GET STARTED WITH YOUR

CRM REPORT
If you are looking for a system to organize your contacts, solidify a sales process, and automate some
you need a CRM (customer relationship management) solution. This template provides you with the b
perfect place to start if you aren't quite ready for a full-blown CRM with advanced features. This mini
changes so you will never lose data. To get started, just enter your contacts manually or copy and past
sheet.

How to use this template

1 When setting up this mini-CRM for

the first time, go to the "Settings"
2 Keep the CRM up-to-date by
updating or adding rows as you
tab to define categories for engage with "People",
characteristics such as Contact "Companies", and "Opportunities"
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 customer,
other type of contact or relationship. This is the Person that works for a Company you want to do busi

Companies
A Company is an organizational entity that you are either doing business with now, or may be doing b
to think of the Company as the building that the People you are dealing with work in. The Company re
that we relate other records such as People or Opportunities to.

Opportunities
An Opportunity represents any kind of business development effort that you would like to track and m
process. You could also call an Opportunity a "deal" or a "sale". An Opportunity could represent the s
associated with services, or an activity that has no direct monetary value, like increasing your press co

Setting
You'll want to adjust this to what makes the most sense for your business process.
Tess, and automate some of your ongoing tasks then
e provides you with the basics of a CRM. It's the
nced features. This mini-CRM automatically saves
anually or copy and paste existing data into this

3 Use the CRM to plan your daily,

weekly, and monthly goals. The
"Dashboard" provides a summary
of how your sales pipeline is doing
to help you decide what to address
next.

ay be a current customer, potential customer, or some

pany you want to do business with.
h now, or may be doing business with soon. We like
work in. The Company record is the top level record

would like to track and move along through a

nity could represent the sale of a product, billings
increasing your press coverage.

cess.
Dashboard

SALES TOTAL NUMBER OF

$280,915

NUMBER OF OPPORTUNITIES BY

Count

0 0.5 1 1.5 2 2.5

VALUE OF OPPORTUNITIES BY S

Total value

0 20000 40000 60000 80000 100000 12

OTAL NUMBER OF

7 People
7 Companies
8

Stage Count
F OPPORTUNITIES BY STAGE
Contract Sent 1
Qualified
Presentation Follow-up 2
Negotiation
Follow-up Negotiation 3
Contract Sent
Presentation 1
.5 2 2.5 3 3.5
Qualified 1

Stage Total value

OPPORTUNITIES BY STAGE
Contract Sent $2,000
Qualified
Presentation Follow-up $32,999
Negotiation
Follow-up Negotiation $133,785
Contract Sent
Presentation $100,000
00 80000 100000 120000 140000 160000
Qualified $12,131
Opportunities
 A Person is someone you have already qualified to do bu
People Copper Tip ➜ They may be a current customer, potential customer, or s
This is the Person that works for a Company you want to

Tag Name Company Work Email Title

Followup Thomas Liao ozerflex thomas@ozerfl Marketing Manager

Hot Lillian Soto Fixfase lillian@fixfase Sales Rep

Soon Violette Gatewood Namdrill violette@namdrilSales Operator

Soon Mary Garcia Saltace [email protected] Community Manager

Hot Cameron Lyle Moveplanet cameron@moveplDesigner

Followup Mildred Noriega Finware mildred@finwareCEO

Upsale Melody Estes Dripelectronics melody@driplect Executive Assistant

have already qualified to do business with.
omer, potential customer, or some other contact type.
ks for a Company you want to do business with.

Contact Type Work Phone Work Website Address City Zip

Potential Customer 562-391-2345 www.ozerflex.com

224 Main St San Francisco 90567

Potential Customer 562-391-2346 www.fixfase.com

543 Senwood StNew York 90456

Current Customer 562-391-2347 www.namdrill.com

2430 Grand CorSucker Brook 28407

Other 562-391-2348 www.saltace.com1275 Harvest BHills and Dales 33247

Current Customer 562-391-2349 www.moveplanet.com

6329 Velvet CloNitta Yuma 74482

Potential Customer 562-391-2350 www.finware.com1903 Quiet WillMuenster 27760

Other 562-391-2351 www.driplectronics.com

3446 Jagged Wal
Platinum 34119
Linkedin Description

http://www.linkedin.com/search/fpsearch?type=people&keywords=Thomas Liao ozerflex&pplSearchOrigin=GLHD&pageKey

http://www.linkedin.com/search/fpsearch?type=people&keywords=Lillian Soto Fixfase&pplSearchOrigin=GLHD&pageKey=

http://www.linkedin.com/search/fpsearch?type=people&keywords=Violette Gatewood Namdrill&pplSearchOrigin=GLHD&p

http://www.linkedin.com/search/fpsearch?type=people&keywords=Mary Garcia Saltace&pplSearchOrigin=GLHD&pageKey=

http://www.linkedin.com/search/fpsearch?type=people&keywords=Cameron Lyle Moveplanet&pplSearchOrigin=GLHD&pag

http://www.linkedin.com/search/fpsearch?type=people&keywords=Mildred Noriega Finware&pplSearchOrigin=GLHD&page

http://www.linkedin.com/search/fpsearch?type=people&keywords=Melody Estes Dripelectronics&pplSearchOrigin=GLHD&p

ex&pplSearchOrigin=GLHD&pageKey=fps_results

&pplSearchOrigin=GLHD&pageKey=fps_results

Namdrill&pplSearchOrigin=GLHD&pageKey=fps_results

e&pplSearchOrigin=GLHD&pageKey=fps_results

eplanet&pplSearchOrigin=GLHD&pageKey=fps_results

nware&pplSearchOrigin=GLHD&pageKey=fps_results

lectronics&pplSearchOrigin=GLHD&pageKey=fps_results
 A Company is an organizational entity that you are either
Companies Copper Tip ➜
You should use tags to group different companies togeth

Tag Company Name Contact Type Work Phone Email Domain

Followup ozerflex Potential Customer 562-391-2345 @ozerflex.com

Hot Fixfase Current Customer 562-391-2346 @fixfase.com

Soon Namdrill Potential Customer 562-391-2347 @namdrill.com

Soon Saltace Other 562-391-2348 @saltace.com

Hot Moveplanet Potential Customer 562-391-2349 @moveplanet.c

Followup Finware Potential Customer 562-391-2350 @finware.com

Upsale Dripelectronics Current Customer 562-391-2351 @driplectronic

ganizational entity that you are either doing business with now, or may be doing business with soon.
to group different companies together so you can filter for them easily later.

Work Website Address City Zip Country Linkedin Assignee

www.ozerflex.com
224 Main St San Francisco 90567 US https://www.li Steve Holm

www.fixfase.com
543 Senwood StNew York 90456 US https://www.li Robert Hendricks

2430 Grand CorSucker Brook 28407

www.namdrill.com US https://www.li Steve Holm

www.saltace.com1275 Harvest BHills and Dales 33247 US https://www.li Robert Hendricks

6329 Velvet CloNitta Yuma

www.moveplanet.com 74482 US https://www.li Steve Holm

www.finware.com1903 Quiet WillMuenster 27760 US https://www.li Steve Holm

3446 Jagged Wal

www.driplectronics.com Platinum 34119 US https://www.li Robert Hendricks
 Description

ert Hendricks

ert Hendricks

ert Hendricks
 An Opportunity represents any kind of business developm
Opportunities Copper Tip ➜ Make sure to accurately update your expected close date.
This will allow you to better forecast what your expected

Tag Name Company Stage Value

Plan Project ozerflex ozerflex Qualified $ 12,131

High Upcoming Sells Saltace Follow-up $ 3,000

Low Follow up Moveplanet Contract Sent $ 2,000

Estimate Upsale Saltace Follow-up $ 29,999

Followup Investment Namdrill Negotiation $ 10,101

Investment Ongoing Finware Presentation $ 100,000

Ongoing Contract with Fixfase Dripelectronics Negotiation $ 98,684

Hot/Strategic 2nd Sales Fixfase Negotiation $ 25,000

esents any kind of business development effort that you would like to track and move along through a process.
ely update your expected close date.
o better forecast what your expected sales are for the end of your sales cycle.

Close Date Win % Status Loss Reason Priority Source

3/24/2015 30% Open None High Advertising

3/9/2015 20% Lost Competitor High Cold Call

3/26/2015 50% Open None High Advertising

3/27/2015 30% Open None Midium Email

4/13/2015 60% Open Competitor High Cold Call

5/6/2015 50% Won None High Advertising

7/16/2015 70% Lost Competitor Low Other

8/19/2015 30% Open Features High Cold Call

Description
 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