Sales and customer management templates
PureField templates are free files for common sales and customer management work. Each template page explains the method and shows the sample table from the file. The file downloads once your email address is confirmed with a code, and a copy arrives in your inbox. The templates cover RFM customer segmentation, BANT and MEDDPICC deal qualification, a sales pipeline with forecast and a service customer satisfaction survey.
- Excel templateCustomer segmentation (RFM) Excel templateRFM scores from last purchase, order count and revenue. Nine segments, revenue share per segment and what to do with each.
- Excel templateOpportunity qualification (BANT and MEDDPICC) Excel templateScore open deals 0–2 with BANT and MEDDPICC. Formulas give the status, the weakest criterion and the question to ask next.
- Excel templateSales pipeline management Excel templateWeighted forecast from stage probabilities, a six-month close forecast, a summary per sales rep and the deals whose next step is overdue.
- Excel templateField service customer satisfaction survey (Excel)A printable A4 feedback form and a response log. Question averages, NPS, first-time fix rate and results per technician.
Move customer tracking from Excel to a CRM.
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