Customer Success Management Template

User story mapping is one of the main marketing strategies that help the company simultaneously improve its customer interaction and its products. The company needs to pay attention to customers' reviews if they want more engagement and more sales. Thus, Stackby makes it easier for businesses to reach out to their users for feedback for better product development with the User Story Mapping Template.  How will the Stackby User Story Mapping Template help your business? This template records the feedback of the customers who have tried out the products and services of the company. This allows the firm to make alterations in their output according to the demands of their customers.  The Stackby user story mapping template helps the firm improve customer interaction, while constructive criticism helps the firms improvise in their products and CRM strategies. The template allows the user to arrange the data collected based on the necessity as well.  The creation and maintenance of the user story also encourage other engagers to buy the company’s products in good faith.  Building this user story and its management increases employee efficiency since they understand their customers better and thus improve their work quality. Who will be finding this User Story Mapping Template useful? Product managers in marketing firms will be finding this template extremely useful. It will also prove beneficial for companies selling software products since they would have to develop the products according to the customer demands.Checkout Related Templates :Project Planning

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?  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.  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.  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.

Employees form the biggest and most important asset of any company. Since they are responsible for all the work, the success of your company is on their shoulders. They are the building blocks that workday in and day out to construct your company from the ground up.  In an increasingly competitive market, hiring and retaining the best talent is essential for your business. How are you supposed to keep track of all your employees and their information in the best possible way? This is where an employee directory comes in! What is an Employee Directory Template ? Put in simple words; an employee directory is the central repository of every single detail about each employee in the company. Starting from the date of birth, contact details to the name of their supervisor, it stores and regularly updates all employee-related information. 5 Steps to Follow Employee Directory Template ? Customise Your Directory: Tailor the template to fit your organisation's specific needs by adding or removing fields as necessary. Include essential information such as employee names, contact details, department, position, and any other pertinent details. Streamline Your Data Entry with Forms: Utilise forms to simplify data entry. This can help ensure consistency and accuracy in the information collected. Forms can also be used to update existing information, making it easier to keep the directory current. Customise Directory Access for Better Access and Privacy: Implement access controls to ensure that only authorised individuals can view and edit specific sections of the directory. Balance transparency with privacy considerations, making sure sensitive information is protected. Automate Important Reminders: Set up automated reminders for key events, such as employee birthdays, work anniversaries, or certification renewals. Automation can help ensure that important dates are not overlooked and that the directory stays up-to-date. Integration with Project Managers: Integrate the employee directory with project management tools to enhance collaboration and streamline communication within teams. This integration can facilitate the assignment of tasks, tracking of project progress, and overall project management efficiency. Why is it essential to create and maintain an employee directory ? Is it worth dedicating your time and resources towards the upkeep of an employee directory? Yes! Here’s why! Updated contact details of employees ensure seamless communication and can help prevent future communication gaps. Medical and emergency contact details can prove to be useful, especially in emergencies. Department wise segregation allows you to monitor the current strength of each department. Details of the supervisor of each employee increase accountability in the company. The duration of stay of each employee allows you to analyze overall employee satisfaction. Keep track of employee appraisal. You can add more benefits to this list!  As an owner or manager, it is your responsibility to record and regularly update all the requisite details of employees of each department. Are you facing difficulty managing all the details? Stackby is here to your rescue! With our Employee Directory Template, keep track of your employee list and information on a single platform! Why should your business adopt an employee directory template ? Efficient Information Management: Helps in centralising and organising employee information, making it easily accessible and reducing the time spent searching for details. Improved Communication: Facilitates communication within the organisation by providing quick access to contact information, which is crucial for collaboration. Enhanced Privacy and Security: Allows for customization of access controls, ensuring that sensitive information is protected and only accessible to authorised personnel. Streamlined HR Processes: Simplifies HR processes such as onboarding, tracking employee progress, and managing personnel changes. Automation for Time-Saving: Automating reminders and updates saves time and ensures that the directory is always current. Tips & Tricks Regularly update the directory to reflect any changes in employee information. Encourage employees to review and update their own information regularly. Provide training on using the directory to ensure widespread adoption. How to use the Employee Directory Template by using Stackby ? Stackby is a collaborative workspace tool that combines the flexibility of spreadsheets with the power of databases. Create a new "Employee Directory" stack and customise it according to your needs. Use different column types for various information (text, date, dropdown, etc.). Leverage Stackby's features like forms, automation, and integrations for a seamless employee directory management experience. Using Stackby’s Employee Directory Template, you can: Record the list of employees in the entire company or organization. Divide the employee into a different department on the same interface.  Store the current job title of each employee. Record the date of joining and the total number of years in the company. Record the current supervising officer of each employee.  Track the last and next appraisal date. Store relevant medical information including, but not limited to, blood group, disclosed allergies, emergency contact person, and relation to the given contact. Store a photo of each employee. Record the educational qualifications of your employees.  Store updated contact information, including phone number, residential address, and email address used. Record the benefits available to each employee, such as EPF, gratuity, paid leave, group insurance, dental, and conveyance. Monitor and regularly update all information as and when necessary. Our directory template will help you manage your employee information most efficiently with minimal effort and hard work. If you're tracking your job applicants, check out this easy to adopt Applicant Tracker template. Checkout more related Template : Agency Talent Management Template Employee Onboarding Form & Onboarding Template Employee Feedback tracker Template Employee Performance Management Employee Feedback Form

Workforce planning template allows you to align your company's goals with human capital and tells you what will it take to crush your goals.  Manage your employee directory, departments and projects in this easy to use workforce planning 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  

Public Relations is the management of the communication or the flow of information between an organization or individual and the public so that it reaches the customers the way you want and changes their perception. When you must maintain client information for PR purposes, whether you are doing it for an individual or an organization, the number of tasks you need to do and the plethora of information you must maintain, and the track is too much. Keeping up with every task and remembering every piece of information can be a bit too much. A PR tracker will help you out with this and make you productive by maintaining and keeping track of all the information for you in a single platform.   Why do we need a PR Tracker Template? A public relation tracker template is used to keep track and to manage the PR tasks and projects. Whether you must manage multiple clients or a PR manager, a PR tracker will help you monitor all your PR tasks on a single platform. You can include your publication links, keep track of your client's contact details, and organize your information to ensure your PR efforts are as smooth as possible.  With a professional PR tracker that keeps all your PR related information stored safely and tasks organized, you will become more efficient and productive.  You can also collaborate with other team members by sharing the template so that all of the people responsible for client management are on the same page. You will be able to pull out any information conveniently and analyze it for future use. It is very effective and easy to use with easy accessibility anytime.  Who will find PR tracker template useful? This template will be useful for PR agencies, PR managers, marketing teams, business owners & SMEs.  How will Stackby’s PR Tracker Template help you? With Stackby's PR tracker template, you will be able to track and organize all the PR information you need to manage in a single platform and save an immense amount of time.  With the PR Tracker Template, you will be able to: Track all your targets in one place.  Record the phone number and email address in each case.  Track the contact person assigned to each target.  Track the status of the communication (Reached Out/ Follow Up/ Closing/ Rejected). Record the agenda in each case (Marketing/ Sales/ Advertisements/ Funding/ etc.). Store the details of the pitch for each client. Monitor the date of the initial contact and last catch-up.  Track the total targets allotted to each contact person. You can also store their contact details here in the pr tracker template. It is quite easy to update the PR tracker template and add your details manually by your own hands or by uploading an existing excel sheet. You can then categorize it the way you want.  Checkout more related Templates : Product Competitor Analysis Applicant Tracker Employee Directory

With new companies emerging by the hour and achieving success, the competition for any available market is bound to increase rapidly. Competition drives innovation and creativity and gives you that extra push that’s needed to boost sales and revenue. There is no field or aspect of business that has been left untouched by competition. What is competitor research and analysis? When you identify, analyze, and research your competitor’s products, business plans, and marketing strategies, it is called competitor analysis. Before we move any further, let’s understand its importance. Why is competitor analysis critical? In the current market climate, you won’t find a single successful company that hasn’t devoted a significant portion of its product competitor analysis resources. The question is, why? Competitor analysis is critical as it: Determines the strengths of your competitor’s product. You can use this information to analyze and improve your product. Points out the weaknesses of the same, giving you an edge over your competitor. It helps you estimate your sales and returns by keeping track of the various players in the market. Allows you to research and eventually adopt the best practices in every aspect of the business by analyzing your competition strategies. It gives you an idea of the current and upcoming marketing trends to plan and implement your business accordingly. Competition can be both direct and indirect. Regardless of the type of competition or the size of your business, it is clear that no company can afford to ignore the numerous advantages associated with competitor analysis. However, with an expanding market and companies stepping up to conquer it, keeping track of all your competitors can be quite a hassle. That’s why we’re here. Our Product Competitor Analysis Template, also known as competitive analysis template, helps you to: Record detailed information of all your competitors on a single platform.  Store the website URL of your competitor for future use. Track the products launched by each competitor and the average price associated with each product for comparison. Store the type of each product. Keep detailed records of the strengths and weaknesses of each product. Track the marketing strategies and channels associated with each for all your competitors. Monitor the popularity of your competitor’s product. Create a checklist to understand which features are associated with which competitor’s product. Track the number of competitors for each type of product. Monitor, track, and update the details regularly. Stay ahead of the curve by keeping an eye out for the competition effortlessly with our Product Competitor Analysis Template. Things you should include in the Competitive Analysis Template ? Company Information : Company name, size, location, and history. Key leadership and organisational structure. Financial performance and stability. Product Information : Detailed description of products or services offered. Unique selling propositions (USPs). Pricing strategies. Market Information: Target market and customer demographics. Market trends and dynamics. Regulatory factors affecting the market. SWOT Analysis: Strengths, weaknesses, opportunities, and threats for both your company and competitors. Competitive Advantage : Identify and analyse what sets your company apart. Assess competitors' advantages and how they position themselves in the market. How to Find Market Information for your Competitor Analysis Template ? Industry Reports: Access industry reports from reputable sources. Look for market trends, growth projections, and key players. Financial Reports: Analyse competitors' financial statements for insights into their financial health. Look for revenue, profit margins, and any patterns in financial performance. Customer Reviews and Feedback: Explore online reviews and feedback to understand customer satisfaction. Identify common strengths and weaknesses mentioned by customers. Social Media and Online Presence: Monitor competitors' social media profiles for engagement and sentiment. Assess their website, content, and online marketing strategies. Networking and Industry Events: Attend industry conferences, trade shows, or networking events. Gather information about new products, partnerships, or strategies. How to Use Competitor Analysis Template using Stackby Sign up for Stackby: Create an account on the Stackby platform. Choose or Create a Template: Use a pre-existing Competitor Analysis Template or create a new one from scratch. Customise Fields: Modify the template to include specific fields relevant to your industry and business needs. Input Data: Enter data for each competitor, including company information, product details, and market insights. Collaborate and Update: Share the document with your team for collaboration. Regularly update the information as the competitive landscape evolves. Integrate Tools: Stackby allows integration with other tools. Consider integrating data sources or tools for real-time updates. Analyse and Make Decisions: Utilise the data in the template for analysis. Make informed decisions based on the insights gathered. Remember, the key to an effective Competitive Analysis Template is keeping it up-to-date and leveraging the insights gained to refine your business strategy. Check out other related Template :Agile Product Planning Template Sprint Planning Product RoadmapsUser Research 

In this ever-changing world, new and creative products are entering the market every day. To keep up with the current trends and maximize their revenue and profit, companies need to continuously adjust and adapt their products and services according to customers’ requirements and demands everywhere. Companies design and develop new products with added features to attract new customers and retain potential customers. So, the question arises. How do companies do that? The answer lies in product planning. Product planning is the process of searching and developing new ideas for a product, sorting out the best and profitable ideas, planning their development, converting them into actual products, and introducing them in the market after extensive marketing campaigns. This means creating a product roadmap to follow.  What is product roadmap & planning? Product planning is not the sole responsibility of one person. It requires intricate planning and seamless coordination between multiple departments of the company. The process of product planning is a continuous and dynamic one. Therefore, the process requires a tool that can keep up with the task and our Product Roadmap template is ideally equipped for the job.  During the initial stages, each step is carefully planned and allocated to different teams according to the company’s overall goal and objective. From research and development to customer service, the success of a product is dependent on the proper functioning of each department. To plan and create a product, a company formulates an overall high-level strategy called a theme. To execute this plan, it is broken down into multiple additional steps or epics, which are small strategic plans themselves. Each epic is further broken down into user stories, representing a small unit of development work that allows a user to complete a task or goal in the product. Epics, themes, and stories are used to classify the amount of work in a product planning endeavor. A particular epic has one common objective. It could be a feature, business requirement, or customer request. In other words, it is a placeholder for a required feature. An epic takes more than one sprint to complete. If there are multiple user stories with the same focus area, product planners create an epic and attach the stories to a particular epic. All of this is recorded via a product roadmap.  Who can use a Product Roadmap template? This template is ideal for entrepreneurs, product managers, business managers, strategic heads, marketing managers and more to keep track of company's product roadmap, goals and milestones. Things to consider when using Product Roadmap Template Product Roadmap template is inspired from Agile Software Development Process where the product development is managed across sprints, features, epics, stories and releases. This template ensures how your features/stories and sprints are moving and making sure your product releases are on track and product goals are being on time for other stakeholders in your team to act. Why use a product roadmap template? Keeping track of the multiple stages of product development is a time-consuming and challenging task. Looking for a product roadmap template to make your job easier? Well, don’t worry! Stackby is here to your rescue. We have created a state-of-the-art Product Roadmap Template to assist you with your product plan. With this product roadmap template, product development will now seem like a walk in the park. Using Stackby’s product roadmap template, you will be able to: Track your product planning roadmap and milestones on a single interface. Record each epic created and attach a description and the corresponding story. Track each story and attach an ID to the same. You can also track its current status.  Monitor the start date and end date of each sprint in the product development stages and its current status. Use the template’s in-built calendar to monitor the releases. Record the planned and actual release date.  Monitor and update all the details of your product planning process with this product roadmap template.  Some Stackby's Product Related Templates: Agile Product Planning Template  Sprint Planning  Product Planning Template   Bug Tracker  User Research 

Social Media Analysis template 

Organize your tasks on what's important and not just on what's urgent with this effective Eisenhower matrix template.