Excel CRM Development for Sales Management
Budget: $10 – $30 USD
I need a customizable CRM built in Excel. It should be designed for sales executives to receive and manage contacts seamlessly.
Key functionalities:
- Contact Management: The CRM should allow for comprehensive tracking and management of contacts.
- Sales Tracking: It should provide a means to monitor sales progress effectively.
- Task Management: The CRM should help in managing tasks efficiently.
Sales Data Visualization:
- The sales data should be visualized in summary tables.
Automated Features:
- The CRM should include email notifications for updates and reminders.
- Data entry suggestions to simplify the process.
- Follow-up reminders to ensure no contact is left unattended.
Ideal Skills:
- Proficiency in Excel, including advanced functions and macros.
- Experience in CRM development.
- Understanding of sales processes and requirements.
Key functionalities:
- Contact Management: The CRM should allow for comprehensive tracking and management of contacts.
- Sales Tracking: It should provide a means to monitor sales progress effectively.
- Task Management: The CRM should help in managing tasks efficiently.
Sales Data Visualization:
- The sales data should be visualized in summary tables.
Automated Features:
- The CRM should include email notifications for updates and reminders.
- Data entry suggestions to simplify the process.
- Follow-up reminders to ensure no contact is left unattended.
Ideal Skills:
- Proficiency in Excel, including advanced functions and macros.
- Experience in CRM development.
- Understanding of sales processes and requirements.