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Customer relationship management (CRM) is the combination of practices, strategies and technologies that companies use to manage and analyze customer interactions and data throughout the customer lifecycle
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Hankali Intel
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Customer Relationship Management Tool
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This CRM Tool helps track customer life cycle and also enables companies stay connected with customers/clients.
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Credit Hubspot
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How to use this tool
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Customize the Dropdowns sheet to match your sales process. There, you can set the names of
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your account managers, opportunity stages, and more.
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Fill in the Organizations, Contacts, Opportunities, and Interactions sheets, and keep these up to date.
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For example, if your team sends new communications to potential customers, log these in the Interactions
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sheet. If you meet a new contact, enter their organization and contact info into the Organizations and Contacts sheets.
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Track your team's progress using the Dashboard sheet. There, you can see
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your sales pipeline and other useful statistics.
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Why track all this information?
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Organizations and Contacts
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Keeping your contacts' and their organizations' details in one place saves your team time when they need to reach out to
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potential customers.
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Opportunities
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Each opportunity should be its own entry. This way, you can track the potential value of upcoming business, assess your sales
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funnel, and calculate your team's win/loss ratio.
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Interactions
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Recording interactions with your customers helps you keep track of how much effort you are making toward each sale.
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This way, your team can get a better idea of which efforts lead to sales and which are less productive uses of time.
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