10+ Sales & Marketing
Excel and Google Sheets Templates
Trusted By Sales & Marketing Professionals at Fortune 500 and SMBs
What's Inside the Sales & Marketing Template Collection
Details | 5 Templates
Supported Versions (All Features) | Excel 2016, 2019, Office 365 (Mac), Google Sheets
Supported Versions (Significant Features) | Excel 2010, 2013, 2016, 2019, Office 365 (Mac), Google Sheets
Tags | Sales, Marketing, Growth, CRM
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Inside Our Sales & Marketing Excel and Google Sheets Template Collection
Let’s not kid ourselves. Most sales & marketing professionals are allergic to spreadsheets. We typically live in the world of soft skills, navigating relationships and psychology. But the world is changing fast and the only way to keep up is to have more technical skills and resources at our disposal.
Introducing our Sales & Marketing Excel & Google Sheets Template Collection. In this collection, we feature several different spreadsheets aimed at giving you the tools to sell, market, track, and optimize your processes.
With this collection, you’ll be able to…
- Customize and manage sales leads (CRM)
- Systemize & track your cold-calling or inbound efforts (Daily Call Report)
- Track and report on your Public Relations efforts (PR Campaign Management)
- Budget and analyze marketing budgets (Marketing Budget Analysis).
- Track and report on lead generation advertising campaigns (Lead Generation Analysis)
Building all these from scratch is a pain but using them is a breeze. We make sure all of our templates are customizable to fit your organizational standards. That means you can edit things as you wish according to your personnel and terminology, while maintaining the integrity of the templates.
No need to worry about formulas or reporting as these spreadsheets are built with dynamic dashboards that help you gather insights on your sales & marketing efforts so you can spend less time sorting through data, and more time applying it to improving your business efforts.
Whether you have a small or medium team, you can leverage these templates to massively expand your business by optimizing the two things that keep the lights on: marketing and sales.