Customer Relationship Management (CRM) systems and CRM software can help you increase sales by streamlining the communications with your potential and current customers. If you don’t need heavy integration and are just looking for a simple way to keep track of leads, then try using a spreadsheet template.
We design this CRM template based on the request from a few users .This spreadsheet is set up as a CRM database, with a main table showing the current status of customers and sales. Other tables include a Sales Log, Contact Log and Contact Details.
CRM stands for customer relationship
CRM stands for Customer relationship management. A critical feature of this CRM system is to track communications with customers, plan follow-up contacts, update the lead status, and after gaining a customer, schedule future communication that will help you keep them as a customer. Tracking sales is also an important part of CRM.
The CRM template provides a starting point for people looking for spreadsheet-based CRM solution. It is design and easy to customize.
Customer Relationship Management
Customer relationship template is a set of crm database tables formatted to allow sorting, filtering, and display of important customer information.
The most complex part of the spreadsheet is to do with the conditional formatting used to highlight the dates in the Last Contact and Next Contact columns. I’m a big fan of conditional formatting, but if you don’t like it or want to change the colors, look for articles “How to Use Conditional Formatting in Excel” to learn how to clear or edit conditional formatting rules.
How to Use the CRM Template in Excel
Sorting and Filtering: This template is design spreadsheet built-in Sorting and Filtering features. With a clicks on the arrow in the column header, you can do things such as:
- Order the table based on Estimated Sale value
- Filter customers from the list where the Lead Status is “loss” or “cold”
- Sort the table Next Contact date so you can make the most urgent contacts first
Relationship Management
Demographics – For any lead, you’ll want to record their name, company, job title or position, email, phone.
Estimated Sale – For active customers, there might be the average monthly or annual sales figure. Something to help you see the value of keeping that customer. For potential customers, this could be your estimate of the customer’s potential monthly sales or annual sales.
Last Contact – When you make a contact, you record the date in the Last Contact field. The highlight 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 somewhat in between. Use the Settings worksheet to customize the number of days that are used for the basis when the cell should be green/yellow/pink.
Next Contact – Planning follow up communication is important, so use this column to record the date for the next contact. 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 for communications with your leads. Use the optional Contact Log, to record notes about every individual communication.
Sales Log – If you want to create a monthly or quarterly or annual sales reports, you need a way to record individual sales. This can be done using the optional Sales Log worksheet. You can then add a Pivot Table to summarize the data.
