Marketing and sales are creative fields. They require you to think outside the box and come up with fresh new ways to capture the attention of your prospects. No two days are the same. No two sales are the same. You need to get creative if you want to reach the people who will buy. Still, with as much forward, out-of-the-box thinking as you do, it’s nice to have cold, hard data to back up your ideas. Numbers can often be a catalyst to help you discover the type of fresh campaigns your customers want from you.
By Clare Price
We all know that customers are getting more sophisticated in their buyer’s journey. That means we need sales systems that are equally sophisticated in tracking, analyzing and predicting customer behavior. We need better Sales Intelligence.
CRM Administrator Job Description – Use this template to formalize your CRM Administrator job description.
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 formal invitation to request vendor proposals that meet specific business requirements and purchasing criteria.
CRM Readiness Assessment Tool – Use this tool to measure your organization’s readiness to implement an enterprise CRM program and/or system.
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 request vendor proposals that meet specific business requirements and purchasing criteria.
CRM Vendor Evaluation Matrix – Use this vendor evaluation matrix to compare potential CRM solutions. For each parameter, rank vendors based on their ability to deliver on your requirements. As every company has different requirements, feel free to change the decision making criterion to suite your specific needs.
CRM Program Prioritization Tool - Use this tool to evaluate your CRM program initiatives based on their strategic fit, economic impact, and feasibility. Once you have ranked each project, view the bubble matrix chart and communicate the findings of your analysis.
CRM Program Strategy Scorecard - Use this tool to document your CRM program objectives, initiatives, measures, and targets for the next 12-18 months.
