About this template

Team Planning CRM Template centralizes workforce or project planning. Assign roles, balance workloads, and monitor progress with dashboards that improve alignment.

What’s included

Boards

Accounts Board - This board is designed to organize and track all information related to accounts. It includes columns for essential details like the name, domain, industry, and number of employees, providing a comprehensive profile of each account. By connecting contacts and deals directly within the board, teams can easily manage and monitor relationships and transactions, facilitating streamlined account management and planning.
Leads Board - The Leads board helps manage potential clients by tracking their status, company details, and contact information. The 'Create a contact' button enables quick addition of new contacts, ensuring no lead is missed. By keeping track of the last interaction date and active sequences, teams can prioritize follow-ups and nurture leads effectively, thus maintaining a steady flow in the sales pipeline.
Contacts Board - This board centralizes all contact information, linking contacts to relevant accounts and deals. Columns for email, phone, title, and company ensure that all communication details are easily accessible. The priority and type columns help categorize contacts, while the comments section allows for detailed notes, ensuring personalized and efficient communication strategies.
Deals Board - The Deals board is crucial for tracking the progress of sales opportunities. It includes columns for deal stage, owner, value, and expected close date, providing a clear overview of the sales pipeline. By mirroring accounts and linking contacts, teams can ensure that all relevant information is at hand, allowing for accurate forecasting and strategic planning to maximize deal closure rates.
Objectives Board - This board helps teams set and track goals. With columns for name, description, start and end dates, status, priority, and owner, teams can clearly define objectives and monitor progress. Assigning owners and setting priorities ensures accountability and focus, driving the team towards achieving their targets efficiently.
Training Sessions Board - The Training Sessions board is designed to organize and schedule training sessions. It includes columns for session name, date, location, trainer, description, attendees, and status, ensuring all details are covered. By managing training sessions effectively, teams can enhance their skills and knowledge, contributing to overall team development and performance improvement.

Dashboards & Reports

Annual Target - This dashboard provides a comprehensive overview of the team's yearly goals, allowing for long-term planning and tracking progress towards annual objectives. It helps identify if the team is on track to meet their targets and where adjustments may be necessary.
Monthly Target - By focusing on monthly goals, this dashboard enables the team to break down annual targets into manageable chunks, monitor short-term progress, and quickly respond to any deviations from the plan.
Average Deal Value - This dashboard helps the team understand the average revenue generated per deal, which is crucial for forecasting and planning purposes. It can highlight if the team's efforts are leading to high-value deals or if there's a need to adjust strategies to increase deal value.
Active deals - Forecasted Revenue - Tracking active deals and their forecasted revenue provides insights into potential future earnings and helps in planning resource allocation. This dashboard allows the team to assess if the current pipeline is sufficient to meet targets.
Deal status distribution - This dashboard offers a visual representation of deals at various stages, aiding in identifying bottlenecks and ensuring that deals are progressing smoothly through the pipeline.
Actual Revenue by Month (Deals won) - Monitoring actual revenue on a monthly basis helps the team evaluate their performance and make data-driven decisions to adjust strategies for future months.
Pipeline conversion - This dashboard tracks the conversion rates at different stages of the pipeline, helping the team understand where they lose potential deals and where they need to focus their efforts to improve conversion rates.
Activity tracker - Keeping track of team activities ensures that everyone is engaged and productive. This dashboard helps in identifying any dips in activity that could impact planning and goal achievement.
Forecasted Revenue by month - Forecasting revenue on a monthly basis allows the team to plan ahead and make informed decisions based on expected earnings, ensuring smoother operations and resource allocation.
Forecasted Revenue by Stage - Understanding forecasted revenue at different stages helps the team prioritize efforts and resources on the most promising deals, optimizing the planning process.
Deals Stages by Rep - This dashboard highlights the performance of individual team members, aiding in identifying top performers and those who may need additional support or training.
Deal Progress based on Month Added - Analyzing deal progress based on when they were added provides insights into the efficiency of the team’s planning and execution, allowing for adjustments to improve timelines and outcomes.

Automations

When new email arrives → Notify item subscribers with a message - This automation ensures timely communication within the team, keeping everyone informed and aligned, which is critical for effective planning and execution.
When an email is opened → Notify item subscribers with a message - By notifying the team when an email is opened, this automation helps track engagement and follow-up actions, ensuring that no opportunities are missed and planning is based on up-to-date information.
When 'Create a contact' is clicked → Move the item to the Contacts board - Automating the transfer of new contacts streamlines the process, saving time and reducing manual errors, thus enhancing planning efficiency.
When a lead is created → Set its status to 'New Lead' - Automatically setting the status of new leads ensures consistent categorization and helps the team prioritize and plan their follow-up actions effectively.
When an activity/email is created in Emails & Activities → Update the 'Last interaction' date - Keeping the 'Last interaction' date updated allows for accurate tracking of engagement, helping the team plan their next steps and ensuring continuous progress.

Frequently asked questions

How can this template help me allocate tasks effectively within my team?

The Team Planning CRM Solution allows you to assign tasks to team members based on their availability and skill sets, ensuring that work is distributed evenly and efficiently.

What are the best practices for using this CRM template to track project progress?

To track project progress effectively, regularly update the status of tasks, set clear deadlines, and use the built-in reporting features to monitor key milestones and overall team performance.

How can I use this template to improve team collaboration?

This template includes communication tools and shared boards that allow team members to collaborate on tasks, share updates, and provide feedback in real-time, enhancing overall team synergy.

What common mistakes should I avoid when using this team planning template?

Avoid overloading team members with too many tasks at once, neglecting to update task statuses, and failing to set realistic deadlines. Regularly review and adjust plans to ensure they remain achievable.

How do I measure the success of my team's planning using this CRM solution?

Measure success by tracking key performance indicators such as task completion rate, on-time project delivery, and team member workload balance. Use the CRM's reporting tools to analyze these metrics.

Can this template scale with the growth of my team and projects?

Yes, the Team Planning CRM Solution is designed to be scalable. You can easily add more team members, create additional projects, and customize boards to fit the evolving needs of your team.

What are some workflow optimization strategies for team planning using this template?

Optimize workflows by setting clear priorities, automating repetitive tasks, using templates for recurring projects, and regularly reviewing and adjusting plans based on team performance and feedback.

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