Welcome back to the Cut-Down Costs with CRM blog series where we will be discussing multiple dimensions of cost reduction with the help of a CRM. First, let us see if you have faced these issues.
- Have you faced difficulty in customizing layouts and designs for your documents?
- Do you want to give a unique design to your email campaigns?
- Would you like to customize layouts for documents like invoices?
What are CRM templates
Templates are pre-formatted samples you can use to create emails and documents. Most CRMs come with an inbuilt template feature. They contain a variety of layouts and design elements that can be used to create custom layouts or content that grabs the reader’s attention. Consider the following examples. Example 1: You want to send emails to a series of existing contacts with festival offers. You can use customized email templates to draft your email content and make it look attractive and appealing. You can give a unique name to your campaign, add different themes or elements related to the festival, etc. In this way, you will be able to generate quality content in less time and reach out to more customers by creating a marketing list. Example 2: It is not easy to generate invoices for tens or hundreds of customers manually. But, using document templates, you can focus more on adding accurate content than the overall look of the document. You can also customize the layout or design to give a unique and professional look.Email Templates
According to Mckinsey, 91 percent of all US consumers still use e-mail daily. The rate at which e-mails prompt purchases is estimated to be at least three times that of social media, but the average order value is also 17 percent higher. Emails designed in a compelling way help increase subscribers, improve branding, and email response rates, and finally boost sales. Email templates are key to running email campaigns. Ready-made templates also make it easier for marketing reps to add promotional content quickly rather than creating from scratch.Document Templates
Just like email templates, document templates are used to generate invoices, create contracts, etc., for customers. Customizing layouts with fields depending on the customer requires time and effort. Using pre-loaded templates to quickly change the layouts can be a time saver and help you bring uniformity to your content.Benefits of Templates

- Customize email campaigns using different themes.
- Edit a template using HTML coding.
- Automate adding relevant fields such as first name, salutation, etc.
- Customize the campaigns with different elements using drag and drop editor.
- Print important documents such as quotes and share them with your contacts.
- Create customized PDF files by adding page size orientation, watermarks, etc.
- Add specified currency, decimal separator, etc.
- Access Print templates from different modules.
- How centralized data in a CRM can benefit your business.
- How CRM helps you in internal and external collaboration.
- How to use CRM Integrations to conduct Business Smoothly.
- How to improve business communication with CRM integration
- How to build a marketing social media strategy by using social media integration.
- How CRM automation helps streamline your business and enhance productivity.