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Tools & Templates
CRM System RFP Template
CRM System RFP Template – The purpose of this tool is to help you design a CRM System Request for Proposal (RFP). An RFP is a formal invitation to...
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CRM Readiness Assessment Tool
CRM Readiness Assessment Tool – Use this tool to measure your organization’s readiness to implement an enterprise CRM program and/or system.
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CRM Consulting Services RFP
CRM Consulting Services RFP - The purpose of this tool is to help you design a Request for Proposal (RFP) for CRM Consulting Services. An RFP is a...
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CRM Administrator Job Description
CRM Administrator Job Description – Use this template to formalize your CRM Administrator job description.
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Creative Director Job Description
Creative Director Job Description – Creative Director is responsible for translating marketing objectives into creative strategies, designs, and...
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Consultant Evaluation Matrix
Consultant Evaluation Matrix – Use this matrix to compare your potential consultants across 5 key dimensions: Relevant Experience, Skill Set,...
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Competitive Website Analysis Tool
Competitive Website Analysis Tool - Use this tool to evaluate the strengths & weaknesses of your website and compare its effectiveness against...
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Competitive Analysis Tool
Competitive Analysis Tool - This tool will help you complete a competitive analysis including: industry overview, direct/indirect competitor...
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Competitive Ad vs PR Analysis Tool
Competitive Ad vs PR Analysis Tool – Use this tool to analyze the Advertisement vs. PR spending/value ratio for the top 5 competitors in your...
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Change Management Readiness Assessment
Change Management Readiness Assessment – Use this tool to help you measure your readiness for a major organizational change.
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