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TTRC CRM Template: (Your Name)

This document appears to be a template for a customer relationship management (CRM) system. It includes sections for contact details, a contact log, sales log, and fields to track leads such as name, company, contact information, course opted for or advised, how the company is known to the candidate, estimated course fees, planned actions and next steps, and final notes. The template provides a structured way to organize information about customers, track communications and sales, and manage leads and opportunities.

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jsmnjasmines
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© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
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Download as XLS, PDF, TXT or read online on Scribd
36 views7 pages

TTRC CRM Template: (Your Name)

This document appears to be a template for a customer relationship management (CRM) system. It includes sections for contact details, a contact log, sales log, and fields to track leads such as name, company, contact information, course opted for or advised, how the company is known to the candidate, estimated course fees, planned actions and next steps, and final notes. The template provides a structured way to organize information about customers, track communications and sales, and manage leads and opportunities.

Uploaded by

jsmnjasmines
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as XLS, PDF, TXT or read online on Scribd
You are on page 1/ 7

Page 1 of 7

TTRC CRM Template


[ Your Name ]
Name

XXX

XXX
XXX

Course
opted/Adviced
CAE FEA

Telecall email
details
He has called here
attended by CRM,
Call was redirected
to Tech Head

Phone

Email
[email protected]

444-555-6666

[email protected]
[email protected]

How TTRC is known to


candidate

Estimated Action planned and Next Action


Course Fee
dated

Surfing
$

25,000

Email to be send on
20th dec 14 mentioning
the course and fee
details

$
$

10,000
4,500

1/25/2013
1/27/2013

Action Comments after


performing

Next
Action

Action Comments
after Performance

Final Note: Admission


taken/Not Taken/Opted for

Page 2 of 7

CONTACT LOG
[ Your Name ]
Contact
Date

Customer

1/18/2013 Smithers, Joe

1/18/2013 Anderson, Jane

Purpose
Project Purpose

Method
Phone

Email

Notes
Has discussed with Tech Head and will revert to us by Monday, need to
provide the list of projects, had asked for reg fee, which they agreed
to pay on Monday

Page 3 of 7

SALES LOG
[ Your Name ]
Insert Copied Columns to the Left

Date of
Sale

Customer

1/18/2013 Smithers, Joe


2/4/2013 Anderson, Jane

Amount
$
$

Item / Product / Service

4,500 Product ABC


2,500 Installation

Invoice #
2342
2343

Notes

Page 4 of 7

CONTACT DETAILS
[ Your Name ]
Name

Company

Anderson, Jane

ABC Corp

Work
Function

Phone

Work Email

Mobile
Phone

222-656-7890 [email protected] 111-111-1111

[OPTIONAL] This worksheet is for storing more detailed contact


information about your clients.
[IDEAS for CUSTOMIZATION]: Some of the columns in the CRM
worksheet could be automatically filled by referring to this data
table using VLOOKUP.

Personal Email

Address

[email protected] 18119 Shireoak Dr.

City
Canton

ST
MI

Zip
84765

Notes
Loves chocolate

Lead Status
Active
Won
Loss
Cold
Warm

Lead Source
Email
Facebook
LinkedIn
Referral
Website
Newsletter

Date Formats
Days Since Last Contact (<=)
2
5
>5
Days Until Next Action (>=)
10
5
<5

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