Sales Pipeline Template

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!

How Stackby's Customer Testimonials Template will help ? How do you know if a particular marketing strategy, sales process, or product launch has been beneficial for your company? The answer to this question lies in customer testimonials. Customer feedback or testimonial is the response or information given by a customer regarding any aspect of your company. From marketing to customer service, feedback from your users will help you understand if the current strategy you employ is working in your favor. Customer testimonials give you much-needed insight into what the client is looking for and how you can modify your strategy to meet their expectations. Therefore, utilizing a Customer Testimonials Template can significantly boost your business.  Why is customer feedback important? Allows you to analyze customer behaviour and understand customer needs.  Measure and enhance customer satisfaction. Increase customer retention and brand perception. Add new customers and improve referral rate. Lends a voice to the customer in the working of your organization Provides you an outside-in view of your company. Gives you an insight into what you can do to improve your product and service. Increases the responsiveness and credibility of your company. Online reviews improve your web presence and ranking in search engines. A company that takes its customer feedback seriously and uses it to address its shortcomings is more likely to succeed in the long run. Customers are inclined to stay loyal to your product if they feel that their response was taken seriously by you. It will also help you stay up to date with the constantly changing customer requirements and make your product and company more dynamic.  Looking for the best way to record and respond to customer feedback? Your search is over! Stackby has created a Customer Testimonials Template to help you track your customer testimonials. Is the client happy with your product and service? Are they satisfied with the customer service you provide? Is your product up to date with the latest trend? Does it fulfill all your client’s requirements?  Whether it’s customer testimonials or case study surveys, you can manage everything using this template. With the Customer Testimonials Template, you will be able to: Store all your customer feedback in one place. Record the list of companies that have provided customer feedback. Store details concerning the company, including, but not limited to, industry type, employee strength, and company logo. Monitor the total number of testimonials by each company to date. Record the name of the individual from each company who gave the feedback. Record the designation of the individual within the company. Store the testimonial given along with any case study file and related synopsis. Add and update testimonials as and when required. Understand your customers better with this user-friendly Customer Testimonials Template!

Manage multiple products and monitor sales targets along with the performance of sales agents to meet client expectations using Stackby’s Multiple Product CRM Template. How Stackby's Multiple Product CRM Template helps you ? 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.  Why every organisation needs a Multiple Product CRM Template ? To achieve its goals and objectives, a company formulates a detailed sales process or plan. This involves generating potential leads, managing customer relations, tracking product performance, negotiating profitable deals, and monitoring sales targets. A robust, well-thought-out plan keeps all the departments focused and delineates priorities for your company. This process becomes even more cumbersome than usual if your company manufactures and sells multiple products. Looking for an efficient and easy method to keep track of your clients, products, and various sales targets? Do you want to improve the performance of your sales team? Well, we have the answer! Stackby has developed its own Multiple Product CRM Template to assist you in your sales process. This easy-to-use Multiple Product CRM Template will record all your ongoing and upcoming deals and corresponding clients on one platform. It will ensure that you meet and, if possible, exceed your sales target and, in turn, boost your revenue and the profitability of your company. With our Multiple Product CRM Template, you will now be able to: Store all your client names and related details in one place. Record each deal negotiated with a particular client and the corresponding sales quarter. Assign a sales agent to each client to ensure that the deal goes through smoothly, and the client is satisfied. Record the products that are a part of the deal and the family series they belong to. Monitor the total sales value of the deal to analyse which clients are contributing the most to your annual revenue. Track the base price and selling price of each product along with the total quantity sold to date. Record the profit amount, profit percentage, and total profit earned concerning each product. This will give you an idea of the overall market performance of your products. You can then redirect your resources towards the most profitable and well-received product. Monitor the status of all your ongoing deals and the closing date of each one. Track your quarter-wise sales target and monitor if your sales team has met or exceeded the target set at the beginning of the year. Monitor the performance of all your sales agents in great detail.   Stackby’s Multiple Product CRM Template is an all-in-one solution to all your sales tracking needs.  Copy the stack today and manage all your products and customer relations in a single place. If you're looking for a basic CRM template, check out the Sales CRM template .  Check out other related Template :Business Development CRM Agile Product Planning TemplateDealflow CRM Product Roadmaps

This Sales Strategy template helps teams drive revenue growth, improve sales efficiency, and enhance customer retention. It includes a detailed roadmap with initiatives like market expansion, sales automation, and partnership development to support sales objectives.

This Salon CRM template in Stackby is designed to help salons manage bookings, services, and inventory while tracking staff availability and client interactions. Featuring tables for Client Bookings, Services, Staff, and Inventory, this all-in-one template helps you organize client details, monitor stock levels, and assign appointments seamlessly, improving overall efficiency and client satisfaction. Perfect for salons of all sizes!

Are you a PR agency looking for ways to manage your projects, handle your clients and track your team's progress? If yes, then you must try Stackby’s PR Agency CRM template. This is a pre-built template, created by our experts for PR agencies who want to: Start building/ maintaining their contact lists  Understand what is important for their contacts Keep in touch with their clients and contacts  Monitor their pitches & team's activities  Collaborate with the team to get things done  Stay up to date on every project/client  Measure the results  CRM or Customer Relationship Management can help Public Relations (PR) teams to manage their interactions with their current and potential clients. As we all know that a CRM is not just about maintaining and managing contacts, but is about building and managing relationships with your clients. So, public relations teams can take advantage of this feature of a CRM tool and nurture their client relationships in a more organized fashion. Top 3 benefits of using our pre-built CRM for public relations: Manage contacts in a breeze: Say goodbye to spreadsheets and store all your press contacts in one place. Our PR Agency CRM template can be further used to store complete details of your contacts like their social media handles, files, documents, contracts, meeting history, payments, invoices, email correspondence, and much more!  Follow-up consistently: No need to go back and forth with your clients or PR contacts for confirming the meeting timings. You can keep a track of your schedule from your PR Agency CRM, take meeting notes, and share the details of your meetings with your team.  Track your progress: If you want to track which of your PR pitches got approved, how many pitches got published, what’s the community size of every publication where your brand got exposure and so on, you can use this CRM template.  Who can use Stackby’s PR Agency CRM Template?  Our pre-built template of CRM for PR agencies is useful for PR agencies or marketing agencies who are handling the public relations of different clients.  How will Stackby’s PR Agency CRM Template help you?  The CRM template for PR agencies by Stackby includes three separate tables to monitor and record your progress in article creations, publications, and press contacts respectively. With this template, you will be able to do the following: Monitor all the PR articles that you are creating  Attach briefs related to every article  Store the links for every article so that you can access them at any time  Track which articles are published under which publication  Store the date and time of publication of the articles  Maintain any notes related to PR articles  Track all the publications and their status (Trade publications, online articles, blog, etc) Track the contacts related to every publication  Keep a record of the press contacts (publication, face shot, email address, community size, articles, etc) Using our PR agency CRM template is safe and secure. It is much more than keeping a track of your tasks in a spreadsheet. Now you can organize all your PR-related tasks for every client in a much robust way and share the project with your team members and/or clients, all at the same time.Related Template: Product Competitor Analysis

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 

Manage your interior and architecture firm and track all your leads, projects, designs and teams in a single place. 

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

This Construction CRM template in Stackby is designed to manage clients, track project details, and streamline work orders. It ensures smooth coordination between teams, contractors, and clients.