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Tracking sales is also an important part of CRM. It is designed to be easy to customize limited only by your knowledge of Excel. In it's current form, this template is just a table formatted to allow sorting, filtering, and display of important customer information - a fancier version of the Contact List Template.
The most complex part of the spreadsheet has to do with the conditional formatting used to highlight the dates in the Last Contact and Next Contact columns.
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I'm a fan of conditional formatting, but if you don't like it or want to change the colors, see Excel's help system F1 for how to clear or change conditional formats. For more information on using these columns, see below. This template is designed around Excel's built-in Sorting and Filtering features.
With a couple clicks on the arrow in the column header, you can do things such as: Order the table based on the Estimated Sale value Filter out customers from the list where the Lead Status is "loss" or "cold" Sort the table by Next Contact date so you can make the most urgent contacts first Demographics - For any contact, you'll want to record their name, company, job title or position, email, phoneetc.
Information that may be nice to know what not necessary to refer to on a day-to-day basis could be saved in the optional ContactDetails worksheet which is just the contact list added to this workbook.
Estimated Sale - For active customers, this might be the average monthly or annual sales figure - something to help you easily see the value of keeping that customer. For potential customers, this could be your estimate of the customer's potential monthly or annual sales.
Last Contact - When you make a contact, you record the date in the Last Contact field.
The highlighting will make the cell green if the contact was recent, pink if it has been a long time since that last contact, or yellow for somewhere in between.
Next Contact - Planning follow-up communication is important, so use this column to record the date for the next contact and use the Next Action column to enter a code that describes what your follow-up action will be. Notes - There are many ways that you can record notes about communications with your leads.
You could add cell comments as shown in the screenshot image above. You can use a Notes column with Wrap Text turned on though for long notes, that will make the table messy. You can also use the optional ContactLog worksheet, to record notes about each individual communication.
Sales Log - If you want to create monthly or quarterly or annual sales reports, you'll need a way to record individual sales. That could be done using the optional SalesLog worksheet.
You could then add a Pivot Table to summarize the data, or create your own Excel dashboard to display important summary data. If you want to use the ContactLog worksheet to record details about every contact you make, then you may want to use a formula in the Last Contact column of the CRM worksheet to automatically lookup the date of the last contact for a person.
If you want to use the SalesLog worksheet to record every sale that you make, then you may want to summarize the sales in the CRM worksheet. The formula might look like this:Here are some commonly used templates for download.
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When making business decisions the most common means of mapping out various aspects of a project or plan is to create a timeline or roadmap. A roadmap can be used for mapping out precise details regarding the road ahead to determine the pros and cons and precise mechanism for achieving set goals.
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