CRM Spreadsheet in Excel – Customer Registration Spreadsheet

[soniya55531]

Learn how to create a CRM spreadsheet in Excel, register your customers, control your services, create analyses and improve your relationship with your customers!

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Create a CRM Spreadsheet in Excel – Customer Registration Spreadsheet
In today's class, you will learn how to create a CRM spreadsheet in Excel! With it, you will be able to control your company's customers and services, organizing this information and transforming it into complete analyses.

The CRM (Customer Relationship Management) spreadsheet goes beyond customer registration and company information. It is an essential tool to help in the relationship between your company and its current and future customers.

So that you can perform a complete analysis, in addition to the twitter data registration tables, our spreadsheet will have dynamic tables that will be essential for a complete analysis of the recorded information.

So, come with me, because today I'm going to teach you how to create a complete and dynamic CRM spreadsheet in Excel so that you can improve your company, your services and attract even more customers.

Purpose of the CRM Spreadsheet – Customer Registration Spreadsheet
The CRM (Customer Relationship Management) spreadsheet is a customer relationship management tool . It goes beyond simply registering information, functioning as an important analysis tool.

Through the data recorded and analyzed in your CRM spreadsheet, you can better understand the services provided by your company in relation to customers, which is essential to help you in conducting future business and prospecting customers .

Customer Registration Spreadsheet
As an example for this lesson, I will build a CRM spreadsheet for a mechanic shop business. You can adapt this information according to the service you or your company provides.

To begin, let's open a blank Excel file and record the main information for our customer registration spreadsheet. In this spreadsheet, we will have the name , age , address and contact information .

Also, since this is a spreadsheet for a mechanic shop, it makes sense to have information relevant to that business. So, I'll add a column for the make , model , and year of the customer's car .

Finally, we need a column that records the current status of the relationship with customers. In this column, we can record past or current interactions with the company, such as a quote request or services rendered.