Customer management spreadsheet template

You must be logged in to post a comment. Search for:. Your cart is currently empty. Author: Template Premium quality small business management template in multiple format of Microsoft Excel. Production plan to inventory and project management template according to market situation. Contact with us Facebook - Google Plus. Download Now. We can say that CRM serves as an engine for sales, marketing, and customer service, and the CRM database is the fuel that makes it work.

Yes, excel has a CRM template. An excel CRM template is a spreadsheet that has preprogrammed columns and formulas. It provides you with CRM functionality to help you survey and manage customer data. Like other templates in excel, the CRM template makes it easier, simpler, and faster to collect data in an organized manner. The information that must be present on the customer database template is captured from the order placement receipt or quotation.

Therefore, the information any customer database template carry is purely linked to the type of business. Anyhow, the general information given below is normally present on all types of customer database templates; You may also check petty cash log templates. However, some business-specific information can be captured into the customer database template such as but not limited to;.

In modern business strategies, there are a lot of customers filling the information online to place the order or for the application purpose.

Therefore, it is important to define a specific preset format to generate the information automatically from the online portals. Also, manual data entry procedure is common in many businesses where customers go to the business place and share the detail at the order placed window.

You can also free download shipping label templates. There are a lot of advantages to using a customer database template. Some businesses use it to evaluate the core competency of the business. They filter out the product section for each order to evaluate which products have more demand from the buyers. While these databases can be used to improve the business to provide better after-sale services.

Moreover, the customer database template is commonly used by companies to send branding promotions and running advertisement campaigns. Also, the customer databases can be sold to potential target markets such as call center businesses to purchase the customer databases from different businesses.

Vote count:. No votes so far! Be the first to rate this post. Free Download Customer Database Templates. How do you create a customer database? Which is the best customer database software? What is the CRM database? Sorting and Filtering : This template is designed around the spreadsheet's built-in Sorting and Filtering features.

With a couple clicks on the arrow in the column header, you can do things such as:. Demographics - For any contact, you'll want to record their name, company, job title or position, email, phone , etc. 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 Contact Details worksheet which is just the contact list added to this workbook.

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. For potential customers, this could be your estimate of the customer's potential monthly or annual sales. Last Contact - When you make a contact, you record the date in the Last Contact field.

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. 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. You could add cell comments as shown in the screenshot image above.

You can use a Notes column with Wrap Text turned on though for long notes, that will make the table messy. You can also use the optional Contact Log worksheet, to record notes about each individual communication.