Having a data steward, report builder, user-training expert, and system administrator is essential for CRM success. Use Demand Metric's downloadable CRM Administrator job description to formalize the role of CRM application support.
All organizations claim to have "core competencies" but few actually benchmark their capabilities to track and measure improvements over time. Take the time to evaluate your business from a high-level, and commit to continuous improvement. Use Demand Metric's Core Competencies Assessment to set a baseline for your organization, and work to improve your score before your next self-assessment.
Employee Satisfaction Survey - Use this survey to get a feel for how satisfied your internal employees are with your workplace.
Event Planning Checklist – The purpose of this tool is to provide a checklist to organize event planning activities before, during, and after the event.
Events Manager Job Description – Use this template to create an Events Manager Job Description.
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 understand why your employee is leaving. The goal is to uncover areas that can be improved to reduce churn & cost of turnover.
Expense Reporting Tool – Use this tool to monitor and record monthly expenses.
Extranet Development Checklist – The purpose of this tool is to provide a checklist for developing your extranet. Improving the usability, quality, and ownership of extranet content will lead to increased user adoption & satisfaction, and result in reduced support costs.
Feature Advantage Benefit Tool - Use this tool to create a matrix of product features, advantages, and benefits.
Financial Resource Request Form – The purpose of this tool is to standardize all financial resource requests so that we can evaluate and prioritize requests appropriately to facilitate delivery.
