Optimize your waste management operations with this comprehensive CRM template. Track and manage waste collection schedules, customer requests, and compliance with ease. Streamline workflows and enhance service efficiency with industry-specific features tailored to waste management needs.
What’s included
- Accounts - The Accounts board is designed to manage and track all client information in one place. With columns for Name, Domain, Industry, and more, it helps waste management companies keep detailed records of their clients. The mirror columns for Contacts and Deals ensure that all related interactions and transactions are easily accessible, streamlining the process of managing key accounts and ensuring no opportunities are missed.
- Leads - The Leads board assists in tracking potential new clients and their status in the sales pipeline. It includes columns for Name, Status, Company, Title, and contact information, enabling sales teams to manage lead generation effectively. The Create a contact button simplifies adding new contacts directly from the lead, while the Last interaction date helps prioritize follow-ups, ensuring timely communication.
- Contacts - The Contacts board centralizes all contact details and their associated accounts and deals, providing a comprehensive view of all interactions. Columns for Email, Phone, Title, and Type help categorize and prioritize contacts, while the Comments section offers space for detailed notes. This board ensures that all team members can access up-to-date information, facilitating better customer relationship management.
- Deals - The Deals board is crucial for managing the sales pipeline. It includes columns for Deal Name, Stage, Owner, Deal Value, and Expected Close Date, allowing sales teams to track the progress and potential value of each deal. The Last interaction date ensures timely follow-ups, while the Forecast Value formula helps predict potential revenue, aiding in financial planning and decision-making.
- Work Orders - The Work Orders board helps in assigning and tracking maintenance and service tasks. Columns for Description, Assigned To, Priority, Due Date, and Status ensure that all work orders are managed efficiently, prioritized correctly, and completed on time. This board is essential for maintaining operational efficiency and ensuring high service standards.
- Inspections - The Inspections board is designed to manage and document inspection activities. It includes columns for Inspector, Inspection Date, Status, Findings, and Follow-up Required, ensuring that all inspection details are recorded and any required follow-ups are tracked. This board helps waste management companies ensure compliance with safety and regulatory standards, maintaining high operational safety and quality.
- Annual Target - Tracks annual goals for waste management contracts and services, helping managers align long-term strategy with performance metrics.
- Monthly Target - Monitors monthly objectives, providing insights into short-term performance and helping to identify trends or issues early.
- Average Deal Value - Calculates the average value per contract or service deal, crucial for understanding revenue streams and pricing strategies in waste management.
- Active deals - Forecasted Revenue - Shows potential revenue from current deals, vital for financial planning and resource allocation within waste management operations.
- Deal status distribution - Visualizes the stages of all current deals, helping managers track progress and identify bottlenecks in the sales pipeline.
- Actual Revenue by Month (Deals won) - Displays monthly revenue from closed deals, essential for evaluating the effectiveness of sales strategies and operational efficiency.
- Pipeline conversion - Tracks conversion rates at each pipeline stage, providing insights into the effectiveness of sales processes and areas needing improvement.
- Activity tracker - Logs all sales and service activities, helping managers ensure consistent follow-ups and customer engagement in waste management services.
- Forecasted Revenue by month - Projects monthly revenue based on current deals, aiding in budget planning and financial forecasting.
- Forecasted Revenue by Stage - Breaks down forecasted revenue by deal stage, offering a detailed view of potential income and helping prioritize efforts to move deals forward.
- Deals Stages by Rep - Analyzes performance at the individual level, helping managers identify top performers and those needing additional support or training.
- Deal Progress based on Month Added - Tracks the progress of deals since their inception, providing insights into sales cycle lengths and efficiency in closing deals.
- When new email arrives → Notify item subscribers with a message - Ensures that all relevant team members are immediately aware of new communications, improving response times and customer service in waste management.
- When an email is opened → Notify item subscribers with a message - Alerts the team when a customer has engaged with an email, allowing for timely follow-up and increased engagement rates.
- When 'Create a contact' is clicked → Move the item to the Contacts board - Streamlines the process of organizing new contacts, ensuring that they are immediately accessible for follow-ups and ongoing communication.
- When a lead is created → Set its status to 'New Lead' - Automatically categorizes new leads, ensuring no potential customer is overlooked and that all leads are tracked from the start.
- When an activity/email is created in Emails & Activities → Update the 'Last interaction' date - Keeps customer interaction records up to date, providing accurate timelines for follow-ups and improving relationship management.
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