{"id":1264,"date":"2021-10-14T16:10:00","date_gmt":"2021-10-14T16:10:00","guid":{"rendered":"https:\/\/yoman.io\/?p=1264"},"modified":"2023-02-02T07:31:11","modified_gmt":"2023-02-02T07:31:11","slug":"sales-sheet-template-what-do-you-really-need-4-notes-on-how-it-should-work","status":"publish","type":"post","link":"https:\/\/yoman.io\/blog\/sales-sheet-template-what-do-you-really-need-4-notes-on-how-it-should-work","title":{"rendered":"Sales Sheet Template – what do you really need? [4 notes on how it should work]"},"content":{"rendered":"\n

Basic sales sheet template – how to do it?<\/h1>\n\n\n\n

So you need track your sales pipeline.<\/p>\n\n\n\n

How?<\/p>\n\n\n\n

Of course, Excel.<\/p>\n\n\n\n

I’ve heard this answer a million times.<\/p>\n\n\n\n

But does Excel really give you all that you need?<\/p>\n\n\n\n

Imagine Excel – with a few additional features.<\/p>\n\n\n\n

Excel is a Spreadsheet<\/h1>\n\n\n\n

Yes, Excel is a spreadsheet, that’s its main feature.<\/p>\n\n\n\n

\"\"<\/div>\n\n\n\n

To add customers, just type in the spreadsheet – that’s good, why don’t CRMs do that?<\/h1>\n\n\n\n

It couldn’t be any easier!<\/p>\n\n\n\n

And that’s how it is in Yoman.<\/p>\n\n\n\n

To delete customers, just delete in the spreadsheet – that’s good, why don’t CRMs do that?<\/h1>\n\n\n\n

It couldn’t be any easier!<\/p>\n\n\n\n

And that’s how it is in Yoman.<\/p>\n\n\n\n

To add fields, just type in the spreadsheet – that’s good, why don’t CRMs do that?<\/h1>\n\n\n\n

It couldn’t be any easier!<\/p>\n\n\n\n

And that’s how it is in Yoman.<\/p>\n\n\n\n

To delete fields, just type in the spreadsheet – – that’s good, why don’t CRMs do that?<\/h1>\n\n\n\n

It couldn’t be any easier!<\/p>\n\n\n\n

And that’s how it is in Yoman.<\/p>\n\n\n\n

To collaborate, send the file or use a cloud spreadsheet solution – that is not so good, we really need something better to collaborate.<\/h1>\n\n\n\n

Collaboration in a spreadsheet is actually quite painful.<\/p>\n\n\n\n

You can’t know exactly who changed what.<\/p>\n\n\n\n

You cannot see change history.<\/p>\n\n\n\n

You cannot see changes by user.<\/p>\n\n\n\n

We solve that in our CRM.<\/p>\n\n\n\n

To set an appointment\/reminder, go to your calendar and set it – that’s not so nice, why not set it from inside Excel?<\/h1>\n\n\n\n

We solve this problem in Yoman.<\/p>\n\n\n\n

To write lead history, just type in the rightmost column – that’s very bad!<\/h1>\n\n\n\n

The spreadsheet quickly becomes cluttered and it’s difficult to understand your history with a customer. We address this issue very elegantly in Yoman.<\/p>\n\n\n\n

To search, use Ctrl-F – very BAD!<\/h1>\n\n\n\n

What about advanced search? Excel is quite limited, isn’t it?<\/p>\n\n\n\n

You need to search by column.<\/p>\n\n\n\n

You need better search, reports and more.<\/p>\n\n\n\n

It’s certainly not satisfactory.<\/p>\n\n\n\n

If you’re looking for the solution to these issues, look no further. Talk to us about Yoman CRM.<\/p>\n\n\n\n

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\n<\/p>\n<\/section>\n<\/div>\n","protected":false},"excerpt":{"rendered":"

Learn how to build the perfect sales sheet template.<\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"om_disable_all_campaigns":false,"_monsterinsights_skip_tracking":false,"_monsterinsights_sitenote_active":false,"_monsterinsights_sitenote_note":"","_monsterinsights_sitenote_category":0,"footnotes":""},"categories":[23],"tags":[],"aioseo_notices":[],"_links":{"self":[{"href":"https:\/\/yoman.io\/wp-json\/wp\/v2\/posts\/1264"}],"collection":[{"href":"https:\/\/yoman.io\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/yoman.io\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/yoman.io\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/yoman.io\/wp-json\/wp\/v2\/comments?post=1264"}],"version-history":[{"count":4,"href":"https:\/\/yoman.io\/wp-json\/wp\/v2\/posts\/1264\/revisions"}],"predecessor-version":[{"id":1688,"href":"https:\/\/yoman.io\/wp-json\/wp\/v2\/posts\/1264\/revisions\/1688"}],"wp:attachment":[{"href":"https:\/\/yoman.io\/wp-json\/wp\/v2\/media?parent=1264"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/yoman.io\/wp-json\/wp\/v2\/categories?post=1264"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/yoman.io\/wp-json\/wp\/v2\/tags?post=1264"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}