Free Google Sheets to Improve Your Sales Process

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According to McKinsey, leaders can gain 2-5% in sales by applying data-driven decision making.

However, many organizations still struggle to implement this approach effectively due to inefficient data management. Lack of proper tools to collect, organize and analyze data results in sales teams missing out on growth opportunities.

This is where Google Sheets CRM templates can make a significant difference.

These templates help businesses centralize and manage their sales marketing directors email list data in a simple, accessible format, allowing teams to track leads, customer interactions, and sales progress in real-time to make data-driven decisions.

In this article, we will show you some of the top free CRM templates designed to simplify your sales process and scale your sales operations.

What Makes a Good Google Sheets CRM Template?
A good Google Sheets CRM template helps you organize and manage your sales pipeline effectively.

A CRM Google Sheets template should be:
Easy to navigate: It should provide clear structure and labels, making it easy for the sales team to track data, even for those without extensive spreadsheet knowledge

Adaptable: It should have custom sales fields to adapt to the specific needs of your company and sales processes

Complete: A free CRM template should include essential fields such as contact information, deal phase, industry, expected revenue, commissions, etc., to improve data accessibility
Intuitive: Select a template that offers an intuitive CRM dashboard or sales analytics features for data-driven decision making

Compatible: A free CRM spreadsheet template should easily integrate with your sales technology stack so you can collect and manage sales data from multiple platforms