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Sales and CRM Templates

Small Business 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 Templates

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. 

Business Development CRM Templates

Business Development CRM

A major part of the firm's goodwill rests on the business relationship it forms through business deals, partnerships, affiliations, and sponsorships. Stackby provides you with the Business Development CRM Template that records and maintains the firm's customer relationship for such a critical state of work. 

How will this template be helpful?

  • It provides the firm with an organized outline of the business relationship. This allows them to distribute their attention and resources equally amongst all the parties involved in the project. 
  • The template allows the firm to track the date of commencement and the date of termination of the business deal. 
  • The template, once updated, provides a thorough insight into the details of the business partner. This includes their field of expertise, the type of industry they belong to, and the amount the business deal is carried upon.
  • The provision of the task feature sorts out any confusion regarding the work done or that needs to be dealt with. Thus, avoiding any exemption of minute tasks. 
  • The contact details and websites can be directly linked through this template. Thus making communication with the customer easier. 
  • Any updates regarding the status of the business deal, its nature, and the persons involved can be easily made with ease. 
  • The business development CRM model sees that the customers keep their end of the bargain. If any misunderstanding arises, the deal proposal can be easily referred to through the deal details feature. 

Who will find the Business Development CRM Template helpful?

Firms that often carry out deals with more than one partner simultaneously are likely to find this template extremely useful. It is essential for B2B firms who base their company’s relevance around dealing with other firms.

Customer Testimonials Templates

Customer Testimonials

How do you know if a particular marketing strategy, sales process, or product launch has been beneficial for your company? The answer to this question lies in customer testimonials.

Customer feedback or testimonial is the response or information given by a customer regarding any aspect of your company. From marketing to customer service, feedback from your users will help you understand if the current strategy you employ is working in your favor.

Customer testimonials give you much-needed insight into what the client is looking for and how you can modify your strategy to meet their expectations. Therefore, utilizing a Customer Testimonials Template can significantly boost your business. 

Why is customer feedback important?

  • Allows you to analyze customer behaviour and understand customer needs. 
  • Measure and enhance customer satisfaction.
  • Increase customer retention and brand perception.
  • Add new customers and improve referral rate.
  • Lends a voice to the customer in the working of your organization
  • Provides you an outside-in view of your company.
  • Gives you an insight into what you can do to improve your product and service.
  • Increases the responsiveness and credibility of your company.
  • Online reviews improve your web presence and ranking in search engines.

A company that takes its customer feedback seriously and uses it to address its shortcomings is more likely to succeed in the long run. Customers are inclined to stay loyal to your product if they feel that their response was taken seriously by you. It will also help you stay up to date with the constantly changing customer requirements and make your product and company more dynamic. 

Looking for the best way to record and respond to customer feedback? Your search is over! Stackby has created a Customer Testimonials Template to help you track your customer testimonials.

Is the client happy with your product and service? Are they satisfied with the customer service you provide? Is your product up to date with the latest trend? Does it fulfill all your client’s requirements? 

Whether it’s customer testimonials or case study surveys, you can manage everything using this template. With the Customer Testimonials Template, you will be able to:

  • Store all your customer feedback in one place.
  • Record the list of companies that have provided customer feedback.
  • Store details concerning the company, including, but not limited to, industry type, employee strength, and company logo.
  • Monitor the total number of testimonials by each company to date.
  • Record the name of the individual from each company who gave the feedback.
  • Record the designation of the individual within the company.
  • Store the testimonial given along with any case study file and related synopsis.
  • Add and update testimonials as and when required.

Understand your customers better with this user-friendly Customer Testimonials Template!

Personal CRM Templates

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 

Sales Asset Management Templates

Sales Asset Management

Starting from the product development team to the customer service team, every team of your company contributes in one way or the other to the success of the product. Somewhere in the middle of this workflow process is the sales team which has the most crucial job of all!

You can design the best product in the market and employ the most effective marketing strategies. However, none of it will amount to anything if your sales team cannot manage its assets and function efficiently! That’s why every company needs a Sales Asset Management Template.

What is Sales Asset Management?

Sales asset management is the process and strategy employed by a company to manage its multiple sales assets. This includes internal reference materials, presentation decks, whitepapers, demos, and landing pages.

An effective sales asset management plan will enhance the efficiency and productivity of your sales processes. It will enable your sales team to get access to the right content at precisely the right time. Asset management also makes sure that all your content is up-to-date and relevant to the current sales strategy.

However, the process of sales asset management can often be quite chaotic.

Having trouble tracking and updating all your sales stacks and whitepapers? We have a solution. Solve all your asset management problems with our custom-made Sales Asset Management Template!

Enable your sales team to save a ton of time by giving them access to our asset management template. From sales decks to demos and landing pages, your sales team can now store and update every asset with the click of a single button.

Using our Asset Management Template, you can now:

  • Track all your sales assets on one platform.
  • Get instant access to the sales asset details whenever needed.
  • Record the name of each sales asset (Deck/ Whitepaper/ Demo/ Landing Page).
  • Record the category each asset belongs to (Video/ Printed Brochure/ Document/ Link/ etc.).
  • Add attachments related to each asset, if any.
  • Store the website link of the asset, if any.
  • Add an industry category to each asset (Film Production/ Fashion/ HR and Recruitment/ Event Management/ etc.).
  • Record the plan for each asset.
  • Add the market targeted by each asset (Asian/ American/ European/ African/ Australian/ etc.).
  • Record the date each asset was created on.
  • Record the date when the same asset was last updated.
  • Store the usage policy and current status of each asset.
  • Record the name of the asset creator/ owner.
  • Update the details as and when required.

With Stackby’s Sales Asset Management Template, you can now simplify the work of your sales team instantly! Copy the stack and start using it today to boost your sales performance!

Data Enrichment  Templates

Data Enrichment

Generating leads from different sources is one of the most critical tasks in any company. There is a wealth of customer data present and finding the maximum amount of said data will help you land your next client.

Enriching the leads generated with the right tool can allow your company to achieve smarter lead scoring and run more personalized email campaigns. Data enrichment tools enhance your collected customer data and make it more useful for targeting potential clients.

This lead data collected is further used for marketing purposes and has a greater chance of being converted into actual customers. Data enrichment has an extremely high return on investment. Therefore, utilizing our Data Enrichment Template is a no-brainer. 

What is Clearbit, and how will it help you? 

Clearbit is an online tool that is used for finding contact numbers and email addresses of potential customers. It has a high accuracy rate and is a reliable software used by top companies of the world. It automatically updates your sales record and provides verified, and quality company contact information. It provides a clear method to manage sales activities.

With the Person Enrichment API from Clearbit, you can get a detailed background of a person and their corresponding company profile based on an email address or a website domain. It allows you to get access to the individual’s name, location, social handles, and company designation.

Every company develops its strategy to record and enrich customer lead data. Are you looking for a way to simplify the entire process for your company? If the answer is yes, then you’ve come to the right place. With this Company Data Enrichment Template, storing and updating lead information will be a walk in the park. 

Bid adieu to the days of maintaining multiple databases and spreadsheets for your client and company information. Stackby’s Data Enrichment Template allows you to monitor every detail about them from a single interface. 

Using our tailor-made data enrichment template, you will now be able to:

  • Keep detailed records of all the potential customers in one place.
  • Import data automatically from Clearbit directly to your enrichment template.
  • Add a description to each company for a better understanding of the same.
  • Record the year in which the company was founded and its current employee strength.
  • Monitor the company’s global site rank and the current number of AngelList followers.
  • Add information generated from the Person Enrichment API to the template.
  • Store the full name and current location of your company contacts/leads.
  • Record the current title of the individual in the company and add a description to the same.
  • Get access to other personal information including, but not limited to, the alma mater of the concerned person.
  • Import and update details as and when required.

Generate new leads every day and enrich the collected data without breaking a sweat with Stackby’s Data Enrichment Template and manage your CRM with ease. 

Multiple Product CRM Templates

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 .  

Sales Pipeline Templates

Sales Pipeline

Whether you’re running a start-up venture or a well-established company, the sale is a crucial aspect of your workflow process. It is the department that brings in the revenue and forms the linchpin of your entire organization!

The sales department plays the most crucial role in the success of your business and is responsible for providing the customers with what they’re looking for. It contributes towards the company’s growth and helps you retain your existing customers by providing the best possible service!

The effort and hard work put in by your product development team and marketing team will fail to produce tangible results if your sales department is not working efficiently. As a result, ensuring its smooth functioning is paramount for your company. This is why a Sales Pipeline template is integral to your business.

What is the sales pipeline?

Put in simple words, a sales pipeline is a visual representation of your sales process. It will show you the exact position of a particular deal in the sales funnel and help you analyze and overcome obstacles if any.

It allows you to analyze if your current strategy is working in your favour and gives you a comprehensive idea of which activities are generating the maximum revenue. A sales pipeline gives a detailed insight into your sales process, the current status of your deals, details of upcoming deals, and other information crucial to your sales department.

The format of a sales pipeline is not static. It depends on the requirements and nature of your company. It is up to you to customize the process to reap the maximum benefit. Depending on how you contact leads and process products, your sales pipeline can have five, six, or even eight stages.

However, keeping a firm grasp on the entire process is often a tedious and tricky task. To make your job easier, Stackby has created a state-of-the-art Sales Pipeline Template! Now you can manage and monitor every detail on a single interface.

How will Stackby’s Sales Pipeline Template help you achieve your goal?

Using our customizable, user-friendly sales pipeline template, you will be able to:

  • Record details of each deal on the same platform.
  • Store the corresponding company name and the representative assigned to each company.
  • Track the source of the particular deal (Email Campaign/ Website/ Previous Client/ VoIP Call/ etc.). 
  • Assign a priority status to each deal to coordinate related tasks.
  • Track the current status of the deal (Won/ Lost/ Negotiating/ etc.).
  • Record the tentative deal date and the last contacted date for the same deal.
  • Track the expected sales value and weighted value for each deal.
  • Add comments, if necessary, to each deal to help your sales team get a better understanding of the same.
  • Track the number of deals made by each representative and check if they have fulfilled their assigned quota.
  • Monitor and update the details in your Kanban pipeline as and when required.

Now your sales team won’t have to go through multiple databases to track the status and probability of the deals they negotiate! Use this easy to adopt sales pipeline template for your sales reps and boost your profits.

Customer Journey Map Templates

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 

Customer Persona Templates

Customer Persona

Regardless of your company's nature or scope, your customers are an essential part of your business. Every decision you make directly or indirectly impacts or depends on the customer or client you are working for.

What are Customer Personas?

Customer personas, or buyer personas, give you an overview of your customers' needs and requirements. They help you understand the customer's fundamental traits and characteristics. This increases the chances of customer acquisition and retention.

Companies that devote substantial time and resources to building customer personas are more successful in the long run. A well-designed customer persona will give you insights into what the customer is looking for and enable you to reach them with relevant, timely information. This will allow you to tailor your messages, content, marketing strategies, and product to meet the customer’s expectations.

Are you facing difficulty managing the personas and details of multiple customers? Are you tired of maintaining numerous spreadsheets to store all the data? If your answer is yes, then you've come to the right place! Stackby has a solution to make things easy for you - the Customer Persona Template.

We have created a state-of-the-art Customer Persona Template that will reduce your work and effort exponentially! You can record and update all relevant customer information from a single platform.

Here’s how you can use the Customer Persona Template to your advantage. The template allows you to:

  • Record the details of all your clients and customers in one place.
  • Store the job title of your customers. They can be small business owners, marketers, freelance developers, designers, product managers, project leaders, etc.
  • Attach a picture of the customer to your template for future use.
  • Store the contact details of each customer, including phone number and email address. This will facilitate smooth communication and help avoid any misunderstandings.
  • You can record the satisfaction rating for each customer in this template. This rating will give you an idea about the performance of your company in terms of customer experience.
  • Monitor the current plan of a customer. It can be an enterprise, economy, personal, or business.
  • Track the priority status of the customers (High/ Medium/ Low). According to the priority status of a customer, you can allow your team's time and resources.
  • Keep track of the pain points of a particular customer. Pain points refer to problems that customers experience while interacting with your company.
  • Store the name of the collaborator for each pain point.
  • You can sort the data according to the job title or the pain points using the template's multiple views.

Increase your chances of acquiring new customers and growing your company's revenue by building high-quality personas with Stackby's Customer Persona Template! Copy the stack and start using it today!


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