Empower Your Non-Profit Organization with Crm Sales Lead Management for NPOs

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This will be a quick demo of the lead management  excel template that you could use to manage   sales leads, sales pipeline and get access to key  insights on how you could improve sales and how   you could increase sales for your business.  So what you see right now on your screen   is the dashboard view of the sales crm in excel.  So if you look at the first half of the table   here, you have the monthly snapshot on how the  business is doing month or month and here you have   an annual snapshot of the business. This is how uh  the sales crm helps you. It helps you manage all   your sales lead opportunities and keep a track of  all important sales metrics. So for this business,   an example here is that this business for  the year so far has generated 38 new leads.   This is from the 1st of April to today, that  is 13th of September, and out of these 38 leads   they've won 10 leads and they've lost 11. So  the conversion percentage is 26.32 percent   and they take on average 35 days to close a  new deal. Now if you look at the performance   against target, now the target for this business  is uh 2 million or 20 lakhs. So far they've done   1.4 million or 14 lakh 19,000 and the average deal  value is 1 lakh 41,000. So given the sales target   and given the conversion percentage, for this  business to meet their annual target of 2 million   they need to generate 16 more leads. This is  again a very important insight. If you could see,   here is a note for you, which says that you  have achieved 71% of your total sales target.   Target is 20 lakhs, they've done about 14.19  lakhs, so you have achieved 71 percent of your   total sales target and you need to generate 16  more leads to meet your sales target. Now what   if the target was not 2 million but 3 million.  So in that case the business has done only 48%   of the total target and now they need 43 more  leads, so in decimals it's 42, so 42 new leads   to meet the sales target. So so far they generated  38 in the year. In the remainder of the year they   would have to generate 42 more leads and given  the conversion percentage and average deal value   they'll be able to meet their target of 30 lakhs.  So this is the key insight which the crm gives you   and you also get your month on month  performance. So your month on month conversion,   your month on month deal value and you get to know  the different stages. How many leads are there in   each of the stages and what's the potential value  of your business. So these are the closed won and   closed lost stages. So you know that you've lost  11 deals and that was an opportunity loss of about   1.16 million or 11 lakh 66 000 and you know that  there are five leads in the negotiation stage   which could help you earn a revenue of 636  000. There are another five deals in the   proposal presented stage which could help you  earn another six hundred and eighteen thousand.   So it's giving you all the key insights. It also  tells you what lead sources work best for you.   So here you could see you have the lead  source wise analysis. So you could see that   referral leads total six leads were there and it  contributes to 16% of your total leads and gives   you a revenue of 176 000. Email marketing is doing  well, 10 leads and the highest revenue 641 000.   PPC again is doing well. Now social is not doing  well. Six leads but zero revenue. So you could   really go back and see the kind of targeting that  you were doing, the kind of posts that you make,   the engagement that you get on your social  media posts. So the dashboard view gives you   all the key metrics from a monthly trend of  new leads to monthly conversion percentage.   It gives you your annual snapshot and given  your sales target and performance so far   it gives you how many leads are you going to need  to generate in order to meet your annual goal.   This is the dashboard view. The inputs come from  the lead tracker. So this is a lead tracker here.   Now if you could see it's fairly simple. You have  the lead, paid company uh the company demographics   the lead owner that's the person within your  team who's managing that particular deal,   then you have the contact information, name,  designation, email, phone numbers, website,   the source. The source from where you got that  lead. If the deal is in an open stage then whether   it's in hot warm or cold what's the lead stage  the deal value and the closed date this is all   that you have to enter and the dashboard view will  give you all the necessary inputs insights metrics   now in case if you want to understand that how  do you improve your performance so you could   look at the number of open deeds you could go to  the lead tracker and you could go and check the   respective open leads for example this lead this  example here is open since april and it says the   stage is negotiating and here you have an action  which says meet the partners with case studies   but this was supposed to be completed by the 25th  of august 2022. so you could see that an action   is pending now any deadline which is in the past  which is overdue would be highlighted in red color   so it gives you an insight that okay there are  certain actions that were planned to close the   deal but it's pending or it's overdue so you could  go ahead and look at individual deals as well you   could look at all the open deals or you could  maintain remarks on why certain deals were lost   and over a period of time you could go ahead  and analyze the top reasons why your business   is losing sales opportunities and then go on and  improve to improve your conversion percentage   and increase your business revenue so fairly  simple sales crm using excel that you can   use to manage your sales opportunities and  customer relationships here you have a drop   down section so if you want to make changes to  the different options that we have in the sale crm   you could go ahead and do that customizing  this sheet is fairly simple i have another   video which is a step-by-step instructions on  how to customize the lead management sheet i will   leave the link for that video in the description  go ahead and check it out in case if you want   to customize the lead crm i have another video on  how to create a sales crm in excel from scratch so   if you want to make your own sales crm go ahead  and check out that video in case if you want to   use this particular template i will leave the  download link in the video description so in   case while using it while downloading  it or even after watching this video   if you have any questions any feedback do write  in the comment section i'll be happy to reply to   each of your comments and to watch other videos  in my channel on business and sales management   do subscribe to support my channel show some  love thank you very much take care and be safe