------------------------------------

TrainRocket.com helps you document every process and policy in your business so you can onboard, train, and scale faster.

Get started with TrainRocket.com for FREE!

------------------------------------

To increase its business, a company can make its communication more efficient by communicating with both current and potential customers. One way to achieve this goal is by creating a CRM Excel template. This document allows you to include sales, revenue tracking, and email management features in your sales proposal. A customer relationship management Excel template can be used as a free and simple way to manage business leads.

A CRM Excel Template consists of the following parts

A CRM Excel template keeps track of communications with customers. An important part of the marketing process is following up on contracts, updating leads, tracking sales, and scheduling future communications with new customers.

The Google sheets CRM template is a starting point for businesses that need a CRM solution. The Google sheets CRM is easily customized because it is simply a formatted table with filtering, sorting, and display functions. Customer relationship management (CRM) Excel templates usually contain the following parts:

Demographics

Company contacts should include company name, job title, email address, and telephone number. You can save any information which is not required for another worksheet.

Estimated sales

This amount can be calculated using the average yearly or monthly sales figures of any active customers. Based on these figures, the company can determine how important keeping such a customer is to its business. Potential customers can be assigned estimated potential yearly or monthly sales.

Last contact

Provide a field for the dates of all your customer interactions in your customer relationship management Excel template. This section shows when you had the last contact, and you can customize the display to represent how long ago this occurred. The spreadsheet’s Settings function can be used to customize the number of days required for a colored cell.

Next contact

To maintain good communication with your client, customize a follow-up matrix to include the date of your next contact, a code to describe each action, and a description of what the action entails.

Notes

The best way to record communication with your clients or leads depends upon your needs. You can add a column for comments or create a Notes column and configure it to display text wrapping. It is not recommended to use this format for lengthy notes. You can use separate worksheets to input notes for every communication.

Sales log

To create a sales report, you need to document individual sales. One way to do this is by using a different worksheet. You can later use PivotTables to summarize data, or you can create your own Excel dashboard to display relevant summary data.

If you decide to use a separate sheet for each sale, then you may want to create a summary of the sales in the Google sheets CRM.

Contact log

You can use a separate worksheet where you record the details on each contact. The same formula can be used as the one in the last contact column for CRM templates so you can automatically pinpoint a person’s last contact date.

Contact details

The Google sheets CRM template contains a formula that automatically adds the mobile number and other contact details about any person.

Customer Relationship Management (CRM) Template

CRM Excel Template Instructions

To create a CRM Excel template or a CRM Google Spreadsheets, you may use Microsoft Excel. Here are some tips to help beginners get the most out of this application:

Make sure that each column in the database has a unique name

When you test the capabilities of the Excel template functionality for the first time, you may receive an error message that reads “Failed to Generate Excel.” This error has occurred because you have two columns in your view that use the same name. You may have to make a few minor adjustments to successfully consolidate the listed columns in the file. To avoid this error, you must be careful to specify every field you have added to the template.

You need to spend extra time comparing each field you add to the new file to the existing file and analyzing the reason for inclusion.

Set the PivotTable to refresh automatically

You need to set up PivotTables for automatic refresh so that when you add new information to the CRM template, the data appears instantly. When you open a template, select the PivotTables, right-click, then click Refresh. Avoid this inconvenience by setting up the template correctly when you initially create the spreadsheet in Excel.

When using the Export to CRM Template feature, uncheck the Save Data option to ensure that data is not stored with the template you’re creating.

Use as many sheets in your Excel workbook as you need

Using additional sheets in your Excel workbook gives you more flexibility in terms of page layout. This can also help keep your template looking neat and orderly. Using several sheets in a workbook makes it easier to add PivotTables because the number of columns and rows in the data vary.

You can easily add new sheets to your workbooks by clicking the tabs at the bottom of the Excel window. To add a new tab, click the plus arrow on the toolbar. Unique names should be given to each new tab created to avoid confusion.

Choose the default sheet that you want the file to open to

When working with several sheets in a file, it’s best to select one sheet from which to begin each time you open the file. To make sure that this sheet always opens when you open your Excel file, save it as the default sheet.

When creating a dashboard in Excel, hide the data worksheet

Sometimes you want to see the raw data behind a graph, chart, or analysis. Summaries are often helpful when you are searching for information. To do this, hide the sheet that contains the CRM data. When you put it back later, you won’t run into any problems.

Create your CRM Excel template in Google Sheets

Spreadsheets are digital storage and analysis devices that allow users to calculate, modify, and input any data they want. In the past, Excel was the only spreadsheet software available, but now, users have the choice to use Google Sheets.

A Google sheets CRM template can be used to format, analyze and integrate datasets using standard spreadsheet functions and tools. You can also use it to collect data from the internet and run complex workflows.

The following steps will guide you in making a CRM Excel template on Google Sheets:

Create a spreadsheet form

Google Sheets is able to import data automatically from other sites. It also offers a form tool that allows you to enter the data you need and save it directly on the spreadsheet. Once you complete the form, add a link or button to the page with your survey or share the link through social media. If visitors to your website click on the link, they will be redirected to the form, where they can fill it out. After entering data in that cell, the input is saved to your spreadsheet automatically.

Create a contact management system with CRM software

Using a Google sheets CRM template for contact and customer data management is a modern take on the tried-and-true business practice. Google Sheets makes it easy to move data around as needed. You can also create a spreadsheet using a simplistic format.

Use web scraping to identify quality prospects

Adding this feature, which automatically copies data from other sites to your spreadsheets, is a simple process. The IMPORT function in Web Scraping can be used to pull data from a variety of URLs.

Build an email and social media outreach system

You can add social media pages and emails to your contact records in a CRM. To do this, include these fields in your form so you can reach out to anyone who takes the time to fill out your form.

------------------------------------

TrainRocket.com helps you document every process and policy in your business so you can onboard, train, and scale faster.

Get started with TrainRocket.com for FREE!

------------------------------------