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Validity and Demand Metric partnered to measure the impact CRM data quality has on sales team effectiveness, revenue generation, and the success of business initiatives.
Follow this simple, step-by-step, playbook to implement a CRM program that engages your customers, generates sales and provides accurate reporting for your executives.
Use this CRM framework to define the activities required to successfully create, plan and execute a CRM program.
Our CRM Program Maturity Model was designed to help organizations by providing a road-map for improving their CRM marketing efforts and capabilities.
This course has 6 video modules that will help you develop and launch a CRM Program that meets your marketing objectives.
Our Customer Relationship Management (CRM) Solution Study covers one of the six categories presented in our Sales Enablement Best Practices Report.
Use this tool to create a work breakdown structure for an upcoming CRM system implementation project.
Our CRM Project Charter establishes a clear project scope, decision rights, and executive sponsorship for a CRM project.
A tool to help you define Marketing, Sales, Customer Support and Partner Relations functions, map your current process or systems for those functions, and plan for integration with your CRM system over a 1-3 year period.
A guide to help you evaluate if you company is ready to begin a CRM initiative.
Use this tool to visually depict your CRM process maturity across Marketing, Sales, Customer & Field Service, Analytics, Infrastructure, and E-Commerce/Web.
A guide to help you understand why hiring a consultant for your CRM initiative can be beneficial.
A guide to help you evaluate if a hosted CRM is right for your mid-sized business.
Social CRM is about interacting and engaging your consumer audience. Read this guide to better understand the importance of social CRM and how to get your business can benefit.
This How-to-Guide provides an overview of social media applications and emerging best practices for deploying social media at your company.
This guide provides practical advice for adopting a customer-centric business strategy.
Use this to define, track, and report on your key CRM program metrics and KPIs.
We created the CRM Readiness Assessment Tool to help you measure your organization's readiness in implementing an enterprise CRM program.
Use this template to document your CRM program objectives, initiatives, measures, and targets.
A template to help you design a business case for an investment in a CRM solution.
We created the CRM Vendor Evaluation Matrix to help you compare potential CRM solutions.
Use this tool to evaluate CRM projects based on their strategic fit, economic impact, and feasibility.
Use this tool to help you design a Request for Proposal (RFP) for a CRM System.