customer data management software free download

Should you decide to create a sales report, you have to find a way to document individual sales. You can even use a separate worksheet to input notes for every individual communication. This isn’t recommended for lengthy notes as this makes the table appear messy. Or you can create a Notes column with text wrapping. There are several options to choose from on how to record communications with your clients or leads. Set aside a column to input the date of the next planned contact and also make use of the Next Action column where you input a code to describe your action for follow-up.

Use the Settings function of the spreadsheet to customize the required number of days to make the cell colored according to your needs. This shows when you had the last contact and you can customize this portion to describe how long ago you had this contact. Provide a field for these dates in your customer relationship management Excel template. Potential customers can also have their estimated potential yearly or monthly sales.

Based on these figures, the company can easily determine the importance of keeping such a customer. This can either be the average yearly or monthly sales figure for any active customers. You can save any information which isn’t necessary for another worksheet. CRM Excel templates usually incorporate the following parts:Īny company contacts should have the company, name, position or job title, email address, phone number, and so on. You can easily customize the Google sheets CRM because it’s simply a formatted table that has filtering, sorting, and display functions.

This involves following up on contracts, updating the status of leads, tracking sales, and scheduling future communications with new customers so you can convert them into regular clients.Ī Google sheets CRM template can be a starting point for businesses which need a CRM solution. One of the most important features of a CRM Excel template is to keep track of communications with your customers.

Customer data management software free download