Streamline your e-commerce operations with our CRM template designed for tracking customer orders, managing inventory, and optimizing marketing campaigns. Perfect for online stores seeking to enhance customer satisfaction, boost sales, and improve overall efficiency.
What’s included
- Accounts Board - This board helps e-commerce businesses manage detailed information about their corporate accounts. It includes columns for storing essential data like company names, domains, contacts associated with the accounts, industry types, descriptions, number of employees, headquarters locations, and company profiles. By organizing all this information in one place, businesses can easily access and update account details, facilitating smoother communication and relationship management.
- Leads Board - The leads board is designed to streamline the process of tracking potential customers. It includes columns for lead names, status updates, creating contacts, company names, titles, emails, phone numbers, last interactions, and active sequences. This comprehensive tracking system helps businesses nurture leads effectively, ensuring no potential sale falls through the cracks.
- Contacts Board - This board organizes all contact information, making it easy to manage relationships with individuals connected to various accounts and deals. Columns include names, emails, phone numbers, titles, types, priority levels, comments, company names, and associated deals. By centralizing contact data, businesses can maintain a clear overview of interactions and prioritize communication efforts based on contact importance.
- Deals Board - The deals board is crucial for tracking the progress of sales opportunities. It features columns for deal names, stages, owners, deal values, associated contacts and accounts, expected close dates, close probabilities, forecast values, last interactions, and quotes & invoices. This board enables businesses to monitor deal stages and values, forecast potential revenue, and ensure timely follow-ups to close sales efficiently.
- Orders Board - This board manages order information, keeping track of customer purchases. Columns include order names, order IDs, customer names, order dates, status updates, total prices, and payment methods. By systematically organizing order details, businesses can streamline order processing, monitor payment statuses, and ensure timely fulfillment of customer purchases.
- Inventory Board - The inventory board is essential for managing stock levels and locations. It includes columns for item names, SKUs, quantities, locations, restock dates, statuses, and supplier information. This board helps businesses maintain optimal inventory levels, track stock locations, schedule restocks, and manage supplier relationships, ensuring product availability and efficient inventory management.
- Annual Target - This dashboard helps e-commerce professionals track their progress toward yearly revenue goals, providing a clear view of sales performance over the long term, and identifying trends and patterns that impact annual targets.
- Monthly Target - Professionals can monitor monthly sales targets and ensure they are on track. This dashboard is crucial for managing short-term goals and making necessary adjustments to meet monthly objectives.
- Average Deal Value - Understanding the average value of deals helps e-commerce businesses optimize pricing strategies and improve sales tactics to increase the overall value of transactions.
- Active deals - Forecasted Revenue - This dashboard provides insights into expected revenue from active deals, enabling e-commerce professionals to forecast future income and plan inventory and marketing efforts accordingly.
- Deal status distribution - It shows the current status of all deals in the pipeline, helping teams identify bottlenecks and improve workflow efficiency to move deals forward.
- Actual Revenue by Month (Deals won) - Tracking actual revenue from won deals on a monthly basis helps evaluate performance against targets and adjust strategies to boost sales.
- Pipeline conversion - This dashboard offers insights into the conversion rates at different stages of the sales funnel, allowing e-commerce businesses to identify weak points and optimize the pipeline for higher conversions.
- Activity tracker - Monitoring sales activities helps ensure that teams are engaging with leads and customers effectively, providing a comprehensive view of all interactions and efforts.
- Forecasted Revenue by month - Forecasting monthly revenue helps in planning budget and resources allocation, ensuring that the business is prepared for expected sales volumes.
- Forecasted Revenue by Stage - This dashboard breaks down forecasted revenue by sales stage, allowing professionals to understand potential income at various points in the pipeline.
- Deals Stages by Rep - It provides insights into how individual sales reps are performing at different stages of the deal process, helping managers to identify high performers and those who may need additional support.
- Deal Progress based on Month Added - Tracking deal progress based on the month they were added helps in understanding the timeline of sales cycles and the efficiency of the sales process.
- When new email arrives → Notify item subscribers with a message - This automation ensures prompt communication within the sales team when a new email arrives, facilitating quick responses and engagement with potential customers.
- When an email is opened → Notify item subscribers with a message - Notifying team members when an email is opened helps track customer interest and allows for timely follow-up actions.
- When 'Create a contact' is clicked → Move the item to the Contacts board - Automating the movement of new contacts to the appropriate board streamlines the process of contact management, ensuring that new leads are organized and easily accessible.
- When a lead is created → Set its status to 'New Lead' - Automatically setting the status of new leads ensures consistency and clarity in the pipeline, helping sales teams prioritize and manage new opportunities.
- When an activity/email is created in Emails & Activities → Update the 'Last interaction' date - Keeping track of the last interaction date ensures that sales teams have up-to-date information on customer engagement, aiding in timely follow-ups and maintaining customer relationships.
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