About this template

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

What’s included

Boards

Accounts - The Accounts board helps publishing operations managers keep track of all client and partner organizations. With columns for the organization's name, domain, industry type, and other key details, you can maintain a comprehensive view of your accounts. The board relation and mirror columns ensure you have quick access to related contacts and deals, centralizing your client management process. This setup streamlines account tracking, helping you monitor client details and interactions efficiently.
Leads - The Leads board is essential for managing potential clients and partners. With columns for lead information such as name, status, company, and last interaction date, you can prioritize your outreach efforts. The 'Create a contact' button allows you to quickly add new contacts, while the status column helps you track the progress of each lead through your pipeline. This board ensures no lead falls through the cracks, optimizing your conversion process.
Contacts - The Contacts board centralizes all individual contacts, linking them to their respective accounts and deals. With columns for contact details, title, priority, and comments, you can manage communication effectively. The board relation columns allow you to see associated accounts and deals, ensuring you have the context needed for personalized interactions. This board is crucial for maintaining strong relationships and ensuring communication consistency across your team.
Deals - The Deals board tracks the progress of sales and partnership opportunities. Columns for deal stage, owner, value, and expected close date help you prioritize and forecast revenue. With the board relation and mirror columns, you can link deals to specific contacts and accounts, providing a holistic view of each opportunity. This board enables you to manage your sales pipeline effectively, ensuring timely follow-ups and accurate forecasting.
Press Releases - The Press Releases board helps you manage the creation and distribution of press releases. Columns for publication date, author, status, and content allow you to track the progress and approval stages of each release. The file attachments column ensures all related documents are easily accessible. This board streamlines the press release workflow, ensuring timely and coordinated communication with the media.
Episodes - The Episodes board is designed for managing multimedia content like podcast or video series episodes. Columns for air date, host, status, and duration help you plan and track each episode's production and release. The tags column allows for easy categorization and retrieval of content. This board ensures a smooth production workflow, helping you release episodes on schedule and maintain high-quality content.

Dashboards & Reports

Annual Target - This dashboard helps operations managers in publishing track their yearly sales goals, ensuring that targets are met and resources are allocated correctly to meet annual objectives.
Monthly Target - It provides a more granular view of monthly sales goals, helping to manage short-term performance and make necessary adjustments to stay on track.
Average Deal Value - By monitoring the average value of deals closed, operations managers can identify trends and opportunities to enhance deal sizes, boosting overall revenue.
Active deals - Forecasted Revenue - This dashboard forecasts revenue from active deals, aiding in financial planning and ensuring that potential revenue is maximized.
Deal status distribution - Understanding the status of current deals helps in identifying bottlenecks and improving the efficiency of the sales process.
Actual Revenue by Month (Deals won) - Tracking monthly revenue from won deals allows operations managers to compare performance over time and recognize successful strategies to replicate.
Pipeline conversion - This dashboard shows the conversion rates at each stage of the sales pipeline, helping to identify stages where deals are lost and where improvements are needed.
Activity tracker - Monitoring activities ensures that the sales team is engaged and productive, highlighting areas where additional support or resources may be required.
Forecasted Revenue by month - Provides a forecast of monthly revenue, helping in budget planning and financial forecasting to manage cash flow effectively.
Forecasted Revenue by Stage - This helps in predicting revenue based on the current stage of deals, allowing for more accurate and strategic planning.
Deals Stages by Rep - Evaluating deal stages by representative helps in assessing individual performance and identifying training or support needs.
Deal Progress based on Month Added - Tracking deal progress from the month they were added helps in understanding the sales cycle and optimizing the process for faster closures.

Automations

When new email arrives → Notify item subscribers with a message - Ensures that the operations team is instantly informed of new communications, facilitating timely responses and maintaining strong client relationships.
When an email is opened → Notify item subscribers with a message - This automation alerts the team when a client engages with an email, allowing for proactive follow-ups and enhancing engagement strategies.
When 'Create a contact' is clicked → Move the item to the Contacts board - Streamlines the contact management process, ensuring that new contacts are promptly organized and accessible for future communications and follow-ups.
When a lead is created → Set its status to 'New Lead' - Automatically categorizes new leads, helping operations managers maintain an organized and up-to-date lead pipeline for better tracking and follow-up plans.
When an activity/email is created in Emails & Activities → Update the 'Last interaction' date - Keeps track of the latest interactions with clients, ensuring that no communication is overlooked and facilitating better relationship management.

Frequently asked questions

How can this template help me track manuscript submissions and statuses?

This template allows you to log and monitor all manuscript submissions from initial receipt to final decision, with columns for submission dates, author details, review status, and editorial feedback.

How does this CRM template streamline editorial workflows in publishing?

The template includes customizable columns for assigning editors, tracking review stages, and setting deadlines, ensuring a smooth editorial process from manuscript submission to publication.

Can this template help in managing production schedules and deadlines?

Yes, it features columns for production milestones, task assignments, and due dates, helping you keep track of every stage in the production process and ensuring timely publication.

How can I use this CRM to manage author communications and contracts?

This template provides sections for storing author contact information, contract details, and communication logs, facilitating efficient and organized interactions with authors.

Does this template offer tools for monitoring sales and distribution?

Yes, it includes columns for tracking sales data, distribution channels, and inventory levels, allowing you to manage and analyze distribution performance effectively.

How can this CRM template assist with coordinating marketing efforts for new publications?

The template includes fields for planning marketing campaigns, scheduling promotional activities, and tracking the performance of marketing efforts, ensuring your publications get the attention they deserve.

Can I customize this CRM template to fit my specific publishing workflow?

Absolutely, the template is fully customizable, allowing you to add or modify columns and workflows to match your unique operational needs and streamline your publishing processes.

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