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Jesse Hopps
Strategic planning is a great way to identify which initiatives can add the most value to your organization. The next step is to prioritize initiatives with a...
Jesse Hopps
Income Statement - Use this tool (also known as a Profit & Loss Statement) to indicate how revenue is transformed into net income. The purpose of this tool...
Jesse Hopps
Individual Goals Template - The purpose of this tool is to help you document organizational goals & objectives, individual goals, deliverables, timelines,...
Jesse Hopps
Inside Sales Manager Job Description – Reporting the VP Sales & Marketing, the Inside Sales Manager is responsible for managing all aspects of the inside...
Jesse Hopps
Graphic Use Policy - Use this tool to draft a Graphics Use Policy in order to maintain consistent messaging throughout the Organization.
Jesse Hopps
Incident Report Template – Use this template as a framework to create an incident report.
Jesse Hopps
GAP Analysis Tool (Basic) - GAP Analysis is an excellent method for brainstorming how to improve your processes and operations. Use our GAP Analysis Tool to...
Jesse Hopps
Graphic Use Exemption Form – In nearly all cases, the Company logo must be used as outlined in the Graphics Use Policy. However, in the event an exemption is...
Jesse Hopps
Feature Advantage Benefit Tool - Use this tool to create a matrix of product features, advantages, and benefits.
Jesse Hopps
Financial Resource Request Form – The purpose of this tool is to standardize all financial resource requests so that we can evaluate and prioritize requests...
Jesse Hopps
GAP Analysis Tool (Advanced) – Use this tool to identify the current state, and goal state, for a particular business item or process. The advanced GAP...
Jesse Hopps
Extranet Development Checklist – The purpose of this tool is to provide a checklist for developing your extranet. Improving the usability, quality, and...
Jesse Hopps
Expense Reporting Tool – Use this tool to monitor and record monthly expenses.
Jesse Hopps
Events Manager Job Description – Use this template to create an Events Manager Job Description.
Jesse Hopps
Exit Interview Questions Tool - The purpose of this tool is to facilitate the development of standardized exit interview questions that can be used to better...
Jesse Hopps
Effectively developing and communicating high-level business strategy is essential for organizations looking to achieve market leadership. Additionally,...
Jesse Hopps
Event Planning Checklist – The purpose of this tool is to provide a checklist to organize event planning activities before, during, and after the event.
Jesse Hopps
Employee Satisfaction Survey - Use this survey to get a feel for how satisfied your internal employees are with your workplace.
Jesse Hopps
All organizations claim to have "core competencies" but few actually benchmark their capabilities to track and measure improvements over time. Take the time to...
Jesse Hopps
Having a data steward, report builder, user-training expert, and system administrator is essential for CRM success. Use Demand Metric's downloadable CRM...
Jesse Hopps
Until recently, Customer Relationship Management (CRM) software had the unenviable reputation for being difficult to implement in many mid-sized enterprises...
Jesse Hopps
Many mid-sized organizations are in the process of implementing a CRM system, but few have a really solid understanding of how to best approach the project...
Jesse Hopps
Maintaining prices and retaining customers in competitive markets depends heavily on your ability to effectively service your accounts. Proactive organizations...
Jesse Hopps
CRM projects are notorious for failing for a variety of reasons in mid-sized enterprises. Although there have been considerable CRM product developments,...
Jesse Hopps
Customer Profiles can be used in conjunction with Key Account Plans to strategize and report on revenue opportunities with senior management. Additionally,...

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