Unlock efficiency and optimize customer touchpoints with 15+ essential templates to manage your marketing operations.
Just input your data and let our templates auto-generate:
- CRM performance reports
- Product KPI analysis
- Customer intelligence dashboards
- Campaign planning visualizations (including calendar view)
- And much, much more!
Click into each document for English and French downloads.
Cliquez sur chaque document pour le télécharger en anglais et en français.
Templates
Churn Calculator
Comparison of Marketing Automation Solutions
Contacts Database Cleaning
CRM Campaigns Planning
CRM Functional Requirements Grid
CRM Performance Report
CRM Tool Specifications
Customer Journey Mapping
Customer Knowledge Framework
Ecommerce Business Plan
Omnichannel Actions Plan
Product KPI Analysis
Relational Marketing Plan