Customer Relationship Management Templates
Download these 15 Free Customer Relationship Management Templates to start preparing your own Customer Relationship Management Templates easily.
CUSTOMER RELATIONSHIP MANAGEMENT (CRM) PROCESS IN MS EXCEL
Introduction to Customer Relationship Management:
Customers are the most important part of any organization or company. The higher the number of customers and clients is the more sales the company has and more profit it gains each month. Professional organizations understand that at any given point, there are hundreds of clients and customers in any company and it’s really important to keep track of each of them because you don’t want to lose any of these simply because you forgot about them. A professional approach is to create a customer relationship management sheet that can hold records of each customer and you can keep update the progress of each lead and deal within the same sheet.
Key Elements of Customer Relationship Management:
- Name of the client
- Status of the client i.e. lead, customer, recommendation etc.
- Contact details of the each client
- Client’s company name
- Specific stage of the client
- Source of each client
- Date of last contact
- Notes on conversations
- Special notes or remarks
Free Customer Relationship Management Templates
Here are below download links and previews for various types of Customer Relationship Management Templates
that are in MS Word and MS Excel.
Free Excel crm Templates
Excel Customer List Template
Real Estate crm Excel Template
Customer Follow Up Sheet Excel
Excel Client Tracking Template
Here are some amazing Customer Relationship Management Templates which can be easily customized. Grab them quickly.
Editable Customer Relationship Management Templates
Excel Customer Database Template
Guidelines to Create CRM in MS Excel:
Explain the Sales Process:
Before you begin with creating the CRM sheet, you should define the key purpose of this sheet and what information you want to put your focus on. A spreadsheet can include as much as possible data and information in it but smart thing is to select the most relevant information that you will use often and only include it in the sheet. For instance, you can put focus on the type of contact i.e. if it’s a lead, a customer or a partner. Although you can put the process of deals in the same sheet but it’s better to use a new book within the same sheet and using it specifically for deals and to track their process.
Select the Primary Software:
There are many programs that you can use for creating a CRM spreadsheet. For instance, you can use Microsoft Excel, Google Spreadsheets and spreadsheet software for Mac users. Each of these sources has their advantages and benefits and you can choose either of them but Google spreadsheets and MS Excel have almost similar operations. If you are the only one who will use this sheet, you should use MS Excel as it’s a desktop based application but you can still use the sheet on your smart phone. On the other hand, if you are planning to share the sheet with team members and excess it from multiple gadgets, it’s better to use Google Spreadsheet.
Create the CRM Sheet:
Now it’s time to create the actual CRM sheet within MS Excel. As discussed above, you can use a single sheet for tracking your leads and deals but it’s better to use separate work books for each of them. The first sheet is for your leads and these are the people who are your customers, clients, partners, potential leads or recommendations from existing customers. You can use this sheet to keep track of their personal and contact information and their status i.e. it is a lead or a customer. You can also use this same sheet to record interactions and conversations that you have with the customers and leads. 2nd sheet should be created for deals and you can track the progress and status of the deals in this sheet.
Create Header For Each Column:
Once the sheets are created, it’s time to setup security and edit rights settings for the spreadsheet. This means you can still share the sheets with team members and your employees but you can select which information should be visible to them and which details they can change or edit. After that, what’s left is to give specific headings to each column. Each column should have a title i.e. name, contact number, email, address, source, title and last conversation date. Rows in the spreadsheet will include individual records for each contact.
Import existing Data into New Sheet:
It is possible that when you create this CRM sheet in MS Excel, you and your employees are already using some kind of record keeping process to track status of your leads and deals. Once the sheet is setup, the last operation is to transfer the data from old sources into the new sheet. If you have been using a spreadsheet, you can simply copy and paste the data from old sheet to new sheet but if you used to manually enter details in a register, inputting all of that data into the spreadsheet will take some time.