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Brand Diagnostic Tool - External and Internal Factors Metrics Analysis Template

The external and internal factor analysis will allow you to detect and understand broad changes, disruptors and mid- to long-term trends in your specific field that are...

Brand Diagnostic Tool - Digital Metrics Analysis Template

Digital metrics analysis will provide insights into how buyers and potential buyers interact and engage with your brand digitally. It's also used to evaluate the brand's...

Develop an IT Strategy to Support Customer Service

Take a business process management (BPM)-centric approach to model the desired future state of your customer service IT systems. Then develop an overall IT systems strategy...
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Create an Effective SEO Keyword Strategy

Leading search engine optimization methods focus on creating and posting relevant keyword-rich content, not just increasing page rank. Content and keywords should move...

CRM Business Case Template

Document the key drivers for selecting a new CRM platform.

Customer Relationship Management Platform Selection Guide — Phases 1-3

Enable marketing, sales, and customer service teams by successfully choosing and implementing a suite for customer relationship management.

Customer Relationship Management Platform Selection Guide

Enable marketing, sales, and customer service teams by successfully choosing and implementing a suite for customer relationship management.
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Project Charter

This template is designed to help you build a project charter in a timely manner.

Develop an IT Strategy to Support Customer Service Storyboard

The acceleration of ecommerce has cemented Customer Service’s digital future. Use this research to build IT’s strategy for supporting Customer Service and enhancing the...

Project RACI Chart

The RACI chart assists you in organizing roles for carrying out project steps and ensuring that there are definite roles that different individuals in the organization must...
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