quickquestio
New Member
- Joined
- Oct 1, 2014
- Messages
- 1
Hi all,
I am running a startup company, with four sales people calling potential clients to tell them about our product. Unfortunately we are not at the stage of buying CRM software yet, so I am working on an excel tool (which is to be converted to a gdoc), where i keep track of the activities of the sales team. Ideally, this gdoc will also give me an overview of the client database.
Right now, each of my sales execs fills out the following log sheet (let's assume this is John's sheet, and there's also one for Ben, Dave and Bob)
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Right now i have four of these sheets (one for each sales person). I want to consolidate these four sheets into a single database, so i can rank companies on revenue potential and when they were last contacted. For example:
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</tbody>
I'm struggling to find a way to make such a consolidation - does anyone have any creative solutions? I'm setting up a completely new tool, so i am flexible. The call log sheets can also be changed, as long as they remain easy to fill for the sales reps.
Thanks!
I am running a startup company, with four sales people calling potential clients to tell them about our product. Unfortunately we are not at the stage of buying CRM software yet, so I am working on an excel tool (which is to be converted to a gdoc), where i keep track of the activities of the sales team. Ideally, this gdoc will also give me an overview of the client database.
Right now, each of my sales execs fills out the following log sheet (let's assume this is John's sheet, and there's also one for Ben, Dave and Bob)
| Company Name | Date | Call/Meeting? | Revenue Potential | Comments |
| A | 01/10/2014 | Call | 1000 USD | will call back next week |
| B | 26/9/2014 | Call | 2000 USD | not interested |
| A | 24/9/2014 | Meeting | 1000 USD | interested, they will let us know next week |
<tbody>
</tbody>
Right now i have four of these sheets (one for each sales person). I want to consolidate these four sheets into a single database, so i can rank companies on revenue potential and when they were last contacted. For example:
| Company Name | Last touchpoint | Call/Meeting? | Revenue Potential | Sales Rep |
| A | 01/10/2014 | Call | 1000 USD | John |
| C | 28/9/2014 | Meeting | 3000 USD | Bob |
| B | 24/9/2014 | Meeting | 1000 USD | John |
<tbody>
</tbody>
I'm struggling to find a way to make such a consolidation - does anyone have any creative solutions? I'm setting up a completely new tool, so i am flexible. The call log sheets can also be changed, as long as they remain easy to fill for the sales reps.
Thanks!
