Your budget doesn’t leave room for adopting a CRM system right now.Īn Excel template is a spreadsheet that is preprogrammed with columns and formulas, incorporating CRM functionality to help you analyze and manage customer data.You run a B2C business with few institutional clients.Your sales cycle is quick, which eliminates the need to monitors several stages.Your sales process is transactional only. ![]() Your sales process has three stages or less.Your business employs less than five people with just two or less on the sales team. ![]()
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