Free CRM with Excel template

By Dani Granero
In Otras Herramientas
Dic 24th, 2018

Free CRM with Excel template

The template has 2 sections: 1 for data configuration and 1 for information registration and control.

In the data configuration section of the free CRM Excel, we can parameterize data related to the products (unit of measure, price and taxes), we can define the units of measure, the sales channels for the reception of leads or initiatives, sale agents, the stages of the opportunities with the associated success percentages, the sstates of the quotations, the commercial initiatives to be carried out and the payment mode and terms for the quotations.

In the section Registration and Control of the information of the CRM with Excel, we have 3 important areas, the registration of contacts and customers (leads) where we register the new contacts or regular customers. The Opportunities area, in which we register potential business opportunities with the contacts we have previously registered. And the quotations area, in which we can generate up to 10 quotations with previously parameterized information.





Watch the following video for more info about this template

Free file download here  Visit here all my Excel templates

Posted by: Dani Granero

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