No business can exist without customers/clients. If a business/organization fair poorly managing their customers and tracking their satisfaction level through effective communication and record keeping, they will in no time be out of business. The ability to manage your customers in order to enhance new customers acquisition and retention forms the basis of an effective customer relationships management which greatly affects the success of any business endeavor. Scroll down for more details...


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A great way to jack up the sales of your company is by making your communications more efficient with your current and potential customers.

One of the most important features of these templates is that it helps to keep track of communications with your customers by following up on contracts, updating the status of leads, tracking sales, and scheduling future communications with new customers so you can convert them into regular clients.

The templates highlights concepts for improvement on customer services including:

  • Value-Added Flow Analysis
  • Voice of the Customer (VOC) Tree Diagram
  • Voice of the Customer Translation Matrix
  • COPQ Calculator in CRM

These customizable excel templates incorporates each of the following:

  • Demographics
  • Estimated sales
  • Last contact
  • Next contact
  • Notes
  • Sales log
  • Contact log
  • Complaint register etc.

After payment, you will immediately receive an email with a link to download this kit.