sgroupterew.blogg.se - Pe crm book

#Pe crm book how to#
#Pe crm book update#
#Pe crm book code#

#Pe crm book code#

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. Use the Settings worksheet to customize the number of days that are used for the basis for when the cell should be green/yellow/pink. 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. Last Contact - When you make a contact, you record the date in the Last Contact field. For potential customers, this could be your estimate of the customer's potential monthly or annual sales. 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 Contact Details worksheet (which is just the contact list added to this workbook).Įstimated 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.

Sort the table by Next Contact date so you can make the most urgent contacts firstĭemographics - For any contact, you'll want to record their name, company, job title or position, email, phone #, etc.

Filter out customers from the list where the Lead Status is "loss" or "cold".

Order the table based on the Estimated Sale value.

With a couple clicks on the arrow in the column header, you can do things such as: Sorting and Filtering: This template is designed around the spreadsheet's built-in Sorting and Filtering features. For more information on using these columns, see below.

#Pe crm book how to#

I'm a fan of conditional formatting, but if you don't like it or want to change the colors, see the article " How to Use Conditional Formatting in Excel" to learn how to clear or edit conditional format rules. 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. This template is a set of crm database tables formatted to allow sorting, filtering, and display of important customer information - a much more functional version of the Contact List Template. The CRM template provides a starting point for people looking for a spreadsheet-based CRM solution. Tracking sales is also an important part of CRM.

#Pe crm book update#

A critical feature of any 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.