About this template

Media Operations Manager CRM Template brings order to daily execution. Track milestones, dependencies, and approvals while dashboards keep leadership aligned on progress.

What’s included

Boards

Accounts Board - This board helps manage media company accounts by providing critical information including company names, domains, contacts, deals, industry sector, descriptions, employee numbers, headquarters location, and company profiles. It simplifies tracking and updating account details, ensuring all relevant information is readily accessible for efficient account management.
Leads Board - The Leads board is crucial for tracking and nurturing potential clients. It includes lead names, status updates, contact creation buttons, company names, titles, emails, phone numbers, last interactions, and active sequences. Operations managers can monitor lead status, facilitate quick contact creation, and ensure timely follow-ups to convert leads into clients.
Contacts Board - This board centralizes contact information, linking contacts to accounts and deals, recording deal values, phone numbers, titles, types, priorities, comments, and company names. It's essential for maintaining comprehensive contact profiles, enabling efficient communication and relationship management.
Deals Board - The Deals board tracks all ongoing deals with columns for deal names, stages, owners, values, associated contacts and accounts, expected close dates, close probabilities, forecast values, last interactions, and quotes & invoices. It helps operations managers oversee deal progression, forecast revenue, and manage closing probabilities.
Media Orders Board - This board organizes media orders by recording order names, dates, clients, statuses, amounts, media types, and deadlines. It ensures all orders are tracked and managed effectively, facilitating timely delivery and accurate billing for media services.
Campaigns Board - The Campaigns board is essential for monitoring marketing campaigns, including campaign names, start and end dates, clients, budgets, types, and statuses. It allows operations managers to oversee campaign timelines, budgets, and performance, ensuring campaigns run smoothly and achieve desired outcomes.

Dashboards & Reports

Annual Target - This dashboard helps media operations managers to track annual revenue and performance against yearly goals. It provides a clear overview of how close the team is to reaching their annual financial targets.
Monthly Target - Provides a breakdown of monthly revenue targets, offering insights into short-term performance and helping managers to adjust strategies promptly to meet monthly objectives.
Average Deal Value - Displays the average value of media deals, enabling operations managers to assess deal quality and make informed decisions about resource allocation and pricing strategies.
Active deals - Forecasted Revenue - Shows the potential revenue from active deals, allowing managers to predict future cash flow and allocate resources efficiently.
Deal status distribution - Offers a visual representation of deals at different stages, helping managers to identify bottlenecks in the sales process and streamline operations.
Actual Revenue by Month (Deals won) - Tracks monthly revenue from closed deals, providing a clear picture of performance trends and helping to identify successful strategies.
Pipeline conversion - Displays the conversion rate of leads to closed deals, enabling managers to evaluate the effectiveness of the sales pipeline and improve conversion strategies.
Activity tracker - Monitors sales activities such as calls, emails, and meetings, ensuring that the team is actively engaging with prospects and clients.
Forecasted Revenue by month - Projects future revenue on a monthly basis, aiding in financial planning and goal setting.
Forecasted Revenue by Stage - Breaks down forecasted revenue by deal stage, helping managers to understand which stages are contributing most to potential revenue.
Deals Stages by Rep - Shows the progress of deals by each sales representative, allowing for performance comparisons and identification of high-performing reps.
Deal Progress based on Month Added - Tracks the progress of deals added each month, providing insights into deal lifecycle and helping to gauge sales velocity.

Automations

When new email arrives → Notify item subscribers with a message - Ensures that team members are promptly informed of new communications, allowing for swift responses and better client engagement.
When an email is opened → Notify item subscribers with a message - Alerts team members when a client opens an email, enabling timely follow-ups and improved client interaction.
When 'Create a contact' is clicked → Move the item to the Contacts board - Streamlines the contact management process by automatically organizing new contacts, ensuring that no leads are overlooked.
When a lead is created → Set its status to 'New Lead' - Standardizes lead management by automatically updating the status, helping the team to quickly identify and prioritize new leads.
When an activity/email is created in Emails & Activities → Update the 'Last interaction' date - Keeps the interaction history up-to-date, providing a complete view of client communications for better relationship management.

Frequently asked questions

How can this CRM template help me manage production schedules in media operations?

This template allows you to create detailed production schedules, assign tasks to team members, and monitor progress in real-time, ensuring that all media projects stay on track.

Can this CRM template track content approvals for media projects?

Yes, this CRM template includes workflows for content approval processes, enabling you to track the status of approvals, manage feedback, and ensure that all content meets quality standards before publication.

How does this CRM template assist with resource allocation in media operations?

The template provides tools to allocate resources efficiently, track their usage, and adjust assignments as needed to optimize productivity and avoid bottlenecks in your media projects.

Is it possible to monitor the progress of multiple media projects simultaneously with this CRM template?

Absolutely, this CRM template is designed to help you oversee multiple projects at once, providing dashboards and reports that give you a comprehensive view of project statuses and timelines.

Can this CRM template help me coordinate between different departments in media operations?

Yes, the template includes features to facilitate cross-departmental collaboration, ensuring that all teams are aligned and working together efficiently to meet project goals.

How can this CRM template help with budget tracking for media projects?

This template includes budget tracking tools that allow you to monitor project expenses, compare them against allocated budgets, and generate financial reports to ensure cost-effective project management.

Does this CRM template support deadline management for media operations?

Yes, the CRM template offers robust deadline management features, including automated reminders and alerts, to help you ensure that all tasks and projects are completed on time.

Related templates

Wholesale Operations Management CRM Template

By Monday CRM

Wholesale Finance Management CRM Template

By Monday CRM

Waste Management CRM Template for for Account Executives

By Monday CRM