Tools

Choose the Right Channel Sales Partner Workbook

The supporting tools accompany each step of this blueprint you need to complete your evaluation of your channel sales partner strategy.

Customer References and Reviews Tracker

The Build a Strong AR Program Foundation Customer References & Reviews Tracker helps you manage the process to identify, recruit, and reach out to customers as you...

Analyst Engagement and KPI Tracker

The Analyst Engagement and KPI Tracker helps you track your analyst engagement types to ensure your AR program is making healthy progress on AR program KPIs.

ABM Strategy Presentation Template

A comprehensive presentation template that covers all steps of implementation, including aligning Sales and Marketing, results of gap assessment, optimizing lead...

ICP Workbook

Create a personalized approach to defining your ideal customer profile (ICP), uncover valuable insights to develop a targeted account list (TAL), and measure your...

Research Firm Markets Tracker

The Build a Strong Analyst Relations Foundation Research Firm Markets tracker is designed to help you record the specific analysts, firms, and markets you are pursuing.

ABM Maturity Diagnostic Assessment

Quickly and accurately diagnose your current account-based marketing (ABM) maturity. This diagnostic assessment will help you understand how prepared you are for each...

ITAM Data Dictionary

Catalog hardware and software data fields, and issues and opportunities related to data collection.

Regulatory Risk Impact Tool

Use this tool to help identify and quantify the regulatory impacts of negative vendor actions.

Operational Risk Impact Tool

Use this tool to help identify and quantify the operational impacts of negative vendor actions.
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