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…
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CRM for Sales
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User Testimonials
CEO, Precise Energy Partners “We recently decided that we needed a CRM program for our business but felt that some of the more well known software programs were too complicated and expensive. When I found your CRM Excel template…
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W5 Templates spreadsheet ideal for CRM needs
July 15, 2012 | David Radin | post-gazette.com Business Section | Life is too complicated — especially when your company asks you to learn a complex automation that makes it better for them but not for you. Yet, in many cases,…
Tagged with: An Excel-Based CRM Template, Cost effective, CRM, easy, excel, free trial, organization, Salesforce, Sugar crm
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