About this template

Wholesale Operations Management CRM Template coordinates daily execution across teams. Track dependencies, approvals, and timelines to ensure nothing falls through the cracks.

What’s included

Boards

Accounts - This board helps Operations Managers in the wholesale industry keep track of all client accounts in one place. With columns for industry details, number of employees, and headquarters location, managers can quickly access crucial company information. The board relation and mirror columns ensure that contacts and deals associated with each account are easily visible, streamlining account management.
Leads - The Leads board is designed to manage potential clients efficiently. With columns for status, company, title, and contact information, Operations Managers can track the progress of each lead from initiation to conversion. The 'Create a contact' button facilitates instant addition of new contact information, while the 'Last interaction' column helps in monitoring communication timelines.
Contacts - This board centralizes all contact information, making it easy for Operations Managers to manage relationships. The board relation columns link contacts to their respective accounts and deals, providing a comprehensive view of each contact's interactions and deal values. Priority and type status columns help prioritize and categorize contacts for better follow-up and relationship management.
Deals - The Deals board is essential for tracking the progress of sales opportunities. With columns for deal stage, owner, value, and close probability, Operations Managers can monitor and forecast sales pipelines effectively. The mirror columns ensure that relevant contacts and account information are easily accessible, facilitating informed decision-making and follow-ups.
Inventory - Managing stock levels is crucial in the wholesale industry, and this board helps Operations Managers keep track of inventory accurately. Columns for SKU, quantity, location, supplier, and reorder level ensure that stock is always maintained at optimal levels, reducing the risk of stockouts or overstocking. The price column helps in tracking inventory costs for better financial management.
Shipments - The Shipments board is designed to streamline the logistics process. With columns for shipment date, carrier, tracking number, shipping status, destination, and cost, Operations Managers can manage and track shipments efficiently. This board helps ensure timely deliveries and provides visibility into shipping costs, aiding in budget management and customer satisfaction.

Dashboards & Reports

Annual Target - This dashboard helps the operations manager in the wholesale industry to track the yearly sales targets, compare them with actual sales, and identify any gaps that need to be addressed to meet annual goals.
Monthly Target - Enables the operations manager to closely monitor monthly sales targets, ensuring that the team is on track and making necessary adjustments to meet short-term goals.
Average Deal Value - Provides insights into the average size of deals, helping the operations manager to understand the revenue contribution of each deal and strategize on improving deal values.
Active deals - Forecasted Revenue - Offers a forecast of potential revenue from active deals, allowing the operations manager to plan resources and inventory accordingly.
Deal status distribution - Displays the current status of all deals in the pipeline, aiding the operations manager in identifying bottlenecks and ensuring deals are progressing smoothly.
Actual Revenue by Month (Deals won) - Tracks the revenue generated from won deals on a monthly basis, helping the operations manager to assess performance trends and make informed decisions.
Pipeline conversion - Shows the conversion rates at different stages of the sales pipeline, enabling the operations manager to identify and address stages where deals are frequently lost.
Activity tracker - Monitors the activities of the sales team, ensuring that follow-ups and client interactions are being conducted as planned, and identifying areas where more effort is needed.
Forecasted Revenue by month - Provides a month-by-month forecast of revenue, helping the operations manager to plan for future sales and inventory needs.
Forecasted Revenue by Stage - Offers a breakdown of forecasted revenue by each stage of the sales pipeline, allowing the operations manager to focus on stages that need improvement to increase overall revenue.
Deals Stages by Rep - Tracks the progress of deals by individual sales representatives, helping the operations manager to identify top performers and those who may need additional support or training.
Deal Progress based on Month Added - Analyzes the progress of deals added each month, providing insights into the effectiveness of sales efforts over time and helping to forecast future performance.

Automations

When new email arrives → Notify item subscribers with a message - Ensures that the operations manager and relevant team members are promptly informed about new inquiries or communications from clients, enabling faster response times.
When an email is opened → Notify item subscribers with a message - Alerts the operations manager when a client opens an email, providing an opportunity for timely follow-ups and more effective engagement strategies.
When 'Create a contact' is clicked → Move the item to the Contacts board - Streamlines the process of adding new contacts to the CRM system, ensuring that all new leads are properly recorded and managed.
When a lead is created → Set its status to 'New Lead' - Automatically categorizes new leads, helping the operations manager to maintain an organized pipeline and prioritize follow-up actions.
When an activity/email is created in Emails & Activities → Update the 'Last interaction' date - Keeps track of the most recent interactions with clients, ensuring that the operations manager has up-to-date information on client engagement and can plan subsequent actions accordingly.

Frequently asked questions

How can this CRM help me manage supplier relationships and communications?

This CRM template allows you to track supplier details, manage communication history, and set reminders for follow-ups, ensuring timely and efficient supplier relationship management.

Can this CRM template improve my order processing workflow?

Yes, the template includes automated workflows for order processing, helping you track order statuses, manage approvals, and ensure timely fulfillment, reducing manual errors and delays.

How does this CRM assist with inventory management in a wholesale business?

The CRM template features dedicated boards and columns for tracking inventory levels, stock movements, and reorder points, providing real-time visibility into your inventory to prevent stockouts and overstocking.

How can this CRM help with tracking and managing bulk orders?

This template includes specialized fields for bulk order details, enabling you to efficiently manage large volume transactions, track order progress, and ensure accurate fulfillment.

What features does this CRM offer for coordinating with multiple warehouses?

The CRM template supports multi-warehouse management by allowing you to track inventory levels, shipments, and transfers across different locations, ensuring seamless coordination and inventory accuracy.

Can this CRM template help me monitor and optimize delivery schedules?

Yes, it includes tools for scheduling deliveries, tracking shipment statuses, and coordinating with logistics partners, helping you optimize delivery routes and ensure timely deliveries.

How can this CRM assist in analyzing sales and operational performance?

The template provides comprehensive reporting and analytics features, enabling you to monitor sales performance, track key operational metrics, and identify areas for improvement to drive efficiency and profitability.

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