Department Goals Template
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The document provides a template for setting department goals including organizational goals, best practices for goal setting, and sections for department vision, goals, deliverables, deadlines, and metrics. Goals should follow the SMART criteria of being specific, measurable, action-oriented, realistic, and time-bound. The template guides the documentation of goals and how their success will be evaluated.
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Lead scoring applies mathematical formulas to rank potential customers. It is chiefly used to identify prospects that are ready for direct sales contact. Because the calculations are automatic, the scores are consistent, current, and can include more variables than any manual assessment. This saves marketers work, ensures that all qualified leads are sent to sales promptly, and keeps non-qualified leads out of the sales system.
Read this brief 11-page guide to learn about:
The case for lead scoring
Setting up a simple lead scoring system
Refinements to improve results over time
Companies that follow this process will quickly gain immediate benefits from lead scoring and have a solid foundation for future growth.
Demand Metric's How-To Guides are designed to provide practical, on-the-job training and education and provide context for using our premium tools & templates. If there is a topic that you would like to see covered, please contact us at info@demandmetric.com to make a content request.
Social CRM Best Practices How-To Guide
Executive Summary
Social media are now part of every business and consumer activity, joining telephone, Web, broadcast, and face-to-face interactions as primary communication channels. This means that all marketing, sales, and service organizations should include social media as part of their basic activities. Yet social media are still new enough that many organizations are still struggling to learn how to use them, while others are learning how to use them most effectively.
This How-to-Guide provides an overview of social media applications and emerging best practices for deploying social media at your company.
Read this 9-page guide to learn:
The definition of social customer relationship management (CRM)
The main functions needed for social CRM
The vendor landscape for social CRM
Social CRM best practices
Demand Metric's How-To Guides are designed to provide practical, on-the-job training and education and provide context for using our premium tools & templates. If there is a topic that you would like to see covered, please contact us at info@demandmetric.com (link sends e-mail) to make a content request.
Marketing Resource Management How-To Guide
Executive Summary
This How-To Guide will explain the components of a Marketing Resource Management (MRM) system, provide an action plan for deployment, and conclude with a plan for implementation.
Marketing Resource Management (MRM) systems control the administrative processes that support customer-facing marketing programs. This distinguishes MRM from marketing execution systems that store customer databases and deliver marketing messages through email, Web ads, and other channels. MRM may be sold independently or as a component of comprehensive marketing management systems which also provides execution.
MRM functions fall into two primary clusters. The first involves functions related to company-level marketing management, including program planning, scheduling, budgeting, and cost reporting. The other cluster relates to program management, including task lists, purchasing media and materials, and content creation, approvals, storage, and distribution. Some MRM systems specialize in a few of these functions. Others specialize in additional functions such as customizing content for local offices or dealers or in marketing reporting and analysis. Systems may also be tailored to specific industries or companies of a certain size.
Companies buy MRM systems when their marketing programs become too complicated to run in a less systematic fashion. This, along with the systems’ high cost, originally meant that MRM was used almost exclusively by large marketing organizations with hundreds of marketers in multiple offices. More recently, the growth of digital marketing has meant that even small marketing organizations need to manage many different programs and content versions across multiple channels, and to introduce new versions more quickly. This expanded complexity has rarely been accompanied by a corresponding expansion of staff, adding to the pressure for more efficient operations. At the same time, costs have decreased as MRM capabilities were added to integrated marketing suites and as stand-alone MRM products became available as vendor-hosted services (Software as a Service, or SaaS). The result has been increased use of MRM systems among companies of all sizes.
Read this 7-page guide to learn about:
The components of a Marketing Resource Management (MRM) system
An action plan to deploy an MRM system
How to implement an MRM system
Demand Metric's How-To Guides are designed to provide practical, on-the-job training and education and provide context for using our premium tools & templates. If there is a topic that you would like to see covered, please contact us at info@demandmetric.com (link sends e-mail) to make a content request.
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Department Goals Template
- 1. Department Goals Template Purpose The purpose of this tool is to help you document organizational goals & objectives, department goals, deliverables, timelines, and how results will be measured. Best Practices Use the simple SMART goal-setting heuristic: S – Specific M – Measurable A – Actionable R – Realistic T – Time-Sensitive Ensure that each of your goals is reviewed to include the following: • Goal Description • Value Created • Deliverables • Deadlines • Metrics & Measures Organizational Goals & Objectives Briefly outline your organization’s key goals & objectives for this fiscal year. • Organizational Goal #1 • Organizational Goal #2 • Organizational Goal #3 • Organizational Goal #4 • Organizational Goal #5
- 2. Marketing Department Vision Statement Work with your team to create a strategic vision statement for your department. State the purpose of your department and define why Marketing exists. This will help you define & manage how other departments perceive the Marketing function. Department Goals List each of the specific goals you would like to set for your team as a whole. 1. Goal #1 Description of Goal: Value Created by Achieving this Goal: Deliverables: • <Deliverable 1> • <Deliverable 2> Deadlines: • <Date for deliverable 1> • <Date for deliverable 2> Success of this Goal will be measured by: 2. Goal #2 Description of Goal: Value Created by Achieving this Goal: Deliverables: • <Deliverable 1> • <Deliverable 2> Deadlines: • <Date for deliverable 1> • <Date for deliverable 2> Success of this Goal will be measured by: