Sales Pipeline CRM for an IT Solutions Company
A CRM workbook for an IT solutions company that tracks every sales opportunity from first contact to won or lost. Clients are added and removed through a form with email and phone checks, and each deal carries its stage, probability, owner and expected close date.
- Industry
- IT and Network Security
- Deliverable
- Project CRM.xlsm
- Built with
- Excel VBA, UserForms, Data validation
Before
Deals were tracked in a long spreadsheet with no client list, so it was hard to see who owned what and which deals were closing.
After
Clients are added through a checked form and every opportunity shows its stage, probability, owner and close date.
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