Order Management CRM Template

Our Stackby A/B testing template offers a structured approach to managing your testing program. It includes tables for tests overview, detailed metrics, timelines, and workflows, all linked by Test ID for seamless navigation and analysis. Customize views to monitor progress, prioritize tasks, and achieve your testing goals effectively.

Measure your product’s unique value and identify opportunities to attract more customers with Stackby’s Product Market Fit Template. This template is easy to customize, free to use and provides you with a better view of your product’s growth profitability.  What is Product Market Fit? Product market fit is often referred to as ‘product/market’ or ‘product-market’ fit. Product market fit happens when you are serving your target customers with the right product. In simpler terms, if your products are ideal for your market and your customers, you are achieving product-market fit.  Ideally, product market fit is determined using surveys that help you in identifying what your customers actually think of your product or what your new product must contain. Stackby’s product market fit template includes a survey form for the same through which you can conduct a survey for your product. All the answers will be saved in the table in the respective columns.  Why is Product Market Fit Important? 1. Planning a new product:  If you are planning to develop a new product, you must confirm whether people will be willing to pay for it. In other words, you need to determine that your product has enough market to sustain itself and generate profit.  2. Customer-product attachment:  Product-market fit system helps you find out whether your customers are actually liking your product or not. What will happen if you withdraw your product from the market?  3. Relevance of product:  Will your customers recommend your product to anyone? A product market fit survey will help you find whether your product is solving any problem or not.  4. An opportunity for growth:  If you have reached an equilibrium in the journey of your product, a product market fit survey will help you find out the rate at which your customers try the product and buy it or reject and stop using it.  Read more: How to Create a Product Roadmap?  How to measure Product Market Fit?  Measuring product market fit is a combination of quantitative as well as qualitative metrics. For example churn rate, growth rate, market share, word of mouth, media coverage, etc. Here are a few things that you should consider while measuring product market fit: Find if users will switch to your product  Find whether some users who have rejected products similar to your products but are willing to try your product Are customers utilizing all the features of your product How are your retention rates in comparison with your competitors  Do customers understand the value proposition of your product Who can use Stackby’s Product Market Fit System Template?  This template is useful for sales, business development, support, finance, and all other departments that oversee the planning, management, and execution of products in a business. It is also useful for startups, business owners, product managers, and product teams.  How is Stackby’s Product Market Fit System Template Helpful for You? Stackby’s product market fit system template includes a survey form that will help you understand how your customers perceive your product. It helps you gauge your product based on user experience, features, and value proposition. You can do the following with this template: Track the responses for your product market fit survey  Record the sentiments for every response given by customers (not disappointed, somewhat disappointed, very disappointed, etc) Find how you can improve your product Identify which feature, services, or products you are missing Record ratings based on issues resolved for customers Record customer details such as name, email, job title, promoter score, etc Count the survey responses for different aspects of a product such as user experience, features, value proposition, etc  Other templates related to product development and management: Product Roadmap Template   Product Launch Template   Product Competitor Analysis Template   Product Inventory Template   Before you use our Product Market Fit template, make sure you understand how to use Stackby forms. 

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 

Regardless of your project, product or initiative, Stackby can help you manage your entire UX research process. Manage your user feedback and sessions based on your product areas, track sentiments and improve your product or service multi-fold. Try out this free template. Check out more related Templates : Bug Tracker 

This Product Strategy Database template helps teams align on objectives, manage feature development with a detailed roadmap, and track key success metrics like user growth, revenue, and feature adoption.

The dependency of a firm on its products’ success is not to be taken lightly, and for as many products to be sold as possible, the products need to be appealing to the customers. Sometimes the products may need to be sold within a tight schedule. During such a time, the product planning process may not get the required amount of attention it requires. The Stackby Agile Product Planning Template is here to solve this problem. With the help of this template, you will be able to meet your deadline and deliver a presentable product that is appealing to your customers. What is Agile Product Planning? Agile product planning is a kind of methodology that works on three levels - vision, product strategy, and tactics. Each sits within the other, and depends on the others to be working well to achieve overall success using agile product planning. The attention to detail also increases in density as we go down from vision to tactics. The product vision could be encapsulated in a simple line or two, while the tactics needed to execute this vision include details like sketches, storyboards, and written out plans. Managing all these levels and details takes a good amount of preparation, but the results pay off at the end. To simplify this process, Stackby has come up with an Agile Product Planning Template for product teams to use. How will the Stackby Agile Product Planning Template help you? The template is packed with features that help you strategize the product designs, sales strategies, and releases. This template also allows you to track the progress of the development of the product. It marks the creators and simplifies the process of alterations. The sprints feature is there to trace the progress of the product. This includes the dates of release, dates of alterations made, and the launch of the final product. The objective of the product release can be marked, and the reception by the consumers can be recorded as well. The product planning process as it draws closer to the release date is often sped up, and this sprint is marked in the form of meetings and coverage of product objectives. The agile product planning template allows you to make any extra notes regarding the product and present a polished product at the end. Who will find the agile product planning template useful? Big and small businesses looking to make changes to their products will find this template to be useful. Product managers functioning under these companies are likely to make maximum use out of it.Check out more related TemplatesBug Tracker 

Every organization must keep a track of all its assets. Whether you are running a business expanding to multiple locations, your employees are working from remote locations, or you have multiple offices in different locations, you need an asset tracker to manage, organize and monitor your assets. Stackby’s free-to-use, custom asset tracker template can solve all your problems and make this process much easier for you.  What is Asset Tracker?  An asset tracker is a tool that helps you monitor the physical location and status of movable and fixed assets in an organization. For example, office furniture, electronic devices, stationeries, all can be considered as valuable assets for an organization. Every business incurs a certain cost on buying and maintaining assets and therefore it must keep track of them.  Stackby’s asset tracker tool helps ensure that the movement of assets is strictly controlled thereby preventing loss and improving customer service and business operations.  Why do Businesses need to Automate Asset Tracking Systems?  Manual asset tracking methods include many challenges such as: You have to manually enter all the information and update the records every day. The operations team often has to rely on finance teams for the purchase details of assets. Assets cannot be scanned using barcodes which means more chances of errors in entering data. Manual tracking methods often lead to redundancy and inefficient tracking.  Read more: Why you should ditch Spreadsheets to Scale your Business  If you are still depending on spreadsheets for keeping a check on your company assets, your operations team is underperforming. It is time to boost their productivity by giving them an automated asset tracking system.  Collaboration: Manage all your assets from different locations in one place with the Stackby asset tracker template.  Automation: Use Stackby’s barcode scanner column type and keep an automated record of your company assets.  Vendor Details: Manage your vendor list to keep a track of which asset was bought from which vendor.  Purchase Details: Store all the purchase details for every asset so that you do not exceed your company budget. Read more: Barcode Column Type in Stackby  What are the Benefits of using an Asset Tracker?  Reduced operational costs: You can monitor assets round the clock and in-real time thereby streamlining your operational process and costs. AccessibilityYou can ensure fast verification, disposal, and acquisition of assets with an easy-to-use asset tracker system. Security: You can find the exact location of an asset of your company at any time. This will help you protect your assets from theft or fraud. Management: You can easily adjust company records when an asset is transferred from one department or location to another.  Stackby’s asset tracker template enables businesses to store, manage and coordinate all the asset data in one place, thereby making it easier for operations teams to collaborate on the asset management tasks. It is free to use and can be easily customized according to your asset management requirements.  Who can use Stackby’s Asset Tracker Template?  This template can be used by business owners, administrative departments, operations teams, operations managers, IT departments, and any other authority responsible for managing assets in an organization.  How is Stackby’s Asset Tracker Template Helpful for You?  Stackby’s asset tracker template includes three tables for managing your assets, vendor details, and purchase details respectively. With this template, you will be able to do the following: Maintain a record of every physical asset owned by the company with the asset name and code Tracking the type of asset owned by the company (furniture, office equipment, stationeries, etc) Store an image of each asset  Record the details of the asset such as manufacturer, model name, and price Track the vendor details for various assets of the company such as  vendor name, address, city, state, and total assets Track the purchase details for every asset such as purchase date, status (completed, order shipped, etc), order type, price, invoice, etc Other asset management templates for better productivity: Sales Asset Management Template Marketing Asset Management Template Digital Asset Management Template Product Operations Product Catalog 

Every agile development team has only one dream - building a product in a series of successful sprints. Sprints enhance your teamwork, encourage every team member to learn from experience, and ensure a high-quality product in the end. So, if you are looking to plan successful sprints for your product development team, Stackby’s Sprint Planning Template is a wonderful solution. How is Sprint Planning Template Beneficial? Tracking Releases: You can keep a track on each sprint you went through, to develop your product. This ensures that you do not miss any important phase of product development like development, implementation, debugging, and so forth. Tracking Tasks: Each sprint has a certain set of tasks to be accomplished. This template enables you to keep a track of all tasks related to a sprint, making it easier for you to plan your product release process. Team Collaboration: Keep your team on the same page when it comes to product development. Every department, whether it is designing, development, coding, marketing or sales, should understand how the product developed through different sprints to ensure complete clarity and transparency. Prioritization: Sprint planning helps teams identify which tasks are important and should be done first and which tasks can be done a bit later. It also helps in estimating how much time will be associated with each task. Who can use the Sprint Planning Template? Generally, the entire team works on sprint planning. However, it may specifically be beneficial for: Product owners: who identify the backlogs and set up the sprint goals. Product manager: who is managing the work of all the different departments for product development Development team: people who are working to develop the product and estimate timeframes or explain any skills related issues Scrum master: who is responsible for planning sprints and conducting meetings How to use the Sprint Planning Template? Step 1: Sprint Goals - Decide the goals of the sprint or which backlog items to include in the sprint. Step 2: Check availability - Ensure that every team member who is required for a particular sprint is available for the sprint. Step 3: Timeline - Decide how long a sprint should be so that tasks can be adjusted accordingly. Step 4: Collaborate - Call all team members to check the next sprint planning and approve it. Step 5: Risks - Are there any risks associated with executing the sprint? If yes, then what are they and how to tackle them. Read more: Stackby Powerups  Features of Stackby’s Sprint Planning Template Our Sprint Planning Stack includes two tables: Sprints table to track all the sprints in one place and Tasks/ Issues table to keep a record of all the tasks or issues related to every sprint. With this template, you can do the following: Track the start date and end date of a sprint Track the status of every sprint (completed, scheduled, ongoing) Track all the tasks or issues in a sprint Keep a record of the target of every sprint (optimisation, debug, new features, clear backlog, etc) Record the total number of tasks, tasks completed, tasks pending for every sprint Store the tasks & activities in one place Track the priority of each task (low, medium, high) Track which team members are working on which task Visualize the sprints using Kanban View, Calendar View and more.   More product-related templates: Bug Report Template  Product Roadmap Template 

In the fast-paced world of product development, clear and consistent messaging is crucial for successful communication across teams and with customers. The Product Messaging Library Template for Stackby offers an organized, user-friendly template to centralize and manage all your product messaging needs. Why Use a Product Messaging Library? Product messaging involves the key statements, value propositions, and differentiators that define how your product is perceived by customers, stakeholders, and team members. Ensuring consistency across all channels—whether it’s marketing, sales, support, or internal communication—is vital for building a strong brand identity and improving customer engagement. This template helps streamline the process by offering a structured framework to create, organize, and update your product messaging in one place. Key Features Centralized Repository: The template serves as a single source of truth for all messaging related to your product. This ensures that everyone, from marketing teams to customer support, has access to the most up-to-date information. Customizable Fields: Tailor the template to fit your specific needs. Whether you’re focusing on messaging for different customer segments, product features, or marketing channels, the template can be easily adjusted to capture the right information. Easy Collaboration: Stackby’s collaborative platform allows multiple team members to work together in real-time. This makes it simple to update messaging, provide feedback, and ensure alignment across teams. Version Control: Track changes and maintain a history of all your product messaging. This feature is particularly useful when revisiting past campaigns or updating messaging for product iterations. Integrations: Seamlessly integrate the template with your existing tools and platforms. Whether you need to pull data from your CRM, sync with your project management software, or export messaging for external use, the template makes it easy. Who Can Benefit? This template is ideal for product managers, marketing teams, brand strategists, and anyone involved in communicating a product’s value to the market. By providing a structured approach to messaging, it not only saves time but also ensures that your product’s narrative is clear, consistent, and compelling. Get Started Today Streamline your product messaging with the Product Messaging Library Template for Stackby. With its user-friendly design and powerful features, you can ensure that your product stands out in a crowded market.

Are you tired of dealing with the chaos of product development and operations? Do you wish there was a way to streamline the entire process and ensure everything runs like clockwork? If yes, look no further than Stackby's Product Operations Template!  Our template is designed to help you effectively manage your product development lifecycle, from ideation to launch and beyond. With a range of features and sections, it's the ultimate tool for anyone involved in product operations.  So, let's take a closer look at what this template offers and how it can benefit your business. What is Product Operations? Product Operations (Product Ops) is a business function that supports product development teams to ensure successful product launches, maintenance, and growth.  It encompasses various activities facilitating product development and management, including project management, process improvement, stakeholder management, and analytics. Why is Product Operations Important? For product led companies, product operations helps you track the entire customer journey: from onboarding, trial, purchase, expansion and renewal and optimizing that process along the way. It helps various teams stay on the same page and ensure customer success. Role of Product Operations Manager - What do they do? Product Operations Managers are responsible for managing the product development process from ideation to launch. They work closely with cross-functional teams, including engineering, design, marketing, and sales, to ensure the product is developed according to the roadmap and delivered on time.  They are also responsible for creating processes and frameworks that help streamline product development and ensure everyone is aligned and working towards the same goals. Digging Into Details About Stackby's Product Ops Template Stackby's Product Operations Template is a comprehensive tool that assists product managers, product operations managers, and other stakeholders in managing product development and release.  Its features and sections help organize and track product development activities. The best part about our Product Ops template is that it is fully customizable, which means that you can tailor it to meet the specific needs of your team or project.  Who can use Product Operations Template? Stackby's Product Operations Template is designed for Product Operations Managers, teams, and stakeholders involved in product development. It is ideal for businesses of all sizes that want to streamline their product development process and ensure everyone is aligned and working towards the same goals. Why Do You Need a Product Operations Template? Product operations management is a complex process that involves multiple teams and stakeholders. A well-structured and organized approach to product operations can make the difference between a successful product and a failed one.  Here are some key benefits that you can reap by trying out Stackby's Product Ops Template: 1. Streamline Your Product Development Lifecycle: The Product Operations template helps you manage your product development lifecycle in a structured and organized way. It allows you to track progress and make data-driven decisions efficiently. 2. Prioritize Your Backlog Effectively: This template allows you to prioritize your product backlog based on factors such as impact, effort, and feasibility. It helps you focus on the most critical features first. 3. Manage Releases: It provides a central location to manage releases, track their progress, and ensure they are delivered on time and with high quality. 4. Collaborate with Teams Easily: The Product Ops template makes collaborating with different teams involved in product operations easy. It includes product management, engineering, design, and quality assurance. Using Stackby's Product Operations Template simplifies your product operations management, reduces errors and redundancies, and ultimately delivers a better product to your customers. How to Tailor Stackby's Product Operations Template for Your Business? As mentioned above, Stackby's Product Operations Template is fully customizable, so you can tailor it to cater to your unique business requirements.  To effectively carry out this work, start by identifying the areas of your product development process that need improvement. Next, you need to add or remove sections, modify fields and columns, and set up automation as required.  Make sure that you are clear on your project goals before doing this. You can also integrate the template with other tools, including Jira. Different Sections of the Product Operations Template: Stackby's Product Operations Template is divided into sections covering different product development aspects. It includes the following: 1. OKR:  This section of the Product Ops template helps you define your Objectives and Key Results (OKRs) for your product development process. It allows you to set clear goals and measure progress towards them. 2. Projects: In this table, you can track all the ongoing and upcoming projects related to your product development process. You can assign team members, set deadlines, and monitor the progress of each project. 3. Customer Feedback: Customer feedback is crucial for improving your product. This section of the template lets you collect, organize, and analyze customer feedback, helping you identify areas of improvement and make data-driven decisions. 4. Sprints: This section helps you plan and manage your sprints, which are short development cycles focused on delivering specific features. You can create and assign sprints, set goals, and track progress. 5. Sprint Tasks (JIRA): If you use Jira for issue management, this section allows you to integrate it with your Stackby template. You can track sprint tasks and their status in real time. 6. Launch Assets: Finally, in this section, you can manage all the assets needed for launching your product, such as marketing materials, sales collateral, and product documentation. You can organize them by launch date and keep track of their status. Ready for a Flawless Product Development Lifecycle Management Experience? With Stackby's Product Operations Template, you can streamline your product development process - objectives, sprints, releases, features, user feedback, and launch assets.  This one-of-a-kind tool assists you in effectively optimizing collaboration and communication among cross-functional teams and ensuring that your product meets customer needs and business goals.Try it out today by signing up on Stackby and experience a seamless product development lifecycle management experience. Check Out Other Related Product Templates: Agile Product Planning Template  Product Roadmap