When design teams hit tech roadblocks, projects stall. This IT support CRM template for architecture firms organizes tickets, service requests, and approvals in one place. Automations route issues to the right specialist, while SLA dashboards track resolution times. Teams get back to designing faster, while leadership sees exactly where support resources are being spent.
What’s included
- Accounts Board - This board helps IT support specialists in the architecture industry manage and organize critical information about client accounts. Columns such as 'Name', 'Domain', and 'Industry' provide easy access to essential details, while the 'Contacts' and 'Deals' columns enable seamless tracking of associated contacts and deals. The 'Description' and 'No. of employees' columns offer comprehensive insights into the company's profile, aiding in better client management and support.
- Leads Board - The leads board is crucial for tracking potential clients and their status within the sales funnel. By utilizing columns like 'Name', 'Status', and 'Company', IT support specialists can efficiently monitor lead progress. The 'Create a contact' button streamlines the process of adding new contacts, while 'Last interaction' and 'Active sequences' ensure timely follow-ups and engagement.
- Contacts Board - This board is designed to manage and organize contact information effectively. Columns such as 'Name', 'Email', and 'Phone' provide quick access to vital contact details. The 'Accounts' and 'Deals' columns facilitate linking contacts to relevant accounts and deals, ensuring cohesive management. Additionally, 'Comments' and 'Priority' columns allow IT support specialists to prioritize and document interactions, enhancing support efficiency.
- Deals Board - The deals board is essential for tracking the progress and status of ongoing deals. Columns like 'Name', 'Stage', and 'Owner' help IT support specialists manage deal workflows and ownership. The 'Deal Value', 'Close Probability', and 'Forecast Value' columns provide insights into financial expectations and probabilities, aiding in strategic decision-making. 'Last interaction' ensures timely communication and follow-up, while 'Quotes & Invoices' column, though unsupported, emphasizes the importance of financial documentation.
- Annual Target - This dashboard helps IT Support Specialists in architecture firms monitor the yearly performance metrics and ensure the IT systems are aligned with achieving the firm's annual revenue targets. By tracking these targets, IT can prioritize crucial support tasks that directly impact sales goals.
- Monthly Target - Provides a breakdown of monthly goals, allowing IT Support Specialists to identify peak times for support needs and allocate resources accordingly to ensure smooth operations during critical periods.
- Average Deal Value - Helps IT Support Specialists understand the average value of deals, which can inform decisions about prioritizing support for high-value projects and ensuring that IT infrastructure is robust enough to handle such deals.
- Active deals - Forecasted Revenue - By tracking active deals and their forecasted revenue, IT Support Specialists can anticipate and prepare for potential surges in support demand, ensuring they have adequate resources and systems in place.
- Deal status distribution - This dashboard provides insight into the stages of deals, which helps IT Support Specialists prioritize support for deals in critical stages and ensure that technical issues do not impede progress.
- Actual Revenue by Month (Deals won) - Tracks the revenue generated from won deals on a monthly basis, allowing IT Support Specialists to evaluate the effectiveness of their support and make adjustments to improve efficiency and support quality.
- Pipeline conversion - Shows the conversion rates of deals through the pipeline, enabling IT Support Specialists to identify and address technical bottlenecks that may be hindering deal progression.
- Activity tracker - This dashboard helps IT Support Specialists monitor the volume and types of activities, ensuring they can provide timely and effective support for all ongoing and upcoming tasks.
- Forecasted Revenue by month - Allows IT Support Specialists to plan for future support needs based on forecasted revenue trends, ensuring adequate preparation and resource allocation.
- Forecasted Revenue by Stage - Helps IT Support Specialists prioritize their efforts by focusing on stages with the highest forecasted revenue, ensuring critical projects receive the necessary support.
- Deals Stages by Rep - Provides insights into the performance of individual sales reps, enabling IT Support Specialists to offer targeted support to those who need it most, thereby optimizing overall performance.
- Deal Progress based on Month Added - Tracks the progress of deals from the month they were added, allowing IT Support Specialists to identify trends and provide proactive support to ensure deals are advancing smoothly.
- When new email arrives → Notify item subscribers with a message - This automation ensures that IT Support Specialists are immediately informed of new emails, allowing them to promptly address any technical issues or requests from sales and project teams.
- When an email is opened → Notify item subscribers with a message - Keeps IT Support Specialists updated on email engagement, enabling them to provide timely support and address any potential issues that may arise from client interactions.
- When 'Create a contact' is clicked → Move the item to the Contacts board - Streamlines the process of managing new contacts, ensuring that IT systems are updated in real-time and reducing the risk of data discrepancies.
- When a lead is created → Set its status to 'New Lead' - Automates the initial setup of new leads, allowing IT Support Specialists to focus on more complex tasks while ensuring that leads are properly tracked from the outset.
- When an activity/email is created in Emails & Activities → Update the 'Last interaction' date - Keeps track of the latest interactions with leads and clients, ensuring IT Support Specialists can provide relevant and timely support based on the most current information.
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