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.
Video CRM Excel Template M3 PRO
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
Images CRM Excel Template M3 PRO
Do you need to get this Excel Template?
Press the next button and follow the instructions.
Press here to get this templateMore information about Controlling Excel Tools
- Projects Control with Tasks Free Excel Template
- Marketing Online Social Media Excel Template
- Project Management Excel Templates
- Impacting Charts for your Excel Templates
- Multiproducts Breakeven Simulator Free Excel Template
- Actual Vs Budget Excel Templates
- Home Budget M2 Excel Template
- Human Resources Excel Templates
- Excel spreadsheet Strategic Plan
- Cash Flow Vs Treasury Foecasts
- How the Budget Control service works
- Timesheet Excel Template PRO
- Decisions Sale Price Lists Calculation Free Excel Template
- Excel Template Human Resources HR Management Control
- Cost Accounting. What benefits contribute to the company
- Employees Best Practices Improvements Requests M2 Free Excel Template
- Budget Control Excel Year-to-Date & Full-Year Forecast M11
- KPI OEE Report Excel Free Template
- Management Budget Control Easy Theory Difficult Implementation
- Excel Template Matrix for Decisions
- Budget Sales Control Free Excel Template
- Excel Template Cash Flow Forecast M15
More Videos about Management Accounting
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.
Controlling Consultant
Controller ODOO ERP
Email: dani@cashtrainers.com