Sales and Customer Relationship Management
Sales and Customer Relationship Management
Improve the Customer Satisfaction and Retention
Overview
In sales and CRM, there are several essential tasks that contribute to the success of managing the customer relationships, driving sales, and achieving the business objectives.
Sales and CRM saves time and cost of the salesperson and performance by keep tracking all the activities in one place.
It has an extensive functionality on each stages of the sales process that helps the salesperson to accomplish his task very easily.
This will make more fun and energetic way of working on this template.
The sales and CRM template has been designed to improve the performance of sales activities on the organization. The essential activities like prospecting and lead generation, project need assessment, customer engagement, solution presentation and demo, negotiation and objection handling, closing, and post sales support can be carried out on this template efficiently.
Prospecting and Lead Qualification
ID
First Name
Industry
Location
Status
Search
Status
Not started
4
In progress
0
Done
0
ID
First Name
Sur Name
Title
Company
Email
Website
Industry
Location
LinkedIn
Country
Notes
Rating
ID
First Name
Sur Name
Title
Company
Email
Website
Industry
Location
LinkedIn
Country
Notes
Rating
ID
First Name
Sur Name
Title
Company
Email
Website
Industry
Location
LinkedIn
Country
Notes
Rating
1
Balamurugan
60
CWGS
Open
Open
Open
Open
Project Need Assessment
Not started
Project1
Task 1
In progress
Task 2
Done
Task 3
Blocked
Task 4
Keep all your team notes organized in a single doc by duplicating this page for each meeting.
Meeting Notes 1
Meeting Notes 2
Clear sample data
Keep track of each meeting or discussion topic in a new row, and add details in the notes column. Row order is based on the date, which can be changed in the table’s sort option.
Clear all sample data
Agenda
View all, including past topics
New topic
Covered?
Topic
Email
Notes
Date
Added by
Solution Presentation
Solution1
Person
Description
Web Office Suite is suitable for Back end supportSolution2
Solution3
Solution4
Proposal and Quote Generation
When preparing the proposal and quote for a customer, there are several things to consider like scope and deliverables, pricing and payment terms, value proposition, timelines, and flexibility etc., So, Add your ideas to the clucket list, and remember to vote, as well.
The clucket list
1
2
3
4
5
Idea
Upvote
Downvote
Thumb wrestle
1
Peck-peck golf
Hitchhike
1
Button a shirt
1
Open jars
There are no rows in this table
Consolidated feedback
Everyone has free range to say how they’re feeling about the proposed strategy. Use their language, reference previous discussions or meetings and incorporate relevant details in the sentiment. This consolidated feedback shows that you have listed and are focused on their specific requirements.
Add your sentiment
Check to show everyone's sentiment ( submitted with average sentiment of )
5
4
Sentiment
Poultreflection
Person
1
Ready to shake my tail feathers and do the hand jive!
2
Who’s got two thumbs and loves this idea? 👍👍
3
Let’s get crackin.
4
I might still be too chicken for this.
5
There are no rows in this table
Negotiation and Objection Handling
Add topic
Discussed?
Ideas Discussed & Alternative Concerns
Notes
Author
Vote
AI-generated action items
1
How will this affect product Z?
Open
1
2
When can we expect this to launch?
Open
3
How will we roll this out to users?
Open
There are no rows in this table
Add topics below, and choose a date to be discussed. Managing the closing of a deal with customer is critical stage in the sales process. It involves finalizing the agreement, obtaining commitment and ensure the smooth transition towards implementing the solution or delivering the product. So, add the topic that outlines the agreed terms, deliverables, pricing, and the issues that resolved to the customer satisfaction.
Add a topic
Click to show completed topics
Closing
Discussed?
Date to discuss
Topic
Added by
Notes
1
4/12/2021
Web Office Suite with Mark has been confirmed.
Open
2
4/21/2021
Timelines for the event and marketing campaign.
Open
3
Open
No results from filter
2
Count
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