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    CRM Template: (Your Name)

    Uploaded by

    Chris Corrales
    This document provides a template for a customer relationship management (CRM) system. The template includes sheets for contacts, contact details, a contact log, sales log, and notes. Formulas and conditional formatting are used to highlight important fields. The template instructions explain how to use each sheet to track customers and sales.

    Copyright:

    © All Rights Reserved
    Download as XLSX, PDF, TXT or read online from Scribd

    CRM Template: (Your Name)

    Uploaded by

    Chris Corrales
    32 views13 pages
    This document provides a template for a customer relationship management (CRM) system. The template includes sheets for contacts, contact details, a contact log, sales log, and notes. Formulas and conditional formatting are used to highlight important fields. The template instructions explain how to use each sheet to track customers and sales.

    Original Description:

    I'm template

    Original Title

    Copy of CRM Template

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    © © All Rights Reserved

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    XLSX, PDF, TXT or read online from Scribd

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    This document provides a template for a customer relationship management (CRM) system. The template includes sheets for contacts, contact details, a contact log, sales log, and notes. Formulas and conditional formatting are used to highlight important fields. The template instructions explain how to use each sheet to track customers and sales.

    Copyright:

    © All Rights Reserved
    Download as XLSX, PDF, TXT or read online from Scribd
    Download as xlsx, pdf, or txt
    32 views13 pages

    CRM Template: (Your Name)

    Uploaded by

    Chris Corrales
    This document provides a template for a customer relationship management (CRM) system. The template includes sheets for contacts, contact details, a contact log, sales log, and notes. Formulas and conditional formatting are used to highlight important fields. The template instructions explain how to use each sheet to track customers and sales.

    Copyright:

    © All Rights Reserved
    Download as XLSX, PDF, TXT or read online from Scribd
    Download as xlsx, pdf, or txt
    of 13

    CRM Template

    [ Your Name ]

    Work Estimated
    Name Company Phone Email
    Function Sale
    Jameson, Bill XYZ Plumbing Owner 444-555-6666 [email protected] $ 45,000
    Anderson, Jane ABC Corp Sales Manager 222-656-7890 [email protected] $ 10,000
    Smithers, Joe ACME Business Dev. 111-234-5678 [email protected] $ 4,500

    Insert new rows above the gray line

    Feel free to hide these rows if you don't care to adjust the conditional formatting in the CRM table
    Days Since Last Contact (<=) Days Until Next Action (>=)
    2 10
    5 5
    >5 <5
    Next Lead
    Last Contact Next Action Lead Status
    Contact Source
    4/18/2014 5/23/2014 Cold Referral
    4/21/2014 5/1/2014 Warm Website
    1/27/2013 4/24/2014 Active Email
    © 2013 Vertex42 LLC
    CRM Template

    Notes

    Loves chocolate

    [42]
    CONTACT LOG
    [ Your Name ]

    Contact
    Customer Purpose Method
    Date
    1/18/2013 Smithers, Joe Phone

    1/18/2013 Anderson, Jane Email

    Insert new rows above the gray line


    © 2013 Vertex42 LLC
    CRM Template

    Notes
    This is an example of a note that wraps to a second line. For really long
    notes, you could use cell comments.

    [42]
    SALES LOG
    [ Your Name ]

    Date of Sale Customer Amount Item / Product / Service Invoice #

    1/18/2013 Smithers, Joe $ 4,500 Product ABC 2342


    2/4/2013 Anderson, Jane $ 2,500 Installation 2343

    Insert new rows above the gray line


    © 2013 Vertex42 LLC

    ← Insert Copied Columns to the Left CRM Template

    Notes

    [42]
    CONTACT DETAILS
    [ Your Name ]

    Work
    Name Company Work Email Mobile Phone
    Function
    Anderson, Jane ABC Corp 222-656-7890 [email protected] 111-111-1111

    Insert new rows above the gray line


    Personal Email Address City ST Zip

    [email protected] 18119 Shireoak Dr. Canton MI 84765


    © 2013 Vertex42 LLC
    Contact List Template

    Notes

    Loves chocolate

    [42]
    Lead Status Lead Source

    Active Email
    Won Facebook
    Loss LinkedIn
    Cold Referral
    Warm Website
    Newsletter
    Help
    Additional Help
    About this template
    several optional worksheets you can use to keep more detailed notes on these aspects of
    CRM.

    For more information, see the "Additional Help" link above. It will take you to the web page
    on vertex42.com that talks about this template.

    CRM Sheet
    Instructions: 1) Enter the Name, Company, Work Function, Phone and Email for your customers
    2) Enter the Lead Source to help you evaluate the effectiveness of your marketing
    3) Enter the Estimated Sale amount to help you evaluate the importance of the sale
    4) When contact is made, enter the date in the Last Contact field and enter notes using cell
    comments or the optional ContactLog worksheet
    5) Plan the next contact by listing a Next Action and updating the Next Contact date
    6) Update the Lead Status when the customer becomes more or less likely to accept your
    offer

    Tips: Use the Settings worksheet to edit what shows up in the lead and source drop-down lists
    You can use cell comments to save large blocks of text
    Conditional formatting is used to highlight the Last Contact and Next Contact
    green/yellow/red depending on the values in the bottom of the worksheet
    INDEX(MATCH()) formulas that would pull the Company, Work Function, Phone and Email
    address from the Contact Details worksheet.

    Other (Optional) Sheets


    log. You can include important notes as cell comments in the main CRM worksheet if keeping
    this detailed log is not necessary.
    The SalesLog sheet could be used to keep a history of completed sales.
    If you'd like to track the total sales for a specific customer, you can use a SUMIF formula on
    the SalesLog sheet.
    The ContactDetails worksheet lets you store more detailed contact information about your
    clients.

    How to print the CRM record


    1) Select the worksheet tab you would like to print
    2) Go to File > Print
    3) Choose "Current Sheet"
    4) Check "No Gridlines" (very important)
    5) Set the Layout to "Fit to Width" and "Landscape"
    CRM Template

    By Vertex42.com
    © 2013-2014 Vertex42 LLC

    template to any website or online template


    gallery. Thank you.

    See Terms of Use

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