Product Templates

Introducing the Wine Cellar Inventory Template for Stackby: Your go-to tool for effortlessly managing your wine collection. This user-friendly template allows you to record all vital wine details, customize categories, scan barcodes for quick data entry, rate and review wines, and track your inventory effectively. Simplify your wine collection management with Stackby's Wine Cellar Inventory Template. Cheers to organized wine appreciation!

Product Development templet 

What if you could capture the spark of genius and turn it into a blaze of innovation? Imagine a world where every brilliant idea finds its rightful place, fueling your organization's growth and success. Introducing Stackby's Innovation Idea Management Template – your secret weapon to ignite creativity, streamline collaboration, and drive game-changing breakthroughs. With this powerful template at your fingertips, you'll harness the full potential of your team's brilliance and unlock a world of endless possibilities. It's time to break free from the confines of ordinary thinking and embark on a journey of extraordinary innovation. Let's delve in! What is Innovation Idea Management? Innovation idea management is the systematic approach of collecting, evaluating, and implementing ideas to foster innovation and drive business growth. By effectively managing ideas, organizations can tap into the creativity and insights of their teams, resulting in breakthrough solutions and competitive advantages. What is the Central Idea? Central Idea plays a crucial role in the innovation process. It represents an idea's core concept or vision and serves as a guiding principle for its development. With our template, you can capture and define the central ideas that drive your innovation initiatives, ensuring clarity and focus throughout the execution. Importance of Idea Innovation In today's competitive landscape, idea innovation is pivotal in driving business growth and staying ahead of the curve. It enables organizations to identify new opportunities, solve complex problems, and create unique customer value propositions. Our template provides a structured framework to foster idea innovation, allowing you to nurture a culture of creativity and problem-solving within your team. Why Do You Need Main Idea Worksheets? Main Idea Worksheets are essential tools for organizing and refining ideas. They allow you to break down complex concepts into crucial elements, identify critical components, and map out a clear path for execution. Our innovation template includes Main Idea Worksheets to help you streamline the ideation process and transform abstract ideas into actionable plans. A Brief Overview of Stackby's Innovation Idea Management Template According to a recent survey , a majority of global CEOs (57%) recognize the significance of cultivating a conducive culture that nurtures and encourages innovation, considering it a vital element for achieving successful innovation. From idea collection and evaluation to tracking progress and implementation, Stackby's Innovation Idea Management Template empowers teams to drive innovation effectively. Who is This Innovation Idea Management Template for? This template is ideal for businesses of all sizes, from startups to established enterprises, looking to streamline their innovation processes. It is a valuable resource for innovation managers, product development teams, and anyone involved in driving organizational growth through idea innovation. Why Do You Need Stackby's Innovation Idea Management Template? Centralize and organize ideas in one place for easy access and collaboration. Evaluate and prioritize ideas based on predefined criteria and strategic goals. Track the progress of each idea, assign responsibilities, and set milestones. Generate insightful reports and visualize the innovation pipeline. Advance a culture of innovation and empower teams to contribute their ideas. Table Included in Our Innovation Idea Management Template Initiatives: This table helps you to track and manage various innovation initiatives, including their descriptions, status, etc. Leads: It allows you to capture details of individuals leading each initiative, including their roles, and responsibilities. Areas: With its aid, you can categorize ideas into different areas or themes to facilitate organization and analysis. You can further link two different tables by utilizing the link column type. For example, you can create a link column in the initiatives table that establishes a connection to the leads table. You can easily track and manage the responsible individuals driving the innovation projects by linking each initiative to the corresponding lead. In addition to the link Column Type, our Innovation Idea Management Template supports other link-up types like lookup and aggregation, providing further flexibility and functionality. Ways to Customize Our Innovation Idea Management Template Integrate external APIs to import and sync data with other platforms. Personalize fields, columns, and formulas to align with your unique innovation management processes. Implement automation and triggers to automate repetitive tasks and save time. Create custom notifications and alerts to stay updated on significant changes and milestones. Ready to Transform Your Innovative Sparks into Roaring Success? Our Innovation Idea Management Template is your key to unlocking the full potential of your ideas. Sign up on Stackby today and experience a seamless and efficient approach to idea innovation and management!Checkout more related Templates :Product Roadmaps 

Knowing your competitors is essential for success in any business. By understanding their strengths and weaknesses, you can identify opportunities to improve your own product or service and gain a competitive advantage. Stackby's Competitor Analysis Template is a powerful tool to help you track and measure key information about your competitors. It includes everything you need to understand your competitive landscape and make informed decisions about your business. What is competitor analysis? Competitor analysis is the process of learning about your competitors so you can improve your own business. This includes looking at their products or services, marketing strategies, and target market. Why conduct competitor analysis? Competitor analysis is important because it can help you: Understand your competitors' strengths and weaknesses. Identify opportunities to improve your own business. Make better decisions about your product or service, marketing strategies, and pricing. Anticipate potential threats and challenges. How to Use Stackby's Competitor Analysis Template? Stackby's Competitor Analysis Template is easy to use and customize. Simply add your competitors' information to the tables and views, and you'll be able to compare them across a variety of metrics. You can also use the template to track trends in the market and identify opportunities to improve your business. Benefits of Using Stackby's Competitor Analysis Template Save time and money: Stackby's Competitor Analysis Template centralizes your competitor information and makes it easy to track and compare your competitors. This can save you a lot of time and money. Gain a competitive advantage: By understanding your competitive landscape, you can identify opportunities to improve your product or service and gain a competitive advantage. Make better decisions: The data you collect from your competitor analysis can help you make better decisions about your own product or service, marketing strategies, and pricing. Who is Stackby's Competitor Analysis Template for? Stackby's Competitor Analysis Template is for any business that wants to gain a competitive advantage. It is especially useful for businesses that are new to the market or that are facing increased competition. Customize your competitor analysis template Create a stack and add tables to track competitor information, such as company name, website, products or services, target market, pricing, marketing strategies, etc. Customize tables and views to meet your specific needs. Collect competitor information from a variety of sources, such as their websites, social media pages, and customer reviews. Track and compare competitors using the tables and views you created in your stack. Identify trends by tracking and comparing competitors over time. Use the data you collect to make informed decisions about your own product or service, marketing strategies, and pricing. Here are some additional tips for customizing your competitor analysis template: Add custom fields to track unique data points that are relevant to your industry or business. Automate workflows to streamline processes and set up automated reminders for data updates. Create personalized reports and views to cater to the preferences of different stakeholders. Aggregate data from various sources to gain deeper insights. Are you ready to take your business to the next level? Sign up for Stackby today and start using our competitor analysis template to gain a competitive advantage and make better decisions about your business.

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

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 

Check out other related Template : Agile Product Planning Template  

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 

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. 

A technology roadmap helps business leaders plan which, when, and why certain technologies will be onboarded. For instance, you may need a new plan implementing a security log filter. In other words, your technology roadmap plan defines your digital transformation goals.  Why do you need a technology roadmap? Think it through: Whenever you decide to introduce some new IT changes in your company, you must think of how these changes will affect your business. For instance, if you want to upgrade to new servers, you need to find out how to store the current data of every employee.  Summarize your strategy: An IT roadmap makes it easier for you to present your ideas and aspirations to all your team members and business stakeholders. This way, you can seek their support.  Keep yourself on track: Your technology roadmap helps you keep on track during the digital transformation process. You can prepare yourself for any kinds of risks or challenges that may arise during the transformation.  Who can use Stackby’s technology roadmap template? Business owners, product teams, IT teams, development teams, entrepreneurs, and product managers can use Stackby’s technology roadmap template.  What are the features of Stackby’s technology roadmap template? Our easy-to-use technology roadmap template includes three tables: Initiatives table that helps you keep a record of all the proposed changes in your company, Milestones table that tracks every digital transformation milestone and Owner table that tracks the manager of every digital transformation task. With our technology roadmap template, you can: Track every technology that needs to be incorporated in your business.  Record the start date and end date of every initiative.  Track the status of each initiative (in process, complete, backlog). Track the person/ manager responsible for that initiative.  Track the progress of every initiative in the technology roadmap.  Track the effort put in incorporating a technology initiative.  Rate the technology initiative incorporated in your business.  Track every digital transformation milestone for your business.  Record the team members details responsible for incorporating a technology initiative.  How to build a technology roadmap with Stackby? 1. Identify the goals: The first step to build a technology roadmap is to find the “why” or the reason behind incorporating a technology in your business. Ensure that this change is truly beneficial for your business.  2. Determine your audience: Who is going to see this technology roadmap? Make sure you create the roadmap accordingly. Stackby allows you to visualize your roadmap in Calendar view, Kanban and Grid view so that you can build the roadmap accordingly. 3. Establish your theme: Think of the actions or initiatives that are of highest priority and should be implemented first. Prioritize every initiative on this basis.  4. Share your roadmap: Invite team members, stakeholders, etc to view or edit your technology roadmap. Stackby allows you to set permissions as you require so that you can restrict who can view, edit or update your roadmap.  5. Assign responsibilities: Based on your strategic technology roadmap template, you can assign different initiatives to different team members/ managers and ensure continuous progress.  Other startups and technology related templates: Team Meeting Agenda  Product Roadmap  Risk Assessment  

Are you struggling to create a comprehensive business strategy and roadmap that will lead your company to success? Look no further! The Business Roadmap or Business Plan Template by Stackby is here to help. With its intuitive interface and powerful features, this template makes creating a solid business strategy a breeze. Whether you're a small business owner or a seasoned executive, this template offers the tools to define your mission, set your long-term goals, and track your progress. Here, we will find details about Stackby's Business Roadmap Template, its key features, and how it can help you create a successful business strategy. So, let's dive in and discover how this template can kickstart your business growth: What is a Business Strategy? A business strategy is a long-term plan of action designed to achieve a specific goal or set of goals. It involves defining your company's objectives, analyzing the market, and creating a roadmap to achieve those objectives. A well-crafted business strategy can help you stay ahead of the competition and drive growth. How to Create a Business Plan Template? Creating a business plan template can be daunting, especially if you're new to the process. However, with the right tools and guidance, you can create a comprehensive and effective plan in no time. Stackby's Business Roadmap Template is one such effective solution for you. It is fully customizable and has a user-friendly interface, so it becomes easy to employ this and develop a robust business strategy. Unveiling Details About Stackby's Business Plan Template Stackby's Business Roadmap Template is a comprehensive tool designed to cover all aspects of business planning. From budget planning and target audience analysis to marketing strategies and revenue projections, this template has it all to streamline your business strategy. With pre-built tables, our Business Plan template is easy to use and tailored to your unique needs. You can also easily add or remove sections as per your goals. Key Features of Business Roadmap Template Customizable Tables: Our Business Plan template includes a variety of customizable tables that you can use to track different aspects of your business strategy, such as financial projections, marketing strategy, and more. Import Data: You can easily import data from other sources, such as Excel sheets, to populate the tables in the template. Real-Time Collaboration: You can collaborate with your team in real-time to create and edit the business plan. Automated Notifications: This template also includes automated notifications, which keep team members informed about changes to the project. It helps ensure that everyone is aware of any updates or changes to the plan, reducing the risk of miscommunication and errors. Easy Customization: You can customize the template according to your business needs, adding or removing sections as needed. Who is This Business Plan Template for? Stackby's Business Plan Template is perfect for startups and small businesses that need an all-inclusive solution tool for devising a business plan. Whether you are looking to raise funds, launch a new product, or expand your business, this template can help you achieve your desired objectives. Why Do You Need Stackby's Business Plan Template? If you're wondering why you should use our Business Plan Template, here are some reasons to consider: Stay Organized: Clear and concise structure for tracking strategy, goals, and progress. Save Time: Pre-built tables and templates eliminate formatting work. Customizable: Tailor the template to fit your unique business needs. Collaborate with Ease: Real-time collaboration with colleagues. Visualize Data: Charts and graphs for informed decision-making. Accessible Anytime, Anywhere: Cloud-based platform for remote work. How to Use This Business Roadmap Template? Using Stackby's Business Plan Template is easy. You need to follow a few simple steps and are good to go! Here are the steps: Sign up for a free account on Stackby.com, create a new workspace, copy the Business Roadmap Template, and customize it to fit your business requirements. Start entering your business plan data into the template. Update the template regularly to track your progress toward achieving your business goals. Customization of Stackby's Business Plan Template  You only need to customize this Business Plan Template once you have copied it to your Stackby workspace. Below are the steps to follow: Rename the Tables: After copying the template, you can rename the tables to suit your business needs. For example, you can rename the "Plan" table to "Company Vision" or "Mission Statement" table to reflect your business vision and goals. Add or Import Tables: If you require additional tables not already included in the template, click the "Add Table" button. You can also import tables from other sources such as Google Sheets, Excel, or Airtable. Customize Columns: Once you have added or imported tables, you can customize the columns to track the relevant information to your business. For example, if you have added a "Marketing" table, you can customize the columns to track the details of your marketing campaigns, such as the budget, target audience, and ROI. Populate Tables with Data: The next step is to populate the tables with relevant data. It involves adding information about your company's vision, mission, values, goals, and objectives. You can also add data about your employees, customers, financials, and other critical business areas. Tables Included in Business Plan Template Our Business Roadmap Template already comes with the following tables that help in creating an effective business strategy: Plan: This table helps you define your company's mission, vision, values, and long-term business goals and objectives. Managers: The next table is 'Managers,' which helps you keep track of the managers responsible for achieving your company's goals. You can use the Link column type in Stackby to link the Plans and Managers tables together. It allows you to establish a relationship between specific plans and the corresponding manager(s) assigned to them. By linking the relevant manager(s) to each plan, you can easily track and monitor the progress of the plans they are working on. Additionally, you can create a KPI (Key Performance Indicator) tracker to gain insights into each manager's workload and progress. By adding relevant columns to the Managers table, such as "Number of Plans Assigned" and "Progress Status," you can visualize and analyze how many plans each manager is responsible for and track their progress towards completion. Integrating the Plans, Managers, and KPI tracker tables provides a holistic view of your business strategy, ensuring effective management and progress monitoring. Develop a Solid Business Strategy and Roadmap Today! As you can see, developing an effective business plan is essential to achieving long-term success. With Stackby's Business Roadmap Template, you can streamline this process and focus on what really matters - growing your business. So, what are you waiting for? Sign up for Stackby today and start using the Business Roadmap Template to take your business to the next level.Check out more related Templates :Product Roadmaps Business Development CRM 

A Work Order Template is usually a task or a job for a customer, that can be scheduled or assigned to someone. Such an order may be from a customer request or created internally within the organization. Work to be done as per requirements.

We understand the stress of having bugs in your software product. It can destroy your team’s most innovative ideas and affect your business reputation. This is why you need a bug tracker to organize bug reporting and keep your developers focused.  Stackby gives you an automated, customizable bug tracker template that acts as a defect tracking system. It stores, reports, and manages all the details of bugs found in the software system. It automates the process of monitoring and tracking bugs in the system and ensures that the software is working without any hindrance.  What is Bug Tracking ? Bug tracking is a crucial aspect of software development that involves identifying, documenting, and managing issues or bugs within a software application. These issues can range from coding errors and functionality problems to design flaws and performance issues. Tracking these bugs throughout the development lifecycle helps ensure a smooth and high-quality software release. Who Needs a Big Tracking Template ? Developers : Developers use bug tracking templates to keep a record of reported issues, understand the context of the problems, and efficiently address and resolve them. Quality Assurance (QA) Analysts : QA analysts rely on bug tracking templates to document test cases, log detected issues, and collaborate with developers to verify fixes. Project Managers : Project managers use bug tracking templates to monitor the progress of issue resolution, allocate resources effectively, and ensure that the project stays on schedule. Product Owners : Product owners utilise bug tracking templates to prioritise issues, align development efforts with product goals, and maintain a clear vision of the software's quality. Support Teams : Support teams benefit from bug tracking templates to understand common issues, provide better customer service, and communicate effectively with the development team. Designers : Designers use bug tracking templates to report design-related issues, collaborate with developers to implement changes, and ensure a seamless user experience. 5 Steps involved in Bug Tracking Detection: Firstly, bugs are detected by the users or the testing team.  Reporting: The bugs are detected and reported so that developers can identify them.  Fixing: The developers fix the bugs using different approaches and update the team about bug fixing.  Retesting: The development team tests the software system to check whether the bugs are fixed.  Recording: All the data is recorded and a bug report is created to avoid similar bugs in the future.  Why Use a Bug Tracking System?  Create high-quality products: A bug tracking system ensures that your software system is working correctly. It helps you stay on track in your project execution and ensures successful quality assurance.  Lowers the cost of the product: Continuous bug fixing can lead to delays in your project. As a result, it increases the overall budget of the project. Using a bug tracking system makes it easier for you to identify and resolve bugs quickly.  Enhances customer satisfaction: Another benefit of the bug tracking tool is that your products start working better. As a result, customers feel satisfied while using your product. They get quick solutions based on the issues they face while working.  Important Elements of Bug Tracking ID/name: You must include the name of the feature where the bug was reported so that it is easier to identify.  Description: Explain the problem in a little detail so that the product developers can understand the issue.  Environment: Is the bug appearing in a web browser, mobile app, or particular screen size? You must specify the technical environment to the developers.  URL: Sharing the URL of the page where the bug is appearing is important as it helps the developers spot the problem where the bug was found.  Screenshot/Video: It is better to share a screenshot or a screen recording of the issue so that developers can understand what triggers the bug in the system. It might be an incorrect input.  Expected Results: Do you know what should the system indicate actually instead of the error? If yes, then it is better to share those expected results with the development team to help them understand the issue.  Stackby’s bug tracker template helps you additionally keep a track of the status of bug tracking (resolved, unresolved, pending), the priority of bug tracking (high, medium, low), name of the reported, due date of bug fixing, the person who is working on bug testing and fixing, etc. This makes it much easier for development teams to track and report bugs.  Why is it Important to Track your Bugs ? Clarity and OrganizationBug tracking provides a centralised platform for recording and organising issues Improved CollaborationEnhanced communication between developers, QA analysts, and other stakeholders results in more efficient issue resolution and a smoother development process. Faster ResolutionIdentifying and addressing bugs promptly prevents the accumulation of unresolved issues, leading to faster and more reliable software releases. Enhanced Product QualityBug tracking contributes to the overall quality of the software by systematically addressing issues, resulting in a more robust and user-friendly product. Continuous LearningTracking bugs allows teams to learn from past mistakes, refine development processes, and implement preventive measures to reduce the occurrence of similar issues in the future. Greater AccountabilityAssigning ownership to specific team members fosters accountability, ensuring that individuals are responsible for resolving the issues they are assigned. How Stackby’s Bug Tracker Template is Helpful for You? Stackby’s bug tracker tool template includes two tables for storing the details of the bugs identified in the product and the members’ details who have reported any bugs. With this template, you can do the following: Track every bug or issue that arises in the software/ application/ product.  Report the browsers or web environments where bugs arise like internet explorer, chrome, safari, firefox, etc.  Record the details of the team member to whom the bug testing and resolution are assigned.  Track the status of the bug tracking like opened, closed, and resolved and the type of task such as important, urgent, very important.  Record the bug URL for fixing, retesting, and recording bugs.  Include a description of every bug to make the work for developers easier.  Include the details of the member who reported the bug such as name, ID, bugs reported, bugs updated on, etc.  Other project management templates on Stackby: User Feedback Tracker Template  Product Launch Template  Product Roadmap Template  Project Tracker Template

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 

An equipment inventory software or template is used to keep track of all the equipment used at either your office or your home. This template can be used to ensure that all the equipment owned by your company is useful and does not need repair or replacement. What is an Equipment Inventory Template? An Equipment Inventory template allows you to keep track of all equipment or machinery used by the company to run its business. This free equipment inventory template can be used to ensure all the available equipment and machinery owned or rented by any company is being used effectively and efficiently.  This template lets you know exactly where certain equipment is present and if it's being used or is sitting idle. This ensures none of the equipment is unaccounted for. Why do you need an Equipment Inventory Template? An Equipment Inventory Template can be used to confirm that the resources, equipment, and machinery of any company are being used effectively and efficiently. It helps to make sure that there is no wastage and duplication of use of any equipment. This Equipment Inventory template keeps a detailed record of where and when the equipment has been used. It makes it easier for the company to track the physical and financial condition of the equipment such as if the equipment is damaged, if they need repairs or replacements, etc. The Equipment inventory template also provides you with complete details about the purchase history and date of purchase. This makes asset management easier and ensures the equipment is getting regular service checks to ensure they operate optimally and do not cost the company more money than it makes. Who is this template for? No matter the size, every company must use this template to organize their equipment and manage them effectively and efficiently systematically. How will Stackby’s Equipment Inventory Template help you? Our free equipment inventory template offers you a complete overview and the ability to manage your equipment in the best possible manner. Along with the name of the equipment and the item number, you are also provided with images to identify them, making it easier for the company to keep track of its resources. Using this template, you would know what type of equipment is being used exactly where within minutes, making the entire process of asset management easier for the company. You are also provided with a column that mentions the equipment's condition, making sure that if the equipment needs a repair or replacement, it is being done on time so that productivity does not diminish.  You also get real-time updates about the whereabouts of your equipment in the “status” column.  Combine all this with the ability to edit and filter the template according to your need freely, and you have one of the best asset management templates at your fingertips to manage the equipment owned by your company. You Will Also Find These Templates Useful: Product Catalog Gallery Asset Management Product InventoryInventory Management

Product inventory is used to record and monitor a company's inventory and manage sales effectively and efficiently. Using product inventory is necessary for any company's smooth functioning, and the best way to achieve that is by using a product inventory template! A product inventory template would make things easier for the company to comprehend and make informed decisions. What is the Product Inventory Template? A Product inventory template is used to record and monitor a company’s inventory of products and manage sales. Product inventory template also makes it easier for companies to realize their best-selling product and the company's least performing product. Using a product inventory template, companies can manage their warehouses in a more organized and efficient manner. Why do you need a Product Inventory Template? Product Inventory Template will help companies to replenish their stocks in time to avoid running out of in demand products. By using a product inventory template, companies can easily manage the rise and fall of demand. They would know exactly how much inventory they have and start acting in advance to prepare themselves. Having a good product inventory system would lead to happy and loyal customers because they know you would fulfil their demands. Having a proper product inventory would lead to cost-cutting and would reduce human error issues. Fewer errors results in less money and time spent fixing the problems. Who is this template for? The inventory manager of a company can use this template to get the entire process automated, have all the information at one glance, and make important and effective inventory management decisions. How will Stackby’s Product Inventory Template help you? With a single glance, you can get an overview of all your products. Our Product Inventory template will make your job easier in the following ways: Our template lets you see a detailed summary of all the inventory your company has, in an easy and accessible way. Our template provides you with all the information required by your company to make informed decisions. Information like product name, product photo, type of product, can be easily entered to keep track. You can enter their product ID, stock left with the company, their unit price, total inventory value of every individual product, and supplier name. If required, you can also keep details about the shelf where the product is stored under stock or not indicator and a notes section, for additional comments. This template lets you individually track the inventory of individual products. You also get the option to view the inventory in a gallery view option on our template for easy analysis. You also get the options to filter through all your products and look at specific products and our template; the option to sort it using different options is also available. You can also hide certain columns for a better inspection of certain aspects of your product's inventory. You Will Also Find These Templates Useful: Product Roadmap Product Launch Agile Product Planning Template  Product Operations 

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 

Measure all your product's marketing and growth channels with this easy to use traction channels template. 

How Stackby's NPS Survey Template helps you ? As customer feedback is important for a company to know how much the customers like its product, it is also important to know how your customers perceive it. An NPS survey is done to know exactly this. NPS score gives you an idea about the customer experience and tells you how liked your company or product is among people. But keeping track of so much customer feedback and their reviews can prove to be very overwhelming. That’s where our NPS Survey Tracker Template comes in.  An NPS survey tracker template will ease down your work by keeping track of all the respondents and their feedback at the same place and making it easy for you to manage them all. Why do we need an NPS Survey Template? NPS stands for Net promoter Score. It is a metric used in the customer experience programs. Many companies use NPS to know how their customers perceive them. An NPS survey is done by asking just a single question; ‘’How likely are you going to recommend our product/company/brand to someone else?‘’ The customers give their answers by giving ratings from 0 to 10 and, according to their response, fall into one of these three categories: Promoters: These provide a rating of 9-10 and are typically loyal customers who tend to promote the brand by word of mouth. Passives: They respond with a rating of 7-8 and are satisfied customers, but they are not satisfied enough to be considered promoters. Detractors: These are the people who give ratings from 0-6 and are unhappy with the company’s product or services. These customers are likely to discourage others from buying from your company. An NPS survey template will allow you to do surveys and keep track of all the respondents and the percentage of each respondent’s category to calculate the score. You will have the benefit of easy customer experience management. How can Stackby’s NPS Survey Template help you? Stackby’s NPS survey template will enable you with easy handling of the data about the customer’s feedback and manage them all with ease. You can conduct surveys with the template and then get the response recorded in the template itself. You can categorize the data the way you want and then customize it according to your liking. Moreover, you can add in another question if you like in a separate column. Use this survey template for the best customer experience management. Manage data categorically such as NPS survey, scores received customer category, and NPS score and manage them all in one place. It is free to use and simple to understand and operate. You can make an account on Stackby or use an existing one. Know your NPS score without working too hard on analyzing the responses separately using our NPS survey template.Checkout other related Template :Sprint Planning User Research  

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 

With new companies emerging by the hour and achieving success, the competition for any available market is bound to increase rapidly. Competition drives innovation and creativity and gives you that extra push that’s needed to boost sales and revenue. There is no field or aspect of business that has been left untouched by competition. What is competitor research and analysis? When you identify, analyze, and research your competitor’s products, business plans, and marketing strategies, it is called competitor analysis. Before we move any further, let’s understand its importance. Why is competitor analysis critical? In the current market climate, you won’t find a single successful company that hasn’t devoted a significant portion of its product competitor analysis resources. The question is, why? Competitor analysis is critical as it: Determines the strengths of your competitor’s product. You can use this information to analyze and improve your product. Points out the weaknesses of the same, giving you an edge over your competitor. It helps you estimate your sales and returns by keeping track of the various players in the market. Allows you to research and eventually adopt the best practices in every aspect of the business by analyzing your competition strategies. It gives you an idea of the current and upcoming marketing trends to plan and implement your business accordingly. Competition can be both direct and indirect. Regardless of the type of competition or the size of your business, it is clear that no company can afford to ignore the numerous advantages associated with competitor analysis. However, with an expanding market and companies stepping up to conquer it, keeping track of all your competitors can be quite a hassle. That’s why we’re here. Our Product Competitor Analysis Template, also known as competitive analysis template, helps you to: Record detailed information of all your competitors on a single platform.  Store the website URL of your competitor for future use. Track the products launched by each competitor and the average price associated with each product for comparison. Store the type of each product. Keep detailed records of the strengths and weaknesses of each product. Track the marketing strategies and channels associated with each for all your competitors. Monitor the popularity of your competitor’s product. Create a checklist to understand which features are associated with which competitor’s product. Track the number of competitors for each type of product. Monitor, track, and update the details regularly. Stay ahead of the curve by keeping an eye out for the competition effortlessly with our Product Competitor Analysis Template. Things you should include in the Competitive Analysis Template ? Company Information : Company name, size, location, and history. Key leadership and organisational structure. Financial performance and stability. Product Information : Detailed description of products or services offered. Unique selling propositions (USPs). Pricing strategies. Market Information: Target market and customer demographics. Market trends and dynamics. Regulatory factors affecting the market. SWOT Analysis: Strengths, weaknesses, opportunities, and threats for both your company and competitors. Competitive Advantage : Identify and analyse what sets your company apart. Assess competitors' advantages and how they position themselves in the market. How to Find Market Information for your Competitor Analysis Template ? Industry Reports: Access industry reports from reputable sources. Look for market trends, growth projections, and key players. Financial Reports: Analyse competitors' financial statements for insights into their financial health. Look for revenue, profit margins, and any patterns in financial performance. Customer Reviews and Feedback: Explore online reviews and feedback to understand customer satisfaction. Identify common strengths and weaknesses mentioned by customers. Social Media and Online Presence: Monitor competitors' social media profiles for engagement and sentiment. Assess their website, content, and online marketing strategies. Networking and Industry Events: Attend industry conferences, trade shows, or networking events. Gather information about new products, partnerships, or strategies. How to Use Competitor Analysis Template using Stackby Sign up for Stackby: Create an account on the Stackby platform. Choose or Create a Template: Use a pre-existing Competitor Analysis Template or create a new one from scratch. Customise Fields: Modify the template to include specific fields relevant to your industry and business needs. Input Data: Enter data for each competitor, including company information, product details, and market insights. Collaborate and Update: Share the document with your team for collaboration. Regularly update the information as the competitive landscape evolves. Integrate Tools: Stackby allows integration with other tools. Consider integrating data sources or tools for real-time updates. Analyse and Make Decisions: Utilise the data in the template for analysis. Make informed decisions based on the insights gathered. Remember, the key to an effective Competitive Analysis Template is keeping it up-to-date and leveraging the insights gained to refine your business strategy. Check out other related Template :Agile Product Planning Template Sprint Planning Product RoadmapsUser Research 

A company or any seller whose main motive is to earn a profit understands the importance of user feedback. User feedback plays an important role in understanding and getting an idea about the user’s perspective and likings. Our User Feedback Tracker Template is designed specifically for such companies. Feedbacks are not limited to small numbers. With the vast amount of feedback coming daily from different people or communities, it becomes a frenzied task to manage and analyze them all at the same time. A user feedback tracker template comes to your rescue in this scenario. It will enable you to list all the users and their feedback and manage them all in one place.  Why do we need a User Feedback Tracker? Listening to users and asking for their opinions is the best way to make them realize that they are important and that their opinion matters. There are certain benefits that user feedback provides. Those are: It makes you aware of your product and what improvements need to be done. Listening to customer feedback makes them feel important and involved. World of mouth is especially important for marketing, and good feedback generates personal recommendations. It helps you convince the customers to come back for more.  It helps you to especially investigate the negative feedback and try to rectify the problem. It makes a good impact on the customers that their opinion is valued. It creates brand loyalty. User feedback has been a part of the marketing strategy for decades. It is crucial to know what your customers think about your brand or product. A user feedback tracker will help you organize all this feedback systematically and give you the ease of looking into the data wherever and whenever needed. How will Stackby’s User Feedback Tracker template help you? Tracking and managing all the feedback separately can be a bit hectic. Stackby’s user feedback tracker template is the key to efficiently manage and track all the feedback in one place and categorize them according to your own wish. Use this all-in-one feedback tracker to do surveys and collect feedback forms from your internal and external clients. You can do any kind of survey with this template. It is also completely customizable. You can categorize the data the way you want and customize it according to your needs. Need to add in a few more questions? Feel free to do that in a separate column. It is free and quite easy to use. Just make an account on Stackby or use an existing one if you have, and you are good to go. Track your user feedback easily and use them to analyze the performance of your product with the help of our User Feedback Tracker Template.Checkout other related Templates :Sprint Planning User Research

Inspired by Steve Blank, this Customer Development CRM allows to you to track and manage your customers, problem statements and features requested.  Customer development is about acquiring, retaining, and developing profitable clients. The term customer development was coined in the 1990s and helps a business in: Discovering and validating the needs of the customers Creating the right product for your customers  Testing correct methods for acquiring and converting customers Using the right resources to meet the demands of the customers  Problems without a Customer Development CRM  A customer development CRM is a tool that can help you streamline the above-listed processes in one place and ensure a successful business. Many businesses, especially startups face issues in customer development such as: Tracking the meeting details with a customer becomes clumsy with spreadsheets and post-it notes.  Employees not knowing whom to contact for a customer-related issue.  Reporting as it becomes a hassle since you have to pull data from various platforms.  Classifying customers and organize contacts can be difficult.  Four Steps of Customer Development CRM Framework Customer Discovery: In this step, a business looks for customers or a market that is suitable for the product that it wants to develop. Stackby has the right resources for customer discovery like a product-market fit system and sales pipeline.    Customer Validation: In this step, you understand that the product that you have will generate you profits and scale your business. You can use Stackby’s marketing strategy template to determine that the mone y you invest in marketing will have its return and also its profit. Customer Acquisition: In this step, you put all your efforts and find customers for your product. You can use Stackby reporting tools to track all the key performance indicators for your project.  Customer Delight: It is the last step in which you keep following the first-three steps in order to scale up your product and match the changing needs of the customers. Use our Customer Development CRM to execute this step.   Stackby’s customer development CRM can turn the tables for you! Add data in one place: Store all the meeting notes in one place and never miss taking follow-ups.  Share reports with your team: Create reports in just one click by importing data from third-party apps to Stackby and instantly share the reports with your team.  Organize contact information: Use more than 25+ column types to store custom er data.  Track issues: Keep a list of issues reported by different customers and streamline working on them.  Who can use Stackby’s Customer Development CRM Template? Stackby’s Customer Development CRM Template can be used by business managers, product teams, marketing teams, sales teams, entrepreneurs, and business owners.  What are the important features of Stackby’s Customer Development CRM Template? Our customer development CRM template includes four tables to track customer details, interview details, problem statements, and add-on features details respectively. With this template, you can: Record all important details of a customer (name, email, category, photo, persona, etc) Track the interview details with every customer  Record the problem statements mentioned in each interview  Store detailed records of every problem statement and the features related to them Track the features to be added to the product based on problem statements given by customers  Other Customer Management Templates to consider: Customer Testimonials Template  Customer Success Management Template  Customer Journey Map Template  Customer Persona Template  Business Development CRM 

A product launch plan template is necessary to ensure that your product launch is on schedule. Ensure that nothing is left behind, prioritize all the features of your product, and ensure that the whole team is on the same page when it comes to your product launch.  What is a product launch? Product Launch is the process of a company’s united efforts to debut a new product in the market and make it available for the public to purchase. It serves many purposes for the organization, such as brand recognition, expansion, new customer attraction, and more profit earning. Whenever your team is going to launch any product in the market, they will need a plan to follow through. Your product launch plan is going to be a blueprint that not only will keep your team updated about the multiple goals for the product; it will also create a to-do list for the team. Following your product launch plans, your product marketing team will need a checklist to track every task in the product journey. But maintaining a checklist is very tedious if it has to be done separately for every element or activity; this is where the product launch plan template steps in. Why do we need a product launch template? A product launch template will help you in keeping track of every activity regarding the product launch. It will also let you know about the status and every other detail at a glance. Proper communication, setting up clear goals, a strict timeline, and other processes are essential parts of any product launch. However, a lot of teams go on to create a product launch checklist from the start. A product launch template will help you keep all the launch details clear and keep the cross-functional teams connected. It will help you visualize a complete timeline for the product launch and share goals, messages, and keep a tab on the status of work assigned.  You will be able to pull out any details regarding the product launch at any time and analyze it for future use. It makes your work quite accessible and convenient. How to create a product launch roadmap?  1. Do customer research:  Find what your potential customer requires and whether their needs match your plans.  2. Create actionable goals:  Set product goals, sales goals, and marketing goals, and list out the key performance indicators (KPIs) for each.   3. Organize your product launch template:  Visualize your strategy and save time using our product launch template.  What is included in this product launch plan template? We wanted to include a basic framework of product launch in our template so that it can also act as a product plan launch checklist template for you. Our product launch plan template includes three tables:  1. All Features:  This table includes details about the features of the new product. For instance, feature status (in progress/ready, etc.), product leads, product theme, feature description, launch email, press release, and so on.  2. Product Launch:  This table includes details about the product type, its description, features, etc.  3. Monthly Newsletter:  This table includes details of the monthly newsletter published to share updates on the new features added to your product.  How will Stackby’s product launch template help you? The product launch template from Stackby will help you review the overall performance of the new product launch. Using the Product Launch Template, you will be able to: Record all the details of each product or feature launch on a single interface. Add images and documents related to the product to the template itself. Track the feature status in real-time (Ready/ Completed/ In-Progress/ Not Started). Assign a lead to each product. Track the theme of all the products (New Product Launch/ Software Update/ etc.). Store a description of the features. Monitor the target completion and target launch date. Track the launch status of each product or feature. Keep track of the press release, blog post, launch email, support article, ads, and promotions. Track the complexity and value of each launch. You can access the template in the Kanban view as well, which will help you keep track of various products’ status.  You can also access the calendar view to keep track of the important dates regarding the product launch! Who will find this product launch template helpful? This template will be best used by product marketing managers, product launch teams, marketing teams, engineering managers, startups, and SMEs.  The template is completely customizable, and you can categorize the data and filter it accordingly. If you are gearing up for your next product launch, this is the template for you! You will also find these templates useful: Product Roadmap Product Competitor Analysis  Agile Product Planning Template  Product Operations  Bug Tracker  User Research  

In this ever-changing world, new and creative products are entering the market every day. To keep up with the current trends and maximize their revenue and profit, companies need to continuously adjust and adapt their products and services according to customers’ requirements and demands everywhere. Companies design and develop new products with added features to attract new customers and retain potential customers. So, the question arises. How do companies do that? The answer lies in product planning. Product planning is the process of searching and developing new ideas for a product, sorting out the best and profitable ideas, planning their development, converting them into actual products, and introducing them in the market after extensive marketing campaigns. This means creating a product roadmap to follow.  What is product roadmap & planning? Product planning is not the sole responsibility of one person. It requires intricate planning and seamless coordination between multiple departments of the company. The process of product planning is a continuous and dynamic one. Therefore, the process requires a tool that can keep up with the task and our Product Roadmap template is ideally equipped for the job.  During the initial stages, each step is carefully planned and allocated to different teams according to the company’s overall goal and objective. From research and development to customer service, the success of a product is dependent on the proper functioning of each department. To plan and create a product, a company formulates an overall high-level strategy called a theme. To execute this plan, it is broken down into multiple additional steps or epics, which are small strategic plans themselves. Each epic is further broken down into user stories, representing a small unit of development work that allows a user to complete a task or goal in the product. Epics, themes, and stories are used to classify the amount of work in a product planning endeavor. A particular epic has one common objective. It could be a feature, business requirement, or customer request. In other words, it is a placeholder for a required feature. An epic takes more than one sprint to complete. If there are multiple user stories with the same focus area, product planners create an epic and attach the stories to a particular epic. All of this is recorded via a product roadmap.  Who can use a Product Roadmap template? This template is ideal for entrepreneurs, product managers, business managers, strategic heads, marketing managers and more to keep track of company's product roadmap, goals and milestones. Things to consider when using Product Roadmap Template Product Roadmap template is inspired from Agile Software Development Process where the product development is managed across sprints, features, epics, stories and releases. This template ensures how your features/stories and sprints are moving and making sure your product releases are on track and product goals are being on time for other stakeholders in your team to act. Why use a product roadmap template? Keeping track of the multiple stages of product development is a time-consuming and challenging task. Looking for a product roadmap template to make your job easier? Well, don’t worry! Stackby is here to your rescue. We have created a state-of-the-art Product Roadmap Template to assist you with your product plan. With this product roadmap template, product development will now seem like a walk in the park. Using Stackby’s product roadmap template, you will be able to: Track your product planning roadmap and milestones on a single interface. Record each epic created and attach a description and the corresponding story. Track each story and attach an ID to the same. You can also track its current status.  Monitor the start date and end date of each sprint in the product development stages and its current status. Use the template’s in-built calendar to monitor the releases. Record the planned and actual release date.  Monitor and update all the details of your product planning process with this product roadmap template.  Some Stackby's Product Related Templates: Agile Product Planning Template  Sprint Planning  Product Planning Template   Bug Tracker  User Research 

While developing a software, app, or website, if there is an issue with the design, coding, or other specifications, it may lead to incorrect or invalid results. Such an issue is termed as a bug. It hampers the usability of your product and has a severe impact on user experience. Consider the following scenario. You have downloaded an app from the Play Store. However, you are not able to log in. The application may not be displaying notifications. These are just a few examples of the glitches one might face. Isn’t there a high probability that you will switch to another app that meets your requirements? The answer is yes. This is why it is imperative for any company producing technology products to identify and fix bug issues at the earliest. Stackby’s Bug Report Template helps companies do this easily. How will efficient bug tracking and fixing help you? Improves the quality of your company’s product and enhances user experience, which, in turn, produces loyal and long-lasting customers. Reduces the cost of development and leads to a high return on investment Increases your customer base and referral rate. People are more likely to refer your product to others if they’ve had a seamless experience using it. Identifies and isolates the areas of your product that report the maximum number of bugs. This will help you concentrate your resources on a particular aspect of the product. A well-planned and executed QA process will uncover almost all the defects of your product so that they can be fixed beforehand. What are the four key steps involved? Bug detection Bug reporting Bug fixing Product testing and Release To ensure that your product is bug-free, you must keep track of each issue from the detection to the final testing phase. This process can be quite tedious and cumbersome. That is why Stackby has a Bug Report Template! Using our bug report template, you will be able to: Keep track of each bug issue from start to finish and maintain a detailed issue log. With the Bug Report Template. Users will be able to: Assign a bug issue ID for better tracking. Record the date and time on which the bug was reported. Track the source of the report (User email/ Internal QA/ Beta user/ Customer Demo). Keep track of the current status of the bug (Not yet started/ WIP/ Completed/ Testing). Add a priority status to each issue (High/ Medium/Low). Assign a lead to every bug issue reported. Record the notification status of the issue. Track the module under which the bug has been reported (Registration/ Login/ User Invitation/ Notification/ Layout). Keep track of your entire team responsible for fixing bug-related issues. With Stackby’s bug report template, you can rest assured that all your bug reports will be analyzed and fixed at the earliest! Talking to your users is most important, if you're managing user research - check out this template as well.   Check out other related Template :Agile Product Planning Template Bug Tracker Project Planning Sprint Planning User Research 

How's Stackby User Research Template will help you ? For a company, managing its users’ experience is a very crucial task. To satisfy the users is the primary goal of any company to generate profit and keep the goodwill intact. Managing the users’ experience is essential for a company to take the product to the next level. Our User Research Template can help you out with that! A user research template is an answer for effectively managing all the data and research done by the company to know the experience of the consumers. You can manage any qualitative and quantitative data in this user research template by Stackby. All you have to do is copy the data and apply it in the template; that’s it! User research is typically done at the beginning of the project or any product development. It is done to know the perspective of the consumers and for the development of the product. There are two ways research is done: Qualitative: The type of research in which the information such as how a user thinks or feels. It is done to find the user’s opinion, emotions, and experiences. Quantitative: A quantitative data looks into numerical values, which can be read in a statistical form. It is generally used to quantify the opinions of the users. In user research, both qualitative and quantitative data is collected and is analyzed for the research purpose. The study can be used to develop and perform an existing product or apply to a whole new product. The need for user research is to find the answers to your questions. It tells you who your users are; In what context will they be using the product; and what are their expectations from you. Stackby’s user research template helps you manage all your research separately for the individual user and keeps it saved for future purposes. To conduct effective user research, you need to: Take note of what your users do.  Set upright questions in the questionnaire to get unbiased answers from the people/users. Think from the user’s perspective and do not make assumptions beforehand. Be ready to get surprised. With Stackby’s User Research Template, you can keep track of all the research and the interview stack, your NPS score, and all those companies which took part in the research.  Having a user research template has its advantages. It helps a company manage its research to develop the product or design and a new one. It is always good to know what people think of your company or your company’s products. And this User Research template is there to lend you a helping hand. Checkout Related Templates :Project Planning Agile Product Planning Template Sprint Planning