CRM Excel Template M3 PRO

CRM Excel Template M3 PRO.

CRM M3 is an Excel Template developed to evaluate customer interactions.

Use this template to improve customer service, streamline the sales process, and cross-sell items more efficiently.

The goals of this CRM Excel template are to ensure long-term client loyalty and to back up your management decisions with excellent data.

 

Important characteristics

Delivers actionable information to keep clients and attract new ones.

Keep track of your sales progress and lead sources.

Easily keep your sales team up to date

Put all of your client connection KPIs in one place.

Template in several languages: Choose one of the available languages (English, French, Portuguese, Spanish, and Italian) or manually translate to your preferred language.

 

What has changed in version CRM M3 PRO?

There is room in the pipeline for two more status (total of 8 status)

Complete dashboard redesign

4 fresh reports (Monthly Report, Salespersons Report, Companies Report and Products & Services Report)

Updated performance gain formula

 

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Industrial company financial manager

Industrial company financial manager

Dani is helping us to use ODOO more efficiently, we are rapidly leveling up with the ERP. It is also preparing us very useful analysis and control reports and outstanding management tools. Always available by phone or email, willing to help and collaborate in everything that is proposed. Very professional and fast work. A key service for our company.

Dani Granero

Controlling Consultant
Controller ODOO ERP

Dani Consultor Controller y ODOO

Email: dani@cashtrainers.com

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