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CRM Framework

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Demand Metric
Demand Metric

Use this CRM framework to define the activities required to successfully create, plan and execute a CRM program.

Marketing
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Leverage the framework below to quickly empower your organization’s CRM program. CRM PROGRAM Framework MEASURE6PLAN4 IMPLEMENT51 UNDERSTAND EVALUATE2 RESEARCH3 Click the buttons below to access all related training, tools, templates and other resources. Strategy ScorecardTraining Course Project ScheduleSolution Study Readiness Assessment Maturity Map Requirements Roadmap Are You Prepared For CRM Guide CRM Administrator Job Description Business Case MarketingDataQuality BenchmarkReport Creating a Business Blog Guide Sales&MarketingData QualityWorkshop Lead Acquisition Model Vendor RFP Maturity Assessment Metrics Dashboard Sales & Marketing Alignment Tool Aligned Sales & Marketing Funnel Post Project Evaluation Customer Engagement Plan Importance of Social CRM Guide Project Charter Customer Marketing Benchmark Report Lead Qualification Process Diagram Vendor Matrix Social CRM Best Practices Guide Program Prioritization Tool Sales & Marketing Alignment Report Qualified Lead Definition Tool Vendor Evaluation Evaluating Hosted CRM Guide

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CRM Framework

  • 1. Leverage the framework below to quickly empower your organization’s CRM program. CRM PROGRAM Framework MEASURE6PLAN4 IMPLEMENT51 UNDERSTAND EVALUATE2 RESEARCH3 Click the buttons below to access all related training, tools, templates and other resources. Strategy ScorecardTraining Course Project ScheduleSolution Study Readiness Assessment Maturity Map Requirements Roadmap Are You Prepared For CRM Guide CRM Administrator Job Description Business Case MarketingDataQuality BenchmarkReport Creating a Business Blog Guide Sales&MarketingData QualityWorkshop Lead Acquisition Model Vendor RFP Maturity Assessment Metrics Dashboard Sales & Marketing Alignment Tool Aligned Sales & Marketing Funnel Post Project Evaluation Customer Engagement Plan Importance of Social CRM Guide Project Charter Customer Marketing Benchmark Report Lead Qualification Process Diagram Vendor Matrix Social CRM Best Practices Guide Program Prioritization Tool Sales & Marketing Alignment Report Qualified Lead Definition Tool Vendor Evaluation Evaluating Hosted CRM Guide