A key feature of the Excel CRM template is to track communications with both existing and potential customers.
For potential clients, it allows you to plan follow-ups via follow-up contacts, update lead statuses, and after gaining positive response, schedule future communications that will enable you to close and keep the new customer as a repeat customer.
An Excel CRM template is a pre-programmed spreadsheet that incorporates CRM functionalities into the Microsoft Excel program that help you analyze customer data.
Like any other type of Excel template, Excel customer relationship management template is designed to make it easier, quicker and more affordable for you to gather and analyze data.
Download excel CRM template today to use it to cultivate and streamline your customer relationships.
Download An Excel CRM template provides not only major time savings in labor, but also better accuracy in data input compared to using a typical spreadsheet.
Not only does this save time, but it allows you to focus your energies on other important areas of your business.
And unlike using CRM and Excel separately, you don’t have to keep exporting and copy pasting records to Excel to calculate and analyze data – which can be a tiring and time consuming process.
With an Excel CRM template, data input and updates are made quickly (for one time only) while updates, processing and analysis are done with just one click.
The pre-designed CRM template or worksheet comes with everything you need already prepared for you.
The main work (of designing the template and incorporating the relevant functionalities for analyzing customer data) has already been done for you.