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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.

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

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

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.

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

Use this assessment to evaluate your CRM program maturity.

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

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.

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

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

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


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