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Read this How-To Guide outlines to learn what gamification is and how gamification can benefit your online community as well as your organization.
Use this tool to decide which type of mobile application your organization should focus on developing.
A guide to help you understand the marketing automation software vendor selection process and to help you select the right one for your business.
A guide to help you evaluate if a hosted CRM is right for your mid-sized business.
A guide to help you evaluate if you company is ready to begin a CRM initiative.
A template to organize and plan the deliverables, milestones, due dates, owners, and approvers for each phase of web development.
Use this template to help ensure that nothing is overlooked when you test and launch your new website.
A template for creating a high level report on website bugs, features and support requests.
This guide provides practical advice for adopting a customer-centric business strategy.
A self-assessment to evaluate your marketing automation and lead generation capabilities.
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.
We created the CRM Readiness Assessment Tool to help you measure your organization's readiness in implementing an enterprise CRM program.
This Dashboard Readiness Assessment will help you determine your readiness for creating a dashboard for your business.
Use this to define, track, and report on your key CRM program metrics and KPIs.
Use this tool to evaluate CRM projects based on their strategic fit, economic impact, and feasibility.
Use this template to document your CRM program objectives, initiatives, measures, and targets.
Use this matrix to compare marketing automation vendor solutions based on your requirements.
Use this tool to help you design a Request for Proposal (RFP) for a CRM System.
Use this tool to help you design a Request for Proposal (RFP) for CRM Consulting Services.
A template to write an RFP for marketing automation consulting services.