Tools

Customer Profile Template

Customer Profile Template – The purpose of this tool is to assist you with the creation of standardized, high-level, Customer Profiles. Profiles are helpful for product development & positioning, sales training, market segmentation, website customization, and improving customer service.

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Customer-Centricity Checklist

Customer-Centricity Checklist – The purpose of this tool is to provide a checklist, tools, and best practices for improving customer-centricity in your organization.

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Dashboard Readiness Assessment

Dashboard Readiness Assessment – Use this tool to determine how prepared your organization is for a Marketing Performance Measurement or Dashboarding initiative.

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Department Budget Template

Department Budget Template - Use our Department Budget template to accurately project your costs for the next fiscal period.

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Department Goals Template

Department Goals Template – The purpose of this tool is to help you document organizational goals & objectives, department goals, deliverables, timelines, and how results will be measured.

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Director of Business Development Job Description

Director of Business Development Job Description - Director of Business Development is responsible for developing a channel partner ecosystem, negotiating & managing business relationships, informing product development of market needs, and identifying new opportunities for our business to capitalize on.

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Director of Human Resources Job Description

Director of Human Resources Job Description - Use this template to create a job description for your Director of Human Resources.

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Director of Marketing Job Description

Director of Marketing Job Description – Use this template to create a job description for your Director of Marketing.

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Director of Sales Support Job Description

Director of Sales Support Job Description – Use this customizable job description template to help you formalize your sales support function.

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