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
Images CRM Excel Template M3 PRO
Video 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
- Excel Template Balanced Scorecard PRO M2
- Free Excel Template KPIs Dashborad
- Excel Template Employee Training Control
- How to know how much money your company will earn at the end of the year
- CRM Excel Template M3 PRO
- Timesheet Excel Template PRO
- Excel Budget BOM Manufacturing Costs and Margins M15
- Bugs Tickets Resolutions Control Excel Template
- Excel Manufacturing Standard Costs and Margins M10
- Not performing a budget or budgetary control is equal to death according to FERRAN ADRIA
- Excel Template Cash Flow Forecast M15
- Financial Planning Scenarios Excel Template
- Tracking Shipments Excel Template
- Budget Control with SIMULATOR and Projections
- Projects Kanban Control Excel Template
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.
Dani Granero
Controlling Consultant
Controller ODOO ERP
Email: dani@cashtrainers.com
