Excel Consulting for Sales & Business Development 

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Microsoft's Excel is a convenient choice for sales professionals when they need to handle data or manage lead lists. It is also commonly used for generating quotations, sharing pricing calculators and tracking sales volumes.

How can sales teams benefit from using services

of Excel Expert or VBA macro Programmer?

Salespeople don't like to handle spreadsheets that require unnecessary manual work. We know that really well and focus on solutions that bring value.

We will create or improve your sales spreadsheets so you can easily export data and focus on decision making. Let us know what metrics and KPIs matter to your teams and we will illustrate them. Errors are not an option as we prevent them with smart lists and input containing.

Refreshing dashboards and generating reports can also be automated requiring you to just click on a button to get it.

Our spreadsheet specialists make the sales process easier and less time consuming by:

  • Providing you with smart pricing systems in Excel

  • Letting you generate customised client presentations with Excel, PowerPoint & PDF integrations

  • Allowing you to generate invoices and quotations with just a few clicks using VBA macros

  • Converting your sales data to reports automatically with intelligent templates

  • Aiding expense and mileage reporting with easy-to-use trackers

  • Improving your collaboration with product and marketing thanks to integrated workbook systems

  • Simplifying creation and maintenance of budgets & revenue projections

  • Reorganising your product databases to make them easy to use

What our spreadsheet programmers can create for you?

We create all the useful tools and files you can imagine. Our focus is on ease of use, error prevention and visual clarity.

Sales reports & dashboards

Track all your sales results, commissions and margins in one spreadsheet system. Visualise statistics with clear dashboards and generate reports for the board of directors. Track outreach volumes, the efficiency of the sales funnels, distribution of sales by channel, product, region and client. Make data input very easy and standardised. Integrate spreadsheets with Salesforce and other software. Be able to generate documents for clients and your accounting colleagues with just a few clicks.

Sales performance trackers

Track performance of your sales team with accurate metrics in Excel. Assure comparability and visualise the results against targets. Get a grip on the result to know when to intervene or reward.

Customer presentation generators

Generate branded customer presentations in seconds with Excel automation. Use smart workbooks that produce decks featuring only products and descriptions of your choice, tailor-made for the client you are meeting with. All of that with just a few clicks to select what you want to include. You may also generate and attach pricing extracts, volume discount breakdowns, client logos, instalment payment plans and anything else that will improve your sales presentation.

Budgets and sales revenue forecasts

Use bespoke Excel templates we create to make your sales budgets and projection easy. We will help you collate the data you already have and implement a structured approach to predicting and planning sales volumes and distribution. Our solutions will also accommodate variants and scenario analysis and will help you determine breakeven points, most efficient commission structure and all the analytics that goes with forecasts. You will also be able to integrate it with other company systems and easily generate data extracts or merge it with the budgets of other company functions.

Pricing calculators

We create easy to use pricing models in Excel that will accommodate every type of product, from volume-focus FMCG products to high-value industrial machines. We will help you choose the right level of detail and will implement all the modern analytics to achieve your goals of profit, growth and competitiveness with smart pricing. We will happily develop pricing strategies that include the use of customer pricing elasticity, sensitivity to discounts, price threshold effect, product bundling strategies. Our systems will also facilitate your product portfolio pricing strategies, volume and frequency discounts, loss leader product strategies and many more pricing tactics.

You will be able to generate branded quotations and invoices directly from the spreadsheet.

Pricing & margin optimisation models

We can create for you models that will allow for setting the right price of your products given all your internal costs and product portfolio information.

Quotation & invoicing systems

Use smart spreadsheets to generate personalised and branded offers without giving clients full access to your pricing methodology. Send detailed quotations and invoices with just a few clicks directly from your Excel file.

Product databases & catalogues

Inefficient product catalogues waste a lot of time for sales experts. So often you have to dig deep into endless visual descriptions that you can't easily search through.

Use bespoke Excel catalogues to store your product data and descriptions and easily search through them and sort them. Generate customised offers directly from there and easily extract product data you need. Keep track of the product parameter changes and add new ones.

Customer data workbooks

Store the data of your customers, including your sales meeting dates and results, purchases, discounts and much more. Have full control over your accounts and be able to quickly refresh your knowledge about a certain client or pass them to another sales rep. Use integrated Excel files to gather intelligence and see what works and where to allocate more resources. Export reports when needed and always assure the high standard of data protection.

Packing slips

Create packing slips (also with barcodes) in seconds, generating them directly from product catalogue spreadsheets. Save time and prevent costly errors with user-friendly automation in Excel with use of VBA macros.

Other Excel & VBA solutions for sales teams

The art of selling requires various forms of technical solutions. Tell us how may we help you save time, simplify your processes or set up robust analytics loop and we will be more than happy to advise and develop the right solution.

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