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Leverage the framework below to quickly
empower your organization’s CRM program.
CRM PROGRAM
Framework
OPTIMIZE6
Click the buttons below to access all related
training, tools, templates, and other resources.
Strategy ScorecardTraining Course Project ScheduleSolution Study
Readiness
Assessment
Maturity Map
Requirements
Roadmap
Are You Prepared
for CRM Guide?
CRM Administrator
Job Description
Business Case
MarketingDataQuality
BenchmarkReport
Creating a Business
Blog Guide
Sales&MarketingData
QualityWorkshop
Lead Acquisition
Model
Vendor RFP
Maturity Assessment
Metrics Dashboard
Sales & Marketing
Alignment Tool
Aligned Sales &
Marketing Funnel
Post Project
Evaluation
Customer
Engagement Plan
Importance of Social
CRM Guide
Project Charter
Customer Marketing
Benchmark Report
Lead Qualification
Process Diagram
Vendor Matrix
Social CRM Best
Practices Guide
Program Prioritization
Tool
Sales & Marketing
Alignment Report
Qualified Lead
Definition Tool
Vendor Evaluation
Evaluating Hosted
CRM Guide
IMPLEMENT4 ROLL-OUT51 PREPARE PLAN2 SELECT3

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CRM Framework

  • 1. Leverage the framework below to quickly empower your organization’s CRM program. CRM PROGRAM Framework OPTIMIZE6 Click the buttons below to access all related training, tools, templates, and other resources. Strategy ScorecardTraining Course Project ScheduleSolution Study Readiness Assessment Maturity Map Requirements Roadmap Are You Prepared for CRM Guide? CRM Administrator Job Description Business Case MarketingDataQuality BenchmarkReport Creating a Business Blog Guide Sales&MarketingData QualityWorkshop Lead Acquisition Model Vendor RFP Maturity Assessment Metrics Dashboard Sales & Marketing Alignment Tool Aligned Sales & Marketing Funnel Post Project Evaluation Customer Engagement Plan Importance of Social CRM Guide Project Charter Customer Marketing Benchmark Report Lead Qualification Process Diagram Vendor Matrix Social CRM Best Practices Guide Program Prioritization Tool Sales & Marketing Alignment Report Qualified Lead Definition Tool Vendor Evaluation Evaluating Hosted CRM Guide IMPLEMENT4 ROLL-OUT51 PREPARE PLAN2 SELECT3