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Customer relationship manager (CRM)

Purpose

A customer relationship manager tool (CRM) for tracking relationships and customers

 

What is a CRM?

This is a central repository for an individual or business to keep customer and proposition contact information, track interactions, and follow ups. CRMs are used by businesses and individuals to grow relationships (and sales)

 

Settings sheet

On the settings sheet the user can enter the business type in the yellow cells in column C. This can be any categorisation that the user wishes disaggregate the CRM e.g. by industry type or company size. CRM user names are entered into the yellow cells in column E. This should help to split up the CRM between multiple users so that it's clear who has the customer relationship

 

CRM sheet

The main CRM sheet is the repository for all of your customer or individual networking interations

Column C contains blue cells. Each cell is a dropdown from the "CRM user names" entered on the Settings sheet

Column D contains yellow cells where the user enters the date that the relationship was entered into the CRM

Column E contains yellow cells containing the customer / contact name

Column F contains the role / position of the customer / contact

Column G is the contact's email address

Column H is the contact's company

Column I contains blue cells. Each cell is a dropdown from the "Business type" entered on the Settings sheet

Column J is the location or address of the customer

Column K contains blue cells. Each cell is a dropdown from the blue "Relationship strength" section entered on the Settings sheet

Column L contains a user defined follow up date. The CRM will warn the user when it's time to follow up (refer to trigger below)

Column M contains any notes that the user wishes to store

 

Follow up trigger

The CRM has some bespoke conditional formatting built in such if the user misses a follow up date then the row will highlight in red (refer to the image). This should act as a reminder to the user that it's time to follow up with the contact

 

 

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£15.00Price