About this template

Optimize your social media efforts with this CRM template, designed to streamline content scheduling, track engagement metrics, and manage influencer collaborations. Perfect for social media managers aiming to enhance their online presence and engagement.

What’s included

Boards

Accounts Board - This board helps manage all company accounts by centralizing essential information such as the company name, domain, contacts, deals, industry, employee count, headquarters location, and company profile. It ensures that social media managers can easily track and access vital data, facilitating better account management and fostering strong relationships with each company.
Leads Board - The Leads board is designed to streamline the lead management process. It helps track the status of each lead, create new contacts, and maintain up-to-date information including the company they are associated with, their title, email, phone number, and last interaction. This board ensures no lead is overlooked and helps convert leads into valuable clients.
Contacts Board - This board efficiently organizes all contact information, linking contacts to their respective accounts and deals. It includes columns for contact details, title, priority status, comments, and related activities. This ensures that social media managers have a comprehensive view of all interactions and can prioritize contacts based on their importance and engagement level.
Deals Board - The Deals board is crucial for tracking the progress of deals through various stages. It includes columns for deal name, stage, owner, value, associated contacts and accounts, expected close date, close probability, and forecast value. This board helps social media managers manage and forecast revenue, ensuring that deals are progressing smoothly and targets are met.
Campaigns Board - This board helps organize and track social media campaigns by detailing the campaign name, type, start and end dates, budget, status, and target audience. It ensures that campaigns are well-planned, executed on time, and within budget, ultimately contributing to effective social media marketing strategies.
Social Posts Board - The Social Posts board is designed to manage and monitor all social media posts. It includes columns for the post name, platform, post date, content, status, engagement metrics, and links. This board ensures that each post is tracked for performance, allowing social media managers to optimize content strategies and maximize engagement.

Dashboards & Reports

Annual Target - Helps social media professionals track long-term goals and overall performance for the year, ensuring alignment with annual revenue and engagement targets.
Monthly Target - Provides a monthly breakdown of targets, allowing professionals to monitor short-term progress and make adjustments to campaigns and strategies to meet monthly objectives.
Average Deal Value - Tracks the average value of deals closed, helping professionals evaluate the effectiveness of their partnerships and sponsorship deals.
Active deals - Forecasted Revenue - Displays active deals and their forecasted revenue, aiding professionals in predicting future income and planning resource allocation accordingly.
Deal status distribution - Shows the current status of all deals, providing insights into which stages require more attention and identifying potential bottlenecks in the sales process.
Actual Revenue by Month (Deals won) - Tracks revenue from won deals on a monthly basis, allowing professionals to assess financial performance and measure the success of marketing efforts.
Pipeline conversion - Visualizes the conversion rates through different stages of the pipeline, helping professionals optimize their strategies to increase the likelihood of closing deals.
Activity tracker - Monitors all activities related to deals, ensuring timely follow-ups and maintaining engagement with prospects.
Forecasted Revenue by month - Provides a forecast of expected revenue month-by-month, assisting professionals in predicting future performance and making informed strategic decisions.
Forecasted Revenue by Stage - Breaks down forecasted revenue by the stage of the deal, helping professionals identify which stages contribute most to potential revenue and focus efforts accordingly.
Deals Stages by Rep - Displays deals by their stages and assigned representatives, ensuring accountability and enabling managers to track individual performance and provide targeted support.
Deal Progress based on Month Added - Tracks the progress of deals based on the month they were added, allowing professionals to monitor the velocity of deals and identify seasonal trends.

Automations

When new email arrives → Notify item subscribers with a message - Ensures that team members are promptly informed of new communications, facilitating quick responses and maintaining engagement with clients and prospects.
When an email is opened → Notify item subscribers with a message - Alerts team members when an email is opened, allowing them to follow up at the right time and maintain momentum in communications.
When 'Create a contact' is clicked → Move the item to the Contacts board - Streamlines the process of adding new contacts, ensuring they are properly categorized and easily accessible for future interactions.
When a lead is created → Set its status to 'New Lead' - Automatically updates the status of new leads, ensuring they are promptly recognized and managed within the CRM system.
When an activity/email is created in Emails & Activities → Update the 'Last interaction' date - Keeps track of the most recent interactions, ensuring that professionals can maintain timely and relevant communication with clients and prospects.

Frequently asked questions

How can this template help me schedule and manage social media posts?

This template allows you to create a content calendar, schedule posts across various platforms, and monitor their performance, ensuring timely and consistent content distribution.

How does this CRM template assist in tracking social media engagement metrics?

The template includes columns and boards for tracking likes, shares, comments, and overall engagement rates, helping you analyze the effectiveness of your social media campaigns.

Can this template help me manage influencer collaborations?

Yes, it provides tools to track influencer partnerships, monitor their performance, and manage communication, ensuring successful collaborations and ROI.

How can I use this template to monitor brand mentions and sentiment on social media?

The template includes features for tracking brand mentions and sentiment analysis, allowing you to stay on top of public perception and react promptly to feedback.

How does this CRM template support social media advertising campaigns?

You can manage and track the performance of your social media ads, including impressions, clicks, and conversions, helping you optimize your ad spend and strategy.

Can this template help me organize user-generated content for my social media channels?

Yes, it includes sections for collecting and organizing user-generated content, making it easy to find and share authentic content from your audience.

How can this CRM template assist in coordinating social media team activities?

The template provides collaboration tools to assign tasks, track progress, and manage deadlines, ensuring your social media team works efficiently and cohesively.