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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

Prospecting and Lead Qualification

First Name

Industry

Location

Status

Not started

In progress

Done

First Name

Sur Name

Title

Company

Website

Industry

Location

Country

Notes

Rating

First Name

Sur Name

Title

Company

Website

Industry

Location

Country

Notes

Rating

First Name

Sur Name

Title

Company

Website

Industry

Location

Country

Notes

Rating

Balamurugan

CWGS

Open

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Project Need Assessment

Project Need Assessment

Not started

In progress

Done

Blocked

Project1

Task 1

Task 2

Task 3

Task 4

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Keep all your team notes organized in a single doc by duplicating this page for each meeting.

Meeting Notes 1

Meeting Notes 2

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Clear sample data

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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

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Agenda

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View all, including past topics

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New topic

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Covered?

Topic

Notes

Date

Added by

Web office suite

Hlk@gmail.com

7/8/2023

7/8/2023

There are no rows in this table

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Solution Presentation

Solution Presentation

Solution1

Person

Bala Murugan D

Description

Web Office Suite is suitable for Back end support

Solution2

Solution3

Solution4

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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

The clucket list

Idea

Upvote

Downvote

Thumb wrestle

Peck-peck golf

Hitchhike

Button a shirt

Open jars

There are no rows in this table

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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.

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Add your sentiment

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Check to show everyone's sentiment (

5

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submitted with average sentiment of

4

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)

Sentiment

Poultreflection

Person

Ready to shake my tail feathers and do the hand jive!

Who’s got two thumbs and loves this idea? 👍👍

Let’s get crackin.

I might still be too chicken for this.

There are no rows in this table

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Negotiation and Objection Handling

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Add topic

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Discussed?

Ideas Discussed & Alternative Concerns

Notes

Author

Vote

AI-generated action items

How will this affect product Z?

Open

Lola will check in about any deadline dependencies with the launch of product Z

marketing efforts will need to support both in tandem

When can we expect this to launch?

Open

Aim for beginning of Q3

Check progress tracker in team hub

Reach out to Lola for planning questions

How will we roll this out to users?

Open

There are no rows in this table

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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.

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Add a topic

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Click to show completed topics

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Closing

Closing

Discussed?

Date to discuss

Topic

Added by

Notes

4/12/2021

Web Office Suite with Mark has been confirmed.

Open

4/21/2021

Timelines for the event and marketing campaign.

Open

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