About this template

Media 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 - The Accounts board allows Customer Success Managers in the media industry to maintain a comprehensive view of client organizations by tracking essential details such as domain, industry, number of employees, and headquarters location. This board helps manage and update company profiles efficiently, ensuring all relevant data is easily accessible for personalized client interactions.
Leads - The Leads board is designed to streamline the process of managing potential clients by tracking their status, contact information, and last interaction date. Customer Success Managers can quickly create new contacts and monitor active sequences to ensure timely follow-ups, which is crucial for converting leads into loyal customers in the media industry.
Contacts - The Contacts board provides a centralized location for storing detailed contact information, including email, phone, title, and company affiliation. By linking contacts to accounts and deals, Customer Success Managers can keep track of all interactions and prioritize their efforts based on the status and priority of each contact, enhancing relationship management and client satisfaction.
Deals - The Deals board is essential for managing the sales pipeline, allowing Customer Success Managers to track deal stages, owners, values, and expected close dates. With features like close probability and forecast value, this board helps predict revenue and identify high-priority deals, enabling proactive engagement and strategic planning in the media industry.
Campaigns - The Campaigns board helps Customer Success Managers oversee marketing efforts by tracking campaign start and end dates, budget, status, and ownership. This board ensures that all campaign-related activities are organized and monitored, facilitating effective execution and performance analysis of media campaigns.
Press Releases - The Press Releases board is designed to manage the distribution of press releases by tracking release dates, media outlets, contact persons, and status. Customer Success Managers can attach relevant files and notes, ensuring that all information is centralized and easily accessible for successful media outreach and communication.

Dashboards & Reports

Annual Target - This dashboard helps Customer Success Managers in the media industry to track annual sales goals and performance. It provides a clear view of how close they are to meeting yearly targets, enabling them to strategize and prioritize key accounts.
Monthly Target - This dashboard breaks down annual goals into monthly targets, offering a more granular perspective. It helps Customer Success Managers to identify trends, adjust tactics in real-time, and ensure consistent progress throughout the year.
Average Deal Value - By tracking the average value of deals closed, this dashboard provides insights into the overall market value being brought in. It helps Customer Success Managers to focus on high-value clients and optimize their strategies for maximum revenue.
Active deals - Forecasted Revenue - This dashboard forecasts potential revenue from active deals, allowing Customer Success Managers to prioritize efforts on deals with the highest revenue potential and ensure they are on track to meet their financial goals.
Deal status distribution - This dashboard displays the current status of all deals in the pipeline, helping Customer Success Managers to identify bottlenecks and areas needing attention to move deals through the pipeline more efficiently.
Actual Revenue by Month (Deals won) - This dashboard tracks monthly revenue from won deals, helping Customer Success Managers to analyze performance trends and adjust strategies to maintain or increase revenue growth.
Pipeline conversion - This dashboard shows the conversion rates at various stages of the sales pipeline, helping Customer Success Managers to identify stages where deals are most likely to drop off and implement strategies to improve conversion rates.
Activity tracker - This dashboard tracks all customer interactions and activities, ensuring Customer Success Managers can monitor engagement levels and follow-up actions, which is crucial for maintaining strong client relationships in the media industry.
Forecasted Revenue by month - This dashboard provides a month-by-month revenue forecast, helping Customer Success Managers to plan their activities and prioritize deals to ensure steady revenue flow.
Forecasted Revenue by Stage - This dashboard breaks down forecasted revenue by pipeline stage, allowing Customer Success Managers to focus on advancing deals through the stages with the highest revenue potential.
Deals Stages by Rep - This dashboard shows the progress of deals by individual representatives, providing Customer Success Managers with insights into team performance and areas where specific reps might need additional support or training.
Deal Progress based on Month Added - This dashboard tracks the progress of deals based on the month they were added to the pipeline, helping Customer Success Managers to identify patterns and optimize their strategies for different times of the year.

Automations

When new email arrives → Notify item subscribers with a message - This automation ensures that Customer Success Managers are immediately informed of new communications, enabling prompt responses and maintaining strong client relationships.
When an email is opened → Notify item subscribers with a message - This automation alerts Customer Success Managers when a client opens an email, providing an opportunity to follow up at a time when the client is engaged and more likely to respond.
When 'Create a contact' is clicked → Move the item to the Contacts board - This automation streamlines the process of adding new contacts, ensuring that no potential client information is lost and making it easier to manage and track new leads.
When a lead is created → Set its status to 'New Lead' - This automation standardizes the initial status of all new leads, ensuring that they are correctly categorized and ready for the next steps in the sales process.
When an activity/email is created in Emails & Activities → Update the 'Last interaction' date - This automation keeps the 'Last interaction' date up-to-date, providing Customer Success Managers with accurate information on the most recent client interactions, which is crucial for timely follow-ups and relationship management.

Frequently asked questions

How can this CRM template help me track client engagement in the media industry?

This template allows you to log interactions, feedback, and engagement metrics for each client, providing a comprehensive view of their activity and satisfaction with your media services.

How do I manage multiple media campaigns for different clients using this CRM?

The template includes boards to organize and track the progress of various media campaigns, ensuring each client's project milestones, budgets, and deadlines are met efficiently.

Can this CRM template help me improve client communication and feedback collection?

Yes, it offers features to streamline client communications, schedule regular check-ins, and collect feedback to ensure client satisfaction and address any issues promptly.

How does this CRM template assist with client retention in the media sector?

By providing tools to monitor client satisfaction, track engagement, and manage follow-ups, this template helps you build stronger relationships and improve client retention rates.

What features are available for managing media project milestones in this CRM?

The template includes milestone tracking, task assignments, and status updates to keep all media projects on track and ensure timely delivery for clients.

How can this CRM template help with upselling additional media services to existing clients?

This template allows you to identify opportunities for upselling by tracking client needs, preferences, and engagement history, helping you tailor your pitches effectively.

How do I customize this CRM template for different types of media clients?

The template is fully customizable, allowing you to adjust boards, columns, and workflows to suit the specific needs of your diverse media clients, ensuring a tailored approach for each one.

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