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This guide provides practical advice for implementing a Marketing Automation strategy.

Free

This guide provides advice on how to build permission-based email marketing lists.

Free

This guide provides practical advice for building effective email marketing campaigns.

Free

A guide for implementing an effective lead generation & marketing automation program.

A self-assessment to evaluate your marketing automation and lead generation capabilities.

A tool designed to help you analyze leads, and identify strong prospects.

Use this template to compare email marketing solutions.

Use this matrix to obtain info about key marketing automation vendors.

Use this to calculate the overall financial impact that Marketing Automation can have on your business.

Use this tool to evaluate your organization’s lead generation program maturity.

Use this tool to define, track, and report on your key lead generation metrics.

Use this tool to evaluate your lead generation initiatives.

Use this process diagram to communicate your lead generation & nurturing process.

Use this tool to calculate results for email marketing campaigns.

Use this to evaluate your marketing channels based on their brand promotion quality, lead quality, and cost/event.

Use this matrix to compare marketing automation vendor solutions based on your requirements.

A template to write an RFP for marketing automation consulting services.

A template to write an RFP for marketing automation software.

A template to create a business case for an investment in a Marketing Automation solution.

A strategy scorecard to demonstrate your objectives, programs, metrics, and timeframes.

Smart Project: Demand Generation

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Our Demand Generation Smart Project will guide you through the steps to successfully create demand and fill the sales pipeline for your products and services.  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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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 Advertising

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Related Resources 

Our Online Advertising Smart Project will guide you through the steps to create a online advertising program that moves the needle.  This project plan contains over 30 resources including training courses, playbooks, frameworks, how-to guides, tools, templates, and webinars.

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