About this template

Optimize your printing business operations with this CRM solution. Track orders, manage customer relationships, and streamline production workflows. Ideal for print shop managers looking to enhance efficiency and client satisfaction.

What’s included

Boards

Accounts Board - The Accounts board is designed to help printing companies keep meticulous records of their business clients. It includes columns for storing essential information such as the client's name, website domain, and detailed descriptions. This board enables users to link related contacts and deals, making it easier to track all interactions and transactions with each client. Additionally, the dropdown menu for industry type, text fields for the number of employees and headquarters location, and a link to the company profile provide a comprehensive overview of the client's business, facilitating better relationship management and tailored service offerings.
Leads Board - The Leads board is crucial for managing potential clients in the printing industry. It features columns for capturing lead details such as name, status, company, title, and contact information. The board also includes a button to quickly create new contact records and a date column to track the last interaction. By monitoring the status of each lead and maintaining up-to-date contact information, printing companies can ensure timely and effective follow-ups, ultimately increasing the chances of converting leads into loyal customers.
Contacts Board - This board centralizes all contact information, making it easy to manage relationships with individual clients. Columns for name, email, phone, title, and company provide a detailed profile of each contact. The board also links to related accounts and deals, displaying the value of associated deals and enabling users to prioritize contacts based on their status and importance. The long-text comments column allows for the recording of additional notes and interactions, ensuring that all team members are informed and can provide personalized service to each contact.
Deals Board - The Deals board is essential for tracking the progress of sales opportunities in the printing industry. It includes columns for the deal name, current stage, owner, and deal value, as well as related contacts and accounts. The board also features a date column for the expected close date, numerical fields for close probability and forecast value, and a date column for the last interaction. By organizing deals in this manner, printing companies can monitor their sales pipeline, forecast revenue, and ensure that deals are progressing smoothly towards closure.

Dashboards & Reports

Annual Target - This dashboard helps printing industry professionals monitor their yearly revenue goals, providing insights into how close they are to meeting annual sales targets. It is crucial for long-term planning and assessing annual performance.
Monthly Target - This dashboard tracks monthly sales goals, allowing professionals to adjust their strategies in real-time to meet short-term objectives. It helps ensure consistent revenue flow and identify any monthly performance gaps.
Average Deal Value - This dashboard provides insights into the average value of deals closed. It helps printing businesses understand their typical deal size, enabling them to strategize on how to increase deal values and improve profitability.
Active deals - Forecasted Revenue - This dashboard tracks active deals and their forecasted revenue, offering a clear picture of potential future earnings. It helps professionals prioritize high-value deals and manage their sales pipeline effectively.
Deal status distribution - This dashboard shows the distribution of deals across different stages, helping professionals identify bottlenecks and understand where deals are getting stuck. This information is vital for improving the sales process and moving deals forward.
Actual Revenue by Month (Deals won) - This dashboard tracks the actual revenue generated from won deals on a monthly basis, providing insights into sales performance trends and helping to measure the success of sales strategies.
Pipeline conversion - This dashboard shows the conversion rates at various stages of the sales pipeline, helping professionals understand the effectiveness of their sales process and identify areas for improvement.
Activity tracker - This dashboard monitors the sales activities undertaken by the team, such as calls and meetings, ensuring that the salesforce is active and engaged with potential clients. It helps in managing and optimizing sales efforts.
Forecasted Revenue by month - This dashboard provides a month-by-month forecast of expected revenue, allowing professionals to plan resources and strategies in advance to meet upcoming financial targets.
Forecasted Revenue by Stage - This dashboard breaks down forecasted revenue by the stage of the sales process, providing detailed insights into where future revenue is expected to come from. It helps in focusing efforts on the most promising stages.
Deals Stages by Rep - This dashboard tracks the progress of deals managed by individual sales reps, helping to identify top performers and areas where additional support may be needed. It enables fair evaluation and targeted training.
Deal Progress based on Month Added - This dashboard tracks the progress of deals based on the month they were added, helping to analyze the sales cycle and identify trends in deal closure times. It supports effective pipeline management and forecasting.

Automations

When new email arrives → Notify item subscribers with a message - This automation ensures that team members are instantly informed about new client communications, enabling prompt responses and better customer service in the fast-paced printing industry.
When an email is opened → Notify item subscribers with a message - This automation helps sales teams track client engagement by notifying them when an email is opened, allowing for timely follow-ups and improving the chances of deal closure.
When "Create a contact" is clicked → Move the item to the Contacts board - This automation streamlines the process of adding new contacts by automatically moving new entries to the Contacts board, ensuring that no potential client is overlooked and that contact information is organized.
When a lead is created → Set its status to "New Lead" - This automation ensures that new leads are immediately categorized, enabling the sales team to prioritize and engage with fresh opportunities quickly, which is essential for maintaining a competitive edge.
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 accurate records of client communications and helping sales professionals manage follow-ups effectively, ensuring no potential deal is forgotten.

Frequently asked questions

How can this template help me manage print job orders and deadlines?

This template allows you to track all print job orders with detailed columns for due dates, job specifications, and production status, ensuring you never miss a deadline.

Can this CRM solution help me track customer interactions and feedback?

Yes, this CRM solution includes columns for logging customer interactions, feedback, and communication history, helping you maintain strong customer relationships and improve service quality.

How does this template streamline the print production workflow?

The template features dedicated boards for each stage of the print production process, from initial order to final delivery, with columns for assigning tasks, tracking progress, and managing resource allocation.

Can I manage my inventory of printing materials with this CRM solution?

Yes, the solution includes an inventory management board where you can track stock levels of paper, ink, and other printing materials, set reorder points, and manage suppliers.

How can this template assist in scheduling maintenance for printing equipment?

The template provides a maintenance scheduling board with columns for equipment details, maintenance schedules, and service history, ensuring your printing equipment is always in top condition.

Is it possible to track sales and revenue for my print shop using this CRM solution?

Yes, the template includes a sales tracking board with columns for sales leads, order values, and revenue projections, helping you monitor your print shop's financial performance.

How does this CRM solution handle custom print job specifications and client requirements?

The template features customizable fields for capturing detailed print job specifications and client requirements, ensuring that all custom jobs are accurately managed and executed.