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Tools

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Marketing Process Automation: Investment Appropriateness Assessment Tool

The tactics provided in this tool are a starting point for organizations considering investment in marketing process automation. Use the tool in...
  • 2
Spreadsheet

Lead Management Automation RFP Scoring Tool

After responses to an RFP have been received, enterprises considering an LMA platform need a way to compare potential solutions. Use this RFP...
  • 2
Spreadsheet

Extend SharePoint Prioritization Tool

SharePoint is a large, sprawling application that requires specific customizations or add-ons for optimal functioning. Develop a custom list of...
  • 2
Spreadsheet

Lead Management Automation Vendor Shortlist Tool

Use this tool to generate a customized shortlist of vendors, based on the capabilities that the enterprise requires in a Lead Management...
  • 2
Spreadsheet

Mid-Market ERP Vendor Shortlist Tool

Info-Tech conducted its own market evaluation of thirteen ERP solutions. Use this tool to narrow the vendors down to a shortlist of solutions...
  • 8
Spreadsheet

Social Media Maturity Assessment Tool

Use this tool to evaluate your position on the social media maturity model and receive feedback on how to optimize your strategy.
  • 4
Spreadsheet

CRM Suite Opportunity Assessment Tool for Small Enterprises

This tool will assist you in determining the value to your SMB of a standalone Customer Relationship Management (CRM) suite, as well as...
  • 5
Spreadsheet

CRM Suite Evaluation and RFP Scoring Tool for Small Enterprises

Once RFP responses have been received, organizations selecting a CRM suite need a way to compare vendors across similar criteria. Use this RFP...
  • 5
Spreadsheet

CRM Suite Vendor Shortlist Tool for Small Enterprises

Use this tool to generate a customized shortlist of vendors based on the capabilities your SMB requires in a Customer Relationship Management...
  • 5
Spreadsheet

CRM Suite Evaluation and RFP Scoring Tool for Large Enterprises

Once RFP responses have been received, organizations selecting a CRM Suite need a way to compare vendors across similar criteria. Use this RFP...
  • 4
Spreadsheet