About this template

Social Media Customer Success CRM Template helps CS teams deliver proactive support. Manage renewals, track satisfaction, and reduce churn with dashboards and playbooks.

What’s included

Boards

Accounts Board - This board serves as a comprehensive database for managing all client accounts. It allows Customer Success Managers to track key details such as company names, domains, industry classification, and headquarters location. With linked contacts and mirrored deals, the board provides a holistic view of each account, aiding in personalized client interactions and strategic planning.
Leads Board - Designed to streamline the lead management process, this board helps Customer Success Managers track the status of potential clients. It includes critical columns such as lead status, contact creation, and last interaction dates, ensuring that no lead falls through the cracks and all potential opportunities are nurtured effectively.
Contacts Board - This board centralizes all contact information, linking each contact to their respective accounts and deals. By organizing details such as email, phone number, priority status, and company affiliation, Customer Success Managers can maintain detailed records and prioritize high-value contacts, ultimately enhancing relationship management and customer satisfaction.
Deals Board - Focused on managing sales pipelines, this board tracks every deal from initiation to closure. Customer Success Managers can monitor deal stages, assign deal owners, and calculate forecast values. The inclusion of expected close dates and close probabilities helps in predicting revenue and ensuring timely follow-ups, thus driving successful deal closures.
Social Posts Board - This board is essential for planning and managing social media content. Customer Success Managers can schedule posts, assign tasks, and track engagement metrics across various platforms. By monitoring the status and performance of each post, this board helps in executing effective social media strategies that align with customer engagement goals.
Campaigns Board - This board is designed to manage marketing campaigns from start to finish. It allows Customer Success Managers to set campaign objectives, track budget allocations, and measure ROI. By keeping tabs on campaign status and key dates, this board ensures that marketing efforts are aligned with business objectives and deliver measurable results.

Dashboards & Reports

Annual Target - Helps Customer Success Managers in social media track their yearly performance against set targets, providing a clear view of long-term achievements and areas needing improvement.
Monthly Target - Allows for monitoring of monthly goals, ensuring consistent effort and timely adjustments to strategies to meet short-term objectives.
Average Deal Value - Offers insights into the average value of deals closed, aiding in understanding the financial impact of each customer relationship and optimizing deal strategies.
Active deals - Forecasted Revenue - Provides an estimate of future revenue from active deals, enabling better financial planning and resource allocation.
Deal status distribution - Visualizes the stages of all current deals, helping to identify bottlenecks and areas where deals are stalling.
Actual Revenue by Month (Deals won) - Tracks the revenue generated from successfully closed deals on a monthly basis, highlighting trends and performance peaks.
Pipeline conversion - Shows the conversion rates at each stage of the sales pipeline, assisting in identifying the most effective stages and where drop-offs occur.
Activity tracker - Monitors all customer interactions and activities, ensuring timely follow-ups and maintaining strong customer relationships.
Forecasted Revenue by month - Projects monthly revenue based on current pipeline data, aiding in financial forecasting and goal setting.
Forecasted Revenue by Stage - Estimates revenue based on the stage of each deal, providing a detailed view of potential income at various pipeline stages.
Deals Stages by Rep - Breaks down deal stages by individual representatives, allowing for performance comparisons and targeted coaching.
Deal Progress based on Month Added - Tracks the progress of deals based on when they were added to the pipeline, helping to identify aging deals and manage timelines effectively.

Automations

When new email arrives → Notify item subscribers with a message - Ensures timely responses to incoming emails, improving customer satisfaction and response times.
When an email is opened → Notify item subscribers with a message - Alerts Customer Success Managers when emails are opened, enabling prompt follow-up actions and engagement.
When 'Create a contact' is clicked → Move the item to the Contacts board - Streamlines the process of adding new contacts, ensuring all customer information is centralized and accessible.
When a lead is created → Set its status to 'New Lead' - Automatically categorizes new leads, helping to prioritize and manage lead follow-up processes efficiently.
When an activity/email is created in Emails & Activities → Update the 'Last interaction' date - Keeps track of the most recent interactions with customers, ensuring up-to-date records and facilitating timely engagement.

Frequently asked questions

How can this CRM template help me manage client portfolios in the social media industry?

This template allows you to organize and track client information, social media campaigns, and engagement metrics all in one place, ensuring you can provide personalized support and maximize client satisfaction.

How does this CRM template assist with tracking social media engagement metrics?

The template includes specific columns and dashboards for tracking likes, shares, comments, and other key engagement metrics, allowing you to monitor performance and identify areas for improvement.

Can this CRM template help me manage client onboarding processes for social media clients?

Yes, this template includes workflows for onboarding new clients, from initial contact to setting up social media accounts and strategy sessions, ensuring a smooth and efficient process.

How can I use this CRM template to improve client retention in the social media industry?

By tracking client interactions, engagement metrics, and satisfaction levels, this template helps you identify at-risk clients and implement proactive strategies to improve retention and loyalty.

Does this CRM template support collaboration with social media teams?

Absolutely, the template includes features for task assignment, progress tracking, and team communication, facilitating seamless collaboration between customer success managers and social media teams.

How can this CRM template help me measure the ROI of social media campaigns for my clients?

The template tracks campaign performance metrics and client engagement data, enabling you to analyze the effectiveness of social media strategies and demonstrate ROI to your clients.

Can this CRM template integrate with popular social media platforms?

Yes, the template is designed to integrate with major social media platforms like Facebook, Twitter, and LinkedIn, allowing you to pull in engagement data and streamline your workflow.

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