About this template

Waste Management CRM Template for Account Executives equips reps with account insights, deal stages, and follow-ups in one place. Forecasts and automations help close deals on time.

What’s included

Boards

Accounts Board - This board helps waste management account executives keep track of key client information including company name, domain, contacts, active deals, industry classification, and detailed descriptions. It streamlines the management of client profiles, enabling quick access to important data such as the number of employees, headquarters location, and company profile links, which is crucial for personalizing communication and ensuring effective account management.
Leads Board - The leads board is essential for tracking potential clients and their status in the sales pipeline. It allows account executives to create contacts effortlessly, capture critical lead information such as company name, title, email, phone number, last interaction date, and active sequences, ensuring no opportunity is missed and follow-ups are timely and organized.
Contacts Board - This board centralizes all contact information, linking them with relevant accounts and deals. It includes fields for name, email, phone, title, type, priority, and comments, along with mirrored deal values and associated company details. This comprehensive view facilitates effective relationship management and personalized client interactions based on detailed contact insights.
Deals Board - The deals board is designed to track the progress of sales opportunities through various stages. It includes columns for deal name, stage, owner, deal value, associated contacts and accounts, expected close date, close probability, forecast value, and last interaction date. This board helps account executives forecast sales revenue, manage deals efficiently, and ensure timely follow-ups to maximize deal closure rates.
Jobs Board - This board helps in managing waste collection jobs by tracking job types, locations, assigned personnel, status, dates, and notes. It ensures that all jobs are assigned and monitored effectively, helping account executives coordinate with the operations team to ensure timely and efficient service delivery.
Routes Board - The routes board is critical for managing waste collection routes. It includes columns for route names, route numbers, drivers, vehicles, scheduled times, status, and notes. This board aids in optimizing route planning and execution, ensuring that waste collection is done efficiently and on schedule, thus enhancing service reliability and customer satisfaction.

Dashboards & Reports

Annual Target - This dashboard helps Account Executives in the waste management industry monitor their progress toward yearly revenue goals. It tracks key metrics such as total sales, number of new accounts, and overall growth trends, providing a clear overview of yearly performance.
Monthly Target - This dashboard breaks down annual targets into monthly goals, allowing Account Executives to stay on track with short-term objectives. It highlights monthly revenue, number of deals closed, and client acquisition rates, helping to identify any gaps early on.
Average Deal Value - By tracking the average value of deals closed, this dashboard helps Account Executives understand the typical size of their contracts. This is vital for forecasting revenue and adjusting sales strategies to attract higher-value contracts in waste management services.
Active deals - Forecasted Revenue - This dashboard provides a real-time view of all active deals and their potential revenue. It helps Account Executives prioritize high-value opportunities and manage their pipeline more effectively, ensuring a steady flow of business.
Deal status distribution - This dashboard shows the distribution of deals across different stages of the sales process. It helps identify bottlenecks and areas where deals tend to stall, enabling Account Executives to take proactive measures to push deals forward.
Actual Revenue by Month (Deals won) - This dashboard tracks monthly revenue from deals that have been successfully closed. It helps Account Executives analyze performance trends over time and adjust their strategies to maximize monthly revenue.
Pipeline conversion - This dashboard tracks the conversion rates of leads through various stages of the sales pipeline. It provides insights into the effectiveness of the sales process and helps identify areas for improvement to increase overall conversion rates.
Activity tracker - This dashboard logs all sales activities, such as calls, emails, and meetings. It helps Account Executives stay organized, maintain consistent follow-ups, and ensure no potential lead is neglected.
Forecasted Revenue by month - This dashboard projects future revenue based on current pipeline data. It assists Account Executives in planning and setting realistic sales targets, ensuring a continuous flow of revenue.
Forecasted Revenue by Stage - This dashboard provides a detailed forecast of revenue based on the current stage of each deal. It helps Account Executives understand which stages are contributing most to potential revenue and where to focus their efforts to close deals faster.
Deals Stages by Rep - This dashboard breaks down the stages of deals managed by each Account Executive. It helps sales managers identify top performers and areas where individual reps may need additional support or training.
Deal Progress based on Month Added - This dashboard tracks the progress of deals from the month they were added to the pipeline. It helps Account Executives understand the lifecycle of their deals and identify any delays or inefficiencies in the sales process.

Automations

When new email arrives → Notify item subscribers with a message - This automation ensures that Account Executives are immediately informed of new communications, allowing for prompt responses and improved client engagement in waste management services.
When an email is opened → Notify item subscribers with a message - This automation notifies Account Executives when a potential client opens an email, providing an opportunity to follow up while the client is actively engaged, increasing the likelihood of closing deals.
When 'Create a contact' is clicked → Move the item to the Contacts board - This automation streamlines the process of adding new contacts to the CRM, ensuring that no potential lead is missed and that all contacts are properly organized for future follow-ups.
When a lead is created → Set its status to 'New Lead' - This automation ensures that all new leads are correctly categorized, helping Account Executives prioritize their follow-up activities and manage their sales pipeline more effectively.
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 Account Executives with accurate information on the most recent contact with each client, ensuring timely and relevant follow-ups.

Frequently asked questions

How can this template help me track waste collection schedules for multiple clients?

This template includes dedicated boards for managing waste collection schedules, allowing account executives to track service dates, times, and locations for each client efficiently.

How does this CRM assist in managing client contracts and compliance requirements in waste management?

The CRM template provides a comprehensive contract management board where you can store, track, and review client contracts, ensuring compliance with industry regulations and client-specific requirements.

Can I use this template to monitor the performance of waste collection teams?

Yes, the template includes performance tracking boards that allow account executives to monitor the efficiency and effectiveness of waste collection teams, ensuring high service standards.

How does this solution help in optimizing waste disposal routes and schedules?

The CRM template features route optimization tools that help account executives plan and adjust waste disposal routes and schedules, reducing operational costs and improving service delivery.

Does this CRM template support customer feedback and issue resolution tracking?

Absolutely. The template includes a customer feedback board where you can capture, analyze, and resolve client issues promptly, enhancing customer satisfaction and loyalty.

How can I use this CRM to manage recycling and hazardous waste compliance?

This template provides specialized boards for tracking recycling programs and hazardous waste management, ensuring compliance with environmental regulations and safe disposal practices.

Can this CRM template help in forecasting client service needs and upselling additional waste management services?

Yes, the CRM includes tools for analyzing client service patterns and forecasting future needs, allowing account executives to identify opportunities for upselling and expanding service offerings.

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