Manage your clients efficiently with our CRM Google Sheets Template. Keep track of contacts, deals, revenue and generate reports for optimal business growth.
1
Create a new Google Sheets document for CRM
2
Setup CRM template headers: Client Name, Contact Details, First Contact Date, Last Contact Date, Deal Stage, Revenue Potential
3
Enter client details into the CRM template
4
Update initial contact details
5
Input potential deal stages
6
Estimate potential revenue for each client
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Approval: Estimated Revenue Calculation
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Update any changes in contact details
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Record the date of last contact with each client
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Adjust deal stages as necessary
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Re-estimate the potential revenue as necessary
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Approval: Deal Stage Adjustment
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Ensure all client data is up-to-date
14
Analyse the data to identify potential business opportunities
15
Generate client report based on collected data
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Approval: Client Report
17
Plan for future contact based on client status
18
Implement plans for future client contact
Create a new Google Sheets document for CRM
Create a new Google Sheets document to store all CRM data. This document will act as the central database for managing client information.
Setup CRM template headers: Client Name, Contact Details, First Contact Date, Last Contact Date, Deal Stage, Revenue Potential
Insert the necessary headers into the CRM template to organize the client data. These headers will provide a clear structure for the information that will be inputted.
Enter client details into the CRM template
Input the client details into the CRM template. This will include information such as the client's name, contact details, and any other relevant information for future reference.
Update initial contact details
Update the initial contact details for each client. This may include updating the contact person's name, email address, phone number, or any other relevant information.
Input potential deal stages
Input the potential deal stages for each client. This will help track the progress of each client in the sales process.
1
Research
2
Prospecting
3
Negotiation
4
Closed-Won
5
Closed-Lost
Estimate potential revenue for each client
Estimate the potential revenue for each client. This will help identify high-value clients and prioritize sales efforts.
Approval: Estimated Revenue Calculation
Will be submitted for approval:
Estimate potential revenue for each client
Will be submitted
Update any changes in contact details
Update any changes in the client's contact details. This will ensure that the information in the CRM remains accurate and up-to-date.
Record the date of last contact with each client
Record the date of the last contact with each client. This will help track the frequency of client interactions and identify any potential gaps in communication.
Adjust deal stages as necessary
Adjust the deal stages for each client as necessary. This may involve moving clients to different stages based on their progress in the sales process.
1
Research
2
Prospecting
3
Negotiation
4
Closed-Won
5
Closed-Lost
Re-estimate the potential revenue as necessary
Re-estimate the potential revenue for each client as necessary. This will help keep the revenue projections accurate and up-to-date.
Approval: Deal Stage Adjustment
Will be submitted for approval:
Input potential deal stages
Will be submitted
Ensure all client data is up-to-date
Ensure that all client data in the CRM is up-to-date. This includes updating contact details, deal stages, and potential revenue figures.
1
Client Details
2
Deal Stages
3
Potential Revenue
Analyse the data to identify potential business opportunities
Analyse the data in the CRM to identify potential business opportunities. This may involve identifying trends, patterns, or gaps in the data that can be leveraged for business growth.
Generate client report based on collected data
Generate a client report based on the collected data in the CRM. This report will provide a summary of client information, deal stages, potential revenue, and any other relevant details.
Approval: Client Report
Will be submitted for approval:
Generate client report based on collected data
Will be submitted
Plan for future contact based on client status
Plan for future contact with clients based on their current status. This may involve scheduling follow-up calls, meetings, or sending out targeted marketing materials.
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Phone
2
Email
3
In-person meeting
Implement plans for future client contact
Implement the plans for future client contact that were previously scheduled. This may involve making phone calls, sending emails, or meeting with clients in person.
