Dealer Management System Template

Streamline Your Lead Onboarding & Email Automation Converting leads into customers requires a structured, efficient, and automated approach. Many businesses struggle with manual data entry, inconsistent follow-ups, and delays in onboarding. This Lead Onboarding & Email Automation Template helps you simplify the process—allowing businesses to capture leads, manage onboarding seamlessly, and automate email workflows to ensure every potential customer gets timely communication. Whether you run a service-based business, SaaS company, or agency, this template provides an all-in-one system to collect, track, and automate your lead management and onboarding efforts. Why Use This Template? Automate Lead Onboarding – Convert inquiries into onboarded leads without manual intervention. Seamlessly Collect Data – Embed a form-like view into your website to gather lead information efficiently. Improve Follow-Ups – Automate email sequences to engage leads at different stages. Enhance Productivity – Reduce manual tasks, minimize errors, and focus on closing deals. Customizable & Scalable – Adapt the template to your workflow and expand as your business grows. How This Template Works in Stackby This template is designed with business owners, sales teams, and marketing professionals in mind. Here’s how you can use it: Lead Data Collection: A form-like view allows you to integrate this template into your website, ensuring that inquiries are captured effortlessly. Lead Processing & Categorization: Once an inquiry is received, it is automatically categorized based on priority, source, or stage in the pipeline. Automated Email Communication: When a lead progresses from inquiry to onboarding, predefined email sequences are triggered—keeping prospects engaged without manual effort. Tracking & Analytics: Monitor lead activity, response rates, and follow-up efficiency, ensuring a data-driven approach to improve conversions. Key Features & Benefits Form-Like View: Easily embed on your website to capture leads in real-time. Automated Email Sequences: Send personalized emails at different stages of onboarding. Centralized Lead Management: Keep track of all leads in one place with customizable filters and views. Workflow Automation: Set triggers for lead follow-ups, task assignments, and email notifications. Seamless Collaboration: Sales and marketing teams can work together effortlessly within the platform. Who Can Benefit from This Template? ? Marketing & Sales Teams: Improve response times and lead conversions with automated workflows.? Consultants & Agencies: Onboard new clients effortlessly without missing crucial touchpoints.? SaaS & Subscription-Based Businesses: Automate trials, demos, and onboarding sequences to scale faster. How to Get Started? Copy the Template – Get instant access to a pre-built lead management system. Customize to Fit Your Needs – Add custom fields, email triggers, and automation rules. Embed & Automate – Place the form on your website, set up workflows, and let automation handle the rest. A streamlined, automated lead onboarding process can make a huge difference in your sales and customer experience. This template removes manual bottlenecks, ensures faster conversions, and enhances efficiency for businesses of all sizes. Start automating your lead onboarding and email workflows today with this free-to-use Stackby template!

Managing customer relationships and orders efficiently is crucial for textile businesses. Whether you run a fabric store, a textile manufacturing unit, or a wholesale distribution business, staying organized with orders, inventory, and customer interactions is essential to ensuring smooth operations. Stackby’s Textile CRM Template is designed to help textile businesses streamline their processes, track customer orders, manage inventory, and oversee payments and shipping—all within a single, customizable workspace. This template provides a centralized database that brings all crucial aspects of textile business management under one roof. With dedicated tables for Orders, Customers, Products, Inventory, Payments, and Shipping, businesses can automate workflows, reduce errors, and improve customer satisfaction. By integrating API connections and automation features, Stackby enables textile businesses to keep track of every order from placement to delivery Why Use This Textile CRM Template? Managing customer relationships and orders manually can be overwhelming, leading to lost orders, delayed shipments, and inventory mismanagement. This template offers a smart, automated system to ensure your textile business operates efficiently. Track and manage orders seamlessly – View all orders with their status, delivery dates, and assigned customers. Maintain an organized customer database – Store contact details, purchase history, and preferences. Keep an updated inventory – Track fabric, textile products, and raw materials in real time. Manage payments effortlessly – Record transactions, pending payments, and payment methods. Streamline shipping processes – Track dispatches, deliveries, and logistics details. How This Template Works in Stackby This Textile CRM Template is designed to offer an end-to-end solution for managing a textile business. Here’s how it functions: Orders Table – Record and track order details, customer names, due dates, and order statuses. Customers Table – Maintain customer profiles, contact details, and order history. Products Table – List textile products, SKUs, pricing, and specifications. Inventory Table – Monitor fabric stock, warehouse locations, and availability. Payments Table – Log payments, outstanding amounts, and payment methods. Shipping Table – Track shipping carriers, dispatch statuses, and estimated delivery dates. Key Features & Benefits Fully Customizable – Modify fields, tables, and workflows to suit your business needs. Automation & API Integrations – Connect with payment processors, shipping carriers, and inventory tracking tools. Real-Time Inventory Management – Prevent stockouts and overstocking with up-to-date records. Customer Relationship Management – Strengthen customer loyalty with personalized communication and tracking. Seamless Order Processing – Improve efficiency by tracking orders, invoices, and payments in one place. Who Can Benefit from This Template? Textile Manufacturers – Manage bulk orders, suppliers, and production tracking. Wholesale Fabric Distributors – Track inventory, shipments, and customer orders. Retail Textile Businesses – Manage customer purchases, payments, and deliveries. Garment & Apparel Businesses – Maintain product catalogs and streamline supply chain management. Getting Started Copy the Textile CRM Template into your Stackby account. Customize the tables and fields to match your business operations. Add customer details, products, and order information. Track orders, payments, and inventory seamlessly. Set up automation for inventory alerts and shipping updates.

Public Relations has gained momentum these days. Bloggers, brands and almost every other online business wants to expand their PR outreach and find new platforms to showcase themselves. This is why PR agencies get numerous requests every day and sometimes managing these requests can become a real hassle.  Stackby has now made organizing and managing PR requests much easier with our easy-to-use Press Release Request Management template because if you are not organized, you might miss many potential clients.  Collect, review, organize and prioritize all your PR requests in no time Add data to your stack automatically using Stackby forms  Track all press requests converting into press releases  Manage all your PR contacts in one place  Time is of the essence for PR professionals and our Press Release Request Management template helps you record, track, understand, and respond to every request as soon as possible. If you have your whole PR team at your disposal, you can share this template with them and all of them can work upon press release requests from time to time.  What’s included in Stackby’s Press Release Request Management Template?  Our PR Request Management Template includes three separate tables that will help you organize and monitor your PR requests, Press Releases, and PR Contacts respectively.  Our template also includes different views that will help you visualize your PR requests based on the subject status, subjects type, and published by status.  The template comes with a pre-built PR request form that you can share anywhere on your website, blogs, or via a direct link.  The template also includes different views for visualizing the press release list based on status and date of publishing.  Who can use Stackby’s Press Release Request Management Template?  Stackby’s press release request management template is useful for PR agencies or marketing agencies who are handling the public relations of different clients.  How will Stackby’s Press Release Request Management Template help you?  Our press release request management template will help you bring all your team together and manage the PR request process in real-time. It will make the whole workflow of PR request management much easier for you. With this template, you will be able to do the following: Manage all the PR requests from different channels in one place Track the status of the press release requests (Due, Approved, Pending, Rejected, etc) Record the contact name for every PR request  Record the press release date for every PR request you receive  Store the description of the press release request  Track the type of PR requests you receive (Event, Daily News, Hiring Updates, etc) Track the details of the press release for every request that you receive  Track the press release associated with every contact  Keep a record of the publication website  Store details of PR contacts (Photograph, Phone Number, Email, PR request send, Number of requests sent, Number of press releases approved, Number of press releases pending, etc) Take your organizational skills a step further by incorporating various automation, security, and privacy features that Stackby has to offer to you and smoothen your workflow even more. Use our Press release request management template right away and enhance your productivity.

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 & executing an effective B2B lead generation 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. Check out More Related Templates: Google Search Console Report Google Analytics Report Facebook Ad Campaign

Keeping an organized record of all your calls is essential for businesses, sales teams, customer support, and professionals who rely on phone communication. A Call Log Template simplifies tracking incoming and outgoing calls, ensuring that every conversation is recorded, categorized, and followed up on efficiently. With Stackby’s Call Log Template, you can maintain a structured database of all your call interactions, assign follow-up tasks, and analyze call trends for better decision-making. Whether managing customer inquiries, handling sales calls, or tracking internal communications, this template provides a streamlined approach to call tracking and management. Why Use a Call Log Template? Managing call logs manually through spreadsheets or paper records can lead to lost information, missed follow-ups, and a lack of insights into communication trends. This Call Log Template in Stackby helps you: Maintain a centralized database of all calls. Categorize calls based on type, priority, and status. Assign follow-ups and ensure no important calls are missed. Track response times, call durations, and outcomes. Generate insights to improve call handling and team efficiency. How Call Log Template Works in Stackby Stackby’s Call Log Template is designed to help businesses organize call records systematically. It consists of structured tables that allow users to log call details, assign tasks, and track follow-ups efficiently. Key Tables in the Call Log Template Call Records Table – Stores details of all incoming and outgoing calls, including date, time, caller information, and call duration. Contacts Table – Maintains a list of frequent contacts, helping teams access caller details instantly. Follow-Ups Table – Tracks pending actions and follow-ups to ensure effective communication. Call Status Table – Categorizes calls based on their outcome (Completed, Pending, Missed, or Follow-up Required). Each table is fully customizable, enabling users to tailor the template to their business needs. Key Features & Benefits of a Call Logging Template Track Every Call with Ease Log and record all inbound and outbound calls in a structured format. Include essential details like call type, duration, priority, and assigned team member. Categorize Calls & Assign Follow-Ups Mark calls as Customer Inquiry, Sales Call, Support, or Internal Communication for better organization. Assign follow-ups to team members and set reminders for pending calls. Improve Response Time & Communication Track response times and call handling efficiency. Ensure no call is missed by setting automated reminders for follow-ups Analyze Call Trends & Insights Generate reports on call volume, call duration, and response rates to optimize operations. Identify trends in customer inquiries, sales calls, or support interactions to improve service. Enhance Team Collaboration Share call logs with team members for better coordination and tracking. Use Stackby’s integrations to sync call data with CRM and other tools. Real-World Use Cases This template is perfect for: Sales Teams – Track prospect calls, schedule follow-ups, and optimize lead management. Customer Support – Log and analyze customer inquiries, ensuring timely responses. Business Owners & Managers – Maintain records of client interactions for better business decisions. Call Centers – Organize high volumes of calls, track agent performance, and improve response times. Getting Started with the Call Log Template Import the Call Log Template – Add it to your Stackby account. Customize Call Categories & Statuses – Define how you want to track different types of calls. Log Calls & Assign Follow-Ups – Record call details and assign follow-up actions. Analyze Call Data – Use filters and reports to track communication trends. Automate & Integrate – Set up automated notifications and integrate with CRM tools for seamless call management.

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. Why do you need a Product Catalog? Memorizing information about every product’s features is a difficult task. Making a product catalog and scribbling all the information related to the product helps the sellers and the customers make a purchasing decision. A product catalog template can help you keep track of all your products and the related information. You can use it to have easy access to all the products you have, the ones you have ordered, and those you still need to order. You can easily pull up information about any and all the products you have or sold. You can add images, add notes, and customize it. You can also use a product catalog template to categorize the products according to their build, vendor, or any way you like. 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 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 overcome all the challenges that businesses often face while creating and managing product catalogs. How to Fix your Product Catalog Management? 1. Organize 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 Product Competitor Analysis Template. Agile Product Planning Template Product Roadmaps

Track Customer Loyalty and Improve Retention with Stackby’s Net Promoter Score (NPS) Template Understanding what your customers truly think about your brand can be the difference between business growth and stagnation. That’s where Net Promoter Score (NPS) comes in. Stackby’s Net Promoter Score Template is designed to help you effortlessly collect, analyze, and act on customer feedback. Whether you're a startup, SaaS company, agency, or enterprise team — this template gives you a clear snapshot of customer satisfaction and loyalty, all in one place. What is Net Promoter Score (NPS)? Net Promoter Score is a customer loyalty metric that gauges how likely your customers are to recommend your product or service to others. Customers are categorized into three groups based on their rating (0–10): Promoters (9–10): Loyal enthusiasts who will keep buying and refer others. Passives (7–8): Satisfied but unenthusiastic customers. Detractors (0–6): Unhappy customers who can damage your brand. The score is calculated by subtracting the percentage of Detractors from the percentage of Promoters. What’s Inside the Template? This Net Promoter Score Tracker in Stackby helps you: Collect customer responses via forms or integrations. Categorize responses into Promoters, Passives, and Detractors. Auto-calculate your NPS using formula columns. Add follow-up notes or action plans based on feedback. Visualize your data through charts and dashboards. Pre-built columns include: Customer Name and Email Survey Date NPS Rating (0–10) Category (auto-calculated: Promoter, Passive, Detractor) Feedback or Comment NPS Score (formula) Assigned Team Member Status and Follow-up You can also connect it with your CRM, email automation tool, or feedback platform using APIs or third-party tools like Zapier. Key Features Automated Categorization: Based on the score entered, customers are auto-labeled as Promoters, Passives, or Detractors.Real-time Score Calculation: Instantly calculates your current NPS based on active responses.Customizable Views: Filter and group data by rating category, date, or customer segment.Action-Oriented Tracking: Assign team members to follow up and track resolution status.Visual Analytics: View charts for NPS trends over time to spot customer sentiment patterns. Benefits of Using Stackby’s NPS Template Streamline Feedback Collection: Import survey data directly or link Stackby forms with your email campaigns. Improve Customer Relationships: Quickly identify unhappy customers and take action to improve retention. Data-Driven Decisions: Understand what’s driving loyalty and where you need to improve. Cross-Team Collaboration: Assign follow-ups to support, product, or customer success teams. Simple & Scalable: Works whether you're surveying 10 or 10,000+ customers. Who Should Use This Template? This template is ideal for: SaaS businesses measuring user satisfaction post-onboarding or after support. Product teams seeking feature feedback and sentiment analysis. Marketing and customer success teams identifying brand advocates. Agencies or service providers who want to track satisfaction across projects. Ecommerce businesses looking to enhance post-purchase experience. Use Case Example Imagine you're a customer success manager at a growing SaaS startup. You’ve just rolled out a major update and want to see how customers respond. With this template, you can collect user feedback, tag their sentiment, and track changes in your NPS over time. It helps you spot if the new release delighted or frustrated your users — and make smarter decisions going forward. Get Started Today Ready to improve your customer feedback process? Use this free Net Promoter Score template by Stackby to measure what matters most — your customers' loyalty. Customize it to your needs, integrate it with your favorite tools, and start turning insights into action. Try it now — no coding required, fully customizable, and free to use.   

Understanding your target audience is the foundation of successful marketing and business growth. A Customer Persona Template helps teams create structured and detailed buyer personas, allowing them to tailor marketing strategies, product development, and customer interactions more effectively. This Customer Persona Template in Stackby provides a systematic way to document key attributes of your ideal customers, such as demographics, pain points, preferences, and purchasing behavior. Whether you're a marketer, salesperson, or product manager, this template ensures your strategies align with your audience's needs. Why Use a Customer Persona Template? Without a structured approach, businesses often rely on assumptions about their target customers. This can lead to ineffective marketing campaigns, poor customer experiences, and missed growth opportunities. Using a well-defined Customer Persona Template ensures: A clear understanding of your ideal customers. Better segmentation for personalized marketing. Enhanced product development that meets customer needs. Stronger customer engagement and improved retention rates. Data-backed decision-making to refine business strategies. How This Template Works in Stackby Stackby combines spreadsheet-like flexibility with the power of a database, making it easy to organize, track, and analyze customer personas. The template includes multiple structured tables that capture essential persona details. Key Tables in the Customer Persona Template Persona Overview Table – Stores basic customer persona information, including name, age, job title, and location. Demographics & Behavior Table – Captures detailed demographics, behaviors, pain points, and buying motivations. Communication Preferences Table – Documents preferred communication channels, tone, and content preferences. Product & Service Interactions Table – Tracks customer engagement with your brand, including purchase history and feedback. Each table allows teams to filter, sort, and customize fields based on their unique business needs. Key Features & Benefits 1. Define Customer Personas Clearly Document key details such as age, job title, industry, and interests. Segment customers based on needs, motivations, and challenges. 2. Improve Targeted Marketing Campaigns Identify the right audience for personalized messaging. Optimize ad spend by focusing on personas with high conversion potential. 3. Enhance Product & Service Offerings Align product features and services with customer expectations. Identify gaps in the market based on customer feedback. 4. Streamline Customer Communication Determine the best platforms and messaging styles for engagement. Ensure consistent and personalized interactions across all touchpoints. 5. Track Persona Evolution & Behavior Trends Update persona details based on market research and customer data. Adapt strategies as customer preferences change over time. Real-World Use Cases The Customer Persona Template is beneficial for various teams and industries: Marketing Teams – Develop targeted content strategies and advertising campaigns. Sales Teams – Personalize sales pitches and improve lead nurturing. Product Development Teams – Build features and services based on user needs. Customer Support Teams – Enhance customer experiences through tailored interactions. Getting Started with the Template Import the Customer Persona Template into your Stackby workspace. Customize persona categories based on your business requirements. Populate data using market research, surveys, and customer feedback. Analyze customer personas to refine marketing and sales strategies. Update personas regularly to keep up with shifting customer behaviors.

Public relations and media outreach require meticulous organization, from tracking press contacts to managing campaigns and monitoring media coverage. The PR and Media CRM Template by Stackby is designed to help PR professionals, agencies, and businesses streamline their media relationships, ensuring a well-structured and effective communication strategy. With a centralized system for media contacts, campaign tracking, and outreach management, this template simplifies the process of engaging with journalists, influencers, and publications. It ensures that no opportunity is missed and that PR efforts are optimized for maximum impact. Why Use the PR and Media CRM Template? Handling public relations involves: Maintaining a database of journalists, media outlets, and influencers Tracking communication history and press interactions Managing PR campaigns and press releases Monitoring media coverage and outreach effectiveness Coordinating follow-ups and press engagements Instead of manually handling these tasks across emails and spreadsheets, this CRM template offers a structured and automated approach. It centralizes PR operations, making it easier to track outreach efforts, manage media lists, and measure results efficiently. How the PR and Media CRM Template Works in Stackby This template includes essential tables to manage all PR activities effectively: 1. Media Contacts Table Store contact details of journalists, bloggers, influencers, and media outlets Categorize contacts by publication, industry, or media type Track communication history and engagement levels 2. PR Campaigns Table Plan and execute PR campaigns with clear objectives and timelines Monitor press releases, events, and media pitches Assign responsibilities and set follow-up reminders 3. Press Coverage Table Track media mentions, articles, and press features Monitor sentiment and reach of each coverage Store publication links and coverage dates 4. Outreach Tracking Table Log media outreach efforts and responses Schedule follow-ups and track journalist interactions Measure outreach success through response rates Each table is fully customizable, allowing PR teams to adapt the template to their workflow. With Stackby’s integrations, users can connect their email, automate follow-ups, and visualize outreach success through dashboard views. Key Features & Benefits Centralized Media Contact Management: Keep all journalist and influencer details in one place for easy access. Efficient PR Campaign Tracking: Organize press releases, event planning, and media outreach in a structured manner. Automated Follow-Ups: Set reminders and track responses to ensure timely communication. Real-Time Collaboration: Work with your PR team, marketing department, or external agencies in a shared workspace. Custom Views & Reporting: Use grid, calendar, and kanban views to visualize campaigns and press coverage. Seamless Integration: Connect with email, social media tracking tools, and analytics platforms. Who Can Use This Template? PR agencies managing multiple clients and media contacts In-house PR teams handling brand communications and press engagement Marketing teams integrating PR efforts with brand campaigns Startups and businesses looking to enhance their media outreach strategy How to Get Started with the PR and Media CRM Template Sign up for Stackby and access the PR and Media CRM Template Customize the tables and fields to fit your PR workflow Add media contacts, campaign details, and outreach logs Use automation and integrations to track responses and schedule follow-ups Collaborate with your team to manage PR efforts efficiently With this PR and Media CRM Template, professionals can organize their media outreach, track engagement, and build lasting relationships with journalists and influencers, all within a single platform.

Whether you’re running a start-up venture or a well-established company, the sales department controls a crucial aspect of your overall workflow process. It is the department that brings in the revenue, so you might even say that it forms the linchpin of your entire organization! The sales department plays the most vital role in the success of your business and is responsible for providing the customers with what they’re looking for. It contributes immensely towards the company’s growth, not just in monetary terms, but by helping 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 pipeline is not working efficiently. As a result, ensuring the smooth functioning of your sales pipeline is paramount for your company. This is why a Sales Pipeline template also becomes 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 happen to arise. It allows you to analyze if your current strategy is working in your favor 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 on the sales pipeline template 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. Checkout other related Template Sales Pipeline Sales Asset Management