Efficiently manage constituent relationships, streamline government workflows, and enhance public service delivery with our Government CRM solution. Tailored for public sector needs, this template supports case management, citizen inquiries, and compliance tracking.
What’s included
- Accounts - The Accounts board is essential for government agencies to manage comprehensive information about various organizations. It includes columns for Name, Domain, Contacts, Deals, Industry, Description, Number of employees, Headquarters location, and Company profile. This board helps track all relevant details about each account, enabling efficient oversight and coordination of interactions and deals with different entities.
- Leads - The Leads board is designed to streamline the management of potential partnerships or collaborations. It features columns like Name, Status, Create a contact, Company, Title, Email, Phone, Last interaction, and Active sequences. This board allows government officials to monitor the status of each lead, ensuring timely follow-up and effective communication with potential partners or stakeholders.
- Contacts - The Contacts board centralizes all contact information, making it easy to manage relationships with various stakeholders. Key columns include Name, Email, Accounts, Deals, Deals value, Phone, Title, Type, Priority, Comments, Company, and Activities. This board helps government agencies maintain organized records of all contacts, track their interactions, and prioritize communication based on importance and urgency.
- Deals - The Deals board is crucial for tracking and managing negotiations and agreements with different organizations. It includes columns such as Name, Stage, Owner, Deal Value, Contacts, Accounts, Expected Close Date, Close Probability, Forecast Value, Last interaction, and Quotes & Invoices. This board provides a clear overview of the status and value of each deal, helping government officials to forecast outcomes and ensure successful closures.
- Activities - The Activities board helps manage and track various tasks and engagements. It features columns for Name, Activity Type, Owner, Start time, End time, Status, and Related item. This board ensures that all activities are accounted for, assigned to the appropriate personnel, and completed on time, thereby enhancing the efficiency and productivity of government operations.
- Annual Target - This dashboard helps government professionals track their yearly objectives, ensuring they are aligned with long-term strategic goals and public service commitments.
- Monthly Target - Provides a close-up view of monthly performance against targets, allowing for timely adjustments to meet annual goals.
- Average Deal Value - Useful in understanding the financial impact of government contracts and grants, supporting budgetary planning and resource allocation.
- Active deals - Forecasted Revenue - Helps forecast incoming funds from active projects, aiding in financial planning and ensuring budgetary constraints are met.
- Deal status distribution - Offers insight into the progression of various government projects, helping to identify bottlenecks and streamline processes.
- Actual Revenue by Month (Deals won) - Tracks the actual funds received from won deals, essential for financial reporting and accountability.
- Pipeline conversion - Measures the efficiency of converting opportunities into successful projects, key for performance evaluation and improvement strategies.
- Activity tracker - Monitors the engagement and actions taken by government staff, promoting accountability and transparency.
- Forecasted Revenue by month - Projects monthly revenue from ongoing deals, aiding in future financial planning and ensuring fiscal responsibility.
- Forecasted Revenue by Stage - Breaks down expected revenue by project stages, helping to manage expectations and allocate resources effectively.
- Deals Stages by Rep - Tracks the performance of individual representatives in managing deals, useful for performance reviews and training needs.
- Deal Progress based on Month Added - Evaluates the progress of deals since their inception, helping to identify trends and improve project timelines.
- When new email arrives → Notify item subscribers with a message - Ensures timely communication within government teams, enhancing collaboration and response times for public inquiries or project updates.
- When an email is opened → Notify item subscribers with a message - Notifies stakeholders when important communications are read, ensuring follow-up actions are taken promptly.
- When 'Create a contact' is clicked → Move the item to the Contacts board - Streamlines the process of managing contacts, maintaining an organized and up-to-date directory of government stakeholders.
- When an lead is created → Set its status to 'New Lead' - Automatically categorizes new leads, ensuring they are promptly addressed and followed up on by the appropriate team.
- When an activity/email is created in Emails & Activities → Update the 'Last interaction' date - Keeps track of the latest interactions with stakeholders, promoting transparency and ensuring all communications are up-to-date.
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