Sales CRM Template

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Sales CRM Template

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Sales CRM Template

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Are you struggling to keep track of your sales management tasks and customer relationships? Do you find it challenging to manage all your sales interactions and opportunities? If yes, look no further than Stackby's Sales CRM Template!

This template is a game-changer for businesses looking to effortlessly keep current customers happy while attracting new leads in a breeze.

What is Customer Relationship Management or CRM?

Customer Relationship Management (CRM) is a business strategy that involves managing customer interactions and relationships throughout the customer lifecycle. Its main goal is to improve customer satisfaction, increase loyalty, and drive revenue growth by providing personalized and consistent experiences.

What is Sales Management?

Sales management refers to the process of leading, organizing, and directing a team of sales professionals to meet or exceed the sales targets of a business.

Why is Sales CRM Important for Your Business?

A solid sales management or CRM strategy is a must-have for any small business that wants to thrive and expand right from the get-go. Below are the key reasons to consider:

Improves customer relationships and loyalty by providing personalized experiences.
Increases efficiency and productivity by automating routine tasks and workflows.
Helps identify and prioritize high-value sales opportunities.
Provides real-time insights into sales performance and trends.

And a lot more.

Digging into Details About Stackby's Sales CRM Template

Stackby's Sales CRM Template is an effective tool designed to help businesses seeking to streamline their sales and customer relationship management processes. With its aid, you can manage your company's sales pipeline, keep track of opportunities, and track interactions with potential customers.

The best part about this template is that it provides a spreadsheet-style interface that allows you to store and organize all your data in one place, making it easier to manage and monitor your sales activities.

Who is This Sales CRM Template for?

Stackby's Sales CRM Template is perfect for small businesses and startups who want to manage their sales process effectively. Whether you're just starting or have been in business for years, it can help you streamline your sales management processes and boost your overall sales and revenue.

Why Do You Need Stackby's Sales CRM Template?

Get organized and stay on top of your sales game with this Sales CRM template!
Keep track of all your company dealings in one place - no more scattered information!
Store essential company details like industry type, employee strength, and website information.
Maintain up-to-date records of all your contacts within these companies.
Record contact details, including titles and relevant information.
Effortlessly monitor tasks for each company, keep everyone on the same page, and ensure timely completion by adding task notes to keep your team on track.
Link tables together to create a Sales KPI tracker specifically designed to monitor and measure the performance of your sales representatives.
Assign team leaders for each task for more effective task management.
Stay on top of your sales deals and their status (Won/Lost/Negotiating).
Update your CRM data regularly for a more accurate and effective system.

How to Use This Sales CRM Template?

If you have multiple products to keep track of, you may find our Multi Product CRM template useful.

If you are focusing on managing strategic partnerships, all you need is to opt for our Business Development CRM template.

For those seeking to manage their personal contacts, the Personal CRM template is an excellent option to consider.

Ways to Customize Our Sales CRM Template

After copying this template to your Stackby Workspace, you can customize it per your requirements. Let's see how:

Add custom fields to capture specific information relevant to your business needs.
Create new tables, such as product or lead tables, to expand the functionality of your Sales CRM Template.
Utilize filters and views to narrow down and focus on specific data subsets within your CRM.
Streamline your workflow by incorporating automation features into your Sales CRM Template.
Seamlessly integrate with popular third-party tools like Zapier, Slack, Trello, etc.

Tables Included in Our Sales CRM Template

Opportunities: It allows you to track the potential deals that your company is currently pursuing.
Interactions: This table lets you keep a tab of all the interactions you have with your customers, whether it's through phone calls, emails, or meetings.
Companies: It enables you to maintain a comprehensive database of all the companies that you deal with.
Contacts: With its aid, you can manage all your contacts in one place.

By linking these tables together using Link Column types, you can create relationships and establish key performance indicators (KPIs) for your sales CRM. For example, you can link interactions to specific opportunities or contacts, track the number of interactions per opportunity, or measure the conversion rate from opportunities to closed deals. It enables you to generate meaningful insights, track key performance indicators (KPIs), and generate reports that provide a holistic view of your sales operations and performance.

You can also add or import tables depending on your unique requirements. This flexibility allows you to customize the template to suit your business needs and ensure you have all the information you need at your fingertips.

Ready to Simplify Your Sales Management Tasks and Customer Relationships?

With Stackby's Sales CRM Template, you can manage your sales pipeline and customer relationships more effectively, boosting overall sales and revenue.Try it out today by signing up on Stackby and experience a flawless sales management experience!

Check out more related Templates :
Business Development CRM
Dealflow CRM
Fundrasing CRM
Customer Development
Lightweight CRM
Personal CRM

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Customer Testimonials Template By Stackby Templates

Customer Testimonials

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Product Catalog Template - Stackby Templates

Product Catalog

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Dealflow CRM Template By Stackby Templates

Dealflow CRM

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Multiple Product CRM Template By Stackby Templates

Multiple Product CRM

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PR Outreach Template By Stackby Templates

PR Outreach

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PR Agency CRM Template By Stackby Templates

PR Agency CRM

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Customer Persona Template by Stackby 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!

Lightweight CRM Template by Stackby Templates

Lightweight CRM

Customer relationship management can be quite complex. This is why many small businesses, entrepreneurs, and business managers look for a lightweight CRM. So, Stackby came up with an easy-to-use, simple, lightweight CRM template that will help you get started at organizing all your contacts & deals in minutes. How Stackby's lightweight CRM template can help you ? Save time: No more wasting time on manual work and repetitive sales tasks. Automate your CRM process and save time.  Customize: You can alter the lightweight CRM template as per your business requirements and customize it for your team.  Collaborate: With the lightweight CRM template, you can sell together as a team. Stackby provides real-time collaboration so that your team can stay on track.  Read more: (How to) Build your Personal CRM in Minutes   Who can use the lightweight CRM template? Stackby’s lightweight CRM template is for startup founders, entrepreneurs, small business owners, sales managers, marketing and sales teams, and PR firms who want to build and maintain relationships with their customers. What are the features of Stackby’s Lightweight CRM template? Track all sales activities Track all leads and deal activities Import all leads/contacts from Google Sheets or CSV files  Track sales pipelines and investor pipelines  Manage all your tasks in one place  Get a snapshot for sales performance Customize our lightweight CRM template for further benefits: Use Stackby forms to add detai ls o f every new lead/ contact and manage your data.  Send email or a message automatically to your customers/ leads/ contacts and never miss an opportunity to connect with them. Integrate your CRM tool with any third-party application like Microsoft Teams, Slack, Google Sheets and collaborate.  Password-protect your important CRM data using Stackby’s view protection powerup feature. Visualize your entire sales or deals pipeline using Kanban, Calendar and Gallery Views.  Other customer relationship management templates for you: PR Media and CRM Template  Small Business CRM Template   Personal CRM Template   Fundraising CRM Template  PR Agency CRM Template 

Sales asset management template By Stackby 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!Checkout other related Templates :Sales Pipeline  

Boost sales with the sales pipeline template from Stackby Templates

Sales Pipeline

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  