GET STARTED WITH YOUR
CRM REPORT
If you are looking for a system to organize your contacts, solidify a sales process, and auto
need a CRM (customer relationship management) solution. This template provides you with
to start if you aren't quite ready for a full-blown CRM with advanced features. This mini-CRM
never lose data. To get started, just enter your contacts manually or copy and paste existing
How to use this template
When setting up this mini-CRM for
1 the first time, go to the "Settings" tab
2
to define categories for
characteristics such as Contact Type
for People or Stage for Opportunities
Let's walk you through the tabs listed at the bottom of this sheet.
Dashboard
This is a great place to start planning your daily goals!
People
A Person is someone you have already qualified to do business with. They may be a current
other type of contact or relationship. This is the Person that works for a Company you want
Companies
A Company is an organizational entity that you are either doing business with now, or may b
of the Company as the building that the People you are dealing with work in. The Company
other records such as People or Opportunities to.
Opportunities
An Opportunity represents any kind of business development effort that you would like to tr
could also call an Opportunity a "deal" or a "sale". An Opportunity could represent the sale o
services, or an activity that has no direct monetary value, like increasing your press coverag
Setting
You'll want to adjust this to what makes the most sense for your business process.
PORT
your contacts, solidify a sales process, and automate some of your ongoing tasks then you
gement) solution. This template provides you with the basics of a CRM. It's the perfect place
own CRM with advanced features. This mini-CRM automatically saves changes so you will
our contacts manually or copy and paste existing data into this sheet.
Keep the CRM up-to-date by Use the CRM to plan your daily,
updating or adding rows as you
3 weekly, and monthly goals. The
engage with "People", "Companies", "Dashboard" provides a summary of
and "Opportunities" how your sales pipeline is doing to
help you decide what to address
next.
e bottom of this sheet.
daily goals!
alified to do business with. They may be a current customer, potential customer, or some
s the Person that works for a Company you want to do business with.
you are either doing business with now, or may be doing business with soon. We like to think
ople you are dealing with work in. The Company record is the top level record that we relate
ties to.
ness development effort that you would like to track and move along through a process. You
"sale". An Opportunity could represent the sale of a product, billings associated with
monetary value, like increasing your press coverage.
e most sense for your business process.
Dashboard
SALES
$280,915
NUMBER OF OPPORTUNITIES BY S
Count
0 0.5 1 1.5 2 2.5
VALUE OF OPPORTUNITIES BY ST
Total value
$0 $20,000 $40,000 $60,000 $80,000 $100,000 $1
TOTAL NUMBER OF
7 People
7 Companies
R OF OPPORTUNITIES BY STAGE
Qualified
Presentation
Negotiation
Follow-up
Contract Sent
1.5 2 2.5 3 3.5
E OF OPPORTUNITIES BY STAGE
Qualified
Presentation
Negotiation
Follow-up
Contract Sent
$60,000 $80,000 $100,000 $120,000 $140,000 $160,000
8 Opportunities
Stage Count
Contract Sent 1
Follow-up 2
Negotiation 3
Presentation 1
Qualified 1
Stage Total value
Contract Sent $2,000
Follow-up $32,999
Negotiation $133,785
Presentation $100,000
Qualified $12,131
A Person is someone you have already qu
People Copper Tip ➜ They may be a current customer, potentia
This is the Person that works for a Compa
Tag Name Company Work Email
Followup Thomas Liao ozerflex thomas@ozerflex
Soon Violette Gatewood Namdrill violette@namdrill
Hot Cameron Lyle Moveplanet cameron@movepla
Followup Mildred Noriega Finware mildred@finware.
Upsale Melody Estes Dripelectronics melody@driplectr
son is someone you have already qualified to do business with.
may be a current customer, potential customer, or some other contact type.
s the Person that works for a Company you want to do business with.
Title Contact Type Work Phone Work Website Address
Marketing Manager Potential Customer 562-391-2345 www.ozerflex.com224 Main St
Sales Rep Potential Customer 562-391-2346 www.fixfase.com 543 Senwood St
Sales Operator Current Customer 562-391-2347 www.namdrill.com2430 Grand Corne
Community Manager Other 562-391-2348 www.saltace.com 1275 Harvest Bea
Designer Current Customer 562-391-2349 www.moveplanet.com
6329 Velvet Cloud
CEO Potential Customer 562-391-2350 www.finware.com1903 Quiet Willow
Executive Assistant Other 562-391-2351 www.driplectronics.com
3446 Jagged Walk,
City Zip Linkedin Description
San Francisco 90567 http://www.linkedin.com/search/fpsearch?type=people&keywords=Thomas Liao ozerflex&
New York 90456 http://www.linkedin.com/search/fpsearch?type=people&keywords=Lillian Soto Fixfase&pp
Sucker Brook 28407 http://www.linkedin.com/search/fpsearch?type=people&keywords=Violette Gatewood Nam
Hills and Dales 33247 http://www.linkedin.com/search/fpsearch?type=people&keywords=Mary Garcia Saltace&p
Nitta Yuma 74482 http://www.linkedin.com/search/fpsearch?type=people&keywords=Cameron Lyle Movepla
Muenster 27760 http://www.linkedin.com/search/fpsearch?type=people&keywords=Mildred Noriega Finwar
Platinum 34119 http://www.linkedin.com/search/fpsearch?type=people&keywords=Melody Estes Dripelect
=Thomas Liao ozerflex&pplSearchOrigin=GLHD&pageKey=fps_results
=Lillian Soto Fixfase&pplSearchOrigin=GLHD&pageKey=fps_results
=Violette Gatewood Namdrill&pplSearchOrigin=GLHD&pageKey=fps_results
=Mary Garcia Saltace&pplSearchOrigin=GLHD&pageKey=fps_results
=Cameron Lyle Moveplanet&pplSearchOrigin=GLHD&pageKey=fps_results
=Mildred Noriega Finware&pplSearchOrigin=GLHD&pageKey=fps_results
=Melody Estes Dripelectronics&pplSearchOrigin=GLHD&pageKey=fps_results
A Company is an organizational entity tha
Companies Copper Tip ➜
You should use tags to group different co
Tag Company Name Contact Type Work Phone
Followup ozerflex Potential Customer 562-391-2345
Hot Fixfase Current Customer 562-391-2346
Soon Namdrill Potential Customer 562-391-2347
Soon Saltace Other 562-391-2348
Hot Moveplanet Potential Customer 562-391-2349
Followup Finware Potential Customer 562-391-2350
Upsale Dripelectronics Current Customer 562-391-2351
mpany is an organizational entity that you are either doing business with now, or may be doing business with soon.
hould use tags to group different companies together so you can filter for them easily later.
Email Domain Work Website Address City Zip Country
@ozerflex.com www.ozerflex.com224 Main St San Francisco 90567 US
@fixfase.com www.fixfase.com 543 Senwood St New York 90456 US
@namdrill.com www.namdrill.com2430 Grand CorneSucker Brook 28407 US
@saltace.com www.saltace.com 1275 Harvest Bea Hills and Dales 33247 US
@moveplanet.comwww.moveplanet.com
6329 Velvet CloudNitta Yuma 74482 US
@finware.com www.finware.com 1903 Quiet WillowMuenster 27760 US
@driplectronics.c www.driplectronics.com
3446 Jagged Walk,Platinum 34119 US
Linkedin Assignee Description
https://www.link Steve Holm
https://www.link Robert Hendricks
https://www.link Steve Holm
https://www.link Robert Hendricks
https://www.link Steve Holm
https://www.link Steve Holm
https://www.link Robert Hendricks
An Opportunity represents any kind of bus
Opportunities Copper Tip ➜ Make sure to accurately update your expe
This will allow you to better forecast what
Tag Name Company Stage
Plan Project ozerflex ozerflex Qualified
High Upcoming Sells Saltace Follow-up
Low Follow up Moveplanet Contract Sent
Estimate Upsale Saltace Follow-up
Followup Investment Namdrill Negotiation
Investment Ongoing Finware Presentation
Ongoing Contract with Fixfase Dripelectronics Negotiation
Hot/Strategic 2nd Sales Fixfase Negotiation
portunity represents any kind of business development effort that you would like to track and move along through a process.
sure to accurately update your expected close date.
will allow you to better forecast what your expected sales are for the end of your sales cycle.
Value Close Date Win % Status Loss Reason Priority
$ 12,131 3/24/2015 30% Open None High
$ 3,000 3/9/2015 20% Lost Competitor High
$ 2,000 3/26/2015 50% Open None High
$ 29,999 3/27/2015 30% Open None Midium
$ 10,101 4/13/2015 60% Open Competitor High
$ 100,000 5/6/2015 50% Won None High
$ 98,684 7/16/2015 70% Lost Competitor Low
$ 25,000 8/19/2015 30% Open Features High
ough a process.
Source Description
Advertising
Cold Call
Advertising
Email
Cold Call
Advertising
Other
Cold Call
Settings
People / Company Opportunities
Contact Type Stage Status
ALL ALL ALL
Potential Customer Qualified Open
Current Customer Follow-up Won
Other Presentation Lost
Contract Sent Abandoned
Negotiation Negotiation
Source Loss Reason
ALL ALL
Advertising Competitor
Cold Call Features
Email Price
Other None
