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CRM Template
MD ZAINUL ABDIN
Name

Company

MR.PRADEEP KUMAR

ADIVA SUPER SPECIALITY

VIKASH TYAGI

SAKET CITY HOSPITAL

DR.MONIKA PUTNI

BANSAL HOSPITAL

Work Function

CHANGING BOILER SYSTEM INTO SOLAR SYSTEM (WATER HEATING SYSTEM)

WANTED SOLAR WATER HEATER UP TO 3000 LPD AND 100 TO 200 KW GRI SOLAR SYSTEM
WANTED TO CHANGE GEYSERS INTO SOLAR WATER HEATER.

MRS. NISHI

ICCR

TENDER DOCUMENT SUBMISSION FOR UPS AND BATTERIES 01 NO.S AND 15 NO.S
RESPECTIVELY

MR. NAVEEN

JESUS AND MERRY COLLEGE

PRE BID MEETING

MR. SAMSHI

HAMDARD UNIVERSITY

VENDOR REGISTRATION FORM

COL.BALBEER SINGH

ITBP

VENDER REGISTRATION FORM

TAYYUB HUSSAIN

SARPANCH OF VILLAGE

SOLAR STREET LIGHT, SOLAR PUMP, SOLAR WATER HEATER

ANWAR SAJJAD
SIDDIQUI

JAMIA MILLIA ISLAMIA

VENDER REGISTRATION FORM

MR. SAMSHI

MACHIDIYA HOSPITAL

VENDER REGISTRATION FORM AND FOR SOLAR ROOF TOP SYSTEM

NIGPR

NIGPR

tender of the online 1 kva ups 01 no.s

MR. GAURAV GULATI

IIFT (INDIAN INSTITUE OF FOREIGN

TRADE)

MEETING FOR BUSINESS PROPOSAL . THEY WANT SOLAR WATER HEATING SYSTEM OF 5000
LPD AND SOLAR ROOF TOP SYSTEM OF 100 KW.

MR. RAKESH

ARTEMIS HOSPITAL

MEETING FOR SOLAR ROOF TOP SYSTEM OF 100 KW

MR.ARUN SHETTY

FORTIS HOSPITAL

MR.SUMIT SHARMA

MR.GAUR

Phone

Email

Estimated
Sale

Last Contact

Next Action

Next Contact

Lead
Status

9810342292 P_KSAMAL@YAHOO.COM
9871846664
9650795547

vikash.tyagi@saketcityhospital.com
qm.drbansalstone@gmail.com

150,000.00

30-05-2015

PROPOSAL
COLD CALLING
SENT

1/6/2015

PROPOSAL
COLD CALLING
TO BE SEND

naveen@econdse.org

9813460605

Disqualified

NOT GET
TENDRE

we are not
applicable

we have not
going to do

28-05-2015

MONDAY MEETING
IST HALF

28-05-2015

MONDAY MEETING
SECOND HALF

3/6/2015

04-05-2015
MEETING

1/6/2015

9990505825
9871190495

1/6/2015
18-05-2015

CALL FOR
MEETING
TENDER
CANCELLED

9/6/2015

TO GIVE HARD
COPY OF
PROPOSAL IN THIS
WEEK ONLY

8588894776

9/6/2015

WE HAVE TO GIVE
PROPOSAL OF 100
KW SYSTEM FOR
THEIR PARKING
AREA

MEETING FOR SOLAR ROOF TOP SYSTEM

9958820226

18-06-2015

MEETING WILL BE
ON MONDAY

VIVANTA HOTEL

MEETING FOR SOLAR ROOF TOP SYSTEM

8800049872

18-6-2015

want proposal of
50 kw system

MEDANTA MEDI CITY

MEETING SOLAR WATER HEATING SYSTEM

18-6-2015

ON MEETING HE
TOLD ME TO COME

sumit.sharma1@tajhotels.com

THEY HAVE SOME MISTAKES IN

THEIR SPECIFICATIONS

20-6-2015

20-06-2015

R.C. BHATIA

COSCO INDIA PVT. LTD.

MEETING FOR SOLAR ROOF TOP SYSTEM AND WANT GERMAN QUALITY PANEL

9717179634

hr@cosco.in

19-06-2015

want proposal of
50 kw system

GRISH CHANDRA JOSHI

ARCHITECT

MEETING FOR SOLAR POWER PROJECT

9810487233

gcjoshi@dfiarch.com

19-06-2015

TODAY HAVING
MEETING WITH
HIM

J K BATRA

ARTECH AUTOMATION PVT. LTD

MEETING FOR SOLAR PROJECTS

9911229991

jkbatra@jmp.net.in

6/7/2015

TODAY HE COME
TO OFFICE

MR. MOHIT

AARONE GROUP

MEETING FOR SOLAR PROJECTS

9873400034

MR. MANOJ PUNIA

GOLD SOUK MALL

WANTED 5O KW SOLAR ROOF TOP SYSTEM

9717490029

manojpunia@agsgroup.in

3/7/2015

READY FOR
TECHNICAL SITE
ASSESSMENT

HOT LEAD

MR. MUKESH KUMAR

MAYOM HOSPITAL

WANTED 15 KW SOLAR ROOF TOP SYSTEM

8860136121

maintanance@mayomehospital.com

4/7/2015

we haveto send
proposal of 15 kw
system

HOT LEAD

MR. PRADEEP
CHAKARBORTY

JNU

GOING THERE TO KNOW THE STATUS OF BID WHICH WE HAVE SUBMITTED

1126704784

http://www.vertex42.com/ExcelTemplates/crm-template.html

Notes

COLD CALLING
1,000,000.00

9899087491

9871190495

Lead Source

2/7/2015

2010 Vertex42 LLC

Page 2 of 8

CONTACT LOG
[ Your Name ]
Contact Date

Customer

http://www.vertex42.com/ExcelTemplates/crm-template.html

Purpose

Method

Notes

2010 Vertex42 LLC

Page 3 of 8

SALES LOG
[ Your Name ]
Insert Copied Columns to the Left

Date of
Sale

Customer

Amount

http://www.vertex42.com/ExcelTemplates/crm-template.html

Item / Product / Service

Invoice #

Notes

2010 Vertex42 LLC

Page 4 of 8

CONTACT DETAILS
[ Your Name ]
Name

Company

Work
Function

http://www.vertex42.com/ExcelTemplates/crm-template.html

Phone

Work Email

Mobile
Phone

Personal
Email

Address

City

ST

Pincod
e

Notes

2010 Vertex42 LLC

Lead Status
Active
Won
Loss
Cold
Warm

Lead Source
Email
Referral
Website

Date Formats
Days Since Last Contact (<=)
2
5
>5
Days Until Next Action (>=)
10
5
<5

INSTRUCTIONS:
Update the Lead Status and Lead Source lists to change
what shows up in the drop-down lists in the CRM worksheet.
Edit the values in the green and yellow cells to change the
settings used to conditionally format the Last Contact
and Next Contact columns in the CRM worksheet.

HELP

About This Template

A critical feature of any CRM system is totrack communicationswith
customers,plan follow-upcontacts, update thelead status, and after
gaining a customer, schedule future communication that will help you
keep them as a customer.Tracking salesis also an important part of
CRM.
The CRM template provides a starting point for people looking for an
Excel-based CRM solution. It is designed to be easy to customize (limited
only by your knowledge of Excel).
INSTRUCTIONS: Below the table in each worksheet are instructions for
using and customizing that specific worksheet.

CRM Template
Do not delete this worksheet. If necessary, you may hide it by
right-clicking on the tab and selecting Hide.