About this template

Sports Customer Success CRM Template helps CS teams deliver proactive support. Manage renewals, track satisfaction, and reduce churn with dashboards and playbooks.

What’s included

Boards

Accounts Board - This board helps Customer Success Managers in the sports industry manage their client accounts effectively. With columns for company name, domain, and detailed information such as industry, number of employees, and headquarters location, it provides a comprehensive overview of each account. The board_relation columns for Contacts and Deals ensure that all relevant information is linked, making it easy to track communications and business opportunities. This board streamlines account management and ensures that no client details are overlooked.
Leads Board - The Leads board is designed to help Customer Success Managers track and manage potential clients. Columns such as Name, Status, and Last Interaction allow for efficient tracking of lead progress, while the Create a Contact button facilitates quick addition of new contacts. By organizing leads by company, title, and contact information, managers can prioritize follow-ups and increase conversion rates, ensuring a steady pipeline of new clients.
Contacts Board - This board centralizes all contact information, making it easy for Customer Success Managers to maintain relationships with key stakeholders. With columns for contact details, titles, and company associations, managers can quickly find relevant information. The board_relation columns for Accounts and Deals, along with mirrored deal values, provide a clear view of each contact's importance and involvement in ongoing deals. This board enhances communication and relationship management, crucial for client retention and satisfaction.
Deals Board - The Deals board is essential for tracking the progress of sales opportunities. Columns such as Stage, Owner, Deal Value, and Close Probability allow Customer Success Managers to monitor the status and potential revenue of each deal. The board_relation columns for Contacts and Accounts ensure that all relevant parties are linked to each deal, promoting transparency and collaboration. By forecasting values and tracking last interactions, managers can prioritize high-value opportunities and increase the chances of closing deals successfully.
Tickets Board - This board helps Customer Success Managers manage and resolve client issues efficiently. Columns such as Customer, Issue, Priority, and Status provide a clear overview of each ticket, while the Assigned To and Date Created columns ensure accountability and timely resolution. By tracking and prioritizing customer issues, managers can improve client satisfaction and maintain strong relationships with their sports industry clients.
Events Board - The Events board allows Customer Success Managers to plan and manage events effectively. Columns for Event Date, Location, Participants, and Budget help in organizing all event details, while the Status and Description columns provide additional context. By keeping track of event logistics and participant information, managers can ensure successful execution of events, which is crucial for client engagement and satisfaction in the sports industry.

Dashboards & Reports

Annual Target - This dashboard helps Customer Success Managers in the sports industry track their yearly goals. It provides insights into how close they are to achieving their annual sales targets, helping them make strategic decisions to boost performance.
Monthly Target - Allows Customer Success Managers to monitor their progress towards monthly sales targets. It offers a more granular view, enabling timely interventions if they are falling behind.
Average Deal Value - This dashboard provides insights into the average value of closed deals. It helps managers understand the financial impact of their deals and strategize on how to increase deal sizes.
Active deals - Forecasted Revenue - Tracks active deals and their forecasted revenue, giving Customer Success Managers a clear view of potential earnings and helping prioritize efforts on high-value deals.
Deal status distribution - Shows the distribution of deals across different stages, helping managers identify bottlenecks in the sales process and improve workflow efficiency.
Actual Revenue by Month (Deals won) - Provides a historical view of revenue generated from won deals each month, enabling managers to identify trends and plan future strategies accordingly.
Pipeline conversion - This dashboard tracks the conversion rates at various stages of the sales pipeline, offering insights into where deals are lost and where improvements can be made.
Activity tracker - Monitors the activities of the Customer Success team, such as calls, emails, and meetings. It ensures that the team stays active and engaged with clients, which is crucial for maintaining strong relationships.
Forecasted Revenue by month - Projects monthly revenue based on current deals in the pipeline, helping managers forecast future financial performance and make informed decisions.
Forecasted Revenue by Stage - Breaks down forecasted revenue by the stage of the deal, giving a detailed view of potential earnings and helping to focus efforts on deals closer to closing.
Deals Stages by Rep - Shows the performance of individual representatives by deal stage, highlighting top performers and those who may need additional support or training.
Deal Progress based on Month Added - Tracks the progress of deals based on when they were added to the pipeline, helping managers identify how long deals typically take to close and optimize their sales cycle.

Automations

When new email arrives → Notify item subscribers with a message - Ensures that Customer Success Managers are immediately informed of new communications, allowing for prompt responses and improved client engagement.
When an email is opened → Notify item subscribers with a message - Notifies managers when a client opens an email, providing an opportunity to follow up at the right moment and enhance customer interaction.
When 'Create a contact' is clicked → Move the item to the Contacts board - Automatically organizes new contacts, ensuring that all client information is systematically stored and easily accessible.
When a lead is created → Set its status to 'New Lead' - Streamlines the lead management process by automatically assigning a status to new leads, ensuring they are promptly addressed and moved through the sales funnel.
When an activity/email is created in Emails & Activities → Update the 'Last interaction' date - Keeps track of the most recent interactions with clients, helping Customer Success Managers maintain up-to-date records and ensure regular follow-ups.

Frequently asked questions

How can this CRM template help me manage fan engagement in the sports industry?

This CRM template allows you to track fan interactions, segment your audience, and personalize communication, ensuring a more engaging and tailored experience for your sports fans.

How can I use this CRM to track and boost ticket sales for sports events?

The template includes tools to monitor ticket sales, analyze purchasing trends, and create targeted campaigns to increase sales, ensuring your events are always packed.

Can this template help me improve membership renewals for our sports club?

Yes, it features automated reminders, personalized renewal offers, and tracking of membership statuses to help you retain members and reduce churn.

How does this CRM template assist with managing sponsorship relationships?

Manage sponsor interactions, track contract details, and monitor sponsorship deliverables to ensure strong relationships and fulfill all sponsorship commitments effectively.

What tools does this CRM offer for coordinating sports event logistics?

The template includes features for managing event schedules, coordinating with vendors, and tracking logistics to ensure smooth and successful sports events.

How can this CRM help in tracking and resolving fan inquiries and issues?

The CRM allows you to log fan inquiries, assign tickets to team members, and track resolution progress, ensuring a swift and efficient response to any issues.

Does this CRM template support the management of athlete and team interactions?

Yes, it provides tools to track communications, schedule meetings, and manage relationships with athletes and teams, ensuring everyone stays informed and connected.

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