About this template

Consulting Sales CRM Template organizes opportunities from prospecting to close. Reps track deal stages, leaders forecast revenue, and automations ensure no follow-up slips through the cracks.

What’s included

Boards

Accounts - The Accounts board helps sales representatives manage their client portfolios efficiently. It includes columns for the account name, domain, and key contacts, making it easy to access all relevant information. The Deals column provides a mirror view of all associated deals, while fields like Industry, Description, and Number of employees help in understanding the client's business context. Additionally, the Headquarters location and Company profile link offer quick access to essential company details.
Leads - The Leads board is designed to streamline the lead management process. Sales representatives can track the status of each lead, create contacts directly from the board, and maintain detailed information about the company, title, email, and phone number of each lead. The Last interaction and Active sequences columns help in keeping track of engagement history and ongoing communication efforts.
Contacts - The Contacts board serves as a comprehensive directory of all client contacts. It includes essential details such as name, email, phone, and title. The board relation columns link contacts to their respective accounts and deals, while the Deals value mirror column shows the financial impact of each contact. The Priority and Type status columns help in categorizing and prioritizing contacts, and the Comments section allows for detailed notes on interactions.
Deals - The Deals board is crucial for tracking the sales pipeline. Sales representatives can manage each deal's name, stage, and owner, as well as the deal value and associated contacts. The Expected Close Date and Close Probability columns assist in forecasting revenue, and the Last interaction column ensures that no deal goes cold. The board also includes a Forecast Value formula column to provide an accurate revenue estimate.
Activities - The Activities board helps sales representatives stay organized by tracking all related activities. Key columns include Activity Type, Owner, Start and End times, and Status. The Related item column links each activity to the relevant account, contact, or deal, ensuring that all actions are appropriately documented and easily accessible.
Partnerships - The Partnerships board is designed to manage strategic partnerships efficiently. It includes columns for the partner's name, type, contact person, and start and end dates. Status and Notes columns help track the partnership's progress and maintain detailed records of all interactions and agreements.
Campaigns - The Campaigns board helps in managing marketing campaigns that support sales efforts. Columns for Campaign Name, Type, Start and End Dates, Budget, and Status provide a clear overview of each campaign's details and progress. The Notes section allows for additional information and observations, making it easier to align sales and marketing strategies.

Dashboards & Reports

Annual Target - This dashboard allows sales representatives to track their progress towards yearly revenue targets, providing a clear view of long-term performance and helping to align their efforts with the company's strategic goals.
Monthly Target - By monitoring monthly sales targets, sales reps can manage short-term objectives more effectively, ensuring they stay on track and adjust their strategies in real-time if they fall behind.
Average Deal Value - This dashboard helps sales reps understand the average value of deals they are closing, enabling them to focus on higher-value opportunities and optimize their sales strategies accordingly.
Active deals - Forecasted Revenue - This dashboard provides a projection of potential revenue from active deals, helping sales reps prioritize efforts and resources on high-potential opportunities to maximize their sales outcomes.
Deal status distribution - By visualizing the distribution of deals across different stages, sales reps can identify bottlenecks in the sales process and take corrective actions to move deals forward more efficiently.
Actual Revenue by Month (Deals won) - This dashboard tracks the actual revenue generated from closed deals on a monthly basis, allowing sales reps to evaluate their performance and adjust their tactics to improve future results.
Pipeline conversion - By analyzing conversion rates at each stage of the sales pipeline, sales reps can identify weaknesses and implement strategies to improve their overall conversion rates.
Activity tracker - This dashboard provides a detailed view of sales activities, such as calls, emails, and meetings, enabling sales reps to ensure consistent engagement with prospects and clients.
Forecasted Revenue by month - This dashboard offers a month-by-month projection of expected revenue, helping sales reps plan their activities and resource allocation to meet their targets.
Forecasted Revenue by Stage - By forecasting revenue based on deal stages, sales reps can prioritize their efforts on deals that are more likely to close soon, ensuring a steady revenue stream.
Deals Stages by Rep - This dashboard shows the distribution of deals across different stages for each sales rep, helping managers identify performance patterns and provide targeted support where needed.
Deal Progress based on Month Added - By tracking deal progress from the month they were added, sales reps can measure the effectiveness of their sales cycle and make necessary adjustments to speed up the process.

Automations

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.
When an email is opened → Notify item subscribers with a message - By notifying sales reps when their emails are opened, this automation helps them gauge client interest and follow up at the right time to move deals forward.
When "Create a contact" is clicked → Move the item to the Contacts board - This automation streamlines the process of managing contacts by automatically updating the Contacts board, ensuring sales reps have up-to-date information without manual entry.
When a lead is created → Set its status to "New Lead" - Automatically setting the status of new leads helps sales reps quickly identify and prioritize fresh opportunities, ensuring no potential client is overlooked.
When an activity/email is created in Emails & Activities → Update the "Last interaction" date - By updating the "Last interaction" date automatically, this automation ensures that sales reps always have accurate records of client interactions, helping them maintain regular and timely follow-ups.

Frequently asked questions

How does this CRM template help track client interactions for consulting sales?

This template allows you to log every client interaction, including calls, emails, and meetings, ensuring you have a comprehensive view of your client relationships and can follow up effectively.

Can this CRM template manage consulting project proposals and their statuses?

Yes, our template includes dedicated columns for tracking proposal statuses, from initial pitch to final approval, helping you manage and monitor the progress of each consulting project.

How can this CRM template help in managing consulting sales pipelines?

The template is designed to streamline your sales pipeline, allowing you to track leads, opportunities, and stages of the sales process, ensuring no potential client falls through the cracks.

Does this template support tracking consulting service deliverables and timelines?

Absolutely, it includes fields for tracking key deliverables and timelines, helping you ensure that all consulting services are delivered on time and meet client expectations.

How can this CRM template assist in upselling consulting services?

By providing insights into client needs and past interactions, the template helps you identify opportunities for upselling additional consulting services, maximizing your revenue potential.

Can this consulting CRM template integrate with other tools I use?

Yes, this template can integrate with various tools like email, calendar, and project management software, ensuring a seamless workflow and better data synchronization across platforms.

How does this template help in forecasting sales for consulting services?

The template includes features for tracking and analyzing sales data, allowing you to create accurate sales forecasts and set realistic targets for your consulting business.

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