Marketing Intelligence Toolkit

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Plan to utilize your organizations data warehouse business intelligence system

 

How did the information from your Marketing Intelligence tool help you with making decisions?

How will your organization develop Marketing Intelligence and strategy?

Does your organization make use of Marketing Intelligence?

What would you do to gather Marketing Intelligence about your competition?

What is your Marketing Intelligence system?




...Find the answers to these, and more, questions with this Marketing Intelligence Toolkit:

  • Use artificial intelligence tools to understand your unstructured data.
  • Leverage the power of relationships to drive more value for your competitive intelligence processes.
  • Perform Business Intelligence on your system.
  • Apply machine learning, artificial intelligence and analytics to your compliance efforts.
  • Make BI widely available to decision makers throughout your organization.
  • Assess the average quality of your data.
  • Evolve from reactively to proactively handling your organizations data.
  • Know if your services and data are in good shape.



HOW THIS TOOLKIT WORKS:

Save time, empower your teams and effectively upgrade your processes with access to this practical Marketing Intelligence Toolkit and guide. Address common challenges with best-practice templates, step-by-step work plans and maturity diagnostics for any Marketing Intelligence related project.

Download the Toolkit and in Three Steps you will be guided from idea to implementation results.

The Toolkit contains the following practical and powerful enablers with new and updated Marketing Intelligence specific requirements:


STEP 1: Get your bearings

Start with...

  • The latest quick edition of the Marketing Intelligence Self Assessment book in PDF containing 49 requirements to perform a quickscan, get an overview and share with stakeholders.

Organized in a data driven improvement cycle RDMAICS (Recognize, Define, Measure, Analyze, Improve, Control and Sustain), check the…

  • Example pre-filled Self-Assessment Excel Dashboard to get familiar with results generation

Then find your goals...


STEP 2: Set concrete goals, tasks, dates and numbers you can track

Featuring 995 new and updated case-based questions, organized into seven core areas of process design, this Self-Assessment will help you identify areas in which Marketing Intelligence improvements can be made.

Examples; 10 of the 995 standard requirements:

  1. Are you confident that your existing personalization capabilities are maximizing the ability to deliver the right messages to your customers at the right times and places?

  2. How does the use of new technology change policies governing department and administrative workloads, salary and rewards, intellectual property, and user security?

  3. Is there a dedicated marketing budget allocated yearly or does marketing expenses come out of normal operating budgets and compete with other financial demands?

  4. How can marketers access, consolidate and clean all available customer data to create a comprehensive foundation for deriving the best customer intelligence?

  5. Does your different data sources and methods usefully contribute to some kind of coherent and convincing argument in relation to your intellectual puzzle?

  6. Which do you consider to be the most significant barriers your organization faces in developing or improving your marketing intelligence capabilities?

  7. Should the bidder anticipate bringing pre existing intellectual property into the project, the intellectual property must be identified in the quote?

  8. Do your marketing technology administrators have the operational authority to assume any role in the system to make troubleshooting processes easier?

  9. How will information, intelligence and technologies influence the nature and demand for sales profession/function in organizations and society?

  10. Are there cultural changes that need to be managed in order to help your teams feel more comfortable trusting AI to make more decisions?


Complete the self assessment, on your own or with a team in a workshop setting. Use the workbook together with the self assessment requirements spreadsheet:

  • The workbook is the latest in-depth complete edition of the Marketing Intelligence book in PDF containing 995 requirements, which criteria correspond to the criteria in...

Your Marketing Intelligence self-assessment dashboard which gives you your dynamically prioritized projects-ready tool and shows your organization exactly what to do next:

  • The Self-Assessment Excel Dashboard; with the Marketing Intelligence Self-Assessment and Scorecard you will develop a clear picture of which Marketing Intelligence areas need attention, which requirements you should focus on and who will be responsible for them:

    • Shows your organization instant insight in areas for improvement: Auto generates reports, radar chart for maturity assessment, insights per process and participant and bespoke, ready to use, RACI Matrix
    • Gives you a professional Dashboard to guide and perform a thorough Marketing Intelligence Self-Assessment
    • Is secure: Ensures offline data protection of your Self-Assessment results
    • Dynamically prioritized projects-ready RACI Matrix shows your organization exactly what to do next:

 

STEP 3: Implement, Track, follow up and revise strategy

The outcomes of STEP 2, the self assessment, are the inputs for STEP 3; Start and manage Marketing Intelligence projects with the 62 implementation resources:

  • 62 step-by-step Marketing Intelligence Project Management Form Templates covering over 1500 Marketing Intelligence project requirements and success criteria:

Examples; 10 of the check box criteria:

  1. Probability and Impact Matrix: Which of your Marketing Intelligence projects should be selected when compared with other Marketing Intelligence projects?

  2. Lessons Learned: How effective were the techniques used to prepare you and your organization for the impact of the changes brought about by the product or service produced by the Marketing Intelligence project?

  3. Activity Duration Estimates: How could you define throughput and how would your organization benefit from maximizing it?

  4. Project Scope Statement: What are the possible consequences should a risk come to occur?

  5. Project Portfolio management: How does your organization ensure that Marketing Intelligence project and program benefits and risks are being managed to optimize the overall value creation from the portfolio?

  6. WBS Dictionary: Does the contractors system include procedures for measuring performance of the lowest level organization responsible for the control account?

  7. Team Operating Agreement: What resources can be provided for the team in terms of equipment, space, time for training, protected time and space for meetings, and travel allowances?

  8. Cost Baseline: Does the suggested change request seem to represent a necessary enhancement to the product?

  9. Variance Analysis: Are the wbs and organizational levels for application of the Marketing Intelligence projected overhead costs identified?

  10. Variance Analysis: How does the use of a single conversion element (rather than the traditional labor and overhead elements) affect standard costing?

 
Step-by-step and complete Marketing Intelligence Project Management Forms and Templates including check box criteria and templates.

1.0 Initiating Process Group:

  • 1.1 Marketing Intelligence project Charter
  • 1.2 Stakeholder Register
  • 1.3 Stakeholder Analysis Matrix


2.0 Planning Process Group:

  • 2.1 Marketing Intelligence project Management Plan
  • 2.2 Scope Management Plan
  • 2.3 Requirements Management Plan
  • 2.4 Requirements Documentation
  • 2.5 Requirements Traceability Matrix
  • 2.6 Marketing Intelligence project Scope Statement
  • 2.7 Assumption and Constraint Log
  • 2.8 Work Breakdown Structure
  • 2.9 WBS Dictionary
  • 2.10 Schedule Management Plan
  • 2.11 Activity List
  • 2.12 Activity Attributes
  • 2.13 Milestone List
  • 2.14 Network Diagram
  • 2.15 Activity Resource Requirements
  • 2.16 Resource Breakdown Structure
  • 2.17 Activity Duration Estimates
  • 2.18 Duration Estimating Worksheet
  • 2.19 Marketing Intelligence project Schedule
  • 2.20 Cost Management Plan
  • 2.21 Activity Cost Estimates
  • 2.22 Cost Estimating Worksheet
  • 2.23 Cost Baseline
  • 2.24 Quality Management Plan
  • 2.25 Quality Metrics
  • 2.26 Process Improvement Plan
  • 2.27 Responsibility Assignment Matrix
  • 2.28 Roles and Responsibilities
  • 2.29 Human Resource Management Plan
  • 2.30 Communications Management Plan
  • 2.31 Risk Management Plan
  • 2.32 Risk Register
  • 2.33 Probability and Impact Assessment
  • 2.34 Probability and Impact Matrix
  • 2.35 Risk Data Sheet
  • 2.36 Procurement Management Plan
  • 2.37 Source Selection Criteria
  • 2.38 Stakeholder Management Plan
  • 2.39 Change Management Plan


3.0 Executing Process Group:

  • 3.1 Team Member Status Report
  • 3.2 Change Request
  • 3.3 Change Log
  • 3.4 Decision Log
  • 3.5 Quality Audit
  • 3.6 Team Directory
  • 3.7 Team Operating Agreement
  • 3.8 Team Performance Assessment
  • 3.9 Team Member Performance Assessment
  • 3.10 Issue Log


4.0 Monitoring and Controlling Process Group:

  • 4.1 Marketing Intelligence project Performance Report
  • 4.2 Variance Analysis
  • 4.3 Earned Value Status
  • 4.4 Risk Audit
  • 4.5 Contractor Status Report
  • 4.6 Formal Acceptance


5.0 Closing Process Group:

  • 5.1 Procurement Audit
  • 5.2 Contract Close-Out
  • 5.3 Marketing Intelligence project or Phase Close-Out
  • 5.4 Lessons Learned

 

Results

With this Three Step process you will have all the tools you need for any Marketing Intelligence project with this in-depth Marketing Intelligence Toolkit.

In using the Toolkit you will be better able to:

  • Diagnose Marketing Intelligence projects, initiatives, organizations, businesses and processes using accepted diagnostic standards and practices
  • Implement evidence-based best practice strategies aligned with overall goals
  • Integrate recent advances in Marketing Intelligence and put process design strategies into practice according to best practice guidelines

Defining, designing, creating, and implementing a process to solve a business challenge or meet a business objective is the most valuable role; In EVERY company, organization and department.

Unless you are talking a one-time, single-use project within a business, there should be a process. Whether that process is managed and implemented by humans, AI, or a combination of the two, it needs to be designed by someone with a complex enough perspective to ask the right questions. Someone capable of asking the right questions and step back and say, 'What are we really trying to accomplish here? And is there a different way to look at it?'

This Toolkit empowers people to do just that - whether their title is entrepreneur, manager, consultant, (Vice-)President, CxO etc... - they are the people who rule the future. They are the person who asks the right questions to make Marketing Intelligence investments work better.

This Marketing Intelligence All-Inclusive Toolkit enables You to be that person.

 

Includes lifetime updates

Every self assessment comes with Lifetime Updates and Lifetime Free Updated Books. Lifetime Updates is an industry-first feature which allows you to receive verified self assessment updates, ensuring you always have the most accurate information at your fingertips.





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CONTENTS:


Checklists:


Checklists:Marketing Intelligence Checklist Report on PRODUCT.pdf

Checklists:Marketing Intelligence Checklist Report on INTELLECTUAL.pdf

Checklists:Marketing Intelligence Checklist Report on MARKET.pdf

Checklists:Marketing Intelligence Checklist Report on DATA.pdf

Checklists:Marketing Intelligence Checklist Report on INTELLIGENCE.pdf

Checklists:Marketing Intelligence Checklist Report on INFORMATION.pdf

Checklists:Marketing Intelligence Checklist Report on BUSINESS.pdf

Checklists:Marketing Intelligence Checklist Report on ORGANIZATION.pdf

Checklists:Marketing Intelligence Checklist Report on COMPANIES.pdf

Checklists:Marketing Intelligence Checklist Report on CUSTOMER.pdf



STEP 1 Get your bearings:


STEP 1 Get your bearings:Marketing Intelligence Self-Assessment Pre-Filled EXAMPLE.xlsx

STEP 1 Get your bearings:Marketing_Intelligence_Quick_Exploratory_Self-Assessment_Guide.pdf





STEP 2 Set concrete goals tasks dates and numbers you can track:


STEP 2 Set concrete goals tasks dates and numbers you can track:Marketing_Intelligence.pdf

STEP 2 Set concrete goals tasks dates and numbers you can track:Marketing Intelligence Self-Assessment.xlsx

..and the Project Management resources in 'STEP 3: Implement, Track, follow up and revise strategy' as described above.

 

 

Who This Toolkit Is For

This Toolkit is specifically designed for professionals who want to get results or those who want to sell more of their products and services such as…

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Bottom line, if you are managing high-end products and services, this toolkit will help you know more, see more and sell more - as well as train your people and co-workers to do so.

If you are a professional who wants to level-up, this Toolkit will help you do exactly that. And if you ever decide to launch products or services, this Toolkit will give you the skills that will not only serve you today as a professional but also in the future as an entrepreneur.

These skills will enrich every part of your life.

Are you ready to get started?

Are you clear on what you are struggling with, want to figure out what the problem is, diagnose it, and get a solution? The solution is something this Toolkit can provide, and we believe it can solve your problem, but you have to decide if you want to become a part of it or not.

Decision Making:

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You are here because we have a great reputation in the space, and you specifically want this Toolkit to help you, but why now, why is it so important to solve this right now?

The answer to this question is your REAL pain:

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Tried:

What have you tried so far to fix this? Is there pain of frustration to solve this all on your own?

This Toolkit gives you your proven advisor, an advisor the vast majority of professionals do not use, because they do not know it exists. If you have tried Toolkits before, so have everyone else of our 200.000 clients. Once they use this Toolkit, they are shocked as to how they quickly get results.

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Ownership:

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Which would you like to do?

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