CRM: Customer Relations Management

If you are looking for a system to organize your contacts, solidify a sales process, and automate some of your ongoing tasks then you need a CRM (customer relations management) solution. This template provides you with the basics of CRM. It’s the perfect place to start if you aren’t quite ready for a full-blown CRM with advanced features. This CRM puts all your customer relations in one place making it easy to find and track. To get started, just enter your contacts manually or copy and paste existing data into this sheet. You will find that CRM can help you in the following ways:

  • Help determine ROI on marketing campaigns
  • Assist in determining ROI on future expenditures
  • Allow you to predict future resource requirements
  • Makes you and your salespeople more efficient and effective
  • Allows a quick snapshot of all current and past CRM activities

While there are some great CRM products on the market they do not offer everything that is covered in this simple spreadsheet. And, the best part of having your own CRM in a stand-alone spreadsheet is that you can easily alter it to fit any additional needs that you might have.

You will note that the spreadsheet is populated with a few customers, people, and opportunities as an example. These should be replaced with your unique data. Just be sure to work on a copy and not the original, which should be kept secure just in case you break the formulas.

Product Details: Microsoft Excel Spreadsheet
File Size: 47 KB
Print Length: 6 Sheets
Publisher: Solutions Publishing
Sold by:
Language: English
Lending: Disabled
Author: Bill Hood

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