Sales customer follow-up form

Sales customer follow-up formRecord the progress of communication with existing customers to ensure high-quality services to customers, introduce new customers, or improve the customer management system. The free download of the sales customer follow-up form Excel template is provided by Huajun Software Park. The source file is in xlsx format. You can edit and modify the content style by downloading the source file. For more free downloads of the sales customer follow-up form, please pay attention to Huajun Software Park.

Tips for using sales customer follow-up form

Sales customer follow-up formHow to fill it out?
Customer profile analysis (Profiling) includes customer levels, risks, hobbies, habits, etc.;
Customer loyalty analysis (Persistency) refers to the customer's loyalty, persistence, changes, etc. to a certain product or business organization;
Customer profit analysis (Profitability) refers to the marginal profit, total profit, net profit, etc. of products consumed by different customers;
Customer performance analysis (Performance) refers to the sales of products consumed by different customers based on categories, channels, sales locations and other indicators;
​​Customer future analysis (Prospecting) includes future development trends in the number of customers, categories, etc., and methods to win customers, etc.;
Customer product analysis (Product) includes product design, relevance, supply chain, etc.;
Customer promotion analysis (Promotion) includes the management of advertising, publicity and other promotional activities.

General tips for sales customer follow-up forms ​ ​ 1: How to sum text
In some relatively non-standard tables, there will be a problem of mixing text and numbers, which makes summation difficult.
​​ Enter the formula in cell C12: =SUM(--SUBSTITUTE(C2:C11,"元",""))
              Press the key combination to complete.
​ ​ 2: Sum of multiple worksheets
For example, some tables have performance statistics for several months, and Zhang Cheng’s position in each worksheet is the same. Find Zhang Cheng’s commission statistics from a certain month to a certain month.
​ ​ Enter the formula in cell F5: =SUM('January:April'!C2), and press Enter to complete the filling.
Note: The above reference is supported in Excel, but it seems not supported in WPS. And please note that the structure or fixed position of the numbers in each table is the same before you can use this formula.
​ ​ 3: Multi-region joint calculation
In some worksheets, we do not need to sum continuous areas, but may be summing several discontinuous areas.
For example, there is a table that calculates the totals from January to February, March and May to June.
​​Enter the formula in cell H2, press the Enter key to complete and fill downwards.
=SUM(B2:C2,E2,G2)
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