GET STARTED WITH YOUR

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

How to use this template

When setting up this mini-CRM for Keep the CRM up-to-date by Use the CRM to plan your daily,
1 the first time, go to the "Settings"
2 updating or adding rows as you
3 weekly, and monthly goals. The
tab to define categories for engage with "People", "Dashboard" provides a summary
characteristics such as Contact "Companies", and "Opportunities" of how your sales pipeline is doing
Type for People or Stage for to help you decide what to address
Opportunities next.

Let's walk you through the tabs listed at the bottom of this sheet.

Dashboard
Think of the Dashboard tab as your control panel for your opportunities. You'll see the following information:

- The total value of all your opportunities

- Total number of People, Companies, and Opportunities in this CRM
- The number of Opportunities by stage and the value of Opportunities by stage

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, potential customer, or
some other type of contact or relationship. This is the Person that works for a Company you want to do business with.

Companies
A Company is an organizational entity that you are either doing business with now, or may be doing business with soon. We like to
think of the Company as the building that the People you are dealing with work in. The Company record is the top level record 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 move along through a process.
You could also call an Opportunity a "deal" or a "sale". An Opportunity could represent the sale of a product, billings associated
with services, or an activity that has no direct monetary value, like increasing your press coverage.

Setting
This is where you define the following items that will set the data rules in your Sheet:

- Contact Type for People and Company

- Stage, Status, Source, and Loss Reason for Opportunities

You'll want to adjust this to what makes the most sense for your business process.
Dashboard

SALES TOTAL NUMBER OF

$280,915 7 People
7 Companies
8 Opportunities

Stage Count
Contract Sent 1

Follow-up 2

Negotiation 3

Presentation 1

Qualified 1

Stage Total value

Contract Sent $2,000

Follow-up $32,999

Negotiation $133,785

Presentation $100,000

Qualified $12,131
 A Person is someone you have already qualified to do business with.
People Copper Tip ➜ They may be a current customer, potential customer, or some other contact type.
This is the Person that works for a Company you want to do business with.

Tag [1] Name Company Work Email Title Contact Type [2] Work Phone Work Website Address City Zip Linkedin Description

Followup Thomas Liao ozerflex thomas@ozerflex.com

Marketing Manager Potential Customer 562-391-2345 www.ozerflex.com
224 Main St San Francisco 90567 http://www.linkedin.com/search/fpsearch?type=people&keywords=Thomas Liao ozerflex&pplSearchOrigin

Hot Lillian Soto Fixfase lillian@fixfase.com

Sales Rep Potential Customer 562-391-2346 www.fixfase.com543 Senwood St New York 90456 http://www.linkedin.com/search/fpsearch?type=people&keywords=Lillian Soto Fixfase&pplSearchOrigin=G

Soon Violette Gatewood Namdrill violette@namdrill.com

Sales Operator Current Customer 562-391-2347 www.namdrill.com
2430 Grand Corners
Sucker Brook 28407 http://www.linkedin.com/search/fpsearch?type=people&keywords=Violette Gatewood Namdrill&pplSearch

Soon Mary Garcia Saltace mary@saltace.com

Community Manager Other 562-391-2348 www.saltace.com1275 Harvest Beacon
Hills Avenue
and Dales 33247 http://www.linkedin.com/search/fpsearch?type=people&keywords=Mary Garcia Saltace&pplSearchOrigin=G

Hot Cameron Lyle Moveplanet cameron@moveplanet.com

Designer Current Customer 562-391-2349 www.moveplanet.com
6329 Velvet CloudNitta
Carrefour
Yuma 74482 http://www.linkedin.com/search/fpsearch?type=people&keywords=Cameron Lyle Moveplanet&pplSearchO

Followup Mildred Noriega Finware mildred@finware.com

CEO Potential Customer 562-391-2350 www.finware.com1903 Quiet WillowMuenster
Field, Muenster 27760 http://www.linkedin.com/search/fpsearch?type=people&keywords=Mildred Noriega Finware&pplSearchOrig

Upsale Melody Estes Dripelectronics melody@driplectronics.com

Executive Assistant Other 562-391-2351 www.driplectronics.com
3446 Jagged Walk,
Platinum
Platinum, Florida
34119 http://www.linkedin.com/search/fpsearch?type=people&keywords=Melody Estes Dripelectronics&pplSearc
 A Company is an organizational entity that you are either doing business with now, or may be doing business with soon.
Companies Copper Tip ➜
You should use tags to group different companies together so you can filter for them easily later.

Tag Company Name Contact Type Work Phone Email Domain Work Website Address City Zip Country Linkedin Assignee Description

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

224 Main St San Francisco 90567 US https://www.linkedin.com/vsearch/c?type=companies&keywords=ozerflex&orig=GLHD&rsid=&pageKey=biz-overview-intern
Steve Holm

Hot Fixfase Current Customer 562-391-2346 @fixfase.com www.fixfase.com543 Senwood St New York 90456 US https://www.linkedin.com/vsearch/c?type=companies&keywords=Fixfase&orig=GLHD&rsid=&pageKey=biz-overview-intern
Robert Hendricks

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

2430 Grand Corners
Sucker Brook 28407 US https://www.linkedin.com/vsearch/c?type=companies&keywords=Namdrill&orig=GLHD&rsid=&pageKey=biz-overview-inter
Steve Holm

Soon Saltace Other 562-391-2348 @saltace.com www.saltace.com1275 Harvest Beacon

Hills Avenue
and Dales 33247 US https://www.linkedin.com/vsearch/c?type=companies&keywords=Saltace&orig=GLHD&rsid=&pageKey=biz-overview-intern
Robert Hendricks

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

www.moveplanet.com
6329 Velvet CloudNitta
Carrefour
Yuma 74482 US https://www.linkedin.com/vsearch/c?type=companies&keywords=Moveplanet&orig=GLHD&rsid=&pageKey=biz-overview-in
Steve Holm

Followup Finware Potential Customer 562-391-2350 @finware.com www.finware.com1903 Quiet WillowMuenster

Field, Muenster 27760 US https://www.linkedin.com/vsearch/c?type=companies&keywords=Finware&orig=GLHD&rsid=&pageKey=biz-overview-intern
Steve Holm

Upsale Dripelectronics Current Customer 562-391-2351 @driplectronics.com

www.driplectronics.com
3446 Jagged Walk,
Platinum
Platinum, Florida
34119 US https://www.linkedin.com/vsearch/c?type=companies&keywords=Dripelectronics&orig=GLHD&rsid=&pageKey=biz-overview
Robert Hendricks
 An Opportunity represents any kind of business development effort that you would like to track and move along through a process.
Opportunities Copper Tip ➜ Make sure to accurately update your expected close date.
This will allow you to better forecast what your expected sales are for the end of your sales cycle.

Tag Name Company Stage Value Close Date Win % Status Loss Reason Priority Source Description

Plan Project ozerflex ozerflex Qualified ($ 12,131) 3/24/2015 30% Open None High Advertising

High Upcoming Sells Saltace Follow-up ($ 3,000) 3/9/2015 20% Lost Competitor High Cold Call

Low Follow up Moveplanet Contract Sent ($ 2,000) 3/26/2015 50% Open None High Advertising

Estimate Upsale Saltace Follow-up ($ 29,999) 3/27/2015 30% Open None Midium Email

Followup Investment Namdrill Negotiation ($ 10,101) 4/13/2015 60% Open Competitor High Cold Call

Investment Ongoing Finware Presentation ($ 100,000) 5/6/2015 50% Won None High Advertising

Ongoing Contract with Fixfase Dripelectronics Negotiation ($ 98,684) 7/16/2015 70% Lost Competitor Low Other

Hot/Strategic 2nd Sales Fixfase Negotiation ($ 25,000) 8/19/2015 30% Open Features High Cold Call
 Settings

People / Company Opportunities

Contact Type Stage Status Source Loss Reason

ALL ALL ALL ALL ALL

Potential Customer Qualified Open Advertising Competitor

Current Customer Follow-up Won Cold Call Features

Other Presentation Lost Email Price

Contract Sent Abandoned Other None

Negotiation Negotiation
[1] Add any tags in this column to help you quickly identify different entries

[2] See "Settings" tab