To keep your business well organized and guarantee quick, up-to-date contact with your customers, the CRM Customer Database Excel Spreadsheet is the perfect solution. With this tool you can gather and integrate valuable data, prepare your team and keep your company ahead!
Help your team achieve better results with organized, segmented information.
Strengthen the relationship with customers and leads, providing more personalized service.
It offers fields to define parameters and segmentations, making it highly adaptable to the specific needs of your business.
Ideal for fast-growing companies that need a solution to organize and optimize sales and relationships.
Register your customers and run segmented controls and analyses of sales and revenue according to the characteristics you define. Keep all the information centralized to make access and management easier.
Monitor your negotiations and completed sales, using customer, salesperson, region and other segmentation data already registered in the spreadsheet.
Follow the consolidated monthly results and view general reports, by segment, customer profile and geographic location. You also get detailed reports on the sales and revenue of specific customers, segments or regions.
See the results of your spreadsheet in two visual control panels with the main indicators and charts of your CRM. You can also choose a month and compare its revenue results with the previous month and with the goals set for the period.
1. General Assumptions — start by filling in the general customer segmentation assumptions. They define the parameters used to tell customer groups apart in the reports. Include customer profile types, first-contact channels and geographic location options.
2. Customer Registry — in the registry section, enter the customers’ contact data and the segmentations chosen in the general assumptions. Also record information about salespeople and sales goals.
3. Sales Control — use the spreadsheet to control your negotiations and sales, pulling data from customers, salespeople and regions previously registered.
4. Reports and Dashboards — view consolidated and detailed reports on your sales and revenue. Use the dashboards to get a clear, quick view of the main indicators and charts of your CRM.
What is the CRM Customer Database Excel Spreadsheet?
It is a tool that helps you manage and organize customer information, control sales, and generate reports and dashboards for analysis and decision making.
How does the spreadsheet improve sales team performance?
It organizes and centralizes important data, making it easier to access the information needed for more efficient, strategic service and helping the team achieve better results.
Is the spreadsheet suitable for any type of business?
Yes. It is highly flexible, with fields to define parameters and segmentations that can be adapted to the specific needs of any business.
Do I need to pay a monthly fee to use it?
No. It is a one-time payment, with no monthly fees or recurring charges.
Do I get support after purchase?
Yes. Support is provided on WhatsApp after you purchase the spreadsheet.
Guarantee efficient, organized management of your customer relationships with the CRM Customer Database Excel Spreadsheet. With advanced features and an intuitive interface, this tool is essential to optimize sales performance and improve your relationship with customers.
