Hi there! I'm Keri from Salesflare and today I
will show you how our free CRM, or sales funnel, template works. To start, you have 4 sheets here
at the bottom. The 'Checklist' is to get started, the 'Sales funnel' is the actual sales funnel, then you have the 'Settings & Instructions' and
you have the insights which are calculated for you based on your sales funnel. So first, head to
the checklist. This is a Google Sheets template, so it's protected from editing because it's shared
with everyone who has the link, so therefore, to start customizing and using the template for
yourself, you have to make a copy of the template. You can do that by going to 'File' > 'Make a copy'
and then you can edit it. Once you make a copy, head through the rest of the steps of the
checklist. The checklist explains how to customize the template, how to add your
targets and how to input your sales data. In 'Settings & Instructions', you can
find out where to add your custom stages and your custom sales reps and
their targets, if you have any. When you edit this sheet, it automatically
adds new options to the sales funnel. For example, if I add the 'Fridge'
stage and I go to the sales funnel, I will then automatically be able to select
the fridge stage. And this is the same for adding sales reps and their targets as well. What
you can also edit in the 'Settings & Instructions' page is the 'Follow up reminder' days. So,
this number here is after how many days you'll be reminded to follow up. How it works is that
after you set the number here, for example, 10, this affects the 'Last interacted on' cell in the
sales funnel and when you've passed the amount of days that you've set, the cell will turn red. So
here, I last logged more than 10 days ago that I followed up with them, and therefore, it's red.
This is a visual way to remind you to follow up. In general, the sales funnel sheet is a way
to visualize the opportunities you have, that you've won or lost, and the ones that you're
still selling to. You can set the company name, the contact info, the stage of the pipeline,
your expected close date, you can assign team members if you have them and more. And
again, these team members and pipeline stages are automatically updated based on what
you set in 'Settings & Instructions'. And, for example, here when
you set an expected close date, if that close date has already
passed, it turns red as well. And this is another way to visually show
you that you need to follow up again. You can see your insights on the sales funnel in
your 'Insights' sheet. And again, this sheet is automatically updated for you. For example, you
can see here what revenue you're still expected to bring in that hasn't been won or lost yet, and
you can see what revenue you've won so far. You can see high performing sales reps & how they're
doing based on the targets you've set for them. You can see which companies are bringing
in the most money for you and more. And again, remember this sheet is updated
automatically, so if you add another team member in the 'Settings & Instruction' sheet,
for example, and you set their target, then they will automatically appear in
your insights and the numbers will start changing once you assign them to
opportunities in the sales funnel. Okay, that's all I have for you today! If you
have any questions on this template, please don't hesitate to reach out to us on the chat or
email support@salesflare.com. Thanks for watching!
