Client relationship management excel template

Spreadsheet CRM

client relationship management excel template

CRM is most beneficial when it's easy to use, saving you time and money. Selecting the right product to fit your business is key. Free trial available. Like any other type of Excel template, Excel customer relationship management template is designed to make it easier, quicker and more. Customer Relationship Management (CRM) dashboards help drive home the reality of those . Customer Service Call Center KPI Dashboard Template - Excel .

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. 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.

client relationship management excel template

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. This section may include: You can do conditional formatting to highlight your dates with the aim of prioritizing contacts based on urgency.

The Excel CRM template features a sales log where you can input sales data. In this section, you can record individual sales and create monthly, quarterly and annual sales reports. You can summarize the data in a table or create an Excel dashboard where you can display sales summary. An Excel template for CRM will include a notes or comments section. This is where you record important notes regarding your communications with your leads.

client relationship management excel template

These can include additional dates of interest or simply anything that can help you maintain a good relationship with a client. You can record notes by adding cell comments or using a notes column.

Alternatively, you can use an optional or separate worksheet for contacts to record notes about each customer communication. By making good use of these features, you can develop your leads, nurture contacts, track sales and generate actionable data to help you recruit new customers and keep your existing customers happy.

Web based CRM sales software helps in integrating sales, revenue tracking, and emails into an all-inclusive system.

client relationship management excel template

In case you are not looking for such integration and would rather have a simple and free means of tracking your leads, then a CRM based Excel template is the right way to go. A CRM sales spreadsheet system is a reliable method of tracking leads and opportunities straight from the Google Drive.

Description of CRM Spreadsheets Like all other components of a well conceived CRM system, sales tracking Excel sheets are also useful in tracking customers, planning follow-up with contacts, updating the lead status, scheduling all future communication with converted customers, and gaining from these leads.

CRM Template

Most templates, in their basic form, serve as specially formatted tables that allow sorting, filtering, as well as display of essential customer information; thereby serving as fancier versions of function-based CRM templates, and other allied applications. The most complicated part of these CRM spreadsheets is linked conditional formatting that is used for highlighting the features that require greater attention and need to be brought to the attention of the user in an easier way.

The creators of these templates also make it possible for users to install all future versions and updates of the template, as per their individual requirements. Along with enhancing the functionality of the template in a big way, this helps in enhancing the value of the spreadsheet and making the same align with all changes in the dynamic CRM environment.

Ordering of the table on the basis of Estimated Sales value. Sorting the table in accordance with the contact dates so that a user can go ahead with the most important contacts first, and so forth.

client relationship management excel template

In case you are acquiring a CRM Excel template for your contacts, then you would obviously want to record their company, name, job title, position, email, phone number and other details. While the demographic records and other essential details that are required on a daily basis are stored in a single worksheet, the not-so-essential ones go to an optional one. Estimated Sale — For CRM customers who are very active in the field of sales and marketing, this feature of a template may point to the average weekly, monthly or yearly sales figures, as applicable to the organization.

Along with helping in developing an estimate of the value of a specific potential or existing customer, it helps in forecasting future sales figure accurately, and aligning the same with the laid out budget.

Last Contact — In case of a sales template created in Excel, the Last Contact field comes in handy for recoding the date when a particular customer was last contacted and the outcome of the same.

Crm Excel Template

Special customization and conditional formatting features are used for this too and help in highlighting different elements of the contact.

Next Contact — Follow-up communications are an important part of marketing and sales pitches and have to be planned beforehand. This particular column in case of a contact CRM template made in Excel can be used for recording the next date, venue, and point of contact, along with the follow-up actions to be taken, if any.

  • Customer List
  • Free Excel CRM Template – Analyze Your Business Relationship

Notes — All communications taking place with leads needs to be recorded for further analysis and communications. A smartly designed sales template would also include a column for adding cell comments for each individual communication.

Sales Log — In case your business transactions require you to create monthly, quarterly or yearly sales reports, then you would surely need a method for recording individual sales.

Free Excel CRM Template - Analyze Your Business Relationship

An optional Sales Log worksheet makes it convenient for you to summarize data, create your very own Excel dashboard, or display significant summary data in a customized way. Well-organized and properly Excel spreadsheet templates are very resourceful in doing a lot of things the better and easier way.

client relationship management excel template

Along with being useful as calendars for inbound marketers, they help in aligning marketing strategies through impressive means.