About this template

Manufacturing Customer Success CRM Template centralizes client health, renewals, and proactive outreach. Track satisfaction trends and reduce churn with playbooks that scale.

What’s included

Boards

Accounts Board - The Accounts board helps Customer Success Managers in manufacturing keep track of all client companies with detailed information such as company name, industry, number of employees, and headquarters location. By linking to relevant contacts and deals, it provides a comprehensive view of each account, ensuring no detail is overlooked in managing client relationships and addressing their needs effectively.
Leads Board - The Leads board allows Customer Success Managers to track potential clients from initial contact to conversion. With columns for status updates, contact creation, and last interaction dates, CSMs can prioritize leads and ensure timely follow-ups. This board is essential for maintaining a healthy pipeline and converting leads into valuable accounts.
Contacts Board - The Contacts board provides a centralized repository for all client contacts, with details like email, phone, title, and company information. By linking contacts to their respective accounts and deals, Customer Success Managers can easily access and manage all interactions, ensuring personalized and effective communication.
Deals Board - The Deals board tracks the progress of all sales opportunities, from initial stage to closed-won. With columns for deal value, close probability, and expected close date, it helps Customer Success Managers forecast revenue and prioritize high-value deals. Linking deals to contacts and accounts ensures all relevant information is at their fingertips, facilitating smooth deal management.
Work Orders Board - The Work Orders board is crucial for managing production and delivery tasks. By tracking order numbers, priorities, due dates, and assigned team members, it ensures that all orders are processed efficiently and on time. This board helps Customer Success Managers coordinate with production teams to meet client expectations and deliver high-quality products.
Maintenance Jobs Board - The Maintenance Jobs board helps track scheduled maintenance activities for manufacturing equipment. With details like job ID, scheduled date, technician, and equipment information, it ensures that all maintenance tasks are completed on time, reducing downtime and maintaining operational efficiency. Customer Success Managers can use this board to ensure their clients' production lines run smoothly, enhancing overall customer satisfaction.

Dashboards & Reports

Annual Target - This dashboard helps Customer Success Managers in manufacturing track their progress towards yearly revenue goals, ensuring alignment with long-term strategic objectives.
Monthly Target - It allows Customer Success Managers to monitor monthly sales targets, providing a granular view of performance and enabling quick adjustments to meet short-term goals.
Average Deal Value - This dashboard provides insights into the average value of deals closed, helping managers understand deal sizing and optimize sales strategies.
Active deals - Forecasted Revenue - Helps Customer Success Managers forecast potential revenue from active deals, offering visibility into future earnings and aiding in resource planning.
Deal status distribution - This visual representation of deal statuses enables managers to quickly identify bottlenecks in the sales process and improve conversion rates.
Actual Revenue by Month (Deals won) - Tracks monthly revenue from closed deals, providing a clear picture of financial performance and helping to identify trends and seasonal variations.
Pipeline conversion - This dashboard shows the conversion rates at various stages of the sales pipeline, enabling managers to pinpoint areas for improvement and increase overall sales efficiency.
Activity tracker - Monitors customer interactions and activities, ensuring that engagement efforts are consistent and proactive, thereby enhancing customer satisfaction.
Forecasted Revenue by month - Provides a forecast of monthly revenue, helping managers anticipate financial outcomes and make informed decisions.
Forecasted Revenue by Stage - Offers a detailed view of expected revenue at different stages of the pipeline, aiding in strategic planning and prioritization of efforts.
Deals Stages by Rep - Displays the progress of deals handled by individual representatives, helping managers evaluate performance and provide targeted coaching.
Deal Progress based on Month Added - Tracks the progression of deals added each month, enabling managers to assess the efficiency of the sales process over time.

Automations

When new email arrives → Notify item subscribers with a message - This automation ensures Customer Success Managers are promptly informed of new emails, allowing for timely responses and improved customer communication.
When an email is opened → Notify item subscribers with a message - Notifies managers when an email is opened, providing insights into customer engagement and enabling follow-up actions.
When 'Create a contact' is clicked → Move the item to the Contacts board - Streamlines the process of adding new contacts, ensuring that customer information is organized and easily accessible.
When a lead is created → Set its status to 'New Lead' - Automatically updates the status of new leads, ensuring consistency in tracking and prioritizing follow-up actions.
When an activity/email is created in Emails & Activities → Update the 'Last interaction' date - Keeps the 'Last interaction' date current, helping managers track recent customer engagements and maintain an accurate record.

Frequently asked questions

How can this CRM template help me track product usage and customer feedback in manufacturing?

Our CRM template includes dedicated boards for tracking product usage metrics and capturing customer feedback, allowing you to monitor performance and identify areas for improvement.

What features does this template offer for managing customer onboarding in the manufacturing industry?

This template provides a comprehensive onboarding workflow with customizable stages to ensure a smooth transition for new customers, including training schedules, product setup, and initial feedback collection.

How can I use this CRM to manage and resolve customer issues and support tickets?

Our template includes a support ticket board where you can log, prioritize, and track customer issues. It also allows you to assign tickets to team members and monitor resolution times to ensure prompt and effective customer support.

Can this CRM template help me analyze customer satisfaction trends in the manufacturing sector?

Yes, the template features built-in reporting tools that enable you to analyze customer satisfaction trends over time, providing insights into areas that need attention and helping to improve overall customer experience.

What tools does this CRM offer for managing customer renewals and upselling opportunities?

This template includes a renewal and upsell tracking board, allowing you to monitor contract end dates, identify upsell opportunities, and manage the renewal process to maximize customer lifetime value.

How can I use this CRM to maintain detailed records of customer interactions and communications?

The template allows you to log all customer interactions and communications, including emails, calls, and meetings, ensuring you have a complete history of each customer relationship for better follow-up and personalization.

How does this CRM template help in tracking and managing customer training programs?

Our CRM template includes a dedicated board for managing customer training programs, where you can schedule sessions, track attendance, and gather feedback to ensure customers are well-equipped to use your products effectively.

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