IiSayithi zeSakhelo seSakhelo se-Excel yeCRM ezili-11 eziGqwesileyo (2024) [MAHHALA]

1. intshayelelo

ULawulo loBudlelwane babathengi (CRM) ludlala indima ebalulekileyo kulo naliphi na ishishini loshishino. Ngelixa kukho uninzi lwesoftware yeCRM ekhoyo namhlanje, iitemplates zeCRM ezisetyenziswayo kwi-Excel zinokubonelela ngendlela elula kwaye ebhetyebhetye ngakumbi kumashishini amancinci, s.tariitups okanye abo bafumana nje started kwiintengiso. Ikwangu-acost-indlela esebenzayo, enokwenzeka kunye neyomsebenzisi-elula yokulawula idatha yabathengi.

1.1 Ukubaluleka kweSiza seSakhelo se-Excel CRM

Isidingo seCRM sivela kubume obugxile kubudlelwane beshishini langoku, kodwa ukuphunyezwa kwesoftware yeCRM esebenza ngokupheleleyo ayinakuhlala yenzeka ngenxa yezithintelo zohlahlo lwabiwo-mali okanye imiqobo yezibonelelo. Apha kulapho iiSayithi zeTemplate ye-Excel CRM ziza emfanekisweni. Banikezela uluhlu lweetemplates ezingasetyenziselwa ukucwangcisa kunye nokubona idatha yomthengi wakho kwi-Excel. Ezi templates zenziwe ngokwezifiso ngokupheleleyo ukujongana neemfuno zeshishini lomntu ngamnye, ziyenza ibe sisixhobo esomeleleyo sokulawula iinkqubo zokuthengisa, ukusebenzisana kwabathengi, kunye neemetrics zokusebenza ngaphandle kokufuna isoftware yeCRM ebizayo.

1.2 Iinjongo zolu thelekiso

Eyona njongo iphambili yesi sikhokelo sothelekiso kukubonelela ngezimvo ezineenkcukacha kwiindawo ezahlukeneyo zetemplate yeCRM. Ngeewebhusayithi ezininzi ezibonelela ngoluhlu lweetemplates, ukukhetha eyona ilungileyo kunokuba ngumngeni. Esi sikhokelo sijolise ekucazululeni iimpawu, izinto ezilungileyo, kunye neengozi zesayithi nganye ukukunceda wenze isigqibo esinolwazi esihlangabezana neemfuno ezikhethekileyo zeshishini lakho. Nokuba uyifemu encinci efuna ukomeleza ubudlelwane babathengi okanye usomashishini ofuna ukulungelelanisa iinkqubo zakho zokuthengisa, iinjongo zokuthelekisa ezi ndawo zahlukeneyo zetemplate yeCRM ye-Excel kukwenza lula inkqubo yakho yokhetho kwaye ikuncede ufumane isisombululo esifanelekileyo.

1.3 Fumana kwakhona iiFayile zeExcel

Kufuneka kwakhona isixhobo esilungileyo ukuze buyisa iifayile ze-Excel. DataNumen Excel Repair lukhetho olusetyenziswa ngokubanzi:

2. Ithemplethi ye-CRM ye-Salesflare ye-Excel

I-Salesflare ngumboneleli wesisombululo obalaseleyo weCRM owaziwa ngokuba ngumsebenzisi-friendly, ngokwezifiso kunye nokuzimela kwedatha. Itemplate yabo yasimahla ye-Excel yeCRM yenzelwe ukuhlalisa nabo banezakhono ezincinci zobugcisa. Le template ivumela amashishini ukuba alawule, aququzelele kwaye alandelele ulwazi lwabathengi ngokufanelekileyo kwindawo enye. Kubaluleke kakhulu kumaqela athengisayo, ukubabonelela ngendlela ecwangcisiweyo yokulawula izikhokelo zabo, ukuvelisa iingxelo ezinokuqonda, kunye nokuthengiswa kwangaphambili.

2.1 IiPros

• Kulula ukuyisebenzisa: Yenzelwe ukulula, ithemplate ye-CRM ye-Salesflare yenza ukuba abasebenzisi bamkele kwaye balungelelanise ngaphandle kwesidingo solwazi olukhethekileyo lwe-Excel.
• Ukuzimela kweDatha: Enye yezinto ezikhethekileyo zeSalesflare Excel CRM ithemplate kukukwazi kwayo ukuzimela idatha. Izalisa ngokuzenzekelayo iindawo zedatha naphi na apho i-applicable, ukunciphisa ukungena ngesandla kunye nokuqinisekisa ukungaguquguquki.
• Ngokwezifiso: Le template ibhetyebhetye kakhulu, inika iinketho zokwenza ngokwezifiso ukuze zihambelane neemfuno ezizodwa zoshishino.
• Simahla kungafunwanga ntlawulo: I-Salesflare inikezela ngetemplate yayo yeCRM Excel simahla, iyenza iacost-esebenzayo isisombululo kumashishini amancinci kunye starii-tups.

2.2 Ububi

• Ukusebenza okulinganiselweyo: Njengetemplate yeCRM Excel yasimahla, ayinazo iimpawu eziphambili xa kuthelekiswa nesisombululo esipheleleyo sesoftware yeSalesflare.
• Ukuxhomekeka kwi-Excel: Ukusebenza kwale template kuxhomekeke kulwazi lomsebenzisi lwe-Excel. Ngelixa yenziwe lula, abo bangayiqhelanga i-Excel basenokufumana imingeni ethile.

3. Izakhelo ze-CRM ze-Smartsheet ze-Excel kunye ne-Google Sheets

I-Smartsheet liqonga lolawulo lomsebenzi eliguqukayo elibonelela ngeetemplates zeCRM zeExcel kunye neGoogle Sheets. Iitemplates zivela kwiinkqubo ezibanzi zeCRM ukuya kwiitemplates zolawulo loqhagamshelwano olulula, ukulungiselela amashishini azo zonke iimilo kunye nobukhulu. Ezi templates zijolise ekwenzeni ulawulo lobudlelwane bomthengi lulungelelaniswe, lusebenze, kwaye lungaguquguquki kuyo yonke ibhodi, ngaloo ndlela, lwenza amashishini akhe ubudlelwane obuqinileyo, obuhlala ixesha elide kubathengi.

3.1 IiPros

• Iintlobo zetemplates: I-Smartsheet ibonelela ngeetemplates ezininzi zeCRM onokuthi ukhethe kuzo ngokusekwe kwiimfuno ezithile zeshishini. Olu luhlu lubanzi lusebenzayo ekulungiseleleni iimfuno ezahlukeneyo zolawulo lobudlelwane babathengi.
• Iyahambelana ne-Excel kunye ne-Google Sheets: Iitemplates zeSmartsheet ziyahambelana ne-Excel kunye ne-Google Sheets. Oku kuguquguquka kwandisa ukusetyenziswa kwazo kuwo wonke amaqonga ohlukeneyo kwaye kubonelele kubo bobabini abasebenzisi bakaMicrosoft nabakwaGoogle.
• Iimpawu zokusebenzisana: Izempleyithi ezibonelelwa yintsebenziswano yenkxaso yeSmartsheet. Abasebenzisi abaninzi banokujonga kwaye bahlele idatha, beyenza ilungele amashishini ajolise kwiqela.
• Ukukwazi ukuhlanganisa: Iitemplates ze-Smartsheet zinokudibaniswa namanye amaqonga kunye nezicelo, ukuvumela ukuhambelana okukhulu kunye nokuchaneka ekulawuleni idatha.

3.2 Ububi

• Ukutsala nzima: Ukuguquguquka kunye nokutyeba kweempawu kunokwenza iitemplate ze-CRM ze-Smartsheet zibe nzima ukuba ziqondwe kwaye zisetyenziswe kwabaqalayo.
• Cost: Nangona iSmartsheet ibonelela ngeetemplate zasimahla, iitemplates ezihambele phambili kakhulu kunye nezigcweleyo zinokuza eacost.

4. Vertex42 CRM Template

I-Vertex42 yaziwa ngokunikezela ngeetemplate ezahlukeneyo ze-Excel kubandakanya itemplate yeCRM yasimahla. Le Template yeCRM ekhaphukhaphu yenzelwe ngokukodwa amashishini amancinci kunye noosomashishini ababodwa abafuna indlela elula, esebenziseka lula yokulandelela unxibelelwano lwabo nabathengi, ukuseka ukulandelwa kunye nokuchonga amathuba anokubakho. Inika ujongano olulula nolucacileyo lokulawula abafowunelwa babathengi, iinkokeli zokuthengisa kunye namathuba oshishino kwindawo enye.

4.1 IiPros

• Ilula kwaye isebenziseka lula: Ithemplethi ye-CRM ye-Vertex42 yenzelwe ukulula kunye nokulula, iyenza ilungele abasebenzisi abangengobuchwepheshe be-savvy okanye amashishini amancinci.
• Simahla kungafunwanga ntlawulo: Ithempleyithi isimahla, iyenza ibe yeyona ndlela ibalaseleyo kumashishini ajonga uhlahlo lwabiwo-mali.
• Yenza ngokwezifiso: Abasebenzisi banokulungisa ngokulula ithempleyithi kwiimfuno zabo ezithile, beyenza ibe sisixhobo esiguquguqukayo kwiimeko ezahlukeneyo zeshishini.
• Epheleleyo: Ngaphandle kokulula kwayo, ithemplate ye-CRM yeVertex42 ibonelela ngeempawu ezibanzi zokulawula unxibelelwano, ukuthengisa, kunye namathuba.

4.2 Ububi

• Ubuncinci beempawu eziphambili: Xa kuthelekiswa namaqonga omelele ngakumbi, ithemplate ye-CRM ye-Vertex42 inokungabikho iimpawu zeCRM eziphambili.
• Inkxaso encinci: Inkxaso kunye nezibonelelo zoncedo zisenokungabi banzi njengezo zinikezelwa ngabanye ababoneleli bezisombululo ezikhethekileyo zeCRM.

5. Someka Excel CRM Template

USomeka ngumboneleli wetemplate ekhethekileyo yeCRM ye-Excel eyilelwe ukuhlangabezana noluhlu lweemfuno zoshishino. Ivumela amashishini ngokufanelekileyo ukuba agcine iirekhodi zentsebenziswano yabo kunye nabaxhasi babo, ukubeka esweni inkqubo yabo yokuthengisa kunye nokuvelisa iingxelo. Isakhelo seCRM esibonelelwa nguSomeka sidibanisa ukulula kunye nokusebenza, okwenza iCRM ifikeleleke kwaye isebenze kakuhle kumashishini anezikali ezahlukeneyo.

5.1 IiPros

• Ujongano ekulula ukulusebenzisa: I-Someka inikezela ngoyilo olubonakalayo olwenza kube lula kubasebenzisi ukufaka idatha kunye nokulawula unxibelelwano lwabathengi babo ngaphandle kolwazi olubanzi lwe-Excel.
• Inqaku lengoma yomhla: Itemplate yeCRM kaSomeka ibonelela ngenqaku lengoma yomhla, enceda ukujonga intsebenziswano ngexesha elithile.
• Ingxelo yesizukulwana: Ngetemplate ye-Someka, abasebenzisi banokuvelisa iingxelo ezibanzi, njengeengxelo zokuthengisa, ukuvavanya nokuphucula imizamo yabo yeCRM.
• Inkxaso yeeLwimi ezininzi: I-Someka CRM Excel Template ixhasa iilwimi ezininzi, ibonelela ngesiseko sabasebenzisi bamazwe ngamazwe.

5.2 Ububi

• Cost: Ngokungafaniyo nezinye iinketho, itemplate yeCRM kaSomeka ayihlawulelwanga. Oku kunokuba ngumda kumashishini amancinci okanye starii-tups ezinemiqobo yohlahlo lwabiwo-mali.
• ULungiso oluNcinane: Itemplate yeCRM kaSomeka, ngelixa yomelele, ibonelela ngeempawu zokwenziwa ngokwezifiso ezilinganiselweyo xa kuthelekiswa nezinye iitemplates zeCRM.

6. Isakhelo seCRM esisebenzayo

I-ActiveCampaign, eyaziwa ngokuyintloko ngentengiso yayo ye-imeyile, i-automation, kunye nezixhobo zeCRM zokuthengisa, ibonelela ngetemplate yeCRM eguquguqukayo ye-Excel. Inqweneleka ngamashishini amaninzi, inceda ekulawuleni imibhobho yokuthengisa kunye nobudlelwane babathengi. I-template inceda ekuboneni nasekuququzeleleni ukusebenzisana kwabathengi, idatha yokuthengisa, kunye nokubikezela ngokufanelekileyo.

6.1 IiPros

• Icacile kwaye icwangcisiwe: Itemplate yeCRM ye-ActiveCampaign yenzelwe ukubonisa imbono ecacileyo, elandelelaniswe ngokulandelelana kwemibhobho yakho yokuthengisa kunye neendawo zokuchukumisa abathengi.
• Izikhokelo eziluncedo: I-ActiveCampaign ibonelela ngezikhokelo eziluncedo kunye nezixhobo zokunceda amashishini ukuba anyuse ixabiso alifumana kwitemplate.
• ukuhambelana: Njenge template ye-Excel, iyahambelana naso nasiphi na isixhobo esinokuqhuba i-Excel, eyenza ibe sisixhobo esisebenza ngeendlela ezininzi.
• Ukubonakala kwedatha: Ngetemplate ye-CRM ye-ActiveCampaign, abasebenzisi banokujonga idatha yabo kwiifomathi ezininzi, bebonelela ngeembono eziguqukayo zemigudu yabo yobudlelwane bomthengi.

6.2 Ububi

• Ukusebenza okusisiseko: Ukusebenza kwetemplate yeCRM ye-ActiveCampaign, ngelixa yanele most amashishini amancinci, asenokungaqhubeli phambili ngokwaneleyo kumashishini amakhulu aneemfuno ezinzima.
• Kuxhomekeke kulwazi lomsebenzisi: Ukuqhelana komsebenzisi ne-Excel kunefuthe kwindlela abanokusebenzisa ngayo inzuzo yale template.

7. I-TemplateLab CRM (uLawulo loBudlelwane boMthengi) Izifanekiso kwi-Excel

I-TemplateLab inikezela ngoluhlu olubanzi lweetemplates zeemfuno ezahlukeneyo, phakathi kwazo i-CRM Templates Kwi-Excel zisebenza njengesixhobo esixabisekileyo shishini. Ezi templates zilungiselelwe ukunceda amashishini ekulawuleni nasekulandeleni ubudlelwane babo bomgcini, iinkqubo zokuthengisa, kunye nokusebenza ngendlela elungelelanisiweyo necwangcisiweyo. Uluhlu olubanzi lweetemplates luqinisekisa ukuba amashishini anobukhulu obuhlukeneyo kunye neemfuno anokufumana isisombululo esihambelana neemfuno zabo.

7.1 IiPros

• Iintlobo zetemplates: Uluhlu olubanzi lweetemplates zeCRM ezibonelelwayo zibonelela kwiimfuno ezininzi, ziyenza ibe yinto eguquguqukayo kwaye ibhetyebhetye kwiindidi ezahlukeneyo zamashishini.
• Simahla kungafunwanga ntlawulo: Zonke iiTemplateLab's CRM Excel Templates zikhululekile ukuba zikhutshelwe kwaye zisetyenziswe, oko kuyenza ibe lukhetho olufikelelekayo kumashishini amancinci kunye netarii-tups.
• Isebenziseka kakuhle: Iitemplates zenzelwe ukuba zibe lula ukuzisebenzisa kunye noyilo olucacileyo, okwenza ukuba zifikeleleke nakwabo banolwazi oluncinci lobugcisa.
• Izikhokelo ezipheleleyo: I-TemplateLab ibonelela ngezikhokelo ezineenkcukacha ecaleni kweetemplate zabo zokuqonda lula ukusebenza kwesixhobo.

7.2 Ububi

• Iimpawu eziphambili ezimbalwa: Iitemplates zasimahla zeCRM ezibonelelwe yiTemplateLab zisenokungabi namanqaku ahambele phambili okanye uhlengahlengiso olunokufumaneka ngeendlela ezihlawulelwayo okanye ezinophawu olupheleleyo lweCRM.
• Kuxhomekeke kwi-Excel: Njengoko ezi templates zeze-Excel, abasebenzisi banokufuna ulwazi olusebenzayo lweMicrosoft Excel ukuze basebenzise amandla abo apheleleyo.

8. Amaxwebhu alula i-CRM Excel kunye neSakhelo saMashiti kaGoogle

Amaxwebhu alula liqonga elaziwa ngokuthe ngqo, iitemplates ezisebenziseka lula. Itemplate yeCRM yaMashidi alula iyahambelana ne-Excel kunye ne-Google Sheets, inika amashishini indlela elula yokubeka iliso kwimibhobho yokuthengisa, ukulandelela ukusebenzisana kwabathengi, kunye nokwandisa ukulandelwa. Yenzelwe ukuba ibe sisisombululo esilula nesifikelelekayo sokulawula ubudlelwane babathengi ngokufanelekileyo.

8.1 IiPros

• Uyilo oluqondakalayo: Ithempleyithi yeCRM yaMashidi alula yenzelwe ukusebenziseka lula, ngoyilo olucacileyo kunye neempawu ezingantsonkothanga ezenza ukuba ifaneleke kubasebenzisi bawo onke amanqanaba obugcisa.
• I-Excel kunye ne-Google Sheets Compatibility: Ukuhambelana kwethempleyithi kunye ne-Excel kunye ne-Google Sheets yenza ukuba kufikeleleke ngokubanzi kwiinkqubo ezahlukeneyo zokusebenza kunye nezinto ezikhethwa ngumsebenzisi.
• Isantya kunye nokusebenza kakuhle: Indlela ecocekileyo yaMashiti alula, iphucula isantya kunye nokusebenza kakuhle, ukunciphisa ixesha elifunekayo lokufaka idatha kunye nohlalutyo.
• IsiHlalutyi esinamandla kunye neDatha ebonakalayo: Ithemplate ibandakanya i-analyzer eguquguqukayo ebonisa utshintsho lwedatha yexesha langempela kwaye ixhasa idatha ebonakalayo yombono kunye nokuqonda okungcono.

8.2 Ububi

• ULungiso oluNcinane: Ngelixa ithempleyithi ibonelela ngokulula, inokuswela izinto ezinzulu zokwenza ngokwezifiso ezinokufunwa ngamanye amashishini.
• Kuxhomekeke kuLwazi loMsebenzisi: Ukusebenza kwetemplate kuxhomekeke ekuqhelaneni komsebenzisi ne-Excel okanye i-Google Sheets, enokunciphisa ukusebenza kwayo kwabaqalayo.

9. vcita CRM Excel Template

Njengeqonga elinikezela ngolawulo lweshishini kunye nezixhobo zokubandakanya abathengi, i-vcita ikwabonelela ngetemplate yeCRM Excel. Ithemplate ivumela amashishini ukuba enze ikhathalogu kwaye alawule ukusebenzisana kwabo abathengi, ukuqeshwa, i-invoyisi, kunye nemizamo yokuthengisa. Ibonisa ukuzinikela kwe-vcita ekuboneleleni izisombululo ze-user-centric ezenza ukulawula ubudlelwane bomthengi kube lula kwaye kusebenze.

9.1 IiPros

• Yenzelwe ii-SMEs: Itemplate ye-CRM ye-vcita yenzelwe ngokukodwa amashishini amancinci ukuya kwaphakathi, iyenza ibe sisixhobo esigxininisekileyo nesisebenzayo sokulawula intsebenziswano yabathengi kweli candelo.
• Iimpawu eziBanzi: Ngaphandle konxibelelwano nje lwabathengi, ithempleyithi ikwabandakanya iindawo ezinje ngokuqeshwa, i-invoyisi, kunye nonyuso, iyenza ibe sisixhobo esiguquguqukayo.
• I-Cross-Functional: Ithemplate ingasetyenziselwa kuyo yonke imisebenzi kunye namaqela, okwenza ukuba imbono edibeneyo yenkqubo yobudlelwane bomthengi.
• Ukutshintsha: Ukunika uluhlu olubanzi lweempawu, i-vcita's CRM Excel Template inokuziqhelanisa neemfuno ezahlukeneyo zoshishino.

9.2 Ububi

• I-Complex yabaQalayo: Ubuninzi beempawu kwitemplate ye-CRM Excel ye-vcita inokuba yinto enzima kubaqalayo.
• ULungiso oluNcinane: Ngelixa ithempleyithi ibonelela ngeempawu ezininzi, isenokunganikeli iinketho zokwenziwa ngokwezifiso eziphambili ezifunekayo kwiimfuno ezizodwa zoshishino.

10. I-LuxTemplates yokuthengisa iCRM-Itemplate ye-Excel yeCRM yokuphucula iPipeline yakho yoThengiso

I-LuxTemplates ibonelela ngethemplethi ekhethekileyo yoThengiso lweCRM Excel eyilelwe ukuphucula imibhobho yokuthengisa. Le template yomelele kwaye inobutyebi, ibonelela ngengcaciso eneenkcukacha kunye nokulandelwa kwedatha ukunceda amashishini alawule kwaye aphucule iinkqubo zawo zokuthengisa. Ngoyilo oluchubekileyo olujolise ekwandiseni impumelelo yokuthengisa, itemplate ye-CRM Excel ye-LuxTemplates inokuba yi-asethi ebalulekileyo kulo naliphi na ishishini elifuna ukuphakamisa iinzame zabo zokuthengisa.

10.1 IiPros

• Umkhondo oneenkcukacha: Ithemplethi ye-CRM ye-LuxTemplates inikezela ngenkcazo eneenkcukacha yenkqubo yokuthengisa, inikezela ngemibono enokuthi incede ukulungisa imizamo yokuthengisa.
• Idatha ebonakalayo: Ithemplate ibandakanya izinto ezityebileyo zedatha ebonakalayo efana neetshathi kunye neegrafu ezenza ukutolika kwedatha kunye nohlalutyo lula kwaye lube nefuthe ngakumbi.
• Yenza ngokwezifiso: Ngeenketho zokwenza ngokwezifiso, i-LuxTemplates ivumela amashishini ukuba alungelelanise itemplate ngokweemfuno zabo ezivelayo.
• Icwangcisiwe kwaye iyasebenza: Le template ihlelwe ngokucokisekileyo ukulungelelanisa inkqubo yokulawula ukuthengisa, ngaloo ndlela iphucula ukusebenza kakuhle.

10.2 Ububi

• Cost: Ngokungafaniyo nolunye ukhetho, itemplate ye-CRM Excel ye-LuxTemplates ayihlawulelwanga.
• Ijika lokuFunda: Ngenxa yeempawu zayo ezomeleleyo kunye nobuchule obuphambili, ithemplate ye-LuxTemplates yeCRM inokuba nomnqantsa wokufunda, ngakumbi kwabaqalayo.

11. Knack CRM Excel Template

I-Knack liqonga elaziwa ngokubonelela ngesoftware yedatha ye-intanethi kunye nezicelo ezinxulumeneyo. Phakathi kweminikelo yabo yi-template ye-CRM Excel elula yesiko, eyilelwe ngokukodwa ukwenza ulawulo lobudlelwane bomthengi lube lula kwaye lusebenze. Ngokulula kokusetyenziswa kwi-forefront, itemplate ye-CRM ye-Knack inikezela amashishini indlela esebenzayo kunye nechanekileyo yokucwangcisa, ukulandelela nokulawula ukusebenzisana kwabathengi kunye neenkqubo zokuthengisa.

11.1 IiPros

• Ilula kwaye icocekile: Itemplate yeCRM yeKnack ilula kwaye kulula ukuyisebenzisa, inomtsalane kubasebenzisi abafuna ngokuthe ngqo, ukusebenza okusebenzayo.
• Umbutho osebenzayo: Ithemplate ibonelela ngendlela ecwangcisiweyo yokurekhoda, ukulandelela nokulawula ukusebenzisana kwabathengi, ukunceda amashishini ukuphucula iinzame zabo zeCRM.
• Umda obanzi: Ngaphandle kokulula kwayo, ithempleyithi igubungela umda obanzi kubandakanya ulwazi lwabathengi, umkhondo wonxibelelwano, iinkqubo zokuthengisa, kunye nokunye.
• Iguquguquka kwaye inokwenzeka: Abasebenzisi banokuhlengahlengisa kwaye balungelelanise ithempleyithi ngokweemfuno zabo ezithile okanye njengoko ishishini labo liguquka.

11.2 Ububi

• Iimpawu ezisezantsi: Umsebenzisi ofuna iimpawu eziphambili kunye nobunzima banokufumana itemplate ye-Knack yeCRM Excel ingaphantsi ngokwaneleyo kwiimfuno zabo.
• Kuxhomekeke kubuGcisa boMsebenzisi: Ukusetyenziswa okusebenzayo kwale template kufuna ulwazi olusebenzayo lwe-Excel, olunokuthi lunciphise ukusebenza kwayo kubasebenzisi abangaqhelananga nesoftware.

12. Excel Projects AJ CRM Template Excel

IiProjekthi ze-Excel i-AJ ibonelela ngethempleyithi yeCRM ebanzi neyomeleleyo ye-Excel ejolise ekwandiseni ngokugqibeleleyo ulawulo lobudlelwane bomthengi kumashishini. Ithemplate inikezela ngeempawu ezinjengolawulo loqhagamshelwano lwabathengi, ukulandelela intengiselwano, iimethrikhi zokusebenza kweqela lokuthengisa, kunye nokunye. IiProjekthi ze-Excel ze-AJ zenzelwe ngokukodwa le template kunye nokwenza ngokwezifiso kunye nokulinganisa engqondweni, ukubonelela amashishini ngesixhobo esisebenza ngeendlela ezininzi esikhula kunye neemfuno zabo.

12.1 IiPros

• Ineenkcukacha kunye neRobust: I-Excel Projects AJ inikezela ngeempawu ezibanzi kwitemplate yayo yeCRM, egubungela ukusuka kulawulo lwabathengi ukuya kwiimetriki zokusebenza kwentengiso.
• Yenza ngokwezifiso: Ithemplethi ivumela iqondo eliphezulu lokwenza ngokwezifiso liyenze ilungele iimfuno zeshishini elithile kunye nezinto ezikhethwayo.
• Iyatyabeka: Umlinganiselo wethemplate yeCRM unokukhula kunye neshishini, okwenza isisombululo sexesha elide.
• Izixhobo zokuLawula iDatha: Ngokubandakanywa kweetafile zepivot, iitshathi, kunye nezilayi, abasebenzisi banokulawula idatha ngeendlela ezininzi zohlalutyo olubanzi.

12.2 Ububi

• Cost: Ngokungafaniyo neetemplates zasimahla ezikhoyo kwezinye iisayithi, itemplate yeCRM ye-Excel AJ iza ngexabiso.
• Ukutsala nzima: Ngenxa yeempawu zayo ezibanzi kunye nezixhobo zedatha eziphucukileyo, le thempleyithi inokuba nomnqantsa wokufunda kubasebenzisi abangenamava.

13. isishwankathelo

13.1 Itheyibhile yokuthelekisa iyonke

site	Template Bala	Iimbonakalo	Price	Inkxaso abathengi
Ithemplethi ye-CRM ye-Salesflare ye-Excel	1	Idatha-izimele, inokwenzeka, kulula ukuyisebenzisa	free	KuNcinci
Izakhelo ze-CRM ze-Smartsheet ze-Excel kunye ne-Google Sheets	multiple	Iyahambelana ne-Excel kunye ne-Google Sheets, iNtsebenziswano, eHlanganisiweyo	Isimahla kwaye Ihlawulwe	Ibanzi
Vertex42 CRM itemplate	1	Ujongano olulula, olubanzi.	free	KuNcinci
Someka Excel CRM Template	1	Umsebenzisi-friendly, Ukulandela umhla, iNgxelo yesiZukulwana, inkxaso yeelwimi ezininzi	ehlawulwe	Kulungile
Isakhelo seCRM seActiveCampaign	1	Imbono ecwangciswe ngokulandelelana, Izikhokelo	free	iyafumaneka
TemplateLab CRM (uLawulo loBudlelwane boMthengi) Iisakhelo se-Excel	multiple	Iitemplate ezahlukeneyo, kulula ukuzisebenzisa	free	KuNcinci
Amaxwebhu alula i-CRM Excel kunye neSakhelo seMashidi kaGoogle	1	Uyilo olubonakalayo, uhlalutyo oluguqukayo, idatha ebonakalayo	ehlawulwe	iyafumaneka
vcita CRM Excel template	1	Yenzelwe ii-SMEs, igubungela umda obanzi	ehlawulwe	Kulungile
I-LuxTemplates yokuthengisa iCRM-Itemplate yeCRM ye-Excel yokuphucula iPipeline yakho yokuthengisa	1	Idatha ebonakalayo, inokwenzeka, ilungelelaniswe	ehlawulwe	iyafumaneka
Knack CRM Excel template	1	Elula, esebenzayo, ebanzi	free	KuNcinci
Iiprojekthi ze-Excel AJ CRM Template Excel	1	Ineenkcukacha, yomelele, inokwenziwa ngokwezifiso	ehlawulwe	iyafumaneka

13.2 ISiza seSakhelo esiCetyisiweyo esiSekwe kwiiMfuno ezahlukeneyo

Yee starii-tups kunye namashishini amancinci afuna i-acost-isisombululo esisebenzayo, iTemplate yeCRM yeVertex42, iTemplate yeCRM ye-ActiveCampaign, kunye netemplate ye-Knack CRM iyanconywa. Banikezela ngezisombululo ezilula kodwa ezisebenzayo zeCRM ezinokuhlangabezana neemfuno ezisisiseko zemisebenzi emincinci. Kwabo bafuna iitemplates ezityebileyo, kwaye bazimisele ukuchitha, i-Someka, i-Simple Sheets, i-vcita, i-LuxTemplates, kunye neeProjekthi ze-Excel AJ zibonelela ngeempawu eziphambili kunye nezixhobo ezibonelela ngokujonga ngokubanzi kwiinkqubo zokuthengisa kunye nokusebenzisana kwabathengi. Ezi zinokufanelekela amashishini aphakathi ukuya kwamakhulu.

14. Isiphelo

14.1 Iingcinga zokuGqibela kunye nezinto eziThathayo zokuKhetha iSiza seSakhelo se-Excel CRM

Ukukhetha itemplate yeCRM ye-Excel sisigqibo sobuchule esibotshelelwe kwiimfuno ezizodwa zolawulo lobudlelwane bomthengi kwishishini lakho. Ukunikezelwa kweentlobo ngeentlobo zeesayithi ezahlukeneyo, inkqubo yokhetho kufuneka ilungelelanise ukusebenza okubonelelwa yithempleyithi, imfuno yeshishini, ukusetyenziswa lula, ubungakanani, kunye nokuba ithempleyithi ikwimiqobo yakho yezemali. Nokuba uyi-s encincitart-up ukhangela acost-isisombululo esisebenzayo seCRM okanye ishishini elikhulu elijolise kwinkqubo eyomeleleyo, egcweleyo, kubalulekile ukuqinisekisa ukuba ithempleyithi yeCRM ekhethiweyo ye-Excel ihlangabezana nomxholo wakho weshishini kunye neemfuno.

Khumbula ukuba impumelelo yenkqubo yeCRM ayihlali kwisixhobo ngokwayo, kodwa ukuba isetyenziswa kakuhle kangakanani na. Ke ngoko, khetha itemplate engalandeli kuphela kwaye ilawule intsebenziswano yabathengi ngokufanelekileyo kodwa iyaqondakala kwaye isebenziseka lula kwiqela lakho. Ekugqibeleni, eyona template ye-Excel CRM yeyona ihambelana kakuhle nesicwangciso sakho seshishini, iindlela zokulawula abathengi, kunye nezalathiso zokukhula kwixesha elizayo.

Intshayelelo yoMbhali:

UVera Chen yingcali yokubuyisela idatha kwi DataNumen, ebonelela ngoluhlu olubanzi lweemveliso, kubandakanywa isixhobo esinamandla soku ukulungisa uxwebhu lweLizwi.