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Templates & Policies

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Lead Management Automation Vendor Demo Script

Product demonstrations are a critical step for selection teams to compare and evaluate solutions. Use this demonstration script template as a...
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Word Document

Build an LMA Strategy Workbook

The Lead Management Automation (LMA) Strategy Workbook provides guidance on all of the steps necessary to develop a comprehensive LMA strategy.
  • 6
Slide Show

Lead Management Automation RFP Template

Use this template to help create a request for proposal (RFP) that lists a LMA platform features according to enterprise requirements.
  • 6
Word Document

Social Media Acceptable Use Policy

The risk of inappropriate information transfer between personal and business contacts within social media must be mitigated by implementing a...
  • 11
Word Document

Social Media Steering Committee Charter Template

Establishing a Social Media Steering Committee is an important component of the implementation of a social media strategy. This charter outlines...
  • 4
Word Document

Blogging and Microblogging Guidelines Template

The use of blogging and microblogging by subject matter experts (SMEs) and thought leaders within organizations is increasing. This template...
  • 4
Word Document

CRM Suite RFP Template for Small Enterprises

Use this customizable template to create a Request for Proposal (RFP) that includes the Customer Relationship Management (CRM) features that your...
  • 5
Word Document

CRM Business Plan Template

This tool will help enterprises create a successful CRM business plan in an iterative manner, adding value on a project by project basis.
  • 15
Word Document

CRM Suite Vendor Demonstration Script

Use this demonstration script to provide vendors with a consistent set of instructions, ensuring an objective comparison of product features for...
  • 5
Word Document

CRM Suite RFP Template for Large Enterprises

Use this customizable template to create a Request for Proposal (RFP) that includes the Customer Relationship Management (CRM) features that your...
  • 4
Word Document