Tuesday 16 June 2015

Excel Templates for Your Service Business Manage More Effectively

There are various excel templates that can be used to make running of business effective, and increase the ability of a business to generate more profits. These days, technologies are getting more complex, and each time they make work easier. Some of the most important excel templates are highlighted next.

·         CRRM: The CRRM software is one of the best solutions one can use to increase the volume of sales, through streamlining communications with current and potential customers. The major advantage with this software is that it can be accessed and used online, thereby, enabling the user to track email and sales into a single dynamic system. If one needs a simple CRRM, they can use an excel template.

·         Scheduling: There are a number of schedule templates and calendars online that can be downloaded and edited in excel or OpenOffice to suit the needs of a user. A spreadsheet is an excellent tool that can create a weekly or daily schedule. It’s relatively simple to create from scratch, but the problem is that this may time, yet ready made ones are available online.

·         Task management: Managing and planning tasks can at times be a big challenge for many of us, the excel project manager allows the user to plan and manage task before assigning them to his workers, If there is need to share, the one must have installed the SharePoint software . The major advantage with the task management is that it can be customized through addition of more features like tables, adding logic to user specific needs, and new views of table data. This will not make the project appear attractive to look at.

·         Calendar: There are so many calendar templates for use in MS Excel, and each of the available templates gives a user a basic layout for a calendar, that can be easily adapted for various needs. The use has a large number of formats to choose the one that meets their demands.

·         Project management: Project management can be greatly simplified using the excel software; this can be done through various methods.  Gantt chart is one of the earliest methods for preparing and tracking project plans using excel, it provides activities and dates, and the overall progress.  A project management dashboard is also another great way to tackle a project using the excel software. Excel can as well be used to make timesheets and project management tracker tools, which will enable monitor the progress of a project. Choose our Fieldomobify Service Business software and manage your Service Business More Effectively.

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