About this template

Publishing Account Executive CRM Template equips reps with account context, contacts, and opportunities in one view. Forecasts update automatically as deals progress.

What’s included

Boards

Accounts Board - This board helps Account Executives in the publishing industry manage vital client information efficiently. It includes columns for account names, domains, contacts, deals, industry, and more. By tracking the number of employees, headquarters location, and company profiles, you can maintain comprehensive profiles of each account, ensuring tailored communication and effective relationship management.
Leads Board - A crucial tool for managing potential clients and their journey through the sales funnel. Columns for status, company, title, email, phone, and last interaction ensure that all lead information is up-to-date and accessible. The 'Create a contact' button streamlines the process of adding new leads, allowing you to stay on top of new opportunities and prioritize follow-ups.
Contacts Board - This board centralizes all contact information, linking each contact to their respective accounts and deals. Columns for email, phone, title, priority, and comments help you keep detailed records of interactions. The inclusion of activities allows you to track engagement, ensuring no contact is overlooked and every opportunity is maximized.
Deals Board - Essential for managing and tracking the progress of deals. This board includes columns for deal name, stage, owner, value, contacts, accounts, expected close date, and close probability. By forecasting value and monitoring last interactions, you can prioritize efforts on high-probability deals and ensure timely follow-ups, ultimately boosting sales performance.
Campaigns Board - A critical tool for planning and executing marketing campaigns. Columns for campaign name, start and end dates, budget, status, channel, and owner provide a clear overview of each campaign's lifecycle. This board helps you manage resources effectively, track campaign progress, and measure ROI, ensuring all campaigns are aligned with business objectives.
Press Releases Board - This board helps streamline the process of managing press releases. With columns for release name, date, distribution channel, status, content, attachments, and owner, you can ensure timely distribution and consistent messaging. This board helps maintain organization and transparency in your PR efforts, contributing to a cohesive brand image.

Dashboards & Reports

Annual Target - This dashboard helps Account Executives in publishing track their progress toward annual sales goals, ensuring alignment with revenue targets and guiding strategic planning to meet or exceed these targets.
Monthly Target - Provides a detailed view of monthly sales targets, helping Account Executives manage their short-term sales strategies and adjust tactics to stay on track with monthly goals.
Average Deal Value - Tracks the average value of deals closed, giving insights into the revenue potential of different clients and helping to focus efforts on higher-value deals.
Active deals - Forecasted Revenue - Allows Account Executives to monitor active deals and their potential revenue, providing a clear picture of the sales pipeline and future revenue projections.
Deal status distribution - Visualizes the distribution of deals across various stages, helping to identify bottlenecks in the sales process and optimize workflow to move deals forward efficiently.
Actual Revenue by Month (Deals won) - Tracks the actual revenue generated from deals closed each month, offering insights into performance trends and helping to adjust strategies accordingly.
Pipeline conversion - Shows the conversion rates at different stages of the sales funnel, assisting in identifying areas for improvement in converting leads to customers.
Activity tracker - Monitors the activities and engagement efforts of Account Executives, ensuring that they are consistently following up with leads and maintaining client relationships.
Forecasted Revenue by month - Provides a projection of expected revenue for upcoming months, helping Account Executives plan and strategize to meet future sales targets.
Forecasted Revenue by Stage - Breaks down forecasted revenue by deal stage, allowing Account Executives to prioritize efforts on deals that are closer to closing.
Deals Stages by Rep - Displays the deal stages managed by each representative, helping to identify high performers and areas where additional support or training may be needed.
Deal Progress based on Month Added - Tracks the progress of deals based on when they were added to the pipeline, providing insights into the efficiency and speed of the sales process over time.

Automations

When new email arrives → Notify item subscribers with a message - Ensures that Account Executives are immediately informed of new communications, allowing for prompt follow-up and improved client engagement.
When an email is opened → Notify item subscribers with a message - Alerts Account Executives when a client opens an email, enabling timely and relevant follow-up actions to nurture the lead.
When 'Create a contact' is clicked → Move the item to the Contacts board - Streamlines the process of adding new contacts, ensuring that all client information is organized and easily accessible for future interactions.
When a lead is created → Set its status to 'New Lead' - Automatically categorizes new leads, allowing Account Executives to quickly identify and prioritize them for immediate action.
When an activity/email is created in Emails & Activities → Update the 'Last interaction' date - Keeps the 'Last interaction' date current, providing a clear timeline of client communications and helping Account Executives maintain regular contact with leads and clients.

Frequently asked questions

How can this template help me track manuscript submissions and their status?

This template includes dedicated columns for manuscript submission dates, statuses, and follow-up actions, allowing you to monitor progress and ensure timely responses to authors.

How can I manage author relationships and communication using this CRM template?

The template features comprehensive contact management tools, including communication logs and scheduled follow-ups, helping you maintain strong and consistent relationships with authors.

Can this template assist in managing contract negotiations with authors?

Yes, it includes columns for tracking contract stages, terms, and negotiation history, ensuring you stay on top of each contract's progress and key details.

How does this CRM template support tracking royalties and payments to authors?

The template provides sections for recording royalty agreements, payment schedules, and transaction histories, giving you a clear overview of financial obligations and author payments.

How can I use this template to organize book launch schedules and marketing activities?

It includes dedicated spaces for planning book launch timelines, marketing campaigns, and promotional activities, helping you coordinate efforts and maximize visibility for new releases.

How can this template help me manage client retention and upselling opportunities?

By keeping detailed records of author interactions and preferences, the template allows you to identify upselling opportunities and tailor your pitches to retain valuable clients.

How does the template assist in tracking industry compliance and legal requirements?

It includes columns for monitoring compliance checkpoints and legal documentation, ensuring that all author contracts and publishing activities adhere to industry standards and regulations.

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