About this template

Gaming IT Support CRM Template organizes tickets, routes requests, and monitors SLAs. Automations reduce backlogs while dashboards show exactly where support resources are spent.

What’s included

Boards

Accounts Board - This board helps IT Support Specialists in the gaming industry manage comprehensive information about client accounts. It includes columns for names, domains, contacts, deals, industry, descriptions, number of employees, headquarters locations, and company profiles. By using this board, specialists can easily track and reference essential account details, ensuring they have all the information needed to provide effective support and manage client relationships.
Leads Board - This board is designed to help IT Support Specialists manage potential new clients. With columns for lead names, status, creation of contacts, company names, titles, emails, phone numbers, last interactions, and active sequences, this board allows specialists to track the progress of each lead from initial contact through to conversion. This helps ensure that no lead is overlooked and that all potential clients receive timely and appropriate follow-ups.
Contacts Board - The Contacts board is crucial for managing individual client and partner information. It includes columns for names, emails, associated accounts, deals, deal values, phone numbers, titles, types, priorities, comments, company names, and activities. This board allows IT Support Specialists to easily access and update contact information, ensuring they can quickly and effectively respond to client needs and inquiries.
Deals Board - This board enables IT Support Specialists to track and manage all client deals. It includes columns for deal names, stages, owners, deal values, associated contacts and accounts, expected close dates, close probabilities, forecast values, last interactions, and quotes & invoices. By providing a clear overview of all ongoing deals, this board helps specialists forecast revenue, prioritize tasks, and ensure timely follow-up on all sales activities.
Tickets Board - The Tickets board is essential for managing client support requests. It includes columns for ticket names, statuses, priorities, assigned personnel, creation dates, resolution dates, and descriptions. This board helps IT Support Specialists track and prioritize support tickets, assign tasks to team members, and ensure timely resolution of client issues, ultimately improving client satisfaction and support efficiency.

Dashboards & Reports

Annual Target - Helps IT Support Specialists in the gaming industry track annual performance metrics, ensuring they align with long-term goals and identify any potential gaps in support services that could impact game performance and user satisfaction.
Monthly Target - Provides insights into monthly objectives, allowing IT Support Specialists to manage and prioritize tasks effectively to maintain optimal game performance and user support.
Average Deal Value - While more relevant to sales, this dashboard can help IT Support Specialists understand the financial impact of their support on high-value deals, ensuring premium clients receive top-notch service.
Active deals - Forecasted Revenue - Assists in anticipating the workload and potential high-demand periods based on active deals, allowing for better resource allocation and preparedness.
Deal status distribution - Offers a comprehensive view of the current status of deals, helping IT Support Specialists prioritize support for deals in critical stages and ensure smooth transitions.
Actual Revenue by Month (Deals won) - Tracks the revenue generated from won deals, helping IT Support Specialists correlate their support efforts with financial outcomes and identify successful support strategies.
Pipeline conversion - Provides insights into the efficiency of the sales pipeline, helping IT Support Specialists understand which stages require more support to improve conversion rates.
Activity tracker - Monitors the activities of IT Support Specialists, ensuring timely follow-ups and consistent support, which is crucial in maintaining game performance and user satisfaction.
Forecasted Revenue by month - Helps in planning and preparing for upcoming support demands based on forecasted revenue, ensuring the team is ready to handle increased workloads.
Forecasted Revenue by Stage - Offers a detailed view of revenue expectations at different stages, allowing IT Support Specialists to allocate resources effectively and prioritize support for high-impact stages.
Deals Stages by Rep - Tracks the progress of deals handled by different representatives, helping to identify support bottlenecks and areas where additional assistance is needed.
Deal Progress based on Month Added - Helps IT Support Specialists understand how deals progress over time, enabling them to provide timely and relevant support at each stage.

Automations

When new email arrives → Notify item subscribers with a message - Ensures IT Support Specialists are immediately informed of new support emails, enabling quick responses and maintaining high levels of customer satisfaction in the gaming industry.
When an email is opened → Notify item subscribers with a message - Keeps IT Support Specialists updated on customer engagement, allowing them to follow up promptly and address any issues or questions quickly.
When 'Create a contact' is clicked → Move the item to the Contacts board - Streamlines the process of adding new contacts, ensuring that all relevant information is organized and accessible for future support interactions.
When a lead is created → Set its status to 'New Lead' - Automates the initial categorization of new leads, helping IT Support Specialists prioritize their efforts and provide timely support to potential high-value clients.
When an activity/email is created in Emails & Activities → Update the 'Last interaction' date - Keeps track of the latest interactions with clients, ensuring IT Support Specialists can maintain ongoing communication and provide consistent support throughout the customer journey.

Frequently asked questions

How can this CRM template help me manage player support tickets in a gaming company?

This template provides a dedicated board for tracking player support tickets, allowing you to assign, prioritize, and resolve issues efficiently while keeping a detailed history of each ticket.

Can this template assist in scheduling and tracking hardware maintenance for gaming servers?

Yes, the template includes a board specifically for hardware maintenance scheduling, ensuring that all gaming servers are regularly checked and maintained to avoid downtime.

How does this CRM template help with software update management in the gaming industry?

The template offers a software update board where you can track the progress of updates, assign tasks to team members, and ensure all patches and updates are deployed smoothly.

How can I track and manage in-game issues reported by players using this CRM template?

The template includes a board for in-game issue tracking, allowing you to categorize, prioritize, and assign issues to the relevant team members for quick resolution.

Does this CRM template support integration with gaming platform APIs for automated issue reporting?

Yes, the template can be integrated with popular gaming platform APIs, enabling automated issue reporting and seamless data flow between systems.

Can this CRM template help me monitor and improve the performance of the IT support team in a gaming company?

Absolutely, the template includes performance tracking features such as response time monitoring, resolution rate analysis, and team performance dashboards to help you identify areas for improvement.

How does this CRM template help with compliance and data security in the gaming industry?

The template ensures compliance with data security standards by providing secure data storage, access controls, and audit trails, helping you protect sensitive player information and meet industry regulations.

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