About this template

E-commerce Marketing CRM Template streamlines campaign planning, lead tracking, and performance measurement. Capture opportunities across channels, monitor ROI, and double down on what converts best.

What’s included

Boards

Accounts Board - This board helps marketing managers in e-commerce keep track of all the companies they are targeting. With columns for company name, domain, and headquarters location, you can easily organize and access crucial information. The board relation columns for contacts and deals ensure that you have a comprehensive view of your interactions and transactions with each account. This board is essential for managing large volumes of data and maintaining clear, up-to-date records of each account's industry, employee count, and overall company profile.
Leads Board - The leads board is designed to streamline lead management by allowing marketing managers to monitor the status of each lead and initiate contact with a simple button click. With fields for company, title, email, phone, and last interaction date, you can quickly assess the readiness of each lead for further engagement. This board helps prioritize outreach efforts and ensures that no potential customer falls through the cracks.
Contacts Board - Managing contacts effectively is crucial for e-commerce marketing success. This board enables marketing managers to maintain detailed records of each contact, including their email, phone number, title, and company. By linking contacts to their respective accounts and deals, the board provides a comprehensive overview of each contact's role and importance. Prioritization and follow-up are facilitated through status and priority columns, ensuring that high-value contacts receive the attention they need.
Deals Board - The deals board is essential for tracking the progress of sales opportunities from initial contact through to closure. Marketing managers can monitor each deal's stage, owner, expected close date, and deal value. By mirroring contacts and accounts, the board provides a holistic view of each deal's context and potential value. The close probability and forecast value columns allow for accurate revenue forecasting, while the last interaction date helps ensure timely follow-ups.
Campaigns Board - This board is designed to manage marketing campaigns effectively from start to finish. Marketing managers can plan and track campaigns with columns for campaign name, start and end dates, budget, status, target audience, and channel. This board helps ensure that campaigns are launched on time, within budget, and aimed at the right audience, ultimately driving higher engagement and conversions.
Promotions Board - The promotions board helps marketing managers oversee all promotional activities, including discounts and special offers. With columns for promotion name, start and end dates, discount amount, status, target products, and description, this board ensures that all promotional details are organized and accessible. Marketing managers can easily track the effectiveness of each promotion and adjust strategies to maximize sales and customer satisfaction.

Dashboards & Reports

Annual Target - This dashboard helps e-commerce Marketing Managers set and track yearly goals, ensuring they stay on course to meet long-term revenue targets. It provides a high-level view of performance against plans.
Monthly Target - Breaks down the annual target into manageable monthly goals, allowing Marketing Managers to monitor progress more closely and adjust strategies promptly to hit monthly objectives.
Average Deal Value - Tracks the average revenue generated per transaction, helping Marketing Managers analyze the effectiveness of marketing campaigns and pricing strategies to optimize revenue.
Active deals - Forecasted Revenue - Provides insights into potential future earnings from current deals, allowing Marketing Managers to predict cash flow and adjust marketing efforts to ensure steady revenue streams.
Deal status distribution - Displays the stages of all current deals, helping Marketing Managers identify bottlenecks in the sales process and optimize the sales funnel for better conversion rates.
Actual Revenue by Month (Deals won) - Tracks monthly revenue from closed deals, giving Marketing Managers a clear picture of which periods are most profitable and helping them plan future marketing activities accordingly.
Pipeline conversion - Shows the conversion rates at each stage of the sales pipeline, enabling Marketing Managers to identify weak points and improve the overall efficiency of the sales process.
Activity tracker - Monitors marketing and sales activities, ensuring that the team is engaged and tracking the effectiveness of various marketing tactics.
Forecasted Revenue by month - Projects future revenue on a monthly basis, aiding in budget planning and resource allocation to ensure marketing efforts are aligned with revenue goals.
Forecasted Revenue by Stage - Breaks down forecasted revenue by deal stage, giving Marketing Managers insights into which stages are most likely to close and helping prioritize marketing efforts.
Deals Stages by Rep - Tracks the performance of individual sales reps by deal stage, helping Marketing Managers identify top performers and areas where additional training may be required.
Deal Progress based on Month Added - Analyzes the progress of deals based on when they were added to the pipeline, providing insights into the sales cycle duration and helping to forecast future sales trends.

Automations

When new email arrives → Notify item subscribers with a message - Ensures that the marketing team stays informed about new customer inquiries or communications, allowing for prompt follow-up and enhanced customer engagement.
When an email is opened → Notify item subscribers with a message - Notifies the team when a marketing email is opened, providing valuable feedback on campaign engagement and allowing for timely follow-up actions.
When "Create a contact" is clicked → Move the item to the Contacts board - Streamlines the process of adding new contacts to the CRM, ensuring that all customer information is organized and easily accessible for future marketing efforts.
When a lead is created → Set its status to "New Lead" - Automates the initial categorization of new leads, helping Marketing Managers quickly identify and prioritize new opportunities.
When an activity/email is created in Emails & Activities → Update the "Last interaction" date - Keeps track of the most recent customer interactions, ensuring that the marketing team has up-to-date information for personalized follow-ups and relationship management.

Frequently asked questions

How can this CRM template help me track my e-commerce marketing campaigns?

This template allows you to organize and monitor all your marketing campaigns in one place, including email marketing, social media ads, and influencer partnerships, providing you with detailed analytics and performance metrics.

Can this CRM template help me manage and optimize my SEO initiatives?

Yes, this template includes features to track keyword rankings, backlinks, and on-page SEO efforts, helping you optimize your website for better search engine visibility.

How does this CRM template assist in managing customer segmentation for targeted marketing?

The CRM template allows you to segment your customer database based on purchase history, behavior, and demographics, enabling more personalized and effective marketing campaigns.

Can I use this CRM template to track the ROI of my marketing efforts?

Absolutely. The template includes tools to measure the ROI of various marketing channels and campaigns, helping you allocate resources more effectively and maximize profits.

How can this CRM template support my influencer marketing strategies?

This template provides tools to track influencer partnerships, monitor campaign performance, and manage communication, helping you build and maintain effective influencer relationships.

Does this CRM template help with managing customer loyalty programs?

Yes, the template includes features to create and manage customer loyalty programs, track points and rewards, and analyze customer engagement to improve retention rates.

How does this CRM template facilitate email marketing campaigns for e-commerce?

The template offers tools to design, schedule, and track email marketing campaigns, segment your audience, and analyze open rates and conversions to optimize your email marketing strategy.

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