Sales and CRM Templates

Gone are those days of maintaining spreadsheets and post-it notes to organize your PR clients or team. Now, sales, media, and PR professionals can manage their activities with the help of a Customer Relationship Management tool. This will help you streamline your daily tasks and keep all your PR contacts in one place. 

What is the PR and Media CRM Template?

Stackby brings an easy CRM tool that helps you monitor all your PR and media activities in one place. Here are 4 major benefits of using this template:

1. You can manage your PR contacts: The CRM template allows you to store and manage all your PR and media contacts in one place. You can store all their information like contacts, social media, phone numbers, or even their birthdays!
2. You can have consistent follow-ups: You do not have to go back and forth with your team or check your notes regarding your schedule. You can handle your appointments with your PR clients or contacts from this CRM only. 
3. You can track your publications: If you want to remember which PR article was published at which channel, this CRM template is going to be very useful. It lets you track everything related to PR content such as authors, publish date, publishing channel, etc. 
4. You can develop more personal relationships: The main aim of a CRM is to help you create better relations with your customers/ clients/ contacts. As you collect more and more information about your PR contacts or PR channels you can develop content that would be relevant to them. Thereby, increasing your chances of getting the exposure and making an impression on them at the same time. 

Who can use Stackby’s PR and Media CRM Template?

This template is useful for PR agencies, PR managers, PR management teams, Marketing teams, and Business owners. 

How will Stackby’s PR and Media CRM Template Help You?

Stackby’s PR and Media CRM Template makes it much easier for PR management teams to collaborate with each other in real-time. With this template, you will be able to do the following:

• Track everything about the PR articles that have been published for your business (author, publish date, due date, URL, status, media channel, publication channel, etc)
• Track and monitor your PR contacts such as their expertise, contact details, status, articles published, publication channels, and so on
• Manage all your publication channels in one place (articles published, number of articles published, type of publisher, etc)

A public relations and media CRM can alter the way you have been working till now. This template gives you a robust structure to maintain your accounts and track your PR publications.

PR outreach is the process of reaching out to relevant journalists, influencers, or media outlets with the purpose of introducing your business, building relationships, and increasing brand awareness. 

Earlier PR outreach only meant getting backlinks or securing coverage in online magazines. Nowadays, there are plenty of ways to do PR outreach. 

How to do PR outreach? 

To begin with, you must have a PR outreach plan that includes what you are going to tell the world about your business and where you are going to publish that. Our PR outreach template helps you track all the PR outreach activities that you have planned.

You must experiment with different channels and content. Do not limit yourself to just emails. Try using social networks, phone, and networking events and send out different content pitches. 

Massing Pitching is generally not advised in PR outreach since every channel has its own PR requirements and you must abide by them. Our PR outreach tracker helps you keep a check on what you are pitching to different channels. 

Before you decide to send your pitch to any journalist, editor, or writer, make sure that they will like it. Check the previous PR posts they have released and see whether your pitch matches them. There is no point in sending irrelevant pitches. You can check the Contacts table in our PR outreach template to track this goal. 

Who can use Stackby’s PR Outreach Template?

This template is useful for PR agencies, PR managers, PR management teams, marketing teams, and business owners. 

How will Stackby’s PR Outreach Template Help You? 

With the PR Outreach template, you can keep a track of all your PR outreach tasks such as the people you have contacted for PR outreach, the pitches you have used for which channel, your PR outreach contacts, the PR articles that you have created, and so on. This template will help you organize every detail of your PR outreach process. 

You can use Stackby’s PR Outreach Template for the following purposes: 

• Maintain a record of all your PR outreach channels 
• Keep a record of all your PR outreach contacts, their emails, articles that they have published, pitches shared with them, and so on
• Track all your PR pitches for different channels, their delivery method (email, blog, etc), audience (customers, prospects, events), etc 
• Track your PR articles like article created by, publish date, status (published, not published), media channel, and related pitches
• Track the publications in which you have either sent your pitches or have sent your particles for publication, contacts related to each publication, and the number of articles published

If you are looking to streamline your PR outreach process, this template will help you a lot. This template helps you track all your PR outreach activities so that you can make follow-ups, begin new projects, and manage your PR activities easily.

A major part of the firm's goodwill rests on the business relationship it forms through business deals, partnerships, affiliations, and sponsorships. Stackby provides you with the Business Development CRM Template that records and maintains the firm's customer relationship for such a critical state of work. 

How will this template be helpful?

• It provides the firm with an organized outline of the business relationship. This allows them to distribute their attention and resources equally amongst all the parties involved in the project. 
• The template allows the firm to track the date of commencement and the date of termination of the business deal. 
• The template, once updated, provides a thorough insight into the details of the business partner. This includes their field of expertise, the type of industry they belong to, and the amount the business deal is carried upon.
• The provision of the task feature sorts out any confusion regarding the work done or that needs to be dealt with. Thus, avoiding any exemption of minute tasks. 
• The contact details and websites can be directly linked through this template. Thus making communication with the customer easier. 
• Any updates regarding the status of the business deal, its nature, and the persons involved can be easily made with ease. 
• The business development CRM model sees that the customers keep their end of the bargain. If any misunderstanding arises, the deal proposal can be easily referred to through the deal details feature. 

Who will find the Business Development CRM Template helpful?

Firms that often carry out deals with more than one partner simultaneously are likely to find this template extremely useful. It is essential for B2B firms who base their company’s relevance around dealing with other firms.

How do you know if a particular marketing strategy, sales process, or product launch has been beneficial for your company? The answer to this question lies in customer testimonials.

Customer feedback or testimonial is the response or information given by a customer regarding any aspect of your company. From marketing to customer service, feedback from your users will help you understand if the current strategy you employ is working in your favor.

Customer testimonials give you much-needed insight into what the client is looking for and how you can modify your strategy to meet their expectations. Therefore, utilizing a Customer Testimonials Template can significantly boost your business. 

Why is customer feedback important?

• Allows you to analyze customer behaviour and understand customer needs. 
• Measure and enhance customer satisfaction.
• Increase customer retention and brand perception.
• Add new customers and improve referral rate.
• Lends a voice to the customer in the working of your organization
• Provides you an outside-in view of your company.
• Gives you an insight into what you can do to improve your product and service.
• Increases the responsiveness and credibility of your company.
• Online reviews improve your web presence and ranking in search engines.

A company that takes its customer feedback seriously and uses it to address its shortcomings is more likely to succeed in the long run. Customers are inclined to stay loyal to your product if they feel that their response was taken seriously by you. It will also help you stay up to date with the constantly changing customer requirements and make your product and company more dynamic. 

Looking for the best way to record and respond to customer feedback? Your search is over! Stackby has created a Customer Testimonials Template to help you track your customer testimonials.

Is the client happy with your product and service? Are they satisfied with the customer service you provide? Is your product up to date with the latest trend? Does it fulfill all your client’s requirements? 

Whether it’s customer testimonials or case study surveys, you can manage everything using this template. With the Customer Testimonials Template, you will be able to:

• Store all your customer feedback in one place.
• Record the list of companies that have provided customer feedback.
• Store details concerning the company, including, but not limited to, industry type, employee strength, and company logo.
• Monitor the total number of testimonials by each company to date.
• Record the name of the individual from each company who gave the feedback.
• Record the designation of the individual within the company.
• Store the testimonial given along with any case study file and related synopsis.
• Add and update testimonials as and when required.

Understand your customers better with this user-friendly Customer Testimonials Template!

Manage & organize your complete startup deal-flow in a single place. Create pitch forms, organize data and keep your deal pipeline moving with this Dealflow CRM template. 

Starting from the product development team to the customer service team, every team of your company contributes in one way or the other to the success of the product. Somewhere in the middle of this workflow process is the sales team which has the most crucial job of all!

You can design the best product in the market and employ the most effective marketing strategies. However, none of it will amount to anything if your sales team cannot manage its assets and function efficiently! That’s why every company needs a Sales Asset Management Template.

What is Sales Asset Management?

Sales asset management is the process and strategy employed by a company to manage its multiple sales assets. This includes internal reference materials, presentation decks, whitepapers, demos, and landing pages.

An effective sales asset management plan will enhance the efficiency and productivity of your sales processes. It will enable your sales team to get access to the right content at precisely the right time. Asset management also makes sure that all your content is up-to-date and relevant to the current sales strategy.

However, the process of sales asset management can often be quite chaotic.

Having trouble tracking and updating all your sales stacks and whitepapers? We have a solution. Solve all your asset management problems with our custom-made Sales Asset Management Template!

Enable your sales team to save a ton of time by giving them access to our asset management template. From sales decks to demos and landing pages, your sales team can now store and update every asset with the click of a single button.

Using our Asset Management Template, you can now:

• Track all your sales assets on one platform.
• Get instant access to the sales asset details whenever needed.
• Record the name of each sales asset (Deck/ Whitepaper/ Demo/ Landing Page).
• Record the category each asset belongs to (Video/ Printed Brochure/ Document/ Link/ etc.).
• Add attachments related to each asset, if any.
• Store the website link of the asset, if any.
• Add an industry category to each asset (Film Production/ Fashion/ HR and Recruitment/ Event Management/ etc.).
• Record the plan for each asset.
• Add the market targeted by each asset (Asian/ American/ European/ African/ Australian/ etc.).
• Record the date each asset was created on.
• Record the date when the same asset was last updated.
• Store the usage policy and current status of each asset.
• Record the name of the asset creator/ owner.
• Update the details as and when required.

With Stackby’s Sales Asset Management Template, you can now simplify the work of your sales team instantly! Copy the stack and start using it today to boost your sales performance!

Generating leads from different sources is one of the most critical tasks in any company. There is a wealth of customer data present and finding the maximum amount of said data will help you land your next client.

Enriching the leads generated with the right tool can allow your company to achieve smarter lead scoring and run more personalized email campaigns. Data enrichment tools enhance your collected customer data and make it more useful for targeting potential clients.

This lead data collected is further used for marketing purposes and has a greater chance of being converted into actual customers. Data enrichment has an extremely high return on investment. Therefore, utilizing our Data Enrichment Template is a no-brainer. 

What is Clearbit, and how will it help you? 

Clearbit is an online tool that is used for finding contact numbers and email addresses of potential customers. It has a high accuracy rate and is a reliable software used by top companies of the world. It automatically updates your sales record and provides verified, and quality company contact information. It provides a clear method to manage sales activities.

With the Person Enrichment API from Clearbit, you can get a detailed background of a person and their corresponding company profile based on an email address or a website domain. It allows you to get access to the individual’s name, location, social handles, and company designation.

Every company develops its strategy to record and enrich customer lead data. Are you looking for a way to simplify the entire process for your company? If the answer is yes, then you’ve come to the right place. With this Company Data Enrichment Template, storing and updating lead information will be a walk in the park. 

Bid adieu to the days of maintaining multiple databases and spreadsheets for your client and company information. Stackby’s Data Enrichment Template allows you to monitor every detail about them from a single interface. 

Using our tailor-made data enrichment template, you will now be able to:

• Keep detailed records of all the potential customers in one place.
• Import data automatically from Clearbit directly to your enrichment template.
• Add a description to each company for a better understanding of the same.
• Record the year in which the company was founded and its current employee strength.
• Monitor the company’s global site rank and the current number of AngelList followers.
• Add information generated from the Person Enrichment API to the template.
• Store the full name and current location of your company contacts/leads.
• Record the current title of the individual in the company and add a description to the same.
• Get access to other personal information including, but not limited to, the alma mater of the concerned person.
• Import and update details as and when required.

Generate new leads every day and enrich the collected data without breaking a sweat with Stackby’s Data Enrichment Template and manage your CRM with ease. 

Whether you’re running a start-up venture or a well-established company, the sale is a crucial aspect of your workflow process. It is the department that brings in the revenue and forms the linchpin of your entire organization!

The sales department plays the most crucial role in the success of your business and is responsible for providing the customers with what they’re looking for. It contributes towards the company’s growth and helps you retain your existing customers by providing the best possible service!

The effort and hard work put in by your product development team and marketing team will fail to produce tangible results if your sales department is not working efficiently. As a result, ensuring its smooth functioning is paramount for your company. This is why a Sales Pipeline template is integral to your business.

What is the sales pipeline?

Put in simple words, a sales pipeline is a visual representation of your sales process. It will show you the exact position of a particular deal in the sales funnel and help you analyze and overcome obstacles if any.

It allows you to analyze if your current strategy is working in your favour and gives you a comprehensive idea of which activities are generating the maximum revenue. A sales pipeline gives a detailed insight into your sales process, the current status of your deals, details of upcoming deals, and other information crucial to your sales department.

The format of a sales pipeline is not static. It depends on the requirements and nature of your company. It is up to you to customize the process to reap the maximum benefit. Depending on how you contact leads and process products, your sales pipeline can have five, six, or even eight stages.

However, keeping a firm grasp on the entire process is often a tedious and tricky task. To make your job easier, Stackby has created a state-of-the-art Sales Pipeline Template! Now you can manage and monitor every detail on a single interface.

How will Stackby’s Sales Pipeline Template help you achieve your goal?

Using our customizable, user-friendly sales pipeline template, you will be able to:

• Record details of each deal on the same platform.
• Store the corresponding company name and the representative assigned to each company.
• Track the source of the particular deal (Email Campaign/ Website/ Previous Client/ VoIP Call/ etc.). 
• Assign a priority status to each deal to coordinate related tasks.
• Track the current status of the deal (Won/ Lost/ Negotiating/ etc.).
• Record the tentative deal date and the last contacted date for the same deal.
• Track the expected sales value and weighted value for each deal.
• Add comments, if necessary, to each deal to help your sales team get a better understanding of the same.
• Track the number of deals made by each representative and check if they have fulfilled their assigned quota.
• Monitor and update the details in your Kanban pipeline as and when required.

Now your sales team won’t have to go through multiple databases to track the status and probability of the deals they negotiate! Use this easy to adopt sales pipeline template for your sales reps and boost your profits.

Regardless of your company's nature or scope, your customers are an essential part of your business. Every decision you make directly or indirectly impacts or depends on the customer or client you are working for.

What are Customer Personas?

Customer personas, or buyer personas, give you an overview of your customers' needs and requirements. They help you understand the customer's fundamental traits and characteristics. This increases the chances of customer acquisition and retention.

Companies that devote substantial time and resources to building customer personas are more successful in the long run. A well-designed customer persona will give you insights into what the customer is looking for and enable you to reach them with relevant, timely information. This will allow you to tailor your messages, content, marketing strategies, and product to meet the customer’s expectations.

Are you facing difficulty managing the personas and details of multiple customers? Are you tired of maintaining numerous spreadsheets to store all the data? If your answer is yes, then you've come to the right place! Stackby has a solution to make things easy for you - the Customer Persona Template.

We have created a state-of-the-art Customer Persona Template that will reduce your work and effort exponentially! You can record and update all relevant customer information from a single platform.

Here’s how you can use the Customer Persona Template to your advantage. The template allows you to:

• Record the details of all your clients and customers in one place.
• Store the job title of your customers. They can be small business owners, marketers, freelance developers, designers, product managers, project leaders, etc.
• Attach a picture of the customer to your template for future use.
• Store the contact details of each customer, including phone number and email address. This will facilitate smooth communication and help avoid any misunderstandings.
• You can record the satisfaction rating for each customer in this template. This rating will give you an idea about the performance of your company in terms of customer experience.
• Monitor the current plan of a customer. It can be an enterprise, economy, personal, or business.
• Track the priority status of the customers (High/ Medium/ Low). According to the priority status of a customer, you can allow your team's time and resources.
• Keep track of the pain points of a particular customer. Pain points refer to problems that customers experience while interacting with your company.
• Store the name of the collaborator for each pain point.
• You can sort the data according to the job title or the pain points using the template's multiple views.

Increase your chances of acquiring new customers and growing your company's revenue by building high-quality personas with Stackby's Customer Persona Template! Copy the stack and start using it today!

Managing your startup’s fundraising process is a full-time job. You’ve to pitch, track and communicate your vision to numerous investors to secure financing for your enterprise. Stackby’s Fundraising CRM Template helps you simplify and streamline the whole process.

In this Fundraising CRM template, you can track & manage -

• All your Investor Contacts 
• Fundraising Pipeline 
• Pitching and Follow-up Calendar 
• Your complete Investor database

Use the free Fundraising CRM template today and secure the best investors for your company.

Public Relations has gained momentum these days. Bloggers, brands and almost every other online business wants to expand their PR outreach and find new platforms to showcase themselves. This is why PR agencies get numerous requests every day and sometimes managing these requests can become a real hassle. 

Stackby has now made organizing and managing PR requests much easier with our easy-to-use Press Release Request Management template because if you are not organized, you might miss many potential clients. 

• Collect, review, organize and prioritize all your PR requests in no time
• Add data to your stack automatically using Stackby forms 
• Track all press requests converting into press releases 
• Manage all your PR contacts in one place 

Time is of the essence for PR professionals and our Press Release Request Management template helps you record, track, understand, and respond to every request as soon as possible. If you have your whole PR team at your disposal, you can share this template with them and all of them can work upon press release requests from time to time. 

What’s included in Stackby’s Press Release Request Management Template? 

1. Our PR Request Management Template includes three separate tables that will help you organize and monitor your PR requests, Press Releases, and PR Contacts respectively. 
2. Our template also includes different views that will help you visualize your PR requests based on the subject status, subjects type, and published by status. 
3. The template comes with a pre-built PR request form that you can share anywhere on your website, blogs, or via a direct link. 

• The template also includes different views for visualizing the press release list based on status and date of publishing. 

Who can use Stackby’s Press Release Request Management Template? 

Stackby’s press release request management template is useful for PR agencies or marketing agencies who are handling the public relations of different clients. 

How will Stackby’s Press Release Request Management Template help you? 

Our press release request management template will help you bring all your team together and manage the PR request process in real-time. It will make the whole workflow of PR request management much easier for you. With this template, you will be able to do the following:

• Manage all the PR requests from different channels in one place
• Track the status of the press release requests (Due, Approved, Pending, Rejected, etc)
• Record the contact name for every PR request 
• Record the press release date for every PR request you receive 
• Store the description of the press release request 
• Track the type of PR requests you receive (Event, Daily News, Hiring Updates, etc)
• Track the details of the press release for every request that you receive 
• Track the press release associated with every contact 
• Keep a record of the publication website 
• Store details of PR contacts (Photograph, Phone Number, Email, PR request send, Number of requests sent, Number of press releases approved, Number of press releases pending, etc)

Take your organizational skills a step further by incorporating various automation, security, and privacy features that Stackby has to offer to you and smoothen your workflow even more. Use our Press release request management template right away and enhance your productivity.

Are you a PR agency looking for ways to manage your projects, handle your clients and track your team's progress? If yes, then you must try Stackby’s PR Agency CRM template. This is a pre-built template, created by our experts for PR agencies who want to:

• Start building/ maintaining their contact lists 
• Understand what is important for their contacts
• Keep in touch with their clients and contacts 
• Monitor their pitches & team's activities 
• Collaborate with the team to get things done 
• Stay up to date on every project/client 
• Measure the results 

CRM or Customer Relationship Management can help Public Relations (PR) teams to manage their interactions with their current and potential clients. As we all know that a CRM is not just about maintaining and managing contacts, but is about building and managing relationships with your clients. So, public relations teams can take advantage of this feature of a CRM tool and nurture their client relationships in a more organized fashion.

Here are the top-3 benefits of using our pre-built CRM for public relations:

1. Manage contacts in a breeze: Say goodbye to spreadsheets and store all your press contacts in one place. Our PR Agency CRM template can be further used to store complete details of your contacts like their social media handles, files, documents, contracts, meeting history, payments, invoices, email correspondence, and much more! 
2. Follow-up consistently: No need to go back and forth with your clients or PR contacts for confirming the meeting timings. You can keep a track of your schedule from your PR Agency CRM, take meeting notes, and share the details of your meetings with your team. 
3. Track your progress: If you want to track which of your PR pitches got approved, how many pitches got published, what’s the community size of every publication where your brand got exposure and so on, you can use this CRM template. 

Who can use Stackby’s PR Agency CRM Template? 

Our pre-built template of CRM for PR agencies is useful for PR agencies or marketing agencies who are handling the public relations of different clients. 

How will Stackby’s PR Agency CRM Template help you? 

The CRM template for PR agencies by Stackby includes three separate tables to monitor and record your progress in article creations, publications, and press contacts respectively. With this template, you will be able to do the following:

• Monitor all the PR articles that you are creating 
• Attach briefs related to every article 
• Store the links for every article so that you can access them at any time 
• Track which articles are published under which publication 
• Store the date and time of publication of the articles 
• Maintain any notes related to PR articles 
• Track all the publications and their status (Trade publications, online articles, blog, etc)
• Track the contacts related to every publication 
• Keep a record of the press contacts (publication, face shot, email address, community size, articles, etc)

Using our PR agency CRM template is safe and secure. It is much more than keeping a track of your tasks in a spreadsheet. Now you can organize all your PR-related tasks for every client in a much robust way and share the project with your team members and/or clients, all at the same time.