Marketing Template Types

Surveys are perfect ways to gather the information that you need from a group of people. These are very helpful for any business to improve quality by gathering feedback. A survey will be most effective if you ask the right questions. These survey process templates help you to conduct any survey such as classroom survey, restaurant survey, student survey, etc. You can use these survey templates to get the required information about your services/products, thus resulting in faster decision-making to improve the business. This type is pre-equipped with some sample template which is used for dealer visits. The available templates in this type are:

• Dealer Visit

The promotion and discount templates allow you to manage promotion-related workflows in your organization. These templates provide a solution to manage promotional activities like discount management, product branding, product sampling, etc. Here are some sample templates you can use to manage promotion-related workflows.

• Promotional Feedback
• Fish IB Promotional Event

Generating leads for your business is important. It creates sales and increases customers. You can use these templates to manage every activity in a lead generation workflow like collecting contact details, approvals, monitor lead status, etc. You can also make use of these process templates to collect lead data and manage it efficiently. This type is pre-equipped with some templates which can manage activities like lead generation, lead management, lead visits, etc. The available templates in this type are:

• Lead Generation for Daily Hunt
• Lead Management
• New Lead
• Lead Generation (Digital Payment)
• Presales Meeting
• Acquisition
• Lead or Visit
• Lead Generation Process

Market surveys collect data about a target market, such as pricing trends, customer requirements, competitor analysis, and other such details. It helps you understand how you want to position your product/service. You can use these templates to manage marketing-related workflows. These templates will help you perform market surveys by researching the target market and get insights into customer demographics. These templates offer questions that can help you obtain insights into your products and concepts. This type is pre-equipped with some templates which can manage activities like a market visit, mike campaigning, market activity, etc. The available templates in this type are:

• Market Visit
• Trail Plot Record
• Mike Campaigning
• Fish Marketing Material and Branding
• Market Activity

A competitive analysis is a strategy where you identify major competitors and research their products, sales, and marketing strategies. It helps you identify your product's unique value proposition and what makes your product different from competitors. You can use these process templates to capture the competitor's profile like company size, mission, objectives, revenue, market share, etc. These are very helpful to get competitor's insights and improve your marketing decisions. The available templates in this type are:

• Fish Feed Competitor Intelligence