CRM Program Playbook

Our CRM Program Playbook is a planning methodology that highlights our premium tool-kit of 31 tools & templates to help you develop and launch a CRM Program that meets your marketing objectives.

Demand Metric playbooks are step-by-step guides that help you build strategic processes using "Best Practices" and other Demand Metric tools & templates. For background info on Demand Metric playbooks (aka methodologies), read our blog post: Much Ado About Methodologies.

Stages of this playbook include:

1. Prepare for CRM
2. CRM Program Planning
3. Select a CRM System
4. Implement CRM System
5. Roll-Out the System
6. Optimize CRM Program

There are 31 premium tools & templates linked inside of this playbook to facilitate the process.

1. CRM Program Training Course
2. Customer Marketing Benchmark Report
3. Marketing Data Quality Benchmark Report
4. Sales & Marketing Alignment Report
5. Are You Prepared for CRM Guide?
6. Evaluating Hosted CRM Guide
7. Importance of Social CRM Guide
8. Social CRM Best Practices Guide
9. Creating a Business Blog Guide
10. Sales & Marketing Data Quality Workshop
11. CRM Readiness Assessment
12. CRM Maturity Assessment
13. Sales & Marketing Alignment Tool
14. CRM Program Maturity Map
15. Aligned Sales & Marketing Funnel
16. CRM Program Solution Study
17. CRM Program Vendor Matrix
18. CRM Program Vendor RFP
19. CRM Program Vendor Evaluation
20. CRM Program Strategy Scorecard
21. CRM Program Project Charter
22. CRM Program Business Case
23. CRM Program Prioritization Tool
24. CRM Requirements Roadmap
25. CRM Project Schedule
26. Lead Qualification Process Diagram
27. Lead Acquisition Model
28. Qualified Lead Definition Tool
29. CRM Administrator Job Description
30. CRM Program Metrics Dashboard
31. Post Project Evaluation
     

BONUS: Project Management Methodology