Download Salesflare's free Excel CRM template here: https://salesflare.com/templates/free...

In this video, Keri explains:
0:04 - What the template covers
0:23 - How to customize your template
1:27 - What data is visualized
2:08 - What insights are calculated automatically for you

For all things automated, read up here: https://blog.salesflare.com​

If you're sick of Excel and want to start a free trial, join us at: https://salesflare.com