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Sales Pipeline Tracking Template: CRM in Excel 7 лет назад


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Sales Pipeline Tracking Template: CRM in Excel

Download this template here: https://www.smarthelping.com/p/sales-... This model includes an input card or it can be modified to work off of your exported data from a given CRM. Having said that, yes this template can work as its own CRM system. One aspect I didn't show is the input card can be adjusted to show many more fields, including customer names. This allows you to see the value of various customers and analyze the data visually/numerically in many ways. The point is that excel offers a nice solution that is really simple and clear for seeing what is going on in your organization big picture wise.

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