categories
Sales and CRM Templates
Small Business CRM
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! Therefore, customer relationship management is one of the most crucial requirements for an enterprise.
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 Small Business 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.
Stackby’s CRM Template gives you a detailed picture in a single place. Customize your CRM with this spreadsheet-style interface, and manage your customer relations effectively. If you've multiple products and would like to track that - check out the Multi Product CRM template.
B2B Lead Generation
The marketing world in a dynamic arena that is constantly changing every minute. With technology becoming an integral part of our everyday routine, companies have increased their focus on online marketing. Companies are likely to spend more than 90 percent of their marketing budget on digital strategies in the coming years.
With new strategies and avenues taking over the online marketing arena, is email marketing still relevant?
The answer is yes! And so is our B2B Lead Generation Template.
It is a cost-effective and easy-to-use marketing strategy that continues to be relevant even today. It allows you to send personalized content to potential clients and increases your brand awareness. With a click rate six times greater than that of tweets, emails help drive your website traffic.
What is the most critical aspect of planning and executing an effective B2B lead generation and email marketing campaign?
The email lead list! Without a well-maintained database of email addresses, how will you conduct an email campaign? Gathering and collecting maximum potential customers’ email addresses will increase the scope and extent of your marketing strategy.
Email lists allow you to segregate and focus on individuals who are most likely to show an interest in your product. It is also essential to make sure that your email lead list has been verified and checked to eliminate any defunct email addresses.
How to create an email list? With the help of Hunter Email Finder, you can generate the most extensive email list ever! Hunter Email Finder is one of the most accurate and widely used tools today.
Facing difficulty keeping track of all your generated leads? The days of going through multiple scattered databases for your email campaign are over! Stackby has developed its own Lead List Builder Template. You can now store and update all your lead lists on one platform using the B2B Lead Generation Template.
The Lead List Builder Template will allow you to import all your data from Hunter Email Finder API directly to your template. The entire process is automated, and you don’t have to do the same work manually anymore.
Using our B2B Lead generation template, you can:
- Automatically bring email IDs from your leads using Hunter email finder API.
- Store your target lead list generated using Hunter email finder.
- Record the details concerning each company URL
- Check whether a particular email address has been verified or not.
- Track the deliverability of each email address.
- Record the confidence score of the email addresses.
- Check if the given address is deliverable or risky.
- Assign a reach status to each email (Yes/ No).
- Track the total emails available for a particular company in the Hunter database.
- Check whether they belong to the executive, marketing, or HR category.
- Keep your lead list current and updated.
Stackby’s Lead List Builder Template is a one-stop solution to all your email campaigning problems! Check out this quick use-case video on how you can automate your email lead lists and build your B2B lead generation process.
Dealflow CRM
Deal-flow CRM template from Stackby will help you visualize your whole deal-flow pipeline and automate your deal-flow workflows. You can store, organize and manage all the deal-flow data in one place and ensure complete coordination within your team.
What is a Deal Flow CRM?
Deal flow is often defined as the quantity and quality potential investments available to an investor, firm, or funding institution. The process of managing deal flows more effectively is known as deal flow management. A deal flow CRM template ensures that you do not miss any lucrative opportunity that can change your business forever.
Overview of Stackby’s Deal Flow CRM Template
Bring all data in one place
The Deals table in our deal-flow CRM template enables you to store all the data regarding upcoming and current investment deals such as:
- deal name,
- website,
- company,
- pitch,
- priority (high, medium, low),
- status (diligence, contact, pass, invested),
- current funding (angle, seed, etc.),
- description of the deal,
- sector/ industry,
- location,
- meeting time and date,
- deal raised on date,
- money raised,
- post valuation,
- revenue,
- run rate,
- company size,
- team,
- sources, etc.
Manage information about companies
Manage all the details of companies in one place such as name of the company, deal name, sources, contacts of a company, etc.
Easy access to company contacts and sources
You can store all the details of company contacts like their names, position in the company, email, interactions and so on in the Company Contacts table. Similarly, the Sources table will store data related to the sources of a company such as their name, company, phone, email, contacts, deals, etc.
Ensure no gaps in communications
The Interactions table helps you ensure synchronized communications with a contact across all channels like phone, email etc. You can keep track of interactions with different contacts and store the details of the interactions as notes for further communication.
Manage teams
Last, but not least, there is a Teams table that helps you manage which team member is leading which deal and how many deals are being handled by every team member.
Other features of our deal-flow CRM template:
Startup pitch form
Send this form to startups who contact you for investment purposes and add all their data automatically to the deal-flow stack. You can customize the form and change its appearance, add a logo etc. based on your requirements.
Filter deals by status
Our deal-flow CRM template includes Status kanban view that filters all deals based on their status such as diligence, contact, invested, pass, etc.
Filter deals by priority
Find which deal is important and which is not using our Priorities kanban view. Ensure better decision-making with Stackby’s deal-flow CRM.
Who can use Stackby’s deal-flow tracker template?
Staclby’s deal-flow CRM can be used by investment firms, private firms, venture capitalists or angel investors, private equity investors, etc.
Don’t risk losing deals because of lack of management
Streamline your workflows with Stackby’s deal-flow CRM template and ensure smoother communications with your contacts. Do not let potential deals go out of your reach just because you could not coordinate with your team. Use Stackby’s deal flow management template today.
How to use Stackby’s Deal-flow CRM template?
Copy the template to your Stackby Workspace to bring in all the tables and sample data.
Customize your startup pitch form by adding/removing the fields according to your business requirements.
You can even enable email notifications , slack notifications , or MS team notifications to indicate when someone sends a sales pitch to you.
Bring your team to collaborate on the deal-flow CRM and streamline your workflow.
Other deal-flow templates to try:
Deal-flow Management Template
Startup deal-flow tracking Template
Lightweight CRM
Customer relationship management can be quite complex. This is why many small businesses, entrepreneurs, and business managers look for a lightweight CRM. So, Stackby came up with an easy-to-use, simple, lightweight CRM template that will help you get started in organizing your contacts in minutes.
- Organize in minutes: No more wasting time on manual work and repetitive sales tasks. Automate your CRM process and save time.
- Customize your way: You can alter the lightweight CRM template as per your business needs and customize it for your team.
- Collaborate with your team: With the lightweight CRM, you can sell together as a team. Stackby provides real-time collaboration so that your team can stay on track.
Read more: (How to) Build your Personal CRM in Minutes
Who can use the lightweight CRM template?
Stackby’s lightweight CRM template is for startup founders, entrepreneurs, small business owners, sales managers, marketing and sales teams, and PR firms who want to build and maintain relationships with their customers.
What are the features of Stackby’s Lightweight CRM template?
- Track all sales activities
- Track all lead/ contacts activities
- Import all leads/contacts from Google Sheets or CSV files
- Track your sales pipelines and investor pipelines
- Manage all your tasks & activities in one place
- Get a snapshot for sales performance
Customize our lightweight CRM template for further benefits:
- Use Stackby forms to add detai ls of every new lead/ contact and manage your data.
- Send email or a message automatically to your customers/ leads/ contacts and never miss an opportunity to connect with them.
- Integrate your CRM tool with any third-party application like Microsoft Teams, Slack, Google Sheets and collaborate.
- Password-protect your important CRM data using Stackby’s view sharing powerup feature.
- Visualize sales pipeline using Kanban, Calendar, or Grid views.
Other CRM templates for you:
Product Catalog
Every online, B2C, retail, or e-commerce business must ensure that its products are accessible online, trusted, and convert well. This is possible with an effective product catalog. If your products are not described well, it will be hard to find potential customers. Stackby’s product catalog template is a streamlined way to organize your product catalog management and track what’s working for you and what’s not.
What is Product Catalog Management?
Product catalog management is the process of managing your product catalog so that all your marketing and sales channels contain high-quality product data. It includes how you organize, standardize, and publish your product across each sales channel.
Challenges Businesses face in Product Catalog Management and Tracking
1. Involvement of team and stakeholders
It often becomes difficult for sales and marketing teams and other stakeholders to collaborate and ensure a smooth product catalog management process. This might lead to serious consequences such as differences in the units of measurement etc.
2. High-quality description & imagery
Since there is no streamlined process, it often becomes difficult for businesses to create simplified, easy-to-understand product descriptions and add the right images/files to depict it. They need to consider the customers’ perspectives here.
3. Scope of growth
When you are not tracking your product catalog efficiently, it often becomes tough to analyze the gaps in your efforts. This problem multiplies when you are trying to expand your catalog. Stackby’s Product Roadmap template can also be of good use here.
4. Finding the right product catalog management tool
Many businesses suffer because they are unable to find the right platform where their team can connect and collaborate to work upon the product catalogs, and share it with the right people (clients, vendors etc.)
Stackby’s product catalog template helps in overcoming all the challenges that businesses often face in creating and managing product catalogs.
How to Fix your Product Catalog Management?
1. Organise the descriptions
If your product attributes are messy, it will become much more difficult to intrigue customers. So, first, you need to ensure that all your team and stakeholders are on the same page. If you are building your own product, check out our Product Launch template.
2. Manage your product data
Make sure all your product data, descriptions, and other related information is organized if you want to expand your product line and business. This way you will be able to identify which strategies have worked in the past.
3. Specify roles and authorization flows
Make sure your team members know their exact roles and responsibilities when changing the product catalog database. This way you can ensure data quality and minimum redundancy.
Who can use Stackby’s Product Catalog Template?
Stackby’s Product Catalog template can be used by e-commerce or online business owners, retailers, traders, suppliers, product managers, sales and marketing teams, or anyone who manages the creation and management of product catalogs for a business.
How is Stackby’s Product Catalog Template Helpful for You?
Our product catalog template can streamline how your team works. It can help you keep track of all your products, their description, features, benefits, price, and more. With this template, you can do the following:
- Keep a track of all your products, their types, and images.
- Keep a record of price, color, and size for every product.
- Track the inventory for each product such as the number of items available, whether a product is in stock or not.
- Add and manage the description of the products.
- Record the total sale of every product and the number of items sold.
- Monitor the clients and dealers for every product
- Add and track client details like the order number, order ID, billing address, phone number, product bought, etc.
- Track every order detail such as order ID, order date, item name, status, invoice, bill number, price per unit, quantity, total cost, client name, etc.
- Track and monitor the dealer details such as name, address, rating, phone number, year established, email, products, price, quantity, invoice, etc.
Other templates you can use along with Product Catalog Template: Multiple Product CRM Template, Product Inventory Template, and Product Competitor Analysis Template .
Personal CRM
Personal CRM system’s basic and critical feature is keeping track of communications with the customer, maintaining an updated database, planning and reminding about follow-ups, updating the lead status, and scheduling future communications with any converted clients.
Maintaining multiple channels for every other business need can prove to be quite difficult. It is easier to keep track of all the requirements through one singular platform. This is where Stackby’s personal CRM template comes in.
A personal CRM template provides people with a starting point looking forward to using spreadsheet-based CRM solutions. It is designed for easy and quick use and better accessibility.
The personal CRM template will be best suited for entrepreneurs, small business owners, freelancers, contractors, or just anybody looking to forward their work or career. It is quite flexible to assist anyone trying to grow and systematically cultivate their network & business.
Who will find this template useful?
This template is useful for business owners, marketing teams, business development teams & SMEs.
How will Stackby’s free Personal CRM Template help you?
Stackby's free personal CRM template will help you organize and track all your clients and relations.
Using this free personal crm template, you will be able to:
- Record the details of all your clients on the same platform.
- Track each client's title (Small Business Owner/ Marketer/ YouTuber/ Analyst/ Project Leader/ etc.).
- Record the current location in each case.
- Store the contact details of each client. This includes the phone number and email address.
- Track the date of the last meeting.
- Store the details of the current employer of each client.
- Add notes in each case, if necessary.
- You can also track the number of clients from each location separately.
- Similarly, you can also keep a record of the number of clients under a particular employer.
- Monitor and update the details as and when needed.
The free personal crm template is completely customizable. You can have the layout of the information the way you want and continue to customize it to match with your network management preference.
Copy the Personal CRM stack and start using the best personal crm template today!
You might also find these templates useful: User Research, NPS Survey
Customer Development CRM
Inspired by Steve Blank, this Customer Development CRM allows to you to track and manage your customers, problem statements and features requested.
Customer development is about acquiring, retaining, and developing profitable clients. The term customer development was coined in the 1990s and helps a business in:
- Discovering and validating the needs of the customers
- Creating the right product for your customers
- Testing correct methods for acquiring and converting customers
- Using the right resources to meet the demands of the customers
Problems without a Customer Development CRM
A customer development CRM is a tool that can help you streamline the above-listed processes in one place and ensure a successful business. Many businesses, especially startups face issues in customer development such as:
- Tracking the meeting details with a customer becomes clumsy with spreadsheets and post-it notes.
- Many times employees do not know whom to contact for a customer-related issue.
- Report generation becomes a hassle as you have to pull data from various platforms.
- It is often difficult to classify customers and organize contacts.
Four Steps of Customer Development CRM Framework
- Customer Discovery: In this step, a business looks for customers or a market that is suitable for the product that it wants to develop. Stackby has the right resources for customer discovery like a product-market fit system and sales pipeline.
- Customer Validation: In this step, you understand that the product that you have will generate you profits and scale your business. You can use Stackby’s marketing strategy template to determine that the money you invest in marketing will have its return and also its profit.
- Customer Acquisition: In this step, you put all your efforts and find customers for your product. You can use Stackby reporting tools to track all the key performance indicators for your project.
- Customer Delight: It is the last step in which you keep following the first-three steps in order to scale up your product and match the changing needs of the customers. Use our Customer Development CRM to execute this step.
Stackby’s customer development CRM can turn the tables for you!
- Add data in one place: Store all the meeting notes in one place and never miss taking follow-ups.
- Share reports with your team: Create reports in just one click by importing data from third-party apps to Stackby and instantly share the reports with your team.
- Organize contact information: Use more than 25+ column types to store customer data.
- Track issues: Keep a list of issues reported by different customers and streamline working on them.
Who can use Stackby’s Customer Development CRM Template?
Stackby’s Customer Development CRM Template can be used by business managers, product teams, marketing teams, sales teams, entrepreneurs, and business owners.
What are the important features of Stackby’s Customer Development CRM Template?
Our customer development CRM template includes four tables to track customer details, interview details, problem statements, and add-on features details respectively. With this template, you can:
- Record all important details of a customer (name, email, category, photo, persona, etc)
- Track the interview details with every customer
- Record the problem statements mentioned in each interview
- Store detailed records of every problem statement and the features related to them
- Track the features to be added to the product based on problem statements given by customers
Other Customer Management Templates to consider:
Multiple Product CRM
Is your product up to date with the latest trends? Are customers satisfied with your service? Are you meeting your quarterly sales targets? Which products are bringing in the maximum revenue? Who is the highest performing sales agent of your company?
These questions are essential for your company. Answering them regularly gives you a detailed overview of your product’s performance. This is why every organisation needs a Multiple Product CRM Template.
To achieve its goals and objectives, a company formulates a detailed sales process or plan. This involves generating potential leads, managing customer relations, tracking product performance, negotiating profitable deals, and monitoring sales targets. A robust, well-thought-out plan keeps all the departments focused and delineates priorities for your company.
This process becomes even more cumbersome than usual if your company manufactures and sells multiple products.
Looking for an efficient and easy method to keep track of your clients, products, and various sales targets? Do you want to improve the performance of your sales team? Well, we have the answer! Stackby has developed its own Multiple Product CRM Template to assist you in your sales process.
This easy-to-use Multiple Product CRM Template will record all your ongoing and upcoming deals and corresponding clients on one platform. It will ensure that you meet and, if possible, exceed your sales target and, in turn, boost your revenue and the profitability of your company.
With our Multiple Product CRM Template, you will now be able to:
- Store all your client names and related details in one place.
- Record each deal negotiated with a particular client and the corresponding sales quarter.
- Assign a sales agent to each client to ensure that the deal goes through smoothly, and the client is satisfied.
- Record the products that are a part of the deal and the family series they belong to.
- Monitor the total sales value of the deal to analyse which clients are contributing the most to your annual revenue.
- Track the base price and selling price of each product along with the total quantity sold to date.
- Record the profit amount, profit percentage, and total profit earned concerning each product. This will give you an idea of the overall market performance of your products. You can then redirect your resources towards the most profitable and well-received product.
- Monitor the status of all your ongoing deals and the closing date of each one.
- Track your quarter-wise sales target and monitor if your sales team has met or exceeded the target set at the beginning of the year.
- Monitor the performance of all your sales agents in great detail.
Stackby’s Multiple Product CRM Template is an all-in-one solution to all your sales tracking needs.
Copy the stack today and manage all your products and customer relations in a single place. If you're looking for a basic CRM template, check out the Sales CRM template .
Customer Journey Map
The success of your company depends on several factors. Customer experience is one of them. Your best and most advanced product will not contribute to the company’s profits if the customer is not satisfied with his or her experience in your company.
Customer experience is as important as your product’s quality and price. How can you ensure that your customers are satisfied? The answer lies in a customer journey map. It is the process that allows a company to understand its customers and the journey they take when they interact and deal with your company.
It is a tool that helps you understand the obstacles faced by your customers at different stages and their level of satisfaction with your company’s service. To visualize the journey of a customer, companies create customer journey maps detailing the customer’s experience from start to finish. Therefore, a Customer Journey Map Template is a must-have for most businesses.
Why is Customer Journey Mapping important?
Customer journey maps can be a little difficult to draw at the initial stages, but it’s worth the effort. Why? Here’s why customer journey mapping is important:
- It gives you an overview of your customer’s journey.
- It allows you to anticipate any possible issues that may arise by analysing past customer journeys.
- You can use the customer journey map to isolate the areas where customer’s expectations are not matching the actual experience.
- Improved customer experience will directly lead to enhanced brand loyalty and high referral rates.
- It is a cost-effective method to improve the customer journey and attract new customers in the process.
However, the process of creating a customer journey map is slightly tedious. It involves multiple steps and requires the collaboration of various departments. You need a template that will allow you to simplify and streamline the entire process. That’s where our Customer Journey Map template can be of help.
Who will this template benefit?
This Customer Journey Map Template will be helpful for marketers, marketing teams, sales team, customer support teams, business owners, SMEs and Agencies.
How will Stackby’s Customer Journey Map Template help you?
Using Stackby’s Customer Journey Map Template, you will be able to:
- Record the details of each company or organization that you’re dealing with and the corresponding contact person. You can store the photograph, current role, and contact details of each contact person.
- Monitor the current stage of the customer’s journey (Trial/ Onboarding/ Sales/ Upgrading/ Flatline/ Dead) in the customer journey map template.
- Record the details of the manager in charge of the accounts.
- You can record the date set for the next meeting with the customer. Along with this, you can also set the meeting agenda.
- Add the tasks that need to be completed for each client/ customer. You can also add notes or comments to help your team members.
- Check if the tasks are under capacity or need to be delegated.
- Track the current status of each customer.
- The template allows you to rate the ongoing customer relationship with the company.
- Update and monitor the details as and when required.
Download our Customer Journey Map Template for free and improve your customers’ overall experience!
You will also find these templates helpful: Customer Testimonials, Customer Sucess Management, Customer Persona
Fundraising CRM
A fundraising CRM template is a tool that helps businesses collect, organize and make use of the investor information. It is just like a CRM integrated with marketing capabilities. With this template, you can create a centralized database for your investors information and your team can collaborate on the pitches together. You can filter out and visualize data quickly and identify the last touchpoint with an investor.
Overview of Fundraising CRM Template
Manage all Contacts in One Place
Our investor CRM template helps you to keep a track of all the investor data such as their contact information, amount to be raised, last contacted date, pitch deck sent etc.
Manage all Investors in One Place
The Investors table in our fundraising CRM template helps keep track of all the investor companies, their total funding, contacts, and number of investors.
Manage Investment Pitches
Streamline the process of creating and sharing pitches with your team with this template. You can upload the documents on Stack, add collaborators, and track all important details of a pitch.
Other features of fundraising CRM template:
Track the fund raising process using Status Board
Stackby’s fundraising CRM template also includes a status board based on the status of the investor. Identify which investor has finalized the payment, where you need to send your pitches or take a follow up based on Investor Status (introduction, pitching, funding finalized, first contact, etc.).
Monitor when you last contacted an investor using Calendar view
The fundraising CRM template includes a calendar view that showcases all the dates when investors were last contacted. Keeping a track of this calendar can help you identify when your team is contacting the investors and how frequently.
Why use Stackby’s Investor CRM Template for Fundraising?
Automate your fundraising process: No need to keep separate copies of investor data with every client. Stackby provides you a centralized database where your team can collaborate, track and manage the fundraising process.
Segment your investors: You can segment the investors based on their funding history, interests, preferences, etc. and keep a note of every conversation with them. As a result, you can personalize communication with them.
Gather insights about fundraising: Data lets you find out which investors are committed to your business and can help you in time of need. You can also find which investor has a broad network and what their potential is.
Retain investors easily: Data can help you retain investors. As you will get to know your investors in a better way, you can enhance your pitches and create a better investor relationships.
Who can Use Stackby’s Fundraising CRM template?
Our fundraising CRM template can be used by entrepreneurs, CEOs, CFOs, COOs of any organization, etc. Startups can use it as a startup fundraising CRM and leverage the power of automation.
Other CRM templates to try:
Small Business CRM Template
PR and Media CRM Template
Dealflow CRM Template
