About this template

Streamline your manufacturing operations with this CRM template designed to manage production schedules, inventory levels, and supplier relationships. Optimize your workflow and ensure timely delivery with integrated tracking and reporting features. Ideal for manufacturing companies seeking efficient pipeline management.

What’s included

Boards

Accounts - This board is essential for managing detailed information about each client or business partner. It helps track the name, domain, industry, number of employees, headquarters location, and company profile link. By mirroring related contacts and deals, it ensures all relevant information is centralized, facilitating seamless communication and follow-ups.
Leads - The Leads board is designed to streamline the lead management process. It tracks each lead's status, company, title, email, phone number, and last interaction date. The 'Create a contact' button simplifies the process of adding new leads to the system, ensuring no potential customer is overlooked.
Contacts - This board provides a comprehensive overview of individual contacts, linking them to their respective accounts and deals. It includes fields for email, phone number, title, and company, as well as priority status and comments. This ensures that all team members are up-to-date with the latest interactions and contact details.
Deals - The Deals board is crucial for tracking sales opportunities from start to finish. It includes information on deal stage, owner, value, expected close date, and close probability. By mirroring related accounts and contacts, it provides a complete view of each deal, helping to forecast revenue and manage sales pipelines effectively.
Products & Services - This board helps manage the catalog of products and services offered by the company. It includes detailed descriptions, prices, SKUs, and types, ensuring that sales and marketing teams have accurate and up-to-date information at their fingertips.
Maintenance Jobs - The Maintenance Jobs board is essential for scheduling and tracking maintenance tasks. It includes job IDs, machine details, priority levels, assigned personnel, due dates, and status updates. This helps ensure that all maintenance activities are completed on time, reducing downtime and improving operational efficiency.
Inventory - This board is designed to manage inventory levels efficiently. It tracks item IDs, categories, quantities, suppliers, reorder levels, and status. By maintaining accurate inventory records, it helps prevent stockouts and overstock situations, ensuring that production processes run smoothly.

Dashboards & Reports

Annual Target - Helps manufacturing companies set and track yearly sales goals, ensuring alignment with long-term business strategy and capacity planning.
Monthly Target - Allows manufacturers to monitor monthly sales objectives, crucial for managing short-term production schedules and inventory levels.
Average Deal Value - Provides insights into the average revenue generated per deal, helping manufacturers assess profitability and focus on high-value opportunities.
Active deals - Forecasted Revenue - Tracks current deals and forecasts potential revenue, aiding in resource allocation and demand planning.
Deal status distribution - Visualizes the stages of all ongoing deals, helping manufacturers identify bottlenecks and improve the sales process.
Actual Revenue by Month (Deals won) - Displays monthly revenue from closed deals, essential for financial planning and performance evaluation.
Pipeline conversion - Shows the conversion rates at different pipeline stages, enabling manufacturers to optimize their sales funnel and improve conversion rates.
Activity tracker - Monitors sales activities, ensuring that the team remains proactive and responsive to customer needs.
Forecasted Revenue by month - Provides monthly revenue forecasts based on active deals, useful for budgeting and financial forecasting.
Forecasted Revenue by Stage - Breaks down forecasted revenue by deal stage, helping manufacturers prioritize efforts on high-potential deals.
Deals Stages by Rep - Tracks deal progress for individual sales reps, facilitating performance management and training.
Deal Progress based on Month Added - Analyzes deal progression based on the month they were added, helping manufacturers understand and improve sales cycle times.

Automations

When new email arrives → Notify item subscribers with a message - Ensures timely communication within the sales team, crucial for quick responses in the fast-paced manufacturing industry.
When an email is opened → Notify item subscribers with a message - Alerts the sales team when a prospect engages with their email, helping prioritize follow-ups and increase conversion rates.
When 'Create a contact' is clicked → Move the item to the Contacts board - Streamlines contact management, ensuring all potential leads are systematically tracked and nurtured.
When an lead is created → Set its status to 'New Lead' - Automatically categorizes new leads, facilitating efficient lead management and tracking.
When an activity/email is created in Emails & Activities → Update the 'Last interaction' date - Keeps track of the latest interactions with prospects, ensuring the sales team remains up-to-date and engaged with potential customers.

Frequently asked questions

How can this CRM template help manage production schedules in manufacturing?

This CRM template allows you to set up and track production schedules, ensuring all tasks are completed on time. It provides a clear overview of production timelines, helping to streamline operations and avoid delays.

Can this CRM template track inventory levels in a manufacturing business?

Yes, the CRM template includes columns specifically for tracking inventory levels, allowing you to monitor stock in real-time. This ensures you have the necessary materials on hand to meet production demands.

How does this CRM solution assist with supplier relationship management?

The template includes features to track supplier information, orders, and communication, helping you maintain strong relationships and streamline procurement processes.

Is it possible to integrate quality control processes within this manufacturing CRM template?

Absolutely, the template supports integration of quality control steps into your workflow, allowing you to track and document quality checks and ensure product standards are met.

How can this CRM template improve order tracking and fulfillment in manufacturing?

This solution provides detailed order tracking, from initial order placement to final delivery. It helps you monitor progress, manage timelines, and ensure customer satisfaction with timely fulfillment.

Can this CRM template help in managing manufacturing compliance requirements?

Yes, the template includes features to document and track compliance with industry regulations, ensuring all manufacturing processes adhere to required standards.

How does this CRM template support pipeline management in a manufacturing setting?

The template is designed to manage the entire manufacturing pipeline, from raw material procurement to finished product delivery. It provides a comprehensive view of the production process, helping to identify bottlenecks and optimize efficiency.