About this template

Media Marketing Campaign CRM Template helps teams run effective campaigns. Capture leads, monitor ROI, and optimize spend with dashboards that highlight what drives growth.

What’s included

Boards

Accounts Board - This board helps marketing managers in the media industry manage their client accounts efficiently. By tracking critical information such as company name, domain, contacts, deals, industry, description, number of employees, headquarters location, and company profile, marketing managers can maintain a comprehensive view of each account. This ensures personalized communication and targeted marketing strategies.
Leads Board - The Leads board is designed to streamline the process of capturing and managing potential clients. It allows marketing managers to track lead status, create contacts, record company details, title, email, phone number, last interaction date, and active sequences. This helps in nurturing leads effectively and converting them into clients.
Contacts Board - This board is essential for organizing and managing all contact information. Marketing managers can keep track of contact names, emails, associated accounts, deals, deal values, phone numbers, titles, types, priorities, comments, and companies. This centralizes contact information and ensures that all interactions are logged and accessible.
Deals Board - The Deals board helps marketing managers monitor the progress of ongoing deals. It includes columns for deal name, stage, owner, deal value, associated contacts and accounts, expected close date, close probability, forecast value, last interaction, and quotes & invoices. This board is crucial for forecasting revenue and managing the sales pipeline.
Campaigns Board - This board is designed to manage marketing campaigns from start to finish. Marketing managers can track the campaign name, type, start and end dates, budget, status, and responsible team members. This helps in planning, executing, and analyzing the effectiveness of various marketing campaigns, ensuring optimal use of resources.
Social Posts Board - The Social Posts board allows marketing managers to plan, schedule, and track social media posts across different platforms. It includes columns for post name, platform, post date, content, engagement metrics, status, and responsible team members. This helps in maintaining a consistent social media presence and measuring the impact of social media activities.

Dashboards & Reports

Annual Target - This dashboard helps marketing managers in the media industry track yearly performance metrics, ensuring that long-term objectives are met. It provides an overview of progress toward annual sales goals, aligning marketing strategies with company targets.
Monthly Target - This dashboard offers a detailed view of monthly goals, enabling marketing managers to monitor short-term performance and adjust campaigns and initiatives to meet targets effectively within the media sector's fast-paced environment.
Average Deal Value - By tracking the average deal value, marketing managers can assess the effectiveness of campaigns in generating high-value deals, allowing for strategic adjustments to maximize revenue potential.
Active deals - Forecasted Revenue - This dashboard provides insights into the potential revenue from active deals, helping marketing managers forecast future income and allocate resources to high-potential opportunities.
Deal status distribution - Understanding the distribution of deals across different stages helps marketing managers identify bottlenecks in the sales process and optimize marketing efforts to move deals through the pipeline efficiently.
Actual Revenue by Month (Deals won) - This dashboard tracks monthly revenue from closed deals, providing a clear picture of financial performance and allowing marketing managers to evaluate the success of their campaigns in driving sales.
Pipeline conversion - By analyzing the conversion rates at different stages of the sales pipeline, marketing managers can identify which stages need more attention and refine their strategies to improve overall conversion rates.
Activity tracker - This dashboard helps marketing managers monitor the activities of their team, ensuring that efforts are aligned with strategic goals and identifying areas where additional support or training may be needed.
Forecasted Revenue by month - Providing a monthly breakdown of forecasted revenue, this dashboard helps marketing managers plan their campaigns and initiatives to maximize future revenue.
Forecasted Revenue by Stage - This dashboard offers insights into expected revenue at different pipeline stages, helping marketing managers prioritize efforts and resources towards stages with the highest revenue potential.
Deals Stages by Rep - Tracking deal stages by representative allows marketing managers to evaluate individual performance and provide targeted coaching to improve sales outcomes.
Deal Progress based on Month Added - This dashboard helps marketing managers track the progress of deals from the month they were added, providing insights into the effectiveness of recent campaigns and the speed at which deals are moving through the pipeline.

Automations

When new email arrives → Notify item subscribers with a message - This automation ensures that marketing managers are immediately informed of new email communications, allowing for prompt responses to potential leads or important updates.
When an email is opened → Notify item subscribers with a message - By notifying marketing managers when an email is opened, this automation helps track engagement and follow up with leads who have shown interest.
When 'Create a contact' is clicked → Move the item to the Contacts board - This automation streamlines the process of adding new contacts, ensuring that all potential leads are promptly organized and managed efficiently.
When a lead is created → Set its status to 'New Lead' - Automatically setting the status of new leads helps marketing managers prioritize and manage their pipeline effectively, ensuring no new opportunities are overlooked.
When an activity/email is created in Emails & Activities → Update the 'Last interaction' date - Keeping the 'Last interaction' date updated ensures that marketing managers have accurate and up-to-date information on lead engagement, helping to maintain consistent follow-ups and improve relationship management.

Frequently asked questions

How can this CRM template help me manage multiple media campaigns?

This CRM template allows you to organize and track all your media campaigns in one place, providing an overview of campaign timelines, budgets, and performance metrics to ensure everything runs smoothly and efficiently.

How can I use this template to track and analyze the ROI of my media campaigns?

The template includes columns for tracking key performance indicators such as ad spend, impressions, click-through rates, and conversions. It also provides visual dashboards to analyze ROI and optimize future campaigns.

Can this CRM help me schedule and manage advertising slots across different media channels?

Yes, the CRM template features a scheduling board that helps you allocate and manage advertising slots across various media channels, ensuring that you meet all your deadlines and maximize your exposure.

How can this CRM template streamline my content creation and approval process?

With dedicated columns for content drafts, approvals, and revisions, this template helps you manage and streamline your content creation and approval workflow, ensuring timely and high-quality deliverables.

How does this CRM template assist with influencer and partnership management in media campaigns?

The template includes a board for managing influencer and partnership details, tracking communication, deliverables, and performance metrics, making it easier to collaborate and measure the impact of your partnerships.

How can I use this CRM to monitor and report on audience engagement with my media campaigns?

The CRM template provides tools to monitor audience engagement metrics such as likes, shares, comments, and overall reach, allowing you to generate comprehensive reports and gain insights into your campaign's effectiveness.

Can this CRM template help me manage budget allocations and expenditures for my media campaigns?

Absolutely, the template includes a financial tracking board where you can manage budget allocations, track expenditures, and ensure that your campaigns stay within budget while maximizing their impact.

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