Customer Development CRM Template

A technology roadmap helps business leaders plan which, when, and why certain technologies will be onboarded. For instance, you may need a new plan implementing a security log filter. In other words, your technology roadmap plan defines your digital transformation goals.  Why do you need a technology roadmap? Think it through: Whenever you decide to introduce some new IT changes in your company, you must think of how these changes will affect your business. For instance, if you want to upgrade to new servers, you need to find out how to store the current data of every employee.  Summarize your strategy: An IT roadmap makes it easier for you to present your ideas and aspirations to all your team members and business stakeholders. This way, you can seek their support.  Keep yourself on track: Your technology roadmap helps you keep on track during the digital transformation process. You can prepare yourself for any kinds of risks or challenges that may arise during the transformation.  Who can use Stackby’s technology roadmap template? Business owners, product teams, IT teams, development teams, entrepreneurs, and product managers can use Stackby’s technology roadmap template.  What are the features of Stackby’s technology roadmap template? Our easy-to-use technology roadmap template includes three tables: Initiatives table that helps you keep a record of all the proposed changes in your company, Milestones table that tracks every digital transformation milestone and Owner table that tracks the manager of every digital transformation task. With our technology roadmap template, you can: Track every technology that needs to be incorporated in your business.  Record the start date and end date of every initiative.  Track the status of each initiative (in process, complete, backlog). Track the person/ manager responsible for that initiative.  Track the progress of every initiative in the technology roadmap.  Track the effort put in incorporating a technology initiative.  Rate the technology initiative incorporated in your business.  Track every digital transformation milestone for your business.  Record the team members details responsible for incorporating a technology initiative.  How to build a technology roadmap with Stackby? 1. Identify the goals: The first step to build a technology roadmap is to find the “why” or the reason behind incorporating a technology in your business. Ensure that this change is truly beneficial for your business.  2. Determine your audience: Who is going to see this technology roadmap? Make sure you create the roadmap accordingly. Stackby allows you to visualize your roadmap in Calendar view, Kanban and Grid view so that you can build the roadmap accordingly. 3. Establish your theme: Think of the actions or initiatives that are of highest priority and should be implemented first. Prioritize every initiative on this basis.  4. Share your roadmap: Invite team members, stakeholders, etc to view or edit your technology roadmap. Stackby allows you to set permissions as you require so that you can restrict who can view, edit or update your roadmap.  5. Assign responsibilities: Based on your strategic technology roadmap template, you can assign different initiatives to different team members/ managers and ensure continuous progress.  Other startups and technology related templates: Team Meeting Agenda  Product Roadmap  Risk Assessment  

Are you tired of dealing with the chaos of product development and operations? Do you wish there was a way to streamline the entire process and ensure everything runs like clockwork? If yes, look no further than Stackby's Product Operations Template!  Our template is designed to help you effectively manage your product development lifecycle, from ideation to launch and beyond. With a range of features and sections, it's the ultimate tool for anyone involved in product operations.  So, let's take a closer look at what this template offers and how it can benefit your business. What is Product Operations? Product Operations (Product Ops) is a business function that supports product development teams to ensure successful product launches, maintenance, and growth.  It encompasses various activities facilitating product development and management, including project management, process improvement, stakeholder management, and analytics. Why is Product Operations Important? For product led companies, product operations helps you track the entire customer journey: from onboarding, trial, purchase, expansion and renewal and optimizing that process along the way. It helps various teams stay on the same page and ensure customer success. Role of Product Operations Manager - What do they do? Product Operations Managers are responsible for managing the product development process from ideation to launch. They work closely with cross-functional teams, including engineering, design, marketing, and sales, to ensure the product is developed according to the roadmap and delivered on time.  They are also responsible for creating processes and frameworks that help streamline product development and ensure everyone is aligned and working towards the same goals. Digging Into Details About Stackby's Product Ops Template Stackby's Product Operations Template is a comprehensive tool that assists product managers, product operations managers, and other stakeholders in managing product development and release.  Its features and sections help organize and track product development activities. The best part about our Product Ops template is that it is fully customizable, which means that you can tailor it to meet the specific needs of your team or project.  Who can use Product Operations Template? Stackby's Product Operations Template is designed for Product Operations Managers, teams, and stakeholders involved in product development. It is ideal for businesses of all sizes that want to streamline their product development process and ensure everyone is aligned and working towards the same goals. Why Do You Need a Product Operations Template? Product operations management is a complex process that involves multiple teams and stakeholders. A well-structured and organized approach to product operations can make the difference between a successful product and a failed one.  Here are some key benefits that you can reap by trying out Stackby's Product Ops Template: 1. Streamline Your Product Development Lifecycle: The Product Operations template helps you manage your product development lifecycle in a structured and organized way. It allows you to track progress and make data-driven decisions efficiently. 2. Prioritize Your Backlog Effectively: This template allows you to prioritize your product backlog based on factors such as impact, effort, and feasibility. It helps you focus on the most critical features first. 3. Manage Releases: It provides a central location to manage releases, track their progress, and ensure they are delivered on time and with high quality. 4. Collaborate with Teams Easily: The Product Ops template makes collaborating with different teams involved in product operations easy. It includes product management, engineering, design, and quality assurance. Using Stackby's Product Operations Template simplifies your product operations management, reduces errors and redundancies, and ultimately delivers a better product to your customers. How to Tailor Stackby's Product Operations Template for Your Business? As mentioned above, Stackby's Product Operations Template is fully customizable, so you can tailor it to cater to your unique business requirements.  To effectively carry out this work, start by identifying the areas of your product development process that need improvement. Next, you need to add or remove sections, modify fields and columns, and set up automation as required.  Make sure that you are clear on your project goals before doing this. You can also integrate the template with other tools, including Jira. Different Sections of the Product Operations Template: Stackby's Product Operations Template is divided into sections covering different product development aspects. It includes the following: 1. OKR:  This section of the Product Ops template helps you define your Objectives and Key Results (OKRs) for your product development process. It allows you to set clear goals and measure progress towards them. 2. Projects: In this table, you can track all the ongoing and upcoming projects related to your product development process. You can assign team members, set deadlines, and monitor the progress of each project. 3. Customer Feedback: Customer feedback is crucial for improving your product. This section of the template lets you collect, organize, and analyze customer feedback, helping you identify areas of improvement and make data-driven decisions. 4. Sprints: This section helps you plan and manage your sprints, which are short development cycles focused on delivering specific features. You can create and assign sprints, set goals, and track progress. 5. Sprint Tasks (JIRA): If you use Jira for issue management, this section allows you to integrate it with your Stackby template. You can track sprint tasks and their status in real time. 6. Launch Assets: Finally, in this section, you can manage all the assets needed for launching your product, such as marketing materials, sales collateral, and product documentation. You can organize them by launch date and keep track of their status. Ready for a Flawless Product Development Lifecycle Management Experience? With Stackby's Product Operations Template, you can streamline your product development process - objectives, sprints, releases, features, user feedback, and launch assets.  This one-of-a-kind tool assists you in effectively optimizing collaboration and communication among cross-functional teams and ensuring that your product meets customer needs and business goals.Try it out today by signing up on Stackby and experience a seamless product development lifecycle management experience. Check Out Other Related Product Templates: Agile Product Planning Template  Product Roadmap

Every online, B2C, retail, or e-commerce business must ensure that its products are accessible online, trusted, and convert well. This is possible with an effective product catalog. If your products are not described well, it will be hard to find potential customers. Stackby’s product catalog template is a streamlined way to organize your product catalog management and track what’s working for you and what’s not.  What is Product Catalog Management? Product catalog management is the process of managing your product catalog so that all your marketing and sales channels contain high-quality product data. It includes how you organize, standardize, and publish your product across each sales channel. Why do you need a Product Catalog? Memorizing information about every product’s features is a difficult task. Making a product catalog and scribbling all the information related to the product helps the sellers and the customers make a purchasing decision. A product catalog template can help you keep track of all your products and the related information. You can use it to have easy access to all the products you have, the ones you have ordered, and those you still need to order. You can easily pull up information about any and all the products you have or sold. You can add images, add notes, and customize it. You can also use a product catalog template to categorize the products according to their build, vendor, or any way you like. Challenges Businesses face in Product Catalog Management and Tracking 1. Involvement of team and stakeholders It often becomes difficult for sales and marketing teams and other stakeholders to collaborate and ensure a smooth product catalog management process. This might lead to serious consequences such as differences in the units of measurement etc.  2. High-quality description & imagery Since there is no streamlined process, it often becomes difficult for businesses to create simplified, easy-to-understand product descriptions and add the right images/files to depict it. They need to consider the customers’ perspectives here.  3. Scope of growth When you are not tracking your product catalog efficiently, it often becomes tough to analyze the gaps in your efforts. This problem multiplies when you are trying to expand your catalog. Stackby’s Product Roadmap template can also be of good use here.  4. Finding the right catalog management tool Many businesses suffer because they are unable to find the right platform where their team can connect and collaborate to work upon the product catalogs, and share it with the right people (clients, vendors etc.)  Stackby’s product catalog template helps overcome all the challenges that businesses often face while creating and managing product catalogs.  How to Fix your Product Catalog Management? 1. Organize the descriptions  If your product attributes are messy, it will become much more difficult to intrigue customers. So, first, you need to ensure that all your team and stakeholders are on the same page. If you are building your own product, check out our Product Launch template.   2. Manage your product data  Make sure all your product data, descriptions, and other related information is organized if you want to expand your product line and business. This way you will be able to identify which strategies have worked in the past.  3. Specify roles and authorization flows  Make sure your team members know their exact roles and responsibilities when changing the product catalog database. This way you can ensure data quality and minimum redundancy.  Who can use Stackby’s Product Catalog Template? Stackby’s Product Catalog template can be used by e-commerce or online business owners, retailers, traders, suppliers, product managers, sales and marketing teams, or anyone who manages the creation and management of product catalogs for a business.  How is Stackby's Product Catalog Template Helpful for You? Our product catalog template can streamline how your team works. It can help you keep track of all your products, their description, features, benefits, price, and more. With this template, you can do the following: Keep a track of all your products, their types, and images. Keep a record of price, color, and size for every product.  Track the inventory for each product such as the number of items available, whether a product is in stock or not.  Add and manage the description of the products. Record the total sale of every product and the number of items sold.  Monitor the clients and dealers for every product  Add and track client details like the order number, order ID, billing address, phone number, product bought, etc.  Track every order detail such as order ID, order date, item name, status, invoice, bill number, price per unit, quantity, total cost, client name, etc.  Track and monitor the dealer details such as name, address, rating, phone number, year established, email, products, price, quantity, invoice, etc.  Other templates you can use along with Product Catalog Template:  Multiple Product CRM Template Product Inventory Template  Product Competitor Analysis Template. Agile Product Planning Template  Product Roadmaps 

Regardless of your project, product or initiative, Stackby can help you manage your entire UX research process. Manage your user feedback and sessions based on your product areas, track sentiments and improve your product or service multi-fold. Try out this free template. Check out more related Templates : Bug Tracker 

An equipment inventory software or template is used to keep track of all the equipment used at either your office or your home. This template can be used to ensure that all the equipment owned by your company is useful and does not need repair or replacement. What is an Equipment Inventory Template? An Equipment Inventory template allows you to keep track of all equipment or machinery used by the company to run its business. This free equipment inventory template can be used to ensure all the available equipment and machinery owned or rented by any company is being used effectively and efficiently.  This template lets you know exactly where certain equipment is present and if it's being used or is sitting idle. This ensures none of the equipment is unaccounted for. Why do you need an Equipment Inventory Template? An Equipment Inventory Template can be used to confirm that the resources, equipment, and machinery of any company are being used effectively and efficiently. It helps to make sure that there is no wastage and duplication of use of any equipment. This Equipment Inventory template keeps a detailed record of where and when the equipment has been used. It makes it easier for the company to track the physical and financial condition of the equipment such as if the equipment is damaged, if they need repairs or replacements, etc. The Equipment inventory template also provides you with complete details about the purchase history and date of purchase. This makes asset management easier and ensures the equipment is getting regular service checks to ensure they operate optimally and do not cost the company more money than it makes. Who is this template for? No matter the size, every company must use this template to organize their equipment and manage them effectively and efficiently systematically. How will Stackby’s Equipment Inventory Template help you? Our free equipment inventory template offers you a complete overview and the ability to manage your equipment in the best possible manner. Along with the name of the equipment and the item number, you are also provided with images to identify them, making it easier for the company to keep track of its resources. Using this template, you would know what type of equipment is being used exactly where within minutes, making the entire process of asset management easier for the company. You are also provided with a column that mentions the equipment's condition, making sure that if the equipment needs a repair or replacement, it is being done on time so that productivity does not diminish.  You also get real-time updates about the whereabouts of your equipment in the “status” column.  Combine all this with the ability to edit and filter the template according to your need freely, and you have one of the best asset management templates at your fingertips to manage the equipment owned by your company. You Will Also Find These Templates Useful: Product Catalog Gallery Asset Management Product InventoryInventory Management

A product launch plan template is necessary to ensure that your product launch is on schedule. Ensure that nothing is left behind, prioritize all the features of your product, and ensure that the whole team is on the same page when it comes to your product launch.  What is a product launch? Product Launch is the process of a company’s united efforts to debut a new product in the market and make it available for the public to purchase. It serves many purposes for the organization, such as brand recognition, expansion, new customer attraction, and more profit earning. Whenever your team is going to launch any product in the market, they will need a plan to follow through. Your product launch plan is going to be a blueprint that not only will keep your team updated about the multiple goals for the product; it will also create a to-do list for the team. Following your product launch plans, your product marketing team will need a checklist to track every task in the product journey. But maintaining a checklist is very tedious if it has to be done separately for every element or activity; this is where the product launch plan template steps in. Why do we need a product launch template? A product launch template will help you in keeping track of every activity regarding the product launch. It will also let you know about the status and every other detail at a glance. Proper communication, setting up clear goals, a strict timeline, and other processes are essential parts of any product launch. However, a lot of teams go on to create a product launch checklist from the start. A product launch template will help you keep all the launch details clear and keep the cross-functional teams connected. It will help you visualize a complete timeline for the product launch and share goals, messages, and keep a tab on the status of work assigned.  You will be able to pull out any details regarding the product launch at any time and analyze it for future use. It makes your work quite accessible and convenient. How to create a product launch roadmap?  1. Do customer research:  Find what your potential customer requires and whether their needs match your plans.  2. Create actionable goals:  Set product goals, sales goals, and marketing goals, and list out the key performance indicators (KPIs) for each.   3. Organize your product launch template:  Visualize your strategy and save time using our product launch template.  What is included in this product launch plan template? We wanted to include a basic framework of product launch in our template so that it can also act as a product plan launch checklist template for you. Our product launch plan template includes three tables:  1. All Features:  This table includes details about the features of the new product. For instance, feature status (in progress/ready, etc.), product leads, product theme, feature description, launch email, press release, and so on.  2. Product Launch:  This table includes details about the product type, its description, features, etc.  3. Monthly Newsletter:  This table includes details of the monthly newsletter published to share updates on the new features added to your product.  How will Stackby’s product launch template help you? The product launch template from Stackby will help you review the overall performance of the new product launch. Using the Product Launch Template, you will be able to: Record all the details of each product or feature launch on a single interface. Add images and documents related to the product to the template itself. Track the feature status in real-time (Ready/ Completed/ In-Progress/ Not Started). Assign a lead to each product. Track the theme of all the products (New Product Launch/ Software Update/ etc.). Store a description of the features. Monitor the target completion and target launch date. Track the launch status of each product or feature. Keep track of the press release, blog post, launch email, support article, ads, and promotions. Track the complexity and value of each launch. You can access the template in the Kanban view as well, which will help you keep track of various products’ status.  You can also access the calendar view to keep track of the important dates regarding the product launch! Who will find this product launch template helpful? This template will be best used by product marketing managers, product launch teams, marketing teams, engineering managers, startups, and SMEs.  The template is completely customizable, and you can categorize the data and filter it accordingly. If you are gearing up for your next product launch, this is the template for you! You will also find these templates useful: Product Roadmap Product Competitor Analysis  Agile Product Planning Template  Product Operations  Bug Tracker  User Research  

Measure your product’s unique value and identify opportunities to attract more customers with Stackby’s Product Market Fit Template. This template is easy to customize, free to use and provides you with a better view of your product’s growth profitability.  What is Product Market Fit? Product market fit is often referred to as ‘product/market’ or ‘product-market’ fit. Product market fit happens when you are serving your target customers with the right product. In simpler terms, if your products are ideal for your market and your customers, you are achieving product-market fit.  Ideally, product market fit is determined using surveys that help you in identifying what your customers actually think of your product or what your new product must contain. Stackby’s product market fit template includes a survey form for the same through which you can conduct a survey for your product. All the answers will be saved in the table in the respective columns.  Why is Product Market Fit Important? 1. Planning a new product:  If you are planning to develop a new product, you must confirm whether people will be willing to pay for it. In other words, you need to determine that your product has enough market to sustain itself and generate profit.  2. Customer-product attachment:  Product-market fit system helps you find out whether your customers are actually liking your product or not. What will happen if you withdraw your product from the market?  3. Relevance of product:  Will your customers recommend your product to anyone? A product market fit survey will help you find whether your product is solving any problem or not.  4. An opportunity for growth:  If you have reached an equilibrium in the journey of your product, a product market fit survey will help you find out the rate at which your customers try the product and buy it or reject and stop using it.  Read more: How to Create a Product Roadmap?  How to measure Product Market Fit?  Measuring product market fit is a combination of quantitative as well as qualitative metrics. For example churn rate, growth rate, market share, word of mouth, media coverage, etc. Here are a few things that you should consider while measuring product market fit: Find if users will switch to your product  Find whether some users who have rejected products similar to your products but are willing to try your product Are customers utilizing all the features of your product How are your retention rates in comparison with your competitors  Do customers understand the value proposition of your product Who can use Stackby’s Product Market Fit System Template?  This template is useful for sales, business development, support, finance, and all other departments that oversee the planning, management, and execution of products in a business. It is also useful for startups, business owners, product managers, and product teams.  How is Stackby’s Product Market Fit System Template Helpful for You? Stackby’s product market fit system template includes a survey form that will help you understand how your customers perceive your product. It helps you gauge your product based on user experience, features, and value proposition. You can do the following with this template: Track the responses for your product market fit survey  Record the sentiments for every response given by customers (not disappointed, somewhat disappointed, very disappointed, etc) Find how you can improve your product Identify which feature, services, or products you are missing Record ratings based on issues resolved for customers Record customer details such as name, email, job title, promoter score, etc Count the survey responses for different aspects of a product such as user experience, features, value proposition, etc  Other templates related to product development and management: Product Roadmap Template   Product Launch Template   Product Competitor Analysis Template   Product Inventory Template   Before you use our Product Market Fit template, make sure you understand how to use Stackby forms. 

What if you could capture the spark of genius and turn it into a blaze of innovation? Imagine a world where every brilliant idea finds its rightful place, fueling your organization's growth and success. Introducing Stackby's Innovation Idea Management Template – your secret weapon to ignite creativity, streamline collaboration, and drive game-changing breakthroughs. With this powerful template at your fingertips, you'll harness the full potential of your team's brilliance and unlock a world of endless possibilities. It's time to break free from the confines of ordinary thinking and embark on a journey of extraordinary innovation. Let's delve in! What is Innovation Idea Management? Innovation idea management is the systematic approach of collecting, evaluating, and implementing ideas to foster innovation and drive business growth. By effectively managing ideas, organizations can tap into the creativity and insights of their teams, resulting in breakthrough solutions and competitive advantages. What is the Central Idea? Central Idea plays a crucial role in the innovation process. It represents an idea's core concept or vision and serves as a guiding principle for its development. With our template, you can capture and define the central ideas that drive your innovation initiatives, ensuring clarity and focus throughout the execution. Importance of Idea Innovation In today's competitive landscape, idea innovation is pivotal in driving business growth and staying ahead of the curve. It enables organizations to identify new opportunities, solve complex problems, and create unique customer value propositions. Our template provides a structured framework to foster idea innovation, allowing you to nurture a culture of creativity and problem-solving within your team. Why Do You Need Main Idea Worksheets? Main Idea Worksheets are essential tools for organizing and refining ideas. They allow you to break down complex concepts into crucial elements, identify critical components, and map out a clear path for execution. Our innovation template includes Main Idea Worksheets to help you streamline the ideation process and transform abstract ideas into actionable plans. A Brief Overview of Stackby's Innovation Idea Management Template According to a recent survey , a majority of global CEOs (57%) recognize the significance of cultivating a conducive culture that nurtures and encourages innovation, considering it a vital element for achieving successful innovation. From idea collection and evaluation to tracking progress and implementation, Stackby's Innovation Idea Management Template empowers teams to drive innovation effectively. Who is This Innovation Idea Management Template for? This template is ideal for businesses of all sizes, from startups to established enterprises, looking to streamline their innovation processes. It is a valuable resource for innovation managers, product development teams, and anyone involved in driving organizational growth through idea innovation. Why Do You Need Stackby's Innovation Idea Management Template? Centralize and organize ideas in one place for easy access and collaboration. Evaluate and prioritize ideas based on predefined criteria and strategic goals. Track the progress of each idea, assign responsibilities, and set milestones. Generate insightful reports and visualize the innovation pipeline. Advance a culture of innovation and empower teams to contribute their ideas. Table Included in Our Innovation Idea Management Template Initiatives: This table helps you to track and manage various innovation initiatives, including their descriptions, status, etc. Leads: It allows you to capture details of individuals leading each initiative, including their roles, and responsibilities. Areas: With its aid, you can categorize ideas into different areas or themes to facilitate organization and analysis. You can further link two different tables by utilizing the link column type. For example, you can create a link column in the initiatives table that establishes a connection to the leads table. You can easily track and manage the responsible individuals driving the innovation projects by linking each initiative to the corresponding lead. In addition to the link Column Type, our Innovation Idea Management Template supports other link-up types like lookup and aggregation, providing further flexibility and functionality. Ways to Customize Our Innovation Idea Management Template Integrate external APIs to import and sync data with other platforms. Personalize fields, columns, and formulas to align with your unique innovation management processes. Implement automation and triggers to automate repetitive tasks and save time. Create custom notifications and alerts to stay updated on significant changes and milestones. Ready to Transform Your Innovative Sparks into Roaring Success? Our Innovation Idea Management Template is your key to unlocking the full potential of your ideas. Sign up on Stackby today and experience a seamless and efficient approach to idea innovation and management!Checkout more related Templates :Product Roadmaps 

How Stackby's NPS Survey Template helps you ? As customer feedback is important for a company to know how much the customers like its product, it is also important to know how your customers perceive it. An NPS survey is done to know exactly this. NPS score gives you an idea about the customer experience and tells you how liked your company or product is among people. But keeping track of so much customer feedback and their reviews can prove to be very overwhelming. That’s where our NPS Survey Tracker Template comes in.  An NPS survey tracker template will ease down your work by keeping track of all the respondents and their feedback at the same place and making it easy for you to manage them all. Why do we need an NPS Survey Template? NPS stands for Net promoter Score. It is a metric used in the customer experience programs. Many companies use NPS to know how their customers perceive them. An NPS survey is done by asking just a single question; ‘’How likely are you going to recommend our product/company/brand to someone else?‘’ The customers give their answers by giving ratings from 0 to 10 and, according to their response, fall into one of these three categories: Promoters: These provide a rating of 9-10 and are typically loyal customers who tend to promote the brand by word of mouth. Passives: They respond with a rating of 7-8 and are satisfied customers, but they are not satisfied enough to be considered promoters. Detractors: These are the people who give ratings from 0-6 and are unhappy with the company’s product or services. These customers are likely to discourage others from buying from your company. An NPS survey template will allow you to do surveys and keep track of all the respondents and the percentage of each respondent’s category to calculate the score. You will have the benefit of easy customer experience management. How can Stackby’s NPS Survey Template help you? Stackby’s NPS survey template will enable you with easy handling of the data about the customer’s feedback and manage them all with ease. You can conduct surveys with the template and then get the response recorded in the template itself. You can categorize the data the way you want and then customize it according to your liking. Moreover, you can add in another question if you like in a separate column. Use this survey template for the best customer experience management. Manage data categorically such as NPS survey, scores received customer category, and NPS score and manage them all in one place. It is free to use and simple to understand and operate. You can make an account on Stackby or use an existing one. Know your NPS score without working too hard on analyzing the responses separately using our NPS survey template.Checkout other related Template :Sprint Planning User Research  

Every organization must keep a track of all its assets. Whether you are running a business expanding to multiple locations, your employees are working from remote locations, or you have multiple offices in different locations, you need an asset tracker to manage, organize and monitor your assets. Stackby’s free-to-use, custom asset tracker template can solve all your problems and make this process much easier for you.  What is Asset Tracker?  An asset tracker is a tool that helps you monitor the physical location and status of movable and fixed assets in an organization. For example, office furniture, electronic devices, stationeries, all can be considered as valuable assets for an organization. Every business incurs a certain cost on buying and maintaining assets and therefore it must keep track of them.  Stackby’s asset tracker tool helps ensure that the movement of assets is strictly controlled thereby preventing loss and improving customer service and business operations.  Why do Businesses need to Automate Asset Tracking Systems?  Manual asset tracking methods include many challenges such as: You have to manually enter all the information and update the records every day. The operations team often has to rely on finance teams for the purchase details of assets. Assets cannot be scanned using barcodes which means more chances of errors in entering data. Manual tracking methods often lead to redundancy and inefficient tracking.  Read more: Why you should ditch Spreadsheets to Scale your Business  If you are still depending on spreadsheets for keeping a check on your company assets, your operations team is underperforming. It is time to boost their productivity by giving them an automated asset tracking system.  Collaboration: Manage all your assets from different locations in one place with the Stackby asset tracker template.  Automation: Use Stackby’s barcode scanner column type and keep an automated record of your company assets.  Vendor Details: Manage your vendor list to keep a track of which asset was bought from which vendor.  Purchase Details: Store all the purchase details for every asset so that you do not exceed your company budget. Read more: Barcode Column Type in Stackby  What are the Benefits of using an Asset Tracker?  Reduced operational costs: You can monitor assets round the clock and in-real time thereby streamlining your operational process and costs. AccessibilityYou can ensure fast verification, disposal, and acquisition of assets with an easy-to-use asset tracker system. Security: You can find the exact location of an asset of your company at any time. This will help you protect your assets from theft or fraud. Management: You can easily adjust company records when an asset is transferred from one department or location to another.  Stackby’s asset tracker template enables businesses to store, manage and coordinate all the asset data in one place, thereby making it easier for operations teams to collaborate on the asset management tasks. It is free to use and can be easily customized according to your asset management requirements.  Who can use Stackby’s Asset Tracker Template?  This template can be used by business owners, administrative departments, operations teams, operations managers, IT departments, and any other authority responsible for managing assets in an organization.  How is Stackby’s Asset Tracker Template Helpful for You?  Stackby’s asset tracker template includes three tables for managing your assets, vendor details, and purchase details respectively. With this template, you will be able to do the following: Maintain a record of every physical asset owned by the company with the asset name and code Tracking the type of asset owned by the company (furniture, office equipment, stationeries, etc) Store an image of each asset  Record the details of the asset such as manufacturer, model name, and price Track the vendor details for various assets of the company such as  vendor name, address, city, state, and total assets Track the purchase details for every asset such as purchase date, status (completed, order shipped, etc), order type, price, invoice, etc Other asset management templates for better productivity: Sales Asset Management Template Marketing Asset Management Template Digital Asset Management Template Product Operations Product Catalog