About this template

Media Account Executive CRM Template equips reps with account context, contacts, and opportunities in one view. Forecasts update automatically as deals progress.

What’s included

Boards

Accounts Board - This board centralizes all client account information, making it easy for media account executives to access critical details such as company name, domain, industry, and description. By linking contacts and deals directly to each account, it streamlines the process of managing client relationships and tracking deal progress. For instance, when preparing for a client meeting, the executive can quickly review the company's profile, their headquarters location, and employee count, ensuring a personalized and informed interaction.
Leads Board - The leads board helps account executives efficiently manage and track potential clients. It includes essential columns such as lead status, contact creation, and last interaction date, ensuring that no lead is neglected. By providing quick access to lead contact information and active sequences, executives can maintain a proactive approach to nurturing leads and converting them into valuable accounts.
Contacts Board - This board is designed to keep all contact information organized and easily accessible. It links contacts to their respective accounts and deals, showing the deal value and other pertinent details. With columns for email, phone, title, priority, and comments, account executives can prioritize their communications and ensure that they address the most critical contacts first. This is particularly useful for managing multiple stakeholders within a single account.
Deals Board - The deals board tracks the progress of each deal through various stages, from initial contact to closure. It includes columns for deal value, expected close date, and close probability, which help in forecasting revenue and setting realistic sales targets. By mirroring accounts and linking contacts, the board provides a comprehensive view of each deal's status and key players involved, enabling more effective deal management and timely follow-ups.
Campaigns Board - This board helps account executives plan and monitor marketing campaigns for their clients. It includes details such as campaign type, start and end dates, budget, status, and target audience. By organizing all campaign-related information in one place, executives can ensure that campaigns stay on track, within budget, and meet the client's objectives. This board is essential for coordinating with creative and media teams to deliver successful campaigns.
Media Orders Board - The media orders board is crucial for managing the logistics of media buys. It tracks media type, order and delivery dates, costs, and vendor information. By keeping this information organized, account executives can ensure timely delivery of media assets, manage vendor relationships, and control costs. This board helps prevent any disruptions in the media delivery process, ensuring that campaigns run smoothly and effectively.

Dashboards & Reports

Annual Target - This dashboard helps account executives in the media industry track their progress towards yearly revenue goals. By visualizing their annual targets, they can identify gaps and strategize effectively to meet their objectives.
Monthly Target - Provides insights into monthly sales performance, allowing account executives to adjust their efforts and focus on closing deals to meet monthly goals, ensuring consistent revenue flow.
Average Deal Value - Tracks the average value of closed deals, helping account executives understand their sales effectiveness and adjust their strategies to target higher-value deals.
Active deals - Forecasted Revenue - Offers a real-time look at all active deals and their potential revenue, enabling account executives to prioritize high-value opportunities and forecast future earnings more accurately.
Deal status distribution - Shows the stages of all current deals, helping account executives to identify bottlenecks in the sales process and take action to move deals forward.
Actual Revenue by Month (Deals won) - Displays the revenue generated from won deals each month, allowing account executives to analyze their performance trends and adjust their strategies accordingly.
Pipeline conversion - Tracks the conversion rates at each stage of the sales pipeline, providing insights into where deals are getting stuck and what improvements can be made to increase conversion rates.
Activity tracker - Monitors the various sales activities performed, such as calls and meetings, ensuring that account executives are maintaining a high level of engagement with prospects and clients.
Forecasted Revenue by month - Projects the expected revenue on a monthly basis, helping account executives plan their sales activities and manage their pipeline to meet future targets.
Forecasted Revenue by Stage - Breaks down projected revenue by each sales stage, offering a detailed view of potential earnings and helping account executives prioritize their efforts where it matters most.
Deals Stages by Rep - Compares the deal stages managed by different account executives, promoting healthy competition and identifying top performers and areas for improvement among the team.
Deal Progress based on Month Added - Tracks the progress of deals based on the month they were added, providing insights into the lifecycle of deals and helping account executives manage their timelines more effectively.

Automations

When new email arrives → Notify item subscribers with a message - Ensures that account executives are immediately informed of new emails, allowing for prompt responses and better client communication, which is crucial in the fast-paced media industry.
When an email is opened → Notify item subscribers with a message - Alerts account executives when a client opens an email, providing a timely opportunity to follow up and engage while the content is fresh in the client's mind.
When 'Create a contact' is clicked → Move the item to the Contacts board - Streamlines the process of adding new contacts by automatically updating the contacts board, reducing manual data entry and ensuring that all client information is organized and accessible.
When a lead is created → Set its status to 'New Lead' - Automatically updates the status of new leads, ensuring that account executives can quickly identify and prioritize new opportunities without manual tracking.
When an activity/email is created in Emails & Activities → Update the 'Last interaction' date - Keeps the 'Last interaction' date current, providing a clear view of recent engagements and helping account executives maintain regular communication with their clients.

Frequently asked questions

How can this CRM template help me manage multiple advertising campaigns for different clients?

This template allows you to organize and track multiple advertising campaigns, customize columns for each client's needs, and monitor the progress and performance of each campaign in a single view.

What features does this CRM offer for tracking media placements and deadlines?

The CRM includes columns for tracking media placements, ad slots, publishing schedules, and deadlines, ensuring you never miss a critical date and can manage all media buys effectively.

Can this CRM template help me streamline client communication and follow-ups?

Yes, the template has integrated communication tracking features, allowing you to log client interactions, schedule follow-ups, and set reminders to maintain consistent and timely communication with your clients.

How can I use this CRM to generate detailed reports for my clients?

The CRM template includes reporting tools that allow you to create detailed performance reports, showcasing campaign results, media spend, and ROI, which you can easily share with your clients.

Does this CRM support collaboration with my team on media projects?

Absolutely, the template supports team collaboration by enabling task assignments, shared calendars, and real-time updates, ensuring everyone is on the same page and can work together seamlessly on media projects.

How does this CRM help in managing client pitches and proposals?

The CRM template includes features for managing client pitches and proposals, such as tracking proposal stages, setting deadlines, and storing pitch documents, making the process organized and efficient.

Can this CRM template assist with budgeting and tracking media spend for clients?

Yes, the template has dedicated columns for budgeting and tracking media spend, allowing you to monitor expenses, compare them against budgets, and ensure financial accountability for each client's campaign.

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