About this template

Printing Sales CRM Template organizes deals into a clear pipeline. Reps stay on top of follow-ups, leaders forecast revenue, and automations prevent missed opportunities.

What’s included

Boards

Accounts Board - This board allows sales representatives to manage all essential details about their accounts. By tracking information such as company name, domain, industry, number of employees, and headquarters location, sales reps can keep a comprehensive overview of each client. The board also links to contacts and deals, enabling seamless access to related information and ensuring nothing falls through the cracks during the sales process.
Leads Board - The leads board helps sales representatives manage potential clients from initial contact to conversion. By updating statuses, creating new contacts, and recording details like the company, title, email, and phone number, sales reps can efficiently track and nurture leads. The 'Last interaction' date column ensures timely follow-ups, increasing the chances of successful conversions.
Contacts Board - This board centralizes all contact information, linking each contact to their respective accounts and deals. Sales reps can track the value of deals associated with each contact, prioritize interactions based on status and priority, and add comments for contextual details. This structure helps maintain strong relationships and ensures personalized communication with each contact.
Deals Board - The deals board is crucial for tracking the progress of sales opportunities. Sales representatives can update deal stages, assign deal owners, and monitor deal values. The board also includes expected close dates and close probability, which helps in forecasting revenue. By linking to contacts and accounts, sales reps can easily navigate between related information and ensure all aspects of the deal are managed effectively.
Campaigns Board - This board helps sales representatives track marketing efforts and their outcomes. By organizing campaigns by type, start and end dates, budget, and status, sales reps can monitor the effectiveness of different strategies. The 'Results' column allows for detailed feedback on each campaign, providing insights into what works best for generating leads and closing deals.
Quotes Board - The quotes board streamlines the process of managing client quotes. Sales representatives can track the quote amount, date, and expiration date, ensuring timely follow-ups and renewals. The status column helps in monitoring the progress of each quote, while the notes section allows for additional context, making it easier to manage client expectations and close deals efficiently.

Dashboards & Reports

Annual Target - Helps sales representatives in the printing industry track their yearly sales goals, ensuring they stay on target by monitoring progress against annual quotas, which are critical for long-term planning and performance evaluation.
Monthly Target - Allows sales reps to break down their annual goals into manageable monthly targets, providing actionable insights into short-term performance and helping identify trends or gaps in achieving monthly sales objectives.
Average Deal Value - Offers insights into the average revenue generated per deal, enabling sales reps to understand the profitability of different deal sizes and focus on higher-value opportunities.
Active deals - Forecasted Revenue - Tracks the potential revenue from ongoing deals, allowing sales reps to forecast future income and prioritize efforts on deals that are most likely to close.
Deal status distribution - Visualizes the current status of all deals in the pipeline, helping sales reps identify which deals need attention and where they stand in the sales process.
Actual Revenue by Month (Deals won) - Provides a clear view of the revenue generated from closed deals on a monthly basis, essential for evaluating performance and making informed decisions on sales strategies.
Pipeline conversion - Shows the conversion rates at different stages of the sales pipeline, assisting sales reps in identifying bottlenecks and improving the efficiency of the sales process.
Activity tracker - Keeps track of all sales activities, such as calls and meetings, ensuring that sales reps can measure their efforts and optimize their time management.
Forecasted Revenue by month - Projects potential revenue on a month-by-month basis, aiding sales reps in planning their sales strategies and setting realistic targets.
Forecasted Revenue by Stage - Provides a forecast of revenue based on the current stage of deals, helping sales reps prioritize and focus on deals that are closer to closing.
Deals Stages by Rep - Displays the distribution of deals across different stages for each sales rep, enabling managers to identify individual performance and areas for improvement.
Deal Progress based on Month Added - Tracks the progress of deals based on the month they were added to the pipeline, offering insights into the sales cycle and helping sales reps understand the timeline of closing deals.

Automations

When new email arrives → Notify item subscribers with a message - Ensures timely communication by alerting sales reps immediately when a new email arrives, enabling quick responses and maintaining customer engagement.
When an email is opened → Notify item subscribers with a message - Provides instant updates when a prospect opens an email, allowing sales reps to follow up promptly and increase the chances of closing the deal.
When 'Create a contact' is clicked → Move the item to the Contacts board - Streamlines the contact management process by automatically organizing new contacts, helping sales reps keep their CRM organized and accessible.
When a lead is created → Set its status to 'New Lead' - Automates the lead qualification process by instantly categorizing new leads, ensuring sales reps can 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 interactions with clients, ensuring sales reps have up-to-date information and can maintain consistent communication with prospects.

Frequently asked questions

How can this CRM template help me manage customer print orders efficiently?

This CRM template allows you to track all customer print orders in one place, ensuring you can monitor the status, deadlines, and details of each job efficiently.

How can I use this template to handle quotes and pricing for different print jobs?

The template includes sections to log quotes and pricing for various print jobs, helping you keep track of potential revenue and streamline the quoting process.

Can this CRM template help me follow up with clients after delivery?

Yes, the template includes automated follow-up reminders and communication logs, ensuring you stay engaged with clients post-delivery to nurture ongoing relationships.

How does this CRM template assist in tracking print production timelines?

The template provides tools to schedule and monitor print production timelines, ensuring all jobs are completed on time and delivered to clients as promised.

How can I track repeat business and customer loyalty using this CRM template?

The template allows you to log customer interactions and purchase history, helping you identify repeat clients and tailor your sales strategies to enhance customer loyalty.

Can this CRM template help me manage lead generation and conversion in the printing industry?

Yes, the template includes features for tracking leads from initial contact through to conversion, helping you manage and optimize your sales funnel effectively.

How does this template assist in managing multiple print jobs simultaneously?

The template includes a dashboard to oversee multiple print jobs, allowing you to prioritize tasks, allocate resources, and maintain control over all ongoing projects.

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