CRM for Sales

The sales process can be tricky to manage and the details are important.

A typical sale includes: an initial meeting, follow up appointments, pre-quotes, RFP stage, proposal submitted, negotiations, award, and delivery.

Along the way you’ll need to keep track of the project description, the product line, RFQ #, proposal due date, internal quote #, quote expiration date, probability of success and estimated revenue. 50 or more sales prospects x 10 or more inputs per customer is a lot of detailed information to keep straight.

To make keeping track of the details manageable we’ve created an easy to set up, input and navigate Excel template. There are 3 major components: 1) a Dashboard page providing a top line summary of the customers and sales projects being managed, 2) a Settings page, predefined for the sales process, which can be customized to fit your unique needs, 3) Individual customer contact pages to retain information and a complete detailed, historical record of notes taken during your sales calls.


(click to enlarge)

Benefits and Value:

  • Easy to use and update
  • Quick to navigate
  • Convenient to share with others
  • CSV file export/import to transfer information to/from other systems
  • Keeps you organized and in control
  • Pre customized for the sales process
  • Saves you time, makes you more efficient
  • Works with Excel versions for both Windows and MAC
  • Affordable: single user license with no recurring monthly fees

To download a copy or learn more visit:

Dave Oshlag has been helping companies large and small stay organized and focus on the right projects for more than 25 years.  His specialty is saving hours of time wasted on disorganized systems without spending thousands of dollars. He’s best known for enabling massive changes in productivity with tools like W5 Templates that are simple, streamlined and get people organized quickly.

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6 comments on “CRM for Sales
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