Looking for a customer tracking spreadsheet? MS excel template for a customer complaint, Order tracking template of the new order.
The customers are the most valuable assets of any company. So, the supply chain management of business not only includes managing the relationship with the suppliers. But its main focus is to develop a good process for customer relationship management (CRM).
Related: Bookkeeping Tracking
Thus, the customer tracking spreadsheet Excel templates are very useful for many reasons. It serves several purposes to helps the business generate more leads, improve sales, and retain its valuable customers.
Customer Tracking Spreadsheet (Key Features)
Also, promotional reasons need to offer and promote the exciting offers to their loyal customers. The customer tracking spreadsheet may include several templates such as customer lists, customer database, and customer relationship management strategy.
The spreadsheet helps the sales staff and marketing team to analyze their potential customers and track how many of them are re-ordering.
Customer Order Tracking
Although, some sectors have only one-time interaction with the customer in whole life. So, the focus of such companies or institutions to attract more and more new customers. Thus, the focus of such companies is the attribute of the customer instead of specific customers.
Manage Logistics Customer
Similarly, the e-commerce industry focus on making new customer as well as maintaining the previous ones. So, they focus on providing quality services to their customers. Therefore, the old customers stick to their platform for further purchases.
Task Tracker Spreadsheet
Thus, a company customer tracking function helps the business to grow its sales by generating more leads and ensuring old customers. Download issue tracker spreadsheet for track any issue during project-life-cycle.
Therefore, client databases are maintained to see how many clients have re-orders the items or services. If they don’t have any since long, the promotional offers are forwarded to implement marketing strategies and generate more leads.
Components of Customer Tracking Template:
The purpose of the customer tracking template is to maintain a relationship with the customers. Analyze the ordering pattern and evaluate the value of the customer. So, the quality services can be provided to the short-listed customers. Also, marketing promotions can be shared to generate more leads and grow sales.
A simple customer relationship management sheet must include the following elements for effectiveness:
- Customer Code
- Customer Name
- Customer Address
- Focal Person Name
- Customer Phone Number
- Customer Email Address
- Estimated Sales
- Last Contract Number
- Last Contract Date
- Last Contract Value
- Next Action
- Next Contract Expected Date and Value
- Lead Status
- Lead Source
The mentioned factors are important to monitor for the companies to target large customers. However, the service industry or eCommerce companies may directly deal with the end-users. So, the data required for such companies is much different.
Create Customer Task Tracking Spreadsheet Excel?
The eCommerce industry may need to include information as per the niche of the company. So, the important attributes of the customers are identified. Thus, the company focus on managing customer relations based on it.
The most important attributes may include qualifications, age, gender, and hobbies. However, the information about the last purchase
Finally, it was all about the customer tracking spreadsheet excel. So, it is recommended for the businesses to use MS Excel-based CRM spreadsheets to ensure the maximum lead generator and to grow their sales.