Free Sales Activity Tracking Excel Template

Dear Readers,  After a wonderful response on my last two post on various sales tracking excel templates, In this post I would like to share with you another excel template for Free. This template helps you track various sales activities or tasks which you would most probably have if you are following a well organized Sales process in your organization.

Free Contact Management Excel template

If you are looking for a Free excel template for managing your Contact List, you have come to the right place. In the previous post, we shared our free excel template for managing your sales leads. Some of you got interested on how they can manage their contact list in excel. Go ahead and read more on this.

You may need to manage your contact list at one place for various reasons
  1. You may want to organize your customer contacts.
  2. You may want to organize your prospects' contacts.
  3. You may want to organize various contacts of your vendors
  4. You may want to organize contacts of your affiliates, distributors and channel partners.

You can use this contact list template to manage all of them. Feel free to download this template from here:

Link will open in Dropbox, you can click on download button to save it.

Though this contact list template can serve your purpose well if you are just looking for organizing contacts. However if you are looking for a solution to organize your complete sales process from organizing your contacts to tracking your leads, deals and sales tasks, then you should better go for a CRM.

If you are interested in trying out  a CRM for your business, Feel free to check ToolsonCloud CRM. It also comes with a free plan for startups. 

Anyways, let’s get back to the excel template which you just downloaded.

You may want to understand the terms and fields used in the template if you are new to this. Here is a quick overview of each of the fields to help you understand that.

  • Company Name: Enter the name of your company beside this field

  • Contact List Name:: Enter a unique name of the contact list to identify it from other lists. This is required if you are handling more than 1 contact list such as customer contact list, vendor contact list, prospect contact list. Giving a unique name will help you differentiate it from others.

  • First Name: Enter the first name of the contact person.

  • Last Name: Enter the last name of the contact person.

  • Job Title: Use this column field to capture the job title or the professional position of the contact person in the organization where he works. For e.g. It can be CEO, Director, Sales Manager, HR Director, Procurement Manager, Assistant, Associate, etc.

  • Organization: Use this column to enter the name of the company where the person works.

  • Email: Enter the email address of the contact person under this column,

  • Office Phone: You may use this field to capture the office phone of the contact. If you are selling to B2C customers, then this column may not be required in your context, so you can ignore  or remove this column.

  • Mobile: Use this field to enter the personal mobile number of the contact. Try to keep mobile numbers and regular landline phone numbers in different columns for your ease. For. e.g. you may need to send bulk sms greetings or promotional messages on mobile phone. So if you keep both mobile number and landline phone number in same column, then it would become difficult for you to segregate later or may result in wastage of your SMS credits if you try to send SMS on landline phones.

  • Address: Use this field to store the address of your contact. If required you may add an additional column for office address and residential address based on the context of your business requirement.

  • Facebook, Linkedin, Twitter URLs: Use this field to store the social media urls of your contact. With time, business selling has evolved to be more of social selling. So it is high time you stay updated with what your customer has to say and believe by following on social media and engaging with them regularly in order to build a good customer relationship.

  • Conversation Logs: This field has to be used to record your notes or conversation logs with your contacts. Try to put it along with a date stamp so that it is easy for you to remember the conversation in a timeline manner. I know this is a bit complex, that is also one of the reasons you should try out the contact management solution of ToolsonCloud CRM to better keep track of your conversations with your client in a more visual timeline way.

  • Date Added: Enter the date when you first added the contact to this list. This helps you keep track of the age of your relationship with the contact.

  • Added By: Enter the name of the person who added the contact in case you are having multiple users in your team who would be updating this sheet. 

I hope you will like using this template for managing your contacts. 

In case you are looking for a CRM solution to manage your contacts in a more streamlined manner, do check out ToolsonCloud Sales CRM. Try it today, It’s Free!

Free Sales Lead Tracker Excel Template

Dear Reader, Greetings and welcome to ToolsonCloud Blog!

We have been listening to our reader's demands and many of you expressed interest in a Sales Lead Tracker template to organize your leads in excel. In this post we would like to share with you a universal sales lead tracker template prepared in excel. You can easily reuse it as per the sales process followed in your company.

Sales tracking for Freelancers using Free Sales CRM
Being a freelancer is not an easy job. In Freelancing, you are the Chief Operating officer, you are the Chief Marketing officer and you are also the Chief Finance Officer of your Business. If you are a freelancer and are looking for ways to organize your sales tracking process, then read on...

Becoming successful in Freelancing requires you to use the right set of tools so that you can focus more on the important tasks than spending precious time in data entry and sales tracking activities. But the fact is, to keep going, you need to make sales and to keep doing sales, you need to track your sales deal pipeline regularly and do active follow-ups to keep having a steady sales pipeline and revenue stream. 

With too much on your plate, it's tough to do all without going mad and experiencing burnout!

This requires that you use the right set of tools for organizing your sales process and automating the tracking processes around it instead of scrambling through your countless emails and excel files.

Why CRM is better compared to tracking in Email?

  • Emails are not organized, it never gives you a clear picture of a story with your client...
    • The kind of conversation you had with him, 
    • Sales analytics such as how long the deal is being open and 
    • What is the average time needed for closing that deal, 
    • When do you need to follow up next, etc.
For all those things, you definitely need something more than Emails. That's where ToolsonCloud Sales CRM comes into play and helps you organize your Sales so that get a clear sight of what is the action you need to do next instead of scrambling through emails and trying to figure out what is required to be done.

Why CRM is better compared to tracking in Excel?

You can definitely use Excel for simple sales tracking with a small amount of data. But as and when you gain more and more data, you will start feeling the real pain with excel files. 

  • Over time you will accumulate different types of information in a lot of tables and worksheet which will become overwhelming to understand.
  • Spreadsheets cannot help you figure out the relationships between various customer information such as deals, leads, tasks to be done, stakeholders in those deals, key contact person in the organization, history of the organization, etc.

Opportunity Cost of not using a good CRM

  • If you spend even 1 hour a day trying to do data entry in excel and then another 1 hr trying to do joins, combining tables, and trying to make pivot tables and charts on it, you will realize you are losing your 2 hrs every day. You may estimate the potential opportunity cost of that by Multiplying the hours with your Hourly Bill rate of the work you charge to your Clients. 
Imagine the amount of potential loss which you incur if you do not use the right set of tools to do the time-consuming tasks for you.

Hope this help you take right decision on the pros and cons of manual sales tracking vs CRM-based Sales tracking. 

ToolsonCloud Sales CRM for Freelancers

  • ToolsonCloud CRM helps freelancers organize their sales process from lead capture to deal closure.
  • They can easily store their leads, nurture them over time using emails directly within the CRM, qualify the leads to deals, track deals to closure, track sales activities such as follow-ups, reminders, To Do, Meetings, etc. 
  • They can store their Client's contact information and the organization's contact information at one place. Over time this data will accumulate and will give a timeline-based single-page view of all your interaction with that organization and the client.
  • It allows you to customize the deal flow stages as per your sales process
  • You can also create multiple deal pipelines if you are managing deals from different categories. E.g. you may want one pipeline for Content Writing deals while another pipeline for Graphic Designing deals for better segregation.
  • It comes with a completely Free Plan for Freelancers.

Do check out ToolsOnCloud Sales CRM for your sales tracking needs as a freelancer. You can sign up and get started instantly for Free.

How to forecast Monthly Sales using Excel
Hello Everyone,

If you are an Entrepreneur or a Sales Professional in your organization, you would be definitely interested in forecasting your sales figures in advance so that you can measure your or your sales team’s efficiency effectively.

Monthly Sales Figure Chart