FULL VIDEO APLIKSI SEDERHANA CRM EXCEL | CUSTOMER RELATIONSHIP MANAGEMENT SYSTEM

Introduction

This tutorial provides a step-by-step guide on creating a simple Customer Relationship Management (CRM) system using Excel. It is designed for users who want to manage customer data and sales reports effectively. By following this guide, you will learn how to set up a functional CRM system that can help streamline your customer interactions and reporting processes.

Step 1: Download the Template and Code

• Visit the link provided in the video description to download the template and coding files for the CRM system.
• Ensure you have a reliable internet connection for a smooth download experience.
• Save the downloaded files in an easily accessible location on your computer.

Step 2: Open the Excel Template

• Launch Microsoft Excel on your computer.
• Open the downloaded CRM template file.
• Familiarize yourself with the layout and sections of the template, which typically includes customer information, sales data, and reporting features.

Step 3: Input Customer Data

• Navigate to the customer information section of the template.
• Enter the following details for each customer:
  • Name
  • Contact number
  • Email address
  • Company name
  • Additional notes (if necessary)
• Ensure all data is accurate and formatted correctly to avoid errors in reporting.

Step 4: Enter Sales Data

• Locate the sales data section within the template.
• For each transaction, input the following information:
  • Date of sale
  • Customer name (referencing your customer list)
  • Product/service sold
  • Amount
  • Payment method
• Double-check your entries for accuracy to maintain reliable sales records.

Step 5: Implement the Provided Code

• Open the Visual Basic for Applications (VBA) editor in Excel by pressing ALT + F11.
• Copy the provided code from the downloaded files.
• In the VBA editor, paste the code into the appropriate module.
• Save your work and close the VBA editor.

Step 6: Test the CRM System

• Return to the Excel interface.
• Run any macros or scripts included in the code to ensure they function as intended.
• Test the system by entering sample data and generating reports.
• Verify that the output matches your expectations and that all features are working correctly.

Step 7: Customize and Optimize

• Adjust the template as needed to better fit your business requirements.
• Consider adding additional fields or modifying existing ones to capture more specific information relevant to your operations.
• Explore features like conditional formatting or data validation to enhance usability.

Conclusion

You have now set up a simple CRM system using Excel that allows you to manage customer relationships and sales data effectively. Remember to keep your data updated and regularly back up your file. For further enhancements, consider exploring additional Excel functions and VBA capabilities to customize your CRM system even more. Happy managing!