There is a stack for everyone.
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!
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:
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.
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:
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.
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.
Read more: (How to) Build your Personal CRM in Minutes
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.
Other CRM templates for you:
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.
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.
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.
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.
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.
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:
Other templates you can use along with Product Catalog Template: Multiple Product CRM Template, Product Inventory Template, and Product Competitor Analysis Template .
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:
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
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:
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:
Stackby’s customer development CRM can turn the tables for you!
Stackby’s Customer Development CRM Template can be used by business managers, product teams, marketing teams, sales teams, entrepreneurs, and business owners.
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:
Other Customer Management Templates to consider:
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:
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 .
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:
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:
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
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:
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!
