Buyer Persona and Journey Interview Guide and Data Capture Tool

This tool accompanies the Create a Buyer Persona and Journey blueprint and is used to make it easy and fast to get started interviewing customers and prospects to capture...

Lead Scoring Workbook

This tool accompanies the Optimize Lead Generation With Lead Scoring storyboard and is used to build and test your lead scoring methodology.

SMMP RFP Evaluation and Scoring Tool

Enterprises considering an SMMP need to comparatively score potential solutions from different vendors. A key component of any evaluation is an RFP.

SMMP Vendor Shortlist & Detailed Feature Analysis Tool

Use this tool to develop your own custom shortlist. Use the tool's knock-out criteria and criteria weightings to identify vendors that align with your business' own...

SMMP Use-Case Fit Assessment Tool

Use the Use-Case Fit Assessment Tool to understand how your unique requirements map into specific SMMP use cases.

CRM Use-Case Fit Assessment Tool

Use this tool to help build a CRM strategy for the organization based on the specific use case that matches your organizational needs.

CRM Suite Evaluation and RFP Scoring Tool

Once RFP responses have been received, organizations selecting a CRM Suite need a way to compare vendors across similar criteria. Use this RFP scoring tool to objectively...

Web Process Automation Investment Appropriateness Assessment Tool

Use this tool to identify potential investment areas for solutions relating to WEM.

WEM Use-Case Fit Assessment Tool

Use this tool to help build a WEM strategy for the organization based on the specific use case that matches your organizational needs.

Marketing Management Suite Implementation Work Breakdown Structure

Use this template to support your outlining of the steps required to successfully implement a MMS suite into your IT landscape and business environment.
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