About this template

Wholesale 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 helps manage all key information about wholesale client accounts. It consolidates essential details such as company name, domain, industry, description, number of employees, and headquarters location. By linking contacts and deals directly within this board, Customer Success Managers can easily access and update client interactions and deal statuses, providing a comprehensive view of each account's health and history.
Leads Board - This board streamlines lead management by tracking the status of potential clients from initial contact through to becoming a customer. Key columns include the lead's name, status, company, title, email, and phone number. The 'Create a contact' button facilitates quick addition of new contacts, while the 'Last interaction' date ensures timely follow-ups, helping to convert leads into loyal customers.
Contacts Board - This board centralizes contact information, linking contacts to their respective accounts and deals. It includes columns for name, email, phone number, title, and company, along with priority and type statuses. The 'Comments' section allows Customer Success Managers to log important notes about each contact, ensuring personalized and informed interactions. By tracking deal values and activities, this board helps in managing relationship-building efforts more effectively.
Deals Board - This board is crucial for tracking the progress of sales opportunities. It includes columns for deal name, stage, owner, deal value, and expected close date. By linking contacts and accounts, Customer Success Managers can monitor all interactions and forecast values accurately. The 'Close Probability' and 'Forecast Value' columns help in predicting revenue and prioritizing high-potential deals, ensuring focused efforts on the most promising opportunities.
Suppliers Board - This board manages relationships with suppliers, tracking key details such as contact information, location, products supplied, contract status, and rating. It ensures that Customer Success Managers have up-to-date information on supplier performance and contract terms, facilitating smooth operations and timely resolution of any supply chain issues.
Inventory Board - This board is essential for overseeing stock levels and inventory management. It includes columns for item name, item ID, quantity, location, supplier, and stock status. By keeping track of last updated dates, Customer Success Managers can ensure that inventory levels are accurate and up-to-date, preventing stockouts or overstock situations and maintaining optimal inventory levels to meet client demands.

Dashboards & Reports

Annual Target - This dashboard allows Customer Success Managers in the wholesale industry to track their yearly performance against set targets, providing a clear overview of progress and areas needing improvement to meet annual sales goals.
Monthly Target - By monitoring monthly targets, professionals can ensure they are on track, making adjustments as needed to meet short-term goals and maintain steady progress throughout the year.
Average Deal Value - This metric helps Customer Success Managers understand the average value of their deals, enabling them to focus on high-value opportunities and optimize their strategies to increase deal size.
Active deals - Forecasted Revenue - This dashboard provides insights into potential revenue from active deals, helping managers prioritize high-value deals and forecast future revenue accurately.
Deal status distribution - By visualizing the distribution of deals across different stages, Customer Success Managers can identify bottlenecks and streamline the sales process to improve deal closure rates.
Actual Revenue by Month (Deals won) - Tracking actual revenue on a monthly basis allows managers to assess performance against forecasts, identify trends, and make data-driven decisions to boost revenue.
Pipeline conversion - This dashboard highlights conversion rates at each stage of the sales pipeline, helping managers identify areas for improvement and optimize conversion strategies.
Activity tracker - Monitoring sales activities provides insights into the effectiveness of outreach efforts, enabling managers to refine their strategies and ensure consistent engagement with customers.
Forecasted Revenue by month - Forecasting revenue on a monthly basis helps managers plan resources and set realistic sales targets, ensuring alignment with overall business goals.
Forecasted Revenue by Stage - This dashboard breaks down forecasted revenue by deal stage, allowing managers to prioritize efforts on deals that are likely to close soon and manage expectations with stakeholders.
Deals Stages by Rep - By tracking deal stages for each sales representative, managers can identify top performers, provide targeted coaching, and ensure balanced workloads across the team.
Deal Progress based on Month Added - This dashboard provides insights into how long deals have been in the pipeline, helping managers identify stalled deals and take corrective actions to move them forward.

Automations

When new email arrives → Notify item subscribers with a message - This automation ensures that all relevant team members are instantly informed of new customer emails, enabling prompt responses and improving customer satisfaction.
When an email is opened → Notify item subscribers with a message - By notifying the team when an email is opened, this automation allows Customer Success Managers to follow up at optimal times, increasing the chances of engagement and conversion.
When 'Create a contact' is clicked → Move the item to the Contacts board - Automating the movement of new contacts to the appropriate board streamlines the organization of customer information, ensuring that no lead is overlooked and improving data management.
When a lead is created → Set its status to 'New Lead' - Automatically setting the status of new leads ensures consistent tracking and prioritization, helping managers quickly identify and engage with potential customers.
When an activity/email is created in Emails & Activities → Update the 'Last interaction' date - Keeping the 'Last interaction' date up-to-date helps managers maintain accurate records of customer engagement, ensuring timely follow-ups and improving relationship management.

Frequently asked questions

How can this CRM template help me manage large wholesale order histories?

This template provides detailed tracking of order histories, allowing you to quickly access past orders, monitor trends, and ensure accurate reordering and client satisfaction.

Can this template assist in tracking customer interactions and follow-ups in the wholesale industry?

Yes, the template is designed to log all customer interactions, set reminders for follow-ups, and provide a comprehensive history of communications to enhance client relationships.

How does this CRM template help with managing bulk inventory for wholesale clients?

The template includes features for tracking bulk inventory levels, managing stock replenishments, and ensuring that you can meet client demands efficiently.

What features does this CRM template offer for improving client retention in the wholesale sector?

The template allows you to create personalized customer journeys, track client satisfaction metrics, and implement targeted retention strategies to maintain and grow your client base.

How can I use this CRM template to streamline order processing for wholesale customers?

The template provides tools for managing the entire order process, from initial inquiries to final delivery, ensuring that every step is tracked and optimized for efficiency.

Does this CRM template support managing multiple wholesale accounts simultaneously?

Yes, the template is designed to handle multiple accounts, allowing you to track individual client needs, preferences, and orders without confusion.

Can this CRM template help me analyze customer data to identify sales trends in the wholesale industry?

Absolutely, the template includes analytics tools to help you monitor sales trends, identify high-performing products, and make data-driven decisions to boost your sales strategy.

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