Now you can start your work and make some dealįirst, choose your Customer from the drop-down list- Contacts sheet is the source. Deals value is the sum of all deals with selected customers. Here they are 2 auto-update columns: “Contact in 2 days” and “Deals value”. There you can record when you contacted your client first and last time as also which day you have arranged the meeting. In the Company and Main contact section, you have to add the Name (of your customer or contractor) at least. It is a treasury of knowledge about your sales activities, why some deals failed, and what to do to increase the sales. The sheet helps you find out when each deal must be completed, check the progress and arrangements. To control efficiently your budget, you will write down in this sheet all deals, both won, and lost. It is a synthetic table that can be easily adapted to your needs. In this part, you will place your contractors, notes, and manage appointments. The dashboard offers verification of unsuccessful sales, and also allows you to add your own custom CRM reports. The next tables inform you about the contractors, on which we should focus more. Includes a sales funnel in order to support you in controlling the sales process, and finally presents the progress of the sales. Summary:Īn analytical dashboard showing sales and a handful of useful information. If you want to use CRM product without invoices, Click here. It also contains an invoice template partly filled and ready to print/create pdf! Controlling invoices is done by saving the most important invoice information and determining the status that will remind you of the due date. Simply add invoices to the deals records, this solution helps you to manage your business more efficiently.
The functionality allowing you to track invoices sent to customers. It presents the key actions that should be taken to make Deals and strengthen the relationship with the customers. The Dashboard, as the most important part of a Customer lead Spreadsheet, creates value for you. The spreadsheet consists of 4 main modules automating your work. A fully editable file (Premium & Enterprise version).Secure payment (PayPal watches over transactions).Checking and tracking payments – invoices.The Customer Lead sheet supports your sales, tracks support your deals in a more effective way Best for: 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. Customer Relationship Management Lite + Invoice TrackerĬan 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.
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