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Engaging Users with Gamification

Read this How-To Guide outlines to learn what gamification is and how gamification can benefit your online community as well as your organization.

Use this tool to decide which type of mobile application your organization should focus on developing.

Marketing Automation Software Selection

A guide to help you understand the marketing automation software vendor selection process and to help you select the right one for your business.

A template to organize and plan the deliverables, milestones, due dates, owners, and approvers for each phase of web development.

Use this template to help ensure that nothing is overlooked when you test and launch your new website.

A template for creating a high level report on website bugs, features and support requests.

Evaluating Hosted CRM

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

Are You Prepared for CRM?

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


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

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

Use this to estimate the costs of a website design project.

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

Use this template to compare email marketing solutions.

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

This Dashboard Readiness Assessment will help you determine your readiness for creating a dashboard for your business.

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

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 write an RFP for marketing automation software.

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