Most consultants could easily track their sales opportunities in a spreadsheet and avoid the cost of paying for CRM software.
This template not only allows consultants to track opportunity information like deal value, buying stages and next steps, but it also has some built in logic to show you how well your selling.
The bottom panel auto-magically calculates sales metrics including:
- Win rates
- Average length of sales cycle
- Conversion Rates
- Average opportunity size
You might also be interested in reading our post on managing consulting sales funnels for tips on the people part of it.
Let us know if you like it in the comments below!