John Carter , Founder, TCGen Inc. For technology companies, the growth and success of individuals (and the company) can be inhibited by poor...
CRM Program Strategy Scorecard - Use this tool to document your CRM program objectives, initiatives, measures, and targets for the next 12-18 months.
CRM Program Prioritization Tool - Use this tool to evaluate your CRM program initiatives based on their strategic fit, economic impact, and...
CRM Program Metrics Dashboard – Use this tool to define, track, and report on your key CRM Program metrics and key performance indicators. All the...
CRM Program Maturity Assessment - Use this prescriptive self-assessment tool to evaluate your organization’s CRM Program Maturity. Rate your...
Business Strategy Prioritization Tool – Use this tool to evaluate and rank strategic initiatives based on strategic fit, economic impact, and...
Business Strategy Presentation – Use this tool to present the highlights from your business strategy plan. Sections include: Executive Summary,...
Having a well qualified list of contacts is one of the most important factors in determining the success or failure of an email marketing campaign...
Supplier and Vendor Evaluation - Use this tool to evaluate your suppliers individually. Have each supplier conduct a “self evaluation” by scoring...
Sales Recruiting Assessment - Use this tool to measure your organization’s sales recruiting effectiveness in terms of recruiting process, candidate...
Distributor Metrics Dashboard – Use this dashboard template to track metrics related to your distributors. Key Metrics can include: Revenue by...

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