.

Smart Project: Customer Engagement

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Related Resources 

Our Customer Engagement Smart Project will guide you through the steps to set up a customer engagement program that drives customer retention.  This project plan contains over 25 resources including training courses, playbooks, frameworks, how-to guides, tools, templates, and webinars.

Smart Project: CRM Program

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Related Resources 

Our CRM Program Smart Project will guide you through the steps to make customer relationship management a core competency in your organization.  This project plan contains over 40 resources including training courses, playbooks, frameworks, how-to guides, tools, templates, and webinars.

Smart Project: Online Community

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Related Resources 

Our Online Community Smart Project will guide you through the steps to successfully build a thriving online community of engaged users.  This project plan contains over 30 resources including training courses, playbooks, frameworks, how-to guides, tools, templates, and webinars.

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