About this template

Gaming Customer Success CRM Template helps teams deliver consistent client experiences. Track renewals, manage follow-ups, and surface at-risk accounts early. Dashboards highlight satisfaction trends so managers can intervene before churn happens.

What’s included

Boards

Accounts Board - The Accounts board helps gaming Customer Success Managers (CSMs) manage client information efficiently. By tracking essential details like company name, domain, industry, and profile, CSMs can quickly access and update client data. This board also connects related contacts and deals to provide a holistic view of each account, aiding in better relationship management and ensuring all client interactions are well-coordinated.
Leads Board - The Leads board is designed to streamline the lead management process. It allows CSMs to track the status of leads, create new contacts, and log last interactions. By organizing leads by company, title, and contact information, CSMs can prioritize outreach efforts and ensure timely follow-ups, ultimately improving lead conversion rates.
Contacts Board - The Contacts board is essential for maintaining detailed records of customer contacts. It includes columns for contact information, associated accounts and deals, and priority status. CSMs can use this board to document interactions and comments, ensuring personalized and effective communication. This board helps in managing high-priority contacts and coordinating activities to enhance customer satisfaction.
Deals Board - The Deals board tracks the progress of sales opportunities, providing visibility into each deal's stage, owner, and value. By linking contacts and accounts, CSMs can monitor expected close dates and forecast values, helping in accurate revenue predictions and strategic planning. This board ensures that all deal-related activities are aligned and managed effectively.
Tickets Board - The Tickets board is vital for managing customer support issues. It allows CSMs to log ticket details, including issue type, priority, and status. By assigning tickets to specific team members, CSMs can ensure timely resolution of customer problems, improving overall customer satisfaction and loyalty.
Events Board - The Events board helps CSMs coordinate and track gaming events. It includes details such as event name, date, location, type, host, and attendee numbers. By managing the status of each event, CSMs can ensure successful event planning and execution, fostering better customer engagement and community building.

Dashboards & Reports

Annual Target - This dashboard helps Customer Success Managers in the gaming industry track their yearly goals and performance metrics, ensuring long-term strategic planning and achievement of yearly sales targets.
Monthly Target - Provides a detailed view of monthly objectives and progress, allowing Customer Success Managers to stay on track with short-term goals and swiftly adjust strategies if needed.
Average Deal Value - Offers insights into the average revenue generated per deal, helping Customer Success Managers evaluate the financial impact of their efforts and optimize their strategies to increase deal value.
Active deals - Forecasted Revenue - Tracks ongoing deals and their projected revenue, enabling Customer Success Managers to prioritize high-value opportunities and forecast future earnings accurately.
Deal status distribution - Visualizes the current status of all deals, helping Customer Success Managers identify bottlenecks in the sales pipeline and address them to keep deals moving forward.
Actual Revenue by Month (Deals won) - Displays the monthly revenue generated from successful deals, allowing Customer Success Managers to analyze performance trends and make data-driven decisions for improving sales strategies.
Pipeline conversion - Shows the conversion rates at different stages of the sales pipeline, aiding Customer Success Managers in identifying stages where deals are most likely to drop off and optimizing those stages for better conversion.
Activity tracker - Monitors all activities related to customer interactions, ensuring Customer Success Managers can maintain high engagement levels and manage follow-ups effectively.
Forecasted Revenue by month - Projects monthly revenue based on current deals in the pipeline, helping Customer Success Managers plan resource allocation and set realistic financial expectations.
Forecasted Revenue by Stage - Breaks down forecasted revenue by each stage of the sales process, providing Customer Success Managers with detailed insights into potential earnings at each stage and helping them focus efforts where needed.
Deals Stages by Rep - Analyzes deal progress by individual reps, allowing Customer Success Managers to identify top performers and areas where team members may need additional support or training.
Deal Progress based on Month Added - Tracks the progress of deals based on when they were added, helping Customer Success Managers understand the lifecycle of deals and improve time management and forecasting accuracy.

Automations

When new email arrives → Notify item subscribers with a message - Ensures Customer Success Managers are promptly informed about new communications, aiding in timely responses and maintaining customer satisfaction.
When an email is opened → Notify item subscribers with a message - Keeps Customer Success Managers updated on engagement levels, allowing them to follow up strategically and maximize customer interactions.
When 'Create a contact' is clicked → Move the item to the Contacts board - Automates the organization of new contacts, streamlining the workflow for Customer Success Managers and ensuring no potential leads are overlooked.
When a lead is created → Set its status to 'New Lead' - Automatically updates the status of new leads, enabling Customer Success Managers to quickly identify and prioritize fresh opportunities.
When an activity/email is created in Emails & Activities → Update the 'Last interaction' date - Keeps records up-to-date, allowing Customer Success Managers to track the most recent interactions and maintain high engagement levels with customers.

Frequently asked questions

How can this CRM template help me manage player feedback and in-game issues?

This template allows you to track player feedback and in-game issues efficiently by providing dedicated columns for player reports, issue status, and resolution timelines. It helps you prioritize and address player concerns promptly.

How does this template assist in tracking player churn rates in the gaming industry?

The CRM template includes features to monitor player activity, engagement levels, and churn indicators. By analyzing these metrics, you can identify at-risk players and implement retention strategies to reduce churn rates.

Can this CRM help me identify upsell opportunities within my gaming community?

Yes, the template includes tools to track player purchase history, in-game spending patterns, and engagement levels. This data helps you identify players who are likely to respond positively to upsell opportunities.

How can I use this CRM to build and manage a strong gaming community?

The template features community management tools that allow you to organize events, track participation, and gather feedback from community members. This helps you foster a loyal and engaged gaming community.

What features does this CRM template offer for handling player support tickets?

The template includes a robust ticketing system that lets you categorize, prioritize, and track support tickets from players. This ensures timely resolution and improves overall player satisfaction.

How can this CRM template improve player retention in the gaming industry?

The CRM template provides insights into player behavior and engagement, allowing you to implement personalized retention strategies, such as targeted rewards and tailored communication, to keep players engaged and loyal.

Does this template support tracking of player lifetime value in the gaming industry?

Yes, the template includes metrics to calculate and monitor player lifetime value, helping you understand the long-term value of your players and make informed decisions on player engagement and monetization strategies.

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