Free sales channel template for Excel and Google spreadsheets – Bitcoin Prix

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Free sales channel template

Don’t let bids slip with a sales funnel template

Create sales funnel steps that fit your sales process.

How do I use a sales funnel?

This template, built by a team of sales experts, sets a standard sales process.

But everyone’s sales process is different. Therefore, you can add / remove custom steps from the « Settings and instructions » tab. There you can add / remove team members, set targets, and set a custom number of days after which you will be reminded to track a service.

Add sales earnings to the « Sales Funnel » sheet, select the stage they are in. You can add other data: the size of the transaction, the expected closing date, and the sales representative working on the business.

Feel free to add / remove columns from the « Merge Sales » sheet.

Based on the data you enter in the « Merge Sales » and « Settings and Instructions » tabs, the « Information » sheet is automatically updated. It forecasts your revenue, shows you how well your sales repeats are performing, what your conversion rates are, and more.

Trust thousands of sellers like you

When you’re tired of using Excel

Elliott Porter
Weblake Interactive Ltd.

‘Salesflare reminded me to pursue a warm advantage and I won the business. I had forgotten the proposal I had made because I was so busy! « 

Manage your customers, forecast revenue and improve your sales process without spending money. Available for Excel and Google files.

Follow the sales opportunities in a sales funnel.

Record revenue received, active sales repeats, conversion rates, and more – automatically updated.

Customize the stages of the sales funnel

Manage your leadership in one place

Track your sales funnel values

How Salesflare simplifies sales funnel management:

Get the full picture of how you drive and customers

interact with your company

Easily see who your colleagues already know

– and who they know best.

  • Score / hot alerts

Identify and prioritize your customers with heat alerts.

Send custom tracking emails to scale.

  • Everything in one place

Address book, communication timeline, tasks, files, pipes and more.

A clear and customizable view of your sales funnel.

Never leave the ball on an advance.

Collaborate with your team flawlessly.

Keep track of all the customer data you can imagine.

Find everything you need instantly.

Get updated notifications anytime, anywhere, on any device.

Master the numbers.

1. Organize

Get a CRM that puts you in control.

2. Communicate

Never lose a fight with customers.

Fautomate your contact and company information

– stop manual entry contact details and the company.

Your timelines are synchronized with your email, calendar meetings

and phone call history.

  • Automatic file storage

Keep useful document files for your customers effortlessly.

  • Twitter update timeline

You always have the latest news about your customers at hand through their social profiles.

  • Send automatic trigger-based emails

Automate email tracking based on triggers that you can configure directly in CRM.

3. Automation

You work less with the robot, you have more human interaction.

  • Email sidebars for Gmail and Outlook

Use Salesflare without leaving your email inbox.

  • Mobile application for iPhone and Android

Finally, a CRM application that provides full functionality on your phone.

It’s simple: the Salesflare API can be connected to any other application.

Salesflare offers native integration and access to 1000+ applications

integrations through Zapier, PieSync and Blendr as well

native.

4. Integrate

Let this CRM give you superpowers.

Boris Agranovici
Global risk community

« We have improved the bottom line by providing a clear system that works with perspectives. »

Tamay Shannon
W2S Marketing

« You did not reply to this email. » All the small cracks that people go through are closed.

Simon Lovegrove
Lovegrove Service Ltd.

« I improved my mood as I could see the victories. He alerted me that there were no opportunities in the early stages. « 

Randall Snyder
Lyndhurst Partners

« Every day I don’t have to manually enter information into the system, Salesflare makes a difference to me! »

Check out Salesflare for yourself

TRY FOR FREE →

No credit card. 14 days. Full functionality.

A sales funnel is an organized way to manage your sales opportunities. A typical sales funnel has the steps that drive sales. These steps are based on the stages of the sales process that customers go through.

When you view the sales process in this sales funnel template, you can test it, improve it, and forecast revenue. While managing sales opportunities in the template, you can implement strategies and tools to better qualify your customers and improve each phase of the process.

Why do I need a sales funnel?

Your sales channel template:

Excel templates are good, but entering data manually is time consuming and unreliable. When you’re tired of wasting time manually entering data to manage your customers in Excel, try Salesflare for free. There are no more complex formulas to excel and waste of time.

Easily import this template into Salesflare.

Salesflare automates robotic tasks so you can keep your focus on building relationships. Salesflare integrates with your emails and calendars, is easy to use on the go, sends you tracking notifications, and more.

Less robotic work, more human interaction.

  • Everything in one place

Address book, communication timeline, tasks, files, pipes and more.

A clear and customizable view of your sales funnel.

Never leave the ball on an advance.

Collaborate with your team flawlessly.

Keep track of all the customer data you can imagine.

Find everything you need instantly.

Get updated notifications anytime, anywhere, on any device.

Master the numbers.

Get the full picture of how you drive and customers interact with your company

Easily see who your colleagues already know – and who they know best.

  • Score / hot alerts

Identify and prioritize your customers with heat alerts.

Send custom tracking emails to scale.

Fully automate contacts and company information – stop manual entry contact details and the company.

Your timelines are synchronized with your email, calendar meetings and phone call history.

  • Automatic file storage

Keep useful document files for your customers effortlessly.

  • Twitter update timeline

You always have the latest news about your customers at hand through their social profiles.

  • Send automatic trigger-based emails

Automate email tracking based on triggers that you can configure directly in CRM.

  • Email sidebars for Gmail and Outlook

Use Salesflare without leaving your email inbox.

  • Mobile application for iPhone and Android

Finally, a CRM application that provides full functionality on your phone.

It’s simple: the Salesflare API can be connected to any other application.

Salesflare offers native integration and access to 1000+ applications integrations through Zapier, PieSync and Blendr as well native.

Manage your customers, forecast revenue and improve your sales process without spending money.

Available for Excel and Google files.

Don’t let bids slip with a sales funnel template

How Salesflare simplifies sales funnel management:

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