Vendor Research

This research aims to contextualize the current Customer Relationship Management (CRM) market for vendors and solution providers. It provides survey-based data and analysis to help these groups more effectively market and sell CRM solutions.

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.

Template/Policy

Establishing a Social Media Steering Committee is an important component of the implementation of a social media strategy. This charter outlines its purpose, agenda, membership, and mandate so that there is no ambiguity.

Tool

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

Template/Policy

The use of blogging and microblogging by subject matter experts (SMEs) and thought leaders within organizations is increasing. This template provides a starting point for creating an objective action charter for your thought leaders to follow...

Job Description

Social Media Representatives use a variety of social channels to manage customer interactions. This individual will assist in strengthening the overall brand of the organization through the analysis of social interactions between customers and...

Solution Set

Most organizations understand the value of leveraging social media for customer interaction, but executing an effective strategy can be a daunting task. Successfully coordinate and align the social initiatives of different business process...

Note

This research allows organizations to successfully coordinate social initiatives through the implementation of a social media program that includes process workflows, a steering committee, and adoption of a Social Media Command Center (SMCC).

Template/Policy

The risk of inappropriate information transfer between personal and business contacts within social media must be mitigated by implementing a policy. Tools to establish barriers between personal and private networks and tools to centrally manage...

Vendor Research

IT decision makers seek the best and most informative sources for major purchases. This report examines how IT decision makers use social media services to research potential vendors and products.

Vendor Research

Although the application of social media in the B2B domain is still in its infancy, vendor partners need to start thinking about how they can add value now. Vendors, like IBM, who have begun rolling social media elements into their partner...

Tool

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

Note

The environment in which SMBs 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 suite...

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.

Tool

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

Template/Policy

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

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

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.