About this template

Tech Marketing Campaign Manager simplifies campaign planning, tracking, and analysis. Attribute leads, monitor ROI, and double down on the strategies that work.

What’s included

Boards

Accounts Board - The Accounts board is essential for managing all company accounts efficiently. It provides detailed columns to capture crucial information such as the company's name, domain, contacts, deals, industry, number of employees, headquarters location, and company profile. This board helps marketing managers keep track of key account details, facilitating better understanding and segmentation for targeted campaigns.
Leads Board - The Leads board allows marketing managers to track and manage leads from initial contact through to qualification. With columns for name, status, contact creation, company details, title, email, phone, last interaction, and active sequences, this board ensures that no lead is overlooked and helps streamline the process of converting leads into prospects.
Contacts Board - The Contacts board organizes all contact information, linking each contact to relevant accounts and deals. With columns for name, email, phone, title, type, priority, comments, company, and activities, marketing managers can easily prioritize contacts and maintain detailed records of interactions, ensuring effective communication and relationship management.
Deals Board - The Deals board is crucial for tracking the progress of each deal through various stages. It includes columns for deal name, stage, owner, value, contacts, accounts, expected close date, close probability, forecast value, and last interaction. Marketing managers can use this board to monitor the pipeline, forecast revenue, and ensure timely follow-ups, thereby increasing the likelihood of closing deals successfully.
Campaigns Board - The Campaigns board helps marketing managers plan, execute, and monitor marketing campaigns. Columns for campaign name, type, start and end dates, budget, status, and owner ensure that all campaign details are captured and easily accessible. This board is vital for tracking campaign performance and making data-driven decisions to optimize marketing strategies.
Social Posts Board - The Social Posts board is tailored for managing and scheduling social media content. It includes columns for post name, platform, post date, content, status, engagement metrics, and assigned team members. Marketing managers can use this board to streamline social media operations, track engagement, and ensure that posts are published on time and reach the intended audience effectively.

Dashboards & Reports

Annual Target - This dashboard helps Marketing Managers in the technology industry keep track of their long-term goals and KPIs, providing insights into overall performance against annual revenue targets. It highlights areas requiring strategic adjustments to meet yearly objectives.
Monthly Target - This dashboard allows Marketing Managers to monitor short-term progress and ensure they are on track to meet monthly sales and marketing goals. It helps in quickly identifying trends and making necessary adjustments to campaigns.
Average Deal Value - This dashboard provides insights into the typical value of deals closed, helping Marketing Managers understand the impact of their campaigns on revenue generation and refine their targeting strategies accordingly.
Active deals - Forecasted Revenue - This dashboard forecasts potential revenue from active deals, aiding Marketing Managers in predicting future financial performance and aligning their strategies with expected outcomes.
Deal status distribution - This dashboard offers a visual representation of deals at various stages, allowing Marketing Managers to identify bottlenecks in the sales process and optimize their marketing efforts to facilitate smoother transitions through the sales funnel.
Actual Revenue by Month (Deals won) - This dashboard tracks the actual revenue generated from won deals on a monthly basis, enabling Marketing Managers to measure the effectiveness of their campaigns and strategies in driving sales and revenue.
Pipeline conversion - This dashboard helps Marketing Managers understand the conversion rates at different stages of the sales pipeline, providing insights into the efficiency of their marketing initiatives and where improvements can be made.
Activity tracker - This dashboard monitors marketing activities and interactions, ensuring that all efforts are accounted for and helping managers identify high-impact activities and optimize their strategies.
Forecasted Revenue by month - This dashboard predicts monthly revenue based on current deals and trends, allowing Marketing Managers to plan their budgets and marketing efforts more effectively.
Forecasted Revenue by Stage - This dashboard breaks down forecasted revenue by deal stage, providing granular insights into which stages are most critical and require focused marketing efforts.
Deals Stages by Rep - This dashboard highlights the performance of individual sales reps across different deal stages, helping Marketing Managers identify top performers and areas where additional training or support may be needed.
Deal Progress based on Month Added - This dashboard tracks the progress of deals based on the month they were added, providing insights into the effectiveness of marketing campaigns over time and helping to refine future strategies.

Automations

When new email arrives → Notify item subscribers with a message - This automation ensures that Marketing Managers are immediately informed of new emails, enabling timely follow-ups and coordination with the sales team to maintain momentum in nurturing leads.
When an email is opened → Notify item subscribers with a message - This automation alerts Marketing Managers when a lead opens an email, providing a crucial insight into engagement and allowing for timely follow-up actions to capitalize on interest.
When 'Create a contact' is clicked → Move the item to the Contacts board - This automation streamlines the process of organizing new contacts, ensuring that Marketing Managers can efficiently manage and track all leads within the CRM system.
When a lead is created → Set its status to 'New Lead' - This automation ensures that every new lead is promptly categorized with the correct status, facilitating organized lead management and enabling Marketing Managers to focus on nurturing new prospects.
When an activity/email is created in Emails & Activities → Update the 'Last interaction' date - This automation keeps track of the latest interactions with leads, providing Marketing Managers with up-to-date information on engagement levels and helping to prioritize follow-up actions.

Frequently asked questions

How does this template help me manage my tech marketing campaigns?

This template allows you to organize and track all your technology marketing campaigns in one place, from planning to execution and performance analysis. You can easily monitor key metrics and adjust strategies in real-time.

Can I track the ROI of my marketing efforts with this CRM template?

Yes, the template includes columns for tracking expenses and revenues, enabling you to calculate the ROI of each campaign, helping you make data-driven decisions.

How can I use this template to manage leads generated from different marketing channels?

The template allows you to track leads from various sources such as social media, email campaigns, and webinars. You can categorize leads by channel, status, and value to prioritize follow-ups and conversions.

Does this template support A/B testing for my marketing campaigns?

Yes, the template supports A/B testing by allowing you to set up different campaign variations and track their performance metrics side-by-side, helping you determine the most effective strategies.

Can I integrate this CRM template with my existing marketing tools?

Absolutely. This template is designed to integrate seamlessly with popular marketing tools like Google Analytics, Mailchimp, and HubSpot, ensuring all your data is synchronized.

How does this template help with content scheduling and management?

The template includes features for planning and scheduling content across different channels. You can set deadlines, assign tasks, and track progress to ensure timely delivery and consistency in your marketing efforts.

What metrics can I track with this tech marketing CRM template?

You can track a variety of metrics including lead conversion rates, customer acquisition costs, campaign engagement rates, and overall campaign ROI, providing a comprehensive view of your marketing performance.

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