Order Management CRM Template

How's Stackby User Research Template will help you ? For a company, managing its users’ experience is a very crucial task. To satisfy the users is the primary goal of any company to generate profit and keep the goodwill intact. Managing the users’ experience is essential for a company to take the product to the next level. Our User Research Template can help you out with that! A user research template is an answer for effectively managing all the data and research done by the company to know the experience of the consumers. You can manage any qualitative and quantitative data in this user research template by Stackby. All you have to do is copy the data and apply it in the template; that’s it! User research is typically done at the beginning of the project or any product development. It is done to know the perspective of the consumers and for the development of the product. There are two ways research is done: Qualitative: The type of research in which the information such as how a user thinks or feels. It is done to find the user’s opinion, emotions, and experiences. Quantitative: A quantitative data looks into numerical values, which can be read in a statistical form. It is generally used to quantify the opinions of the users. In user research, both qualitative and quantitative data is collected and is analyzed for the research purpose. The study can be used to develop and perform an existing product or apply to a whole new product. The need for user research is to find the answers to your questions. It tells you who your users are; In what context will they be using the product; and what are their expectations from you. Stackby’s user research template helps you manage all your research separately for the individual user and keeps it saved for future purposes. To conduct effective user research, you need to: Take note of what your users do.  Set upright questions in the questionnaire to get unbiased answers from the people/users. Think from the user’s perspective and do not make assumptions beforehand. Be ready to get surprised. With Stackby’s User Research Template, you can keep track of all the research and the interview stack, your NPS score, and all those companies which took part in the research.  Having a user research template has its advantages. It helps a company manage its research to develop the product or design and a new one. It is always good to know what people think of your company or your company’s products. And this User Research template is there to lend you a helping hand. Checkout Related Templates :Project Planning Agile Product Planning Template Sprint Planning 

The dependency of a firm on its products’ success is not to be taken lightly, and for as many products to be sold as possible, the products need to be appealing to the customers. Sometimes the products may need to be sold within a tight schedule. During such a time, the product planning process may not get the required amount of attention it requires. The Stackby Agile Product Planning Template is here to solve this problem. With the help of this template, you will be able to meet your deadline and deliver a presentable product that is appealing to your customers. What is Agile Product Planning? Agile product planning is a kind of methodology that works on three levels - vision, product strategy, and tactics. Each sits within the other, and depends on the others to be working well to achieve overall success using agile product planning. The attention to detail also increases in density as we go down from vision to tactics. The product vision could be encapsulated in a simple line or two, while the tactics needed to execute this vision include details like sketches, storyboards, and written out plans. Managing all these levels and details takes a good amount of preparation, but the results pay off at the end. To simplify this process, Stackby has come up with an Agile Product Planning Template for product teams to use. How will the Stackby Agile Product Planning Template help you? The template is packed with features that help you strategize the product designs, sales strategies, and releases. This template also allows you to track the progress of the development of the product. It marks the creators and simplifies the process of alterations. The sprints feature is there to trace the progress of the product. This includes the dates of release, dates of alterations made, and the launch of the final product. The objective of the product release can be marked, and the reception by the consumers can be recorded as well. The product planning process as it draws closer to the release date is often sped up, and this sprint is marked in the form of meetings and coverage of product objectives. The agile product planning template allows you to make any extra notes regarding the product and present a polished product at the end. Who will find the agile product planning template useful? Big and small businesses looking to make changes to their products will find this template to be useful. Product managers functioning under these companies are likely to make maximum use out of it.Check out more related TemplatesBug Tracker 

Measure your product’s unique value and identify opportunities to attract more customers with Stackby’s Product Market Fit Template. This template is easy to customize, free to use and provides you with a better view of your product’s growth profitability.  What is Product Market Fit? Product market fit is often referred to as ‘product/market’ or ‘product-market’ fit. Product market fit happens when you are serving your target customers with the right product. In simpler terms, if your products are ideal for your market and your customers, you are achieving product-market fit.  Ideally, product market fit is determined using surveys that help you in identifying what your customers actually think of your product or what your new product must contain. Stackby’s product market fit template includes a survey form for the same through which you can conduct a survey for your product. All the answers will be saved in the table in the respective columns.  Why is Product Market Fit Important? 1. Planning a new product:  If you are planning to develop a new product, you must confirm whether people will be willing to pay for it. In other words, you need to determine that your product has enough market to sustain itself and generate profit.  2. Customer-product attachment:  Product-market fit system helps you find out whether your customers are actually liking your product or not. What will happen if you withdraw your product from the market?  3. Relevance of product:  Will your customers recommend your product to anyone? A product market fit survey will help you find whether your product is solving any problem or not.  4. An opportunity for growth:  If you have reached an equilibrium in the journey of your product, a product market fit survey will help you find out the rate at which your customers try the product and buy it or reject and stop using it.  Read more: How to Create a Product Roadmap?  How to measure Product Market Fit?  Measuring product market fit is a combination of quantitative as well as qualitative metrics. For example churn rate, growth rate, market share, word of mouth, media coverage, etc. Here are a few things that you should consider while measuring product market fit: Find if users will switch to your product  Find whether some users who have rejected products similar to your products but are willing to try your product Are customers utilizing all the features of your product How are your retention rates in comparison with your competitors  Do customers understand the value proposition of your product Who can use Stackby’s Product Market Fit System Template?  This template is useful for sales, business development, support, finance, and all other departments that oversee the planning, management, and execution of products in a business. It is also useful for startups, business owners, product managers, and product teams.  How is Stackby’s Product Market Fit System Template Helpful for You? Stackby’s product market fit system template includes a survey form that will help you understand how your customers perceive your product. It helps you gauge your product based on user experience, features, and value proposition. You can do the following with this template: Track the responses for your product market fit survey  Record the sentiments for every response given by customers (not disappointed, somewhat disappointed, very disappointed, etc) Find how you can improve your product Identify which feature, services, or products you are missing Record ratings based on issues resolved for customers Record customer details such as name, email, job title, promoter score, etc Count the survey responses for different aspects of a product such as user experience, features, value proposition, etc  Other templates related to product development and management: Product Roadmap Template   Product Launch Template   Product Competitor Analysis Template   Product Inventory Template   Before you use our Product Market Fit template, make sure you understand how to use Stackby forms. 

This Product Strategy Database template helps teams align on objectives, manage feature development with a detailed roadmap, and track key success metrics like user growth, revenue, and feature adoption.

Developing a new product is an exciting but complex journey that involves multiple stages, from ideation to launch. Keeping everything organized and on track can be a challenge, but Stackby’s Product Development Template is here to simplify the process. This template is designed to help you manage your product development projects efficiently, ensuring nothing falls through the cracks. Whether you're a startup, a product manager, or part of a large development team, this template will guide you through every step of the product development cycle. Why Use the Product Development Template? Streamline Your Workflow Product development involves various tasks, from market research to prototype testing and final launch preparations. Stackby’s template provides a structured framework to streamline your workflow, ensuring that every task is accounted for and completed on time. Enhance Collaboration Developing a product is a team effort, requiring input from multiple departments and stakeholders. With Stackby’s Product Development Template, collaboration is seamless. You can share updates, assign tasks, and get real-time feedback, keeping everyone on the same page and moving towards a common goal. Track Progress Effortlessly One of the biggest challenges in product development is tracking progress across different stages. Stackby’s template includes progress tracking tools that give you a clear overview of where each task stands. This helps you identify bottlenecks early and make necessary adjustments to keep the project on track. Customizable to Your Needs Every product development process is unique, and Stackby’s template recognizes that. You can customize the template to fit your specific needs, whether it’s adding new stages, adjusting timelines, or including additional fields for detailed tracking. This flexibility ensures that the template evolves with your project. Visualize Data for Better Decision Making Data visualization is crucial for making informed decisions. Stackby’s template includes various visualization tools like Grouped Views Kanban boards, and progress bars that help you understand the status of your project at a glance. This visual clarity helps in making strategic decisions swiftly. Benefits of Using Stackby’s Product Development Template Improved Efficiency By providing a clear structure and defined stages for product development, Stackby’s template helps improve efficiency. You can focus on executing tasks rather than organizing them, saving time and resources. Better Collaboration The template’s collaboration features ensure that everyone involved in the project is on the same page. You can assign tasks, share updates, and get feedback in real-time, making teamwork more effective and cohesive. Enhanced Visibility With tools to track progress and visualize data, you get enhanced visibility into the project’s status. This helps in making informed decisions, identifying potential issues early, and ensuring the project stays on track. Flexibility and Customization Stackby’s template is highly flexible, allowing you to tailor it to your specific needs. This ensures that the template remains relevant and useful, no matter how your project evolves. Data-Driven Decisions With built-in analytics and visualization tools, you can make data-driven decisions that enhance the quality and success of your product development efforts. Our template includes a product information table, product development timeline table, resources & budget table, and product manager table. These tables are designed in a way that will allow you to sort your data smartly and store information to make data screening easy. Product development can be a complex and challenging process, but Stackby’s Product Development Template makes it manageable and efficient. Whether you're a startup, a product manager, or part of a large team, this template provides the structure and tools you need to succeed. Streamline your workflow, enhance collaboration, track progress effortlessly, and make informed decisions with Stackby. Start using the Product Development Template today and bring your innovative ideas to life with confidence! Sign up for free on Stackby today. 

How Stackby's NPS Survey Template helps you ? As customer feedback is important for a company to know how much the customers like its product, it is also important to know how your customers perceive it. An NPS survey is done to know exactly this. NPS score gives you an idea about the customer experience and tells you how liked your company or product is among people. But keeping track of so much customer feedback and their reviews can prove to be very overwhelming. That’s where our NPS Survey Tracker Template comes in.  An NPS survey tracker template will ease down your work by keeping track of all the respondents and their feedback at the same place and making it easy for you to manage them all. Why do we need an NPS Survey Template? NPS stands for Net promoter Score. It is a metric used in the customer experience programs. Many companies use NPS to know how their customers perceive them. An NPS survey is done by asking just a single question; ‘’How likely are you going to recommend our product/company/brand to someone else?‘’ The customers give their answers by giving ratings from 0 to 10 and, according to their response, fall into one of these three categories: Promoters: These provide a rating of 9-10 and are typically loyal customers who tend to promote the brand by word of mouth. Passives: They respond with a rating of 7-8 and are satisfied customers, but they are not satisfied enough to be considered promoters. Detractors: These are the people who give ratings from 0-6 and are unhappy with the company’s product or services. These customers are likely to discourage others from buying from your company. An NPS survey template will allow you to do surveys and keep track of all the respondents and the percentage of each respondent’s category to calculate the score. You will have the benefit of easy customer experience management. How can Stackby’s NPS Survey Template help you? Stackby’s NPS survey template will enable you with easy handling of the data about the customer’s feedback and manage them all with ease. You can conduct surveys with the template and then get the response recorded in the template itself. You can categorize the data the way you want and then customize it according to your liking. Moreover, you can add in another question if you like in a separate column. Use this survey template for the best customer experience management. Manage data categorically such as NPS survey, scores received customer category, and NPS score and manage them all in one place. It is free to use and simple to understand and operate. You can make an account on Stackby or use an existing one. Know your NPS score without working too hard on analyzing the responses separately using our NPS survey template.Checkout other related Template :Sprint Planning User Research  

In the fast-paced world of product development, clear and consistent messaging is crucial for successful communication across teams and with customers. The Product Messaging Library Template for Stackby offers an organized, user-friendly template to centralize and manage all your product messaging needs. Why Use a Product Messaging Library? Product messaging involves the key statements, value propositions, and differentiators that define how your product is perceived by customers, stakeholders, and team members. Ensuring consistency across all channels—whether it’s marketing, sales, support, or internal communication—is vital for building a strong brand identity and improving customer engagement. This template helps streamline the process by offering a structured framework to create, organize, and update your product messaging in one place. Key Features Centralized Repository: The template serves as a single source of truth for all messaging related to your product. This ensures that everyone, from marketing teams to customer support, has access to the most up-to-date information. Customizable Fields: Tailor the template to fit your specific needs. Whether you’re focusing on messaging for different customer segments, product features, or marketing channels, the template can be easily adjusted to capture the right information. Easy Collaboration: Stackby’s collaborative platform allows multiple team members to work together in real-time. This makes it simple to update messaging, provide feedback, and ensure alignment across teams. Version Control: Track changes and maintain a history of all your product messaging. This feature is particularly useful when revisiting past campaigns or updating messaging for product iterations. Integrations: Seamlessly integrate the template with your existing tools and platforms. Whether you need to pull data from your CRM, sync with your project management software, or export messaging for external use, the template makes it easy. Who Can Benefit? This template is ideal for product managers, marketing teams, brand strategists, and anyone involved in communicating a product’s value to the market. By providing a structured approach to messaging, it not only saves time but also ensures that your product’s narrative is clear, consistent, and compelling. Get Started Today Streamline your product messaging with the Product Messaging Library Template for Stackby. With its user-friendly design and powerful features, you can ensure that your product stands out in a crowded market.

Are you tired of dealing with the chaos of product development and operations? Do you wish there was a way to streamline the entire process and ensure everything runs like clockwork? If yes, look no further than Stackby's Product Operations Template!  Our template is designed to help you effectively manage your product development lifecycle, from ideation to launch and beyond. With a range of features and sections, it's the ultimate tool for anyone involved in product operations.  So, let's take a closer look at what this template offers and how it can benefit your business. What is Product Operations? Product Operations (Product Ops) is a business function that supports product development teams to ensure successful product launches, maintenance, and growth.  It encompasses various activities facilitating product development and management, including project management, process improvement, stakeholder management, and analytics. Why is Product Operations Important? For product led companies, product operations helps you track the entire customer journey: from onboarding, trial, purchase, expansion and renewal and optimizing that process along the way. It helps various teams stay on the same page and ensure customer success. Role of Product Operations Manager - What do they do? Product Operations Managers are responsible for managing the product development process from ideation to launch. They work closely with cross-functional teams, including engineering, design, marketing, and sales, to ensure the product is developed according to the roadmap and delivered on time.  They are also responsible for creating processes and frameworks that help streamline product development and ensure everyone is aligned and working towards the same goals. Digging Into Details About Stackby's Product Ops Template Stackby's Product Operations Template is a comprehensive tool that assists product managers, product operations managers, and other stakeholders in managing product development and release.  Its features and sections help organize and track product development activities. The best part about our Product Ops template is that it is fully customizable, which means that you can tailor it to meet the specific needs of your team or project.  Who can use Product Operations Template? Stackby's Product Operations Template is designed for Product Operations Managers, teams, and stakeholders involved in product development. It is ideal for businesses of all sizes that want to streamline their product development process and ensure everyone is aligned and working towards the same goals. Why Do You Need a Product Operations Template? Product operations management is a complex process that involves multiple teams and stakeholders. A well-structured and organized approach to product operations can make the difference between a successful product and a failed one.  Here are some key benefits that you can reap by trying out Stackby's Product Ops Template: 1. Streamline Your Product Development Lifecycle: The Product Operations template helps you manage your product development lifecycle in a structured and organized way. It allows you to track progress and make data-driven decisions efficiently. 2. Prioritize Your Backlog Effectively: This template allows you to prioritize your product backlog based on factors such as impact, effort, and feasibility. It helps you focus on the most critical features first. 3. Manage Releases: It provides a central location to manage releases, track their progress, and ensure they are delivered on time and with high quality. 4. Collaborate with Teams Easily: The Product Ops template makes collaborating with different teams involved in product operations easy. It includes product management, engineering, design, and quality assurance. Using Stackby's Product Operations Template simplifies your product operations management, reduces errors and redundancies, and ultimately delivers a better product to your customers. How to Tailor Stackby's Product Operations Template for Your Business? As mentioned above, Stackby's Product Operations Template is fully customizable, so you can tailor it to cater to your unique business requirements.  To effectively carry out this work, start by identifying the areas of your product development process that need improvement. Next, you need to add or remove sections, modify fields and columns, and set up automation as required.  Make sure that you are clear on your project goals before doing this. You can also integrate the template with other tools, including Jira. Different Sections of the Product Operations Template: Stackby's Product Operations Template is divided into sections covering different product development aspects. It includes the following: 1. OKR:  This section of the Product Ops template helps you define your Objectives and Key Results (OKRs) for your product development process. It allows you to set clear goals and measure progress towards them. 2. Projects: In this table, you can track all the ongoing and upcoming projects related to your product development process. You can assign team members, set deadlines, and monitor the progress of each project. 3. Customer Feedback: Customer feedback is crucial for improving your product. This section of the template lets you collect, organize, and analyze customer feedback, helping you identify areas of improvement and make data-driven decisions. 4. Sprints: This section helps you plan and manage your sprints, which are short development cycles focused on delivering specific features. You can create and assign sprints, set goals, and track progress. 5. Sprint Tasks (JIRA): If you use Jira for issue management, this section allows you to integrate it with your Stackby template. You can track sprint tasks and their status in real time. 6. Launch Assets: Finally, in this section, you can manage all the assets needed for launching your product, such as marketing materials, sales collateral, and product documentation. You can organize them by launch date and keep track of their status. Ready for a Flawless Product Development Lifecycle Management Experience? With Stackby's Product Operations Template, you can streamline your product development process - objectives, sprints, releases, features, user feedback, and launch assets.  This one-of-a-kind tool assists you in effectively optimizing collaboration and communication among cross-functional teams and ensuring that your product meets customer needs and business goals.Try it out today by signing up on Stackby and experience a seamless product development lifecycle management experience. Check Out Other Related Product Templates: Agile Product Planning Template  Product Roadmap

Every organization must keep a track of all its assets. Whether you are running a business expanding to multiple locations, your employees are working from remote locations, or you have multiple offices in different locations, you need an asset tracker to manage, organize and monitor your assets. Stackby’s free-to-use, custom asset tracker template can solve all your problems and make this process much easier for you.  What is Asset Tracker?  An asset tracker is a tool that helps you monitor the physical location and status of movable and fixed assets in an organization. For example, office furniture, electronic devices, stationeries, all can be considered as valuable assets for an organization. Every business incurs a certain cost on buying and maintaining assets and therefore it must keep track of them.  Stackby’s asset tracker tool helps ensure that the movement of assets is strictly controlled thereby preventing loss and improving customer service and business operations.  Why do Businesses need to Automate Asset Tracking Systems?  Manual asset tracking methods include many challenges such as: You have to manually enter all the information and update the records every day. The operations team often has to rely on finance teams for the purchase details of assets. Assets cannot be scanned using barcodes which means more chances of errors in entering data. Manual tracking methods often lead to redundancy and inefficient tracking.  Read more: Why you should ditch Spreadsheets to Scale your Business  If you are still depending on spreadsheets for keeping a check on your company assets, your operations team is underperforming. It is time to boost their productivity by giving them an automated asset tracking system.  Collaboration: Manage all your assets from different locations in one place with the Stackby asset tracker template.  Automation: Use Stackby’s barcode scanner column type and keep an automated record of your company assets.  Vendor Details: Manage your vendor list to keep a track of which asset was bought from which vendor.  Purchase Details: Store all the purchase details for every asset so that you do not exceed your company budget. Read more: Barcode Column Type in Stackby  What are the Benefits of using an Asset Tracker?  Reduced operational costs: You can monitor assets round the clock and in-real time thereby streamlining your operational process and costs. AccessibilityYou can ensure fast verification, disposal, and acquisition of assets with an easy-to-use asset tracker system. Security: You can find the exact location of an asset of your company at any time. This will help you protect your assets from theft or fraud. Management: You can easily adjust company records when an asset is transferred from one department or location to another.  Stackby’s asset tracker template enables businesses to store, manage and coordinate all the asset data in one place, thereby making it easier for operations teams to collaborate on the asset management tasks. It is free to use and can be easily customized according to your asset management requirements.  Who can use Stackby’s Asset Tracker Template?  This template can be used by business owners, administrative departments, operations teams, operations managers, IT departments, and any other authority responsible for managing assets in an organization.  How is Stackby’s Asset Tracker Template Helpful for You?  Stackby’s asset tracker template includes three tables for managing your assets, vendor details, and purchase details respectively. With this template, you will be able to do the following: Maintain a record of every physical asset owned by the company with the asset name and code Tracking the type of asset owned by the company (furniture, office equipment, stationeries, etc) Store an image of each asset  Record the details of the asset such as manufacturer, model name, and price Track the vendor details for various assets of the company such as  vendor name, address, city, state, and total assets Track the purchase details for every asset such as purchase date, status (completed, order shipped, etc), order type, price, invoice, etc Other asset management templates for better productivity: Sales Asset Management Template Marketing Asset Management Template Digital Asset Management Template Product Operations Product Catalog 

Knowing your competitors is essential for success in any business. By understanding their strengths and weaknesses, you can identify opportunities to improve your own product or service and gain a competitive advantage. Stackby's Competitor Analysis Template is a powerful tool to help you track and measure key information about your competitors. It includes everything you need to understand your competitive landscape and make informed decisions about your business. What is competitor analysis? Competitor analysis is the process of learning about your competitors so you can improve your own business. This includes looking at their products or services, marketing strategies, and target market. Why conduct competitor analysis? Competitor analysis is important because it can help you: Understand your competitors' strengths and weaknesses. Identify opportunities to improve your own business. Make better decisions about your product or service, marketing strategies, and pricing. Anticipate potential threats and challenges. How to Use Stackby's Competitor Analysis Template? Stackby's Competitor Analysis Template is easy to use and customize. Simply add your competitors' information to the tables and views, and you'll be able to compare them across a variety of metrics. You can also use the template to track trends in the market and identify opportunities to improve your business. Benefits of Using Stackby's Competitor Analysis Template Save time and money: Stackby's Competitor Analysis Template centralizes your competitor information and makes it easy to track and compare your competitors. This can save you a lot of time and money. Gain a competitive advantage: By understanding your competitive landscape, you can identify opportunities to improve your product or service and gain a competitive advantage. Make better decisions: The data you collect from your competitor analysis can help you make better decisions about your own product or service, marketing strategies, and pricing. Who is Stackby's Competitor Analysis Template for? Stackby's Competitor Analysis Template is for any business that wants to gain a competitive advantage. It is especially useful for businesses that are new to the market or that are facing increased competition. Customize your competitor analysis template Create a stack and add tables to track competitor information, such as company name, website, products or services, target market, pricing, marketing strategies, etc. Customize tables and views to meet your specific needs. Collect competitor information from a variety of sources, such as their websites, social media pages, and customer reviews. Track and compare competitors using the tables and views you created in your stack. Identify trends by tracking and comparing competitors over time. Use the data you collect to make informed decisions about your own product or service, marketing strategies, and pricing. Here are some additional tips for customizing your competitor analysis template: Add custom fields to track unique data points that are relevant to your industry or business. Automate workflows to streamline processes and set up automated reminders for data updates. Create personalized reports and views to cater to the preferences of different stakeholders. Aggregate data from various sources to gain deeper insights. Are you ready to take your business to the next level? Sign up for Stackby today and start using our competitor analysis template to gain a competitive advantage and make better decisions about your business.