Winning contracts in aerospace requires navigating long cycles and complex stakeholders. This template centralizes opportunities, RFPs, and account details into a structured pipeline. Reps can track decision makers, attach proposals, and forecast with confidence. Automated reminders ensure deadlines never slip, while leaders get a clear view of probability-weighted revenue.
What’s included
- Accounts Board - The Accounts board in the aerospace CRM template helps sales representatives manage detailed information about client companies. It includes essential columns such as Name, Domain, Industry, Description, Number of employees, Headquarters location, and Company profile links. This board allows reps to track and update client details, ensuring they have all relevant information at their fingertips to tailor their sales approach and strengthen client relationships.
- Leads Board - The Leads board is crucial for managing potential sales opportunities. Columns like Name, Status, Company, Title, Email, Phone, Last interaction, and Active sequences enable reps to monitor the progress of each lead, initiate contact by creating a new contact directly from the board, and keep track of interaction history. This board helps streamline lead management, ensuring no opportunity is overlooked.
- Contacts Board - The Contacts board centralizes information about individual contacts associated with accounts and deals. With columns such as Name, Email, Phone, Title, Type, Priority, and Company, reps can prioritize interactions based on the status and importance of each contact. The board relation with Accounts and Deals ensures all communications are linked to the correct entities, facilitating seamless follow-ups and relationship management.
- Deals Board - The Deals board tracks the progress and details of ongoing sales deals. Key columns include Name, Stage, Owner, Deal Value, Expected Close Date, Close Probability, Forecast Value, and Last interaction. By monitoring these metrics, sales reps can effectively manage their pipeline, predict revenue, and focus on high-probability deals, optimizing their sales strategy and closing rates.
- Campaigns Board - The Campaigns board assists in planning and executing marketing campaigns targeted at aerospace clients. It includes columns such as Name, Start Date, End Date, Budget, Status, Target Audience, and Campaign Type. Sales reps can use this board to collaborate with the marketing team, ensuring campaigns are well-coordinated, within budget, and aimed at the right audience to maximize impact.
- Quotes Board - The Quotes board helps sales reps manage the quotation process efficiently. Columns like Name, Quote Number, Client, Amount, Status, Date Sent, and Expiry Date allow reps to track quotes issued to clients, follow up on pending quotes, and ensure timely responses. This board streamlines the quote generation and tracking workflow, improving client satisfaction and accelerating deal closure.
- Annual Target - This dashboard helps Aerospace sales representatives track their annual sales goals, ensuring they stay on target throughout the year. It provides insights into long-term performance and helps in strategic planning.
- Monthly Target - By breaking down annual targets into monthly goals, this dashboard allows sales reps to monitor their progress in a more granular manner, making it easier to adjust strategies and stay on course for achieving their yearly objectives.
- Average Deal Value - This dashboard provides insights into the average value of closed deals, helping sales reps understand the financial impact of their sales activities and identify opportunities to increase deal size.
- Active deals - Forecasted Revenue - This dashboard forecasts revenue from active deals, allowing sales reps to prioritize high-value opportunities and manage their pipeline more effectively.
- Deal status distribution - By visualizing the distribution of deals across different stages, this dashboard helps sales reps identify bottlenecks and areas where deals may be stalling, enabling them to take corrective actions.
- Actual Revenue by Month (Deals won) - This dashboard tracks the revenue generated from won deals on a monthly basis, providing a clear picture of performance trends and helping reps understand seasonality and other factors affecting sales.
- Pipeline conversion - By analyzing the conversion rates at different stages of the sales pipeline, this dashboard helps sales reps identify strengths and weaknesses in their sales process, leading to more effective sales strategies.
- Activity tracker - This dashboard monitors sales activities such as calls, emails, and meetings, ensuring that reps stay engaged with their prospects and clients and helping them manage their time effectively.
- Forecasted Revenue by month - Providing a monthly forecast of expected revenue, this dashboard helps sales reps set realistic expectations and plan their activities to meet revenue targets.
- Forecasted Revenue by Stage - This dashboard breaks down forecasted revenue by sales stage, offering insights into which stages contribute most to the pipeline and where efforts should be focused to move deals forward.
- Deals Stages by Rep - This dashboard compares the performance of different sales reps by showing the distribution of their deals across various stages, fostering healthy competition and highlighting top performers.
- Deal Progress based on Month Added - By tracking deal progress from the month they were added, this dashboard helps sales reps understand the velocity of their deals and identify any delays in the sales cycle.
- When new email arrives → Notify item subscribers with a message - This automation ensures that sales reps are immediately informed of new communications, allowing them to respond promptly and maintain strong client relationships in the fast-paced aerospace industry.
- When an email is opened → Notify item subscribers with a message - By notifying sales reps when a prospect opens an email, this automation helps them gauge interest and follow up at the right time, increasing the chances of moving the deal forward.
- When 'Create a contact' is clicked → Move the item to the Contacts board - This automation streamlines the process of adding new contacts, ensuring that sales reps can quickly organize and manage their contact lists without manual updating, saving time and reducing errors.
- When a lead is created → Set its status to 'New Lead' - Automatically setting the status of new leads helps sales reps prioritize their workflow and ensures that no new opportunities are overlooked.
- When an activity/email is created in Emails & Activities → Update the 'Last interaction' date - Keeping the 'Last interaction' date up-to-date helps sales reps maintain an accurate timeline of their engagements, allowing for better follow-up strategies and improved relationship management.
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