Regardless of the size or nature of your business, customers will always form the most crucial and essential aspect of your work. The strategies you devise and plans you make revolve around the requirements and satisfaction of the customer!

Let’s address the most basic question: 

What is Customer Relationship Management or CRM?

As the name already suggests, customer relationship management is the system used to build and manage customer relationships. It helps businesses manage both current and potential customers. 

The ultimate goal of any CRM strategy is to boost revenues and profitability whilst reducing operating costs and enhancing customer satisfaction. The key to any good CRM plan is to analyze every transaction from the customer’s point of view. This will give you a better understanding of your business and allow you to improve and grow tremendously!

Why is CRM important for your business?

Every company devotes significant time, money, and resources to customer relationship management. Here’s why!

• It is a cost-effective method of acquiring new customers and retaining current ones.
• It gives you an insight into customer needs and behaviour.
• Enhances customer satisfaction which, in turn, leads to increased brand loyalty.
• Improves brand image significantly!
• Helps you create a bond with your customer, which can be beneficial in the long run.
• Improves the referral rate of your product as a satisfied customer is more likely to recommend your business to others.
• Ultimately, CRM helps you increase your sales and revenue!

For small businesses, an effective small business CRM strategy is crucial as it will help the business grow and expand from an early stage.

CRM helps you manage contacts, monitor tasks, and keep track of all your deals. With a proper small business CRM template, you can collect and store all your data on a single interface. That’s why Stackby has created the Small Business CRM Template for you!

With the Small Business CRM Template, you can effectively retain existing clients and generate new leads with immense ease! 

Using the CRM template, you can:

• Keep track of all the companies you are currently dealing with.
• Store details about the company, including the type of industry, employee strength, and website information.
• Maintain updated records of all your contacts in the above companies.
• Record the title and relevant contact information of your contacts.
• Monitor the task to be done for each company.
• Add notes for each task to assist your team.
• Record the type of each task and keep track of the due date. 
• Assign a team leader to each task.
• Track the current status of the task (Done/ Not Done).
• Record the deals made by your company and its corresponding status (Won/ Lost/ Negotiating).
• Monitor and update the details as and when required.

Video production is the process of creating and presenting content in the form of a video. Companies create video content on every subject these days, from promotional or product-specific to explainer and case study videos. As video is taking over as the king of content, a Video Production Management would definitely be a worthwhile addition.

Why is Video Production important?

Why has video production become such an essential aspect of almost every business in the present time? This is because videos allow a company to showcase its product visually, which attracts far more viewers than written text ever can. Videos are much more helpful because they are:

• Interactive and easily searchable.
• The best method to showcase your product uniquely.
• Easy to understand and follow (Nobody likes going through pages of written information on a product!).
• It is one of the easiest ways to drive traffic to your website (Search engines like Google prioritize websites with more video content).
• Enhance the social media presence of the company significantly.

While making videos for a client, it is essential to understand the video’s required content, budget, type of video, and target release date. These details need to be recorded carefully in a shooting schedule template to make sure that the video meets the client’s expectations. With many clients and multiple videos per client, keeping track of your work can turn out to be a herculean task.

But don’t worry! Stackby is here to make your lives all the more easier with our Video Production Management Template.

Our state-of-the-art video production management template will make video production a walk in the park for you! Our unique and easy-to-use product will help you manage and track all your video projects in one place. This video production management template keeps detailed records of your videos and clients and allows you to:

• Track the videos for each agency.
• Record the status of the video (Script Creation/ Pre-Production/ Edits/ Live).
• Record the duration, platform, and type for each video.
• Keep track of the release date of the video.
• Check the amount spent on each video and the corresponding budget assigned it. This ensures that the video is produced within the budget.
• Store details of the agency contacts to facilitate smooth communication.

Our production plan template is one of a kind and the most efficient way to manage your video production schedule. It will help you plan your video production with immense ease and help you get the work done without breaking a sweat!

SEO, or Search Engine Optimization, is the strategy used to optimize the content of your website to increase its visibility and ranking in organic search engine results. SEO increases the quality and quantity of traffic through your website.

When a person looks for something on a search engine, the latter crawls through websites looking for content that matches the keywords entered by the user. Your job is to make sure that the search engine picks and displays your website first if it matches the user’s query.

Why is SEO important?

Companies across the globe are devoting increasing time and resources to SEO in recent times. The question arises: why?

• SEO focuses on organic results which are considered by users to be more credible and generate far more traffic than paid advertisements.
• It increases visibility and enhances the user experience to a large extent.
• It increases traffic to your website, which can lead to greater conversions.
• Effective SEO can give you that extra edge over your competitor.
• Allows you to understand what users search for and optimize your website content accordingly.
• It is a cost-effective strategy to increase brand awareness and loyalty.

Thus, SEO is the cornerstone of online marketing and brand awareness and Stackby’s On-page SEO Reporting Template serves as the foundation for SEO Success. 

What is On-Page SEO?

When you optimize the contents of your website itself to increase website traffic, it is called on-page SEO. On the other hand, when you optimize content by taking actions outside your website, it is called off-page SEO. External backlinks form a part of off-page SEO. What is covered under on-page SEO?

• Use of keywords in your website content and URL.
• Tracking the speed of your web pages.
• Adding a meta description to your article content.
• Adding paragraph subheadings (H1, H2) to enhance user experience.
• Perfect your website using all such methods and move on to off-page and technical SEO.

Mastering the art of SEO and keeping track of every aspect can be a daunting task. That’s why we’re here. Stackby’s Website SEO Performance Tracking Template is tailor-made to assist you in your SEO strategy!

With Google PageSpeed API integration, this Website SEO reporting template will track your SEO reports and help you optimize your website in real-time by allowing you to:

• Keep track of every page or website that is a part of your SEO process.
• Record the document title and meta description used on the website.
• Record and update the SEO audit score.
• Monitor the crawlable and canonical aspects of the website.
• Monitor and update all SEO related data as and when required.