About this template

Optimize your retail operations with this comprehensive CRM template designed for the retail industry. Track inventory, manage customer relationships, and streamline sales processes. Perfect for retail managers looking to enhance efficiency and improve customer satisfaction.

What’s included

Boards

Accounts Board - The Accounts board is essential for managing retailer relationships with various companies. It tracks critical information such as company names, domains, and industry types, helping retail businesses keep organized records of their business partners. Additionally, it links to associated contacts and deals, ensuring that all relevant information is accessible in one place. With fields for the number of employees, headquarters location, and company profiles, retailers can easily gauge company sizes and locations for better strategic planning.
Leads Board - The Leads board helps retail businesses manage potential customers and sales opportunities effectively. By tracking lead statuses and contact information, retailers can monitor the progression of leads through the sales funnel. The 'Create a contact' button simplifies adding new contacts, while the 'Last interaction' date helps in maintaining timely follow-ups. This board ensures no lead is overlooked and aids in converting leads into loyal customers.
Contacts Board - The Contacts board is designed to maintain detailed records of all individuals associated with retail accounts and deals. By tracking contact information, titles, and phone numbers, retailers can ensure they have up-to-date information for each contact. The board's relationship with deals and accounts provides a comprehensive view of each contact's involvement, making it easier to manage customer relationships and prioritize high-value interactions.
Deals Board - The Deals board is crucial for managing the sales pipeline in a retail business. It tracks the stages of each deal, assigns deal ownership, and monitors deal values. By linking to related contacts and accounts, retailers can see the complete picture of each deal. The board also includes expected close dates and close probabilities, aiding in sales forecasting and ensuring timely follow-ups to increase the chances of closing deals.
Products & Services Board - The Products & Services board allows retailers to manage their offerings efficiently. By keeping detailed descriptions, prices, and SKUs, retail businesses can maintain a clear inventory of their products and services. This board helps in ensuring accurate pricing and availability information, which is crucial for sales and customer satisfaction.
Inventory Board - The Inventory board is essential for tracking stock levels and ensuring that products are available when needed. With fields for SKU, quantity, and reorder levels, retailers can monitor stock levels and set alerts for reordering. This board also tracks supplier information and last updates, helping retailers manage their supply chain effectively and avoid stockouts or overstock situations.
Shipments Board - The Shipments board helps retailers track the status of their shipments, from origin to destination. By monitoring shipment IDs, statuses, and estimated delivery dates, retailers can ensure timely deliveries and manage customer expectations. This board also tracks carrier information, providing a comprehensive view of the shipment process and helping to resolve any delivery issues promptly.

Dashboards & Reports

Annual Target - This dashboard allows retail professionals to track their yearly sales goals, helping them understand long-term performance trends and identify areas for improvement to meet annual objectives.
Monthly Target - It provides a detailed view of monthly sales goals, enabling retail managers to monitor progress and make adjustments to sales strategies to ensure targets are met.
Average Deal Value - Helps retail businesses track the average revenue generated per sale, offering insights into pricing strategies and sales performance.
Active deals - Forecasted Revenue - This dashboard shows the potential revenue from ongoing deals, allowing retailers to forecast future income and manage cash flow effectively.
Deal status distribution - Provides a breakdown of deals by their current status, helping retail professionals identify bottlenecks in the sales process and improve conversion rates.
Actual Revenue by Month (Deals won) - Displays the actual revenue generated each month from successful deals, assisting in performance tracking and financial planning.
Pipeline conversion - Shows the conversion rates at different stages of the sales pipeline, helping retailers understand where they are losing potential sales and optimize their sales process.
Activity tracker - Monitors sales activities such as calls, meetings, and emails, providing insights into the productivity of sales teams and identifying areas for improvement.
Forecasted Revenue by month - Projects future revenue on a monthly basis, aiding in financial forecasting and resource allocation.
Forecasted Revenue by Stage - Provides revenue forecasts based on the stages of deals, helping retailers prioritize efforts on deals that are likely to close soon.
Deals Stages by Rep - Tracks the progress of deals managed by individual sales reps, offering insights into their performance and identifying training needs.
Deal Progress based on Month Added - Monitors the progress of deals from the month they were added, helping retail professionals understand the sales cycle and improve time-to-close metrics.

Automations

When new email arrives → Notify item subscribers with a message - This automation ensures that relevant team members are immediately informed of new customer inquiries or communications, enabling prompt responses and improved customer service.
When an email is opened → Notify item subscribers with a message - Notifies the team when a customer opens an email, providing insights into customer engagement and allowing for timely follow-up actions.
When "Create a contact" is clicked → Move the item to the Contacts board - Streamlines the process of adding new contacts to the CRM, ensuring all customer information is organized and easily accessible.
When a lead is created → Set its status to "New Lead" - Automatically categorizes new leads, helping retail professionals prioritize follow-up actions and manage their sales pipeline more effectively.
When an activity/email is created in Emails & Activities → Update the "Last interaction" date - Keeps the "Last interaction" date current, providing an accurate timeline of customer interactions and helping sales teams manage follow-ups efficiently.

Frequently asked questions

How can this template help manage retail inventory and stock levels?

This retail CRM template includes dedicated boards for tracking inventory and stock levels, allowing you to monitor product availability in real-time and ensure optimal stock levels to meet customer demand.

How does this template assist with customer relationship management in retail?

The template provides tools for maintaining detailed customer profiles, tracking purchase history, and managing customer communications, helping you build stronger relationships and improve customer retention.

Can this template help with sales tracking and performance analysis?

Yes, the template includes boards for tracking sales data, setting sales targets, and analyzing performance metrics, enabling you to monitor sales trends and make data-driven decisions to boost revenue.

How can this CRM template improve the management of retail promotions and discounts?

The template features dedicated sections for planning, executing, and tracking promotional campaigns and discounts, ensuring you can effectively manage marketing initiatives and measure their impact on sales.

Is it possible to use this template for managing supplier relationships?

Absolutely, the template includes tools for managing supplier contacts, tracking order statuses, and maintaining records of supplier performance, helping you streamline procurement processes and maintain strong supplier relationships.

Can this template help with staff scheduling and task management in a retail setting?

Yes, the CRM template provides features for creating staff schedules, assigning tasks, and tracking employee performance, ensuring smooth store operations and efficient workforce management.

How does this template support multi-store retail management?

The template is designed to handle the complexities of managing multiple retail locations, with features for tracking inventory, sales, and customer data across different stores, allowing for centralized management and oversight.