Customer Relationship Management Lite Template – Excel Dashboard
Can today’s business run without CRM? Customer Relationship Management can be a strategy or simply actions aimed at supporting sales, marketing, and other processes, where the overriding goal is to focus on the customer’s needs.
We have created a product for you to organize your Contacts with an Excel template, product is based on the latest trends related to CRM. The Customer Lead sheet supports your sales, tracks support your deals in a more effective way
- Sole proprietorship
- Sales teams
- Sales Representative
- Small companies
- Reminders about key activities
- Customer Relations Management (CRM)
- Sales support
- Work automation
- Deals Analyzer
- Analytical Dashboard
- Template without VBA code/scripts
- Analysis of failures and successes
- Customer list templates
- Customer lead sheet
- Deal database
- Transparent data structure
- Modern and clear design.
- Secure payment (PayPal)
- Instant Download
- No usage fees
- A fully editable file (Premium & Enterprise version)
How to track sales with Excel Dashboard?
The spreadsheet consists of 4 main modules automating your work.
The Dashboard, as the most important part of the Customer lead Spreadsheet, creates value for you. It presents the key actions that should be taken to make Deals and strengthen the relationship with the customers.
An analytical dashboard showing sales and a handful of useful information. Includes a sales funnel in order to support you in controlling the sales process, and finally presents the progress of the sales. The next tables inform you about the contractors, on which we should focus more. The dashboard offers verification of unsuccessful sales, and also allows you to add your own custom reports.
In this part, you will place your contractors, notes, and manage appointments. It is a synthetic table that can be easily adapted to your needs.
The core of your company’s sales. To control efficiently your budget, you will write down in this sheet all deals, both won, and lost. The sheet helps you find out when each deal must be completed, check the progress and arrangements. It is a treasury of knowledge about your sales activities, why some deals failed, and what to do to increase the sales.
If you want to track also your invoices, check the upgraded template to invoice tracking module, Click here.
How to use CRM?
Provide your Data
In the Company and Main contact section, you have to add the Name (of your customer or contractor) at least.
The Events section is the heart of CRM.
There you can record when you contacted your client first and last time as also which day you have arranged the meeting. Here they are 2 auto-update columns: “Contact in 2 days” and “Deals value”. Deals value is the sum of all deals with selected customers.
Now you can start your work and make some deal
First, choose your Customer from the drop-down list- the Contacts sheet is the source.
Then add Deals info, Deals Value, and current progress.
and finally set your deadlines and notes.
Handling a Deal
Change Deals info every time you want, for example, progress status:
Use the Dashboard and continue your work
After recording some deals and contacts, you should see what you have to do in the next 7 days.
It literally checks for your appointments and deadlines.
You can use it when you exactly know what you’re doing
- Excel file compatible with Excel 2010 (+sample template)
- Excel file compatible with Excel 2013 and higher (+sample)
- Link to Google Sheets (Modifiable, Business licenses)
- Discount code