Search 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 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 Prioritization Tool

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 Program Metrics Dashboard

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

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.

Account Scoring Template

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

Phi Schmidt's picture
Expert
Phi Schmidt
Expert

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. This report shares the data and analysis from this research effort, providing insights on how to optimize the flow of leads through the funnel.

Jesse Hopps's picture
Rockstar
Jesse Hopps
Rockstar

We are working on building a great new tool for defining CRM requirements for sales, marketing, customer service and partner relations.  The tool is designed to allow users to document how they are currently managing a given function and then create a roadmap for how that function will be managed or integrated into their CRM system in the future.

Lauren Follett's picture
Rockstar
Lauren Follett
Rockstar

Marketing success has universally rested on a single principle: “Know Thy Customer.” But, without a unified and current customer profile, critical marketing campaigns like demand generation, lead management, scoring and nurturing are woefully inadequate. 

To succeed in today’s multifaceted communication environment, modern marketers need to embrace a new paradigm for creating and managing customer profiles: Customer Profile Management. 

Kristen Maida's picture
Expert
Kristen Maida
Expert

We are currently working on a new product line known as Solution Studies.  Each Solution Study is part of a larger series in a given focus area.

Lauren Follett's picture
Rockstar
Lauren Follett
Rockstar

Salesforce Marketing Cloud will be the core of Omnicom's social marketing offerings to help companies connect with their customers in entirely new ways.

Jesse Hopps's picture
Rockstar
Jesse Hopps
Rockstar

We are just about to dive into building a CRM methodology and tool-kit. If anyone would like to contribute ideas, tools, approaches, etc. let us know. We are looking to publish the new tool-kit in August.

 

Pages