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Take the CRM Quiz - How's Your Organization Doing?
This quiz addresses key aspects of customer relationship management planning and programs. It will help you determine the current state of your planning, practices and processes. Your answers will indicate specific areas where you may benefit from improvements. And, it will also help guide your decisions about your future needs and investments. The quiz has 19 questions and should take approximately 3 minutes to complete.
Customer Relationship Management Planning & Analysis Tools
Use these CRM planning and analysis tools to assess your organization's customer relationship management processes and practices, as well as applications, customer value and customer retention efforts. The tools range from those designed for a detailed analysis of your organization's customer relationship management to calculators for determining customer life time value and net present value.
CRM Readiness Assessment
The purpose of this CRM (Customer Relationship Management) Assessment is to identify opportunities to optimize your current customer relationships and improve acquisition and retention performance
CRM Application Evaluation & Vendor Selection Tool
Use this CRM application and vendor evaluation tool to compare potential CRM solutions and the vendors that provide them.
Customer Life Time Value Calculator
Use this Customer Life Time Value Calculator to calculate the Life Time Value of a customer, which is the monetary value of a customer over their lifespan as a customer.
Customer Net Present Value Calculator
Use this Customer NPV (Net Present Value) Marketing Calculator to calculate the "Net Present Value" of a customer based on cost of capital, their profitability, purchase history and lifespan (how long they are a customer).
Customer Retention Rate Calculator
The customer retention rate marketing calculator will calculate the year-over-year retention rate of your customers and the projected customer life time.
Customer Acquisition Assessment
Use the customer acquisition assessment to see how well your organization is doing in developing and executing its customer acquisition marketing plans, programs and activities.
Customer Retention Assessment
Use the customer retention assessment to see how well your organization is doing in developing and executing its customer retention marketing plans, programs and activities.