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Customer Relationship Management (CRM) systems and CRM software can help you increase sales by streamlining communications with your potential and current customers. 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.
The CRM template provides a starting point for people looking for an Excel-based CRM solution. In it's current form, this template is just a table formatted to allow sorting, filtering, and display of important customer information - a fancier version of the Contact List Template. 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.
I personally do not use CRM software, so future updates and versions of this template will be based on the feedback and requests that I get from users.
Sorting and Filtering: This template is designed around Excel's built-in Sorting and Filtering features.
Demographics - For any contact, you'll want to record their name, company, job title or position, email, phone #, etc.
Estimated 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. 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. Notes - There are many ways that you can record notes about communications with your leads. Sales Log - If you want to create monthly or quarterly or annual sales reports, you'll need a way to record individual sales.
Excel can be a useful tool for setting up very basic inventory, equipment tracking, and asset tracking systems. Depending on your intended use, you may not need all of the columns, or you may want to add more. The asset tracking template also contains a Suppliers worksheet, so you can keep track of supplier contact information for repair, maintenance, and warranty purposes.


The following sign-up templates are for personal, organizational, or company use, but may not be placed on the internet, resold, etc. You can use this generic form for collecting names, addresses, phone numbers, and email addresses - for whatever occasion. Use this volunteer sign up form to collect contact information from people interested in helping. Sign In Sheets - These templates are similar to sign up forms, so you may want them out, also. Use Flickriver Badge Creator to create a badge linking to your photos, your group or any other Flickriver view.
Flickriver widget for iGoogle or Netvibes can display almost any Flickriver view - most interesting today, by user, by group, by tag etc.
While viewing any Flickr photos page, click on this button to open the same view on Flickriver. A Greasemonkey script that adds Flickriver links to various Flickr photo pages - user photos, favorites, pools etc, allowing to quickly open the corresponding Flickriver view. While viewing any Flickr photos page, click on the bookmarklet to open the same view on Flickriver.
Online CRM software can help you integrate revenue tracking, sales, and email into an all-in-one system.
I'm a fan of conditional formatting, but if you don't like it or want to change the colors, see Excel's help system (F1) for how to clear or change conditional formats. 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 ContactDetails worksheet (which is just the contact list added to this workbook). For potential customers, this could be your estimate of the customer's potential monthly or annual sales. 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.
There are a lot of great asset tracking software tools out there, but if you just need a simple solution, you can download the free Asset Tracking Template below.


However, if you need a more advanced asset tracking system, there are numerous software solutions designed for just that purpose.
This might help you avoid having too many chips, not enough main dishes, or too much dessert (can you have too much dessert?). You'll probably want to customize it a bit, but starting with the template should save you quite a bit of time. Once added to your personalized homepage, just edit widget settings to select your desired view. If you don't need that type of integration and are just looking for a simple (and free) way to keep track of leads, then you can try using an Excel template.
You can use a Notes column with Wrap Text turned on (though for long notes, that will make the table messy). You could then add a Pivot Table to summarize the data, or create your own Excel dashboard to display important summary data.
It is particularly useful for tracking computer hardware, tools, repair equipment, and other fixed assets. But, give the Vertex42 template a whirl and let me know if there are things you'd like it to do that it currently does not.
Though, if you are really interested in tracking your equipment, you may want to consider ID tags. You can also use the optional ContactLog worksheet, to record notes about each individual communication. It may not be everything you want it to be, but it might give you a head start on customizing your own solution or help you decide whether a spreadsheet-based solution is right for you.



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12.01.2014 admin



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