eBook

This Customer Relationship Management (CRM) Assessment was created to help companies understand how well they performing with customer facing business processes.  This assessment provides a tool for measuring CRM effectiveness with a series of questions geared to understand how the company leverages, or does not leverage a CRM tool.  Learn here.

This handbook is a compilation of tips, techniques and strategies for today’s B2B marketer. It includes recommendations to help you: develop a more effective campaign strategy, choose media most likely to match your ideal audience, create a powerful, compelling offer, build creative that gets the reader to act now.  Learn more.

Customer Relationship Management (CRM) is one of the most widely-used and most widely-misunderstood terms in today’s corporate environments. Put simply, ‘CRM’ is a catch-all term used to describe software and related technologies that manage customer-facing business functions (most notably Sales, Customer Service and Marketing), business processes and data.

CRM is a mixture of people, processes and technology, and if these three areas are not in alignment the CRM tool may not be as effective as it could be, and may not be leveraged by the individuals who could find vast benefits of such a tool.  This tool can be used to help you understand who, what, where, when and how improvements to CRM processes, people and technology could be leveraged to improve any business.