About this template

Optimize your sports team's operations with our CRM solution designed for the sports industry. Manage player contracts, track training schedules, and streamline fan engagement with ease. Perfect for sports managers looking to enhance team performance and operational efficiency.

What’s included

Boards

Accounts Board - This board helps sports organizations manage their accounts efficiently by tracking essential information such as company details, contacts, deals, industry type, and headquarters location. With columns for domain links and company profiles, team members can easily access critical data to build stronger relationships and drive strategic partnerships.
Leads Board - Designed for capturing and tracking potential opportunities in the sports industry, this board allows teams to monitor lead statuses, create new contacts, and log interactions. By including fields for company details, contact information, and active sequences, it ensures timely follow-ups and enhances lead conversion rates.
Contacts Board - This board centralizes all contact information, linking them to relevant accounts and deals. With columns for titles, contact types, priorities, and comments, it helps sports teams maintain organized communication records, prioritize outreach efforts, and ensure personalized engagement with stakeholders.
Deals Board - Critical for managing sales pipelines, this board tracks deal stages, values, owners, and associated contacts and accounts. By forecasting deal values and close probabilities, sports organizations can predict revenue, optimize sales strategies, and boost win rates.
Events Board - Essential for organizing sports events, this board includes columns for event names, dates, locations, organizers, statuses, budgets, and attendees. It helps teams plan, execute, and track events seamlessly, ensuring successful sports activities and engagements.
Campaigns Board - This board supports the planning and execution of marketing campaigns within the sports industry. With fields for campaign names, start and end dates, objectives, target audiences, budgets, and statuses, it aids teams in managing campaign performance, driving fan engagement, and achieving marketing goals.

Dashboards & Reports

Annual Target - This dashboard helps sports managers and directors track annual sponsorship and ticket sale goals, ensuring they stay on course to meet revenue targets.
Monthly Target - Provides a month-by-month breakdown to help sports teams monitor their monthly financial targets and adjust strategies to meet these short-term goals.
Average Deal Value - Tracks the average value of sponsorships and partnerships, helping sports executives understand their deal sizes and focus on high-value opportunities.
Active deals - Forecasted Revenue - Shows the potential revenue from ongoing negotiations, enabling sports managers to forecast future income and plan accordingly.
Deal status distribution - Visualizes the stages of all deals, helping sports professionals identify bottlenecks and streamline the sales process.
Actual Revenue by Month (Deals won) - This dashboard shows the actual revenue generated from successful deals each month, allowing sports organizations to track financial performance against targets.
Pipeline conversion - Displays the conversion rates of leads to deals, helping sports sales teams optimize their approach to increase successful deal closures.
Activity tracker - Monitors all activities related to deals, ensuring that sports sales teams are consistently engaging with leads and moving deals forward.
Forecasted Revenue by month - Projects monthly revenue based on current deals, helping sports executives plan budgets and allocate resources effectively.
Forecasted Revenue by Stage - Breaks down potential revenue by deal stage, giving sports managers insight into where they should focus their efforts to close deals.
Deals Stages by Rep - Tracks the performance of individual sales reps, allowing sports teams to identify top performers and provide targeted coaching to those needing improvement.
Deal Progress based on Month Added - Shows the progress of deals added each month, helping sports organizations measure the effectiveness of their sales strategies over time.

Automations

When new email arrives → Notify item subscribers with a message - Ensures that sports sales teams are immediately aware of new communications, allowing for prompt responses to important emails from sponsors or partners.
When an email is opened → Notify item subscribers with a message - Alerts sports professionals when a potential sponsor or partner has opened an email, enabling timely follow-ups and increasing the chances of closing deals.
When "Create a contact" is clicked → Move the item to the Contacts board - Streamlines the contact management process, ensuring that new contacts are efficiently organized and tracked within the sports CRM system.
When a lead is created → Set its status to "New Lead" - Automatically categorizes new leads, helping sports sales teams prioritize and manage their lead pipeline effectively.
When an activity/email is created in Emails & Activities → Update the "Last interaction" date - Keeps track of the most recent interactions with leads and contacts, ensuring that sports professionals maintain consistent and up-to-date communication.

Frequently asked questions

How can this CRM template help me manage player contracts and renewals?

This CRM template includes dedicated boards for tracking player contracts, renewal dates, and contract terms. You can set automated reminders for upcoming renewals to ensure timely negotiations and contract management.

Can this CRM template help with scheduling and tracking training sessions?

Yes, the template features boards for scheduling training sessions, tracking attendance, and monitoring player performance metrics. This helps coaches and managers ensure that training programs are effectively managed and optimized.

How does this CRM solution assist in managing fan engagement and communications?

Our sports team CRM solution includes tools for managing fan databases, sending targeted communications, and tracking engagement metrics. This allows you to build stronger relationships with your fan base and enhance overall fan experience.

Can this CRM template track player injuries and recovery progress?

Absolutely, the template has specific sections for recording player injuries, tracking recovery timelines, and monitoring medical appointments. This helps in ensuring that players receive appropriate care and return to play safely.

How can this CRM help with game day operations and logistics?

The CRM template includes boards for planning game day logistics, managing staff assignments, and coordinating transportation and accommodation for away games. This ensures smooth and efficient game day operations.

Is it possible to track sponsorship deals and obligations using this CRM template?

Yes, the template includes features for managing sponsorship deals, tracking deliverables, and ensuring that all obligations are met. You can also set reminders for key dates and milestones related to sponsorship agreements.

How does this CRM solution support scouting and player recruitment?

The CRM template provides tools for managing scouting reports, tracking potential recruits, and coordinating recruitment activities. This helps streamline the scouting process and ensure that you identify and secure top talent for your team.