Tool

The tactics provided in this tool are a starting point for organizations considering investment in marketing process automation. Use the tool in conjunction with the Vendor Landscape research: Email Marketing Services, or Lead Management Automation.

Tool

After responses to an RFP have been received, enterprises considering an LMA platform need a way to compare potential solutions. Use this RFP scoring tool to record and evaluate features across vendors.

Note

Given specific business requirements across different companies, selecting the right Lead Management Automation (LMA) platform can be a difficult task. Use this research to expedite the selection process and choose the best LMA platform for your...

Tool

Use this tool to generate a customized shortlist of vendors, based on the capabilities that the enterprise requires in a Lead Management Automation (LMA) platform.

Template/Policy

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

Template/Policy

Product demonstrations are a critical step for selection teams to compare and evaluate solutions. Use this demonstration script template as a basis for a comprehensive list of activities and features that Lead Management Automation (LMA)...

Solution Set

Most organizations understand the need for closed-loop sales and marketing, but fulfilling this can be difficult. Use a Lead Management Automation (LMA) platform to successfully close the sales-marketing loop; making the business and IT happy...

Template/Policy

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

(Jan issue-2012) Email marketing has come a long way from spamming (and irritating) consumers with mass messages that are quickly deleted. Thanks to advances in technology, marketers can target potential customers with email messages that are...

Solution Set

Organizations are expected to meet increasingly complex customer demands, and this, along with increasing interaction volumes (due in large part to social media), means that customer relationships can no longer be managed by simple tools. In...

Template/Policy

Use this demonstration script to provide vendors with a consistent set of instructions, ensuring an objective comparison of product features for a Customer Relationship Management (CRM) Suite.

Tool

This tool will assist you in determining the value of a standalone Customer Relationship Management (CRM) Suite to your organization, as well as the best available point solutions for marketing, sales and customer service.

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 evaluate vendor responses.

Template/Policy

Use this customizable template to create a Request for Proposal (RFP) that includes the Customer Relationship Management (CRM) features that your organization requires.

Note

The environment in which organizations manage relationships with their customers is always changing, and new technologies are making it imperative that organizations deploy the correct customer management strategies and tools. Deciding which CRM...

Tool

Use this tool to generate a customized shortlist of vendors based on the capabilities your organization requires in a Customer Relationship Management (CRM) Suite.

Solution Set

Meeting compliance needs and optimizing email efficiency can be a difficult task. Select the right email archiving platform to reduce risks, optimize email service storage, and reduce end-user support costs.

Tool

Use this tool to generate a customized shortlist of vendors based on the capabilities your organization requires in an email archiving platform.

Tool

After responses to an RFP have been received, enterprises considering email archiving platforms need a way to compare potential solutions. Use this RFP scoring tool to record and evaluate features across vendors.

Template/Policy

Use this template to help create an RFP that lists features according to your enterprise email archiving platform requirements.

Tool

The email archiving market is a highly fragmented market, with many vendors that are strong in specific areas. Organizations have different needs depending on their industry and geographical location, and are struggling to reconcile their...

Tool

Many organizations fail to adequately budget for their collaboration implementations, leading to cost and time overruns. This tool will help you budget for initial platform deployment and ongoing collaboration solution design.

Tool

Initial collaboration platform deployment consists of a number of discrete steps, from creating the front-end, support model, and back-end to designing and executing pilot projects. This tool will help serve as the basis for platform deployment...

Job Description

To successfully implement a collaboration platform, put the right people behind the implementation. If the budget allows, hire a dedicated resource to execute the implementation to increase user uptake. The Collaboration Business Analyst plays a...

Tool

Building a library of collaboration solutions for ad-hoc and persistent teams is essential for enabling effective collaboration. This tool assists IT architects and business analysts conducting collaboration pattern matching (pairing the...

Template/Policy

Info-Tech's Annual Audit Template will help you conduct an annual assessment of the existing collaboration environment. It will consider a variety of different factors to construct a strategy for the ongoing operation of the collaboration system.

Video

Successfully implementing a collaboration platform is essential for realizing business value. The implementation should be split into two distinct phases: initial platform deployment and ongoing solution design. IT managers are familiar with the...

Note

Successfully implementing a collaboration platform is essential for realizing business value. The implementation should be split into two distinct phases: initial platform deployment and ongoing solution design.

Solution Set

Web 2.0 has added a new set of interaction channels strongly favored by customers, including social channels, requiring organizations to revisit their customer service strategy.

Template/Policy

Documenting social collaboration and E2E interaction strategy into a business plan is a crucial step in planning a social tool implementation. This template builds on the results from the Social Collaboration Maturity and Readiness Assessment...