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Database

Hotel Name CITY Salutation First Name Last name Designation Landline Mobile Phone Email Address PIN
code
Aloft Ahmedabad, SG Road Ahmedabad Mr Dhwanit Kotadia Associate Director of Sales 919911219190 919033041357 adosaloft@aloftahmedabadsgroad.com 147/1 Opposite
147/1 Opposite Bhagwat
Bhagwat Vidhya
Vidhya Peeth
PeethSG Road, Sola 380061
Aloft Ahmedabad, SG Road Ahmedabad Mr Vikas Ahluwalia DOSM 917966049499 vikas.ahluwalia@aloftahmedabadsgroad.com SG Road Sola 380061
Aloft Ahmedabad, SG Road Ahmedabad Mr Rituraj Soni Director of Sales 917966049499 919033041345 rituraj.soni@aloftahmedabadsgroad.com 147/1 Opposite Bhagwat Vidhya PeethSG Road, Sola 380061
Aloft Ahmedabad, SG Road Ahmedabad Mr Naveen Kual General Manager naveen.kual@aloftahemadabadsgroad.com 147/1 Opposite Bhagwat Vidhya PeethSG Road, Sola
Aloft Bengaluru Cessna Business Park Bengaluru Mr Kamala Kannan Director Of Finance 918045101043 kamala.kannan@starwoodhotels.com Cessna Business Park, Sarjapur-Marathali Puter Ring Road Kadubeesan Bellandur Post 560103
Aloft Bengaluru Cessna Business Park Bengaluru Ms Sushma Khichar General Manager 918045101079 faizalam.ansari@alofthotels.com Cessna Business Park, SarjapurKadubeesanahalli, Bellandur Post 560103
Aloft Bengaluru Cessna Business Park Bengaluru Mr Sunil Shetty Assistant Director of Sales 919900062847 919900062847 sunil.shetty@alofthotels.com Cessna Business Park Sarjapur Kadubeesanahalli Bellandur Post 560103
Aloft Bengaluru Cessna Business Park Bengaluru Mr Kabir Ahmed Associate Director of Revenue 91-80 4510 1010 kabir.ahmed@alofthotels.com Cessna Business Park, Outer Ring Road 56005
Aloft Bengaluru Cessna Business Park Bengaluru Ms Nithya Kathiresan Account Director 918045101010 919900045876 nithya.kathiresan@alofthotels.com Cessna Business Park, SarjapurKadubeesanahalli, Bellandur Post 560103
Aloft Bengaluru Whitefield Bengaluru Mr Vinod M General Manager 918066707777 919591974321 vinod.m@aloftbengaluruwhitefield.com 17C, Sadaramangala Road Off Whitefield Main Road, Opposite ITPL 560066
Aloft Bengaluru Whitefield Bengaluru Mr Deleep Bolan Director of Sales 919591386426 deleep.bolan@aloftbengaluruwhitefield.com 17C, Sadaramangala Road Off Whitefield Main Road, Opposite ITPL 560066
Aloft Bengaluru Whitefield Bengaluru Mr Kishore KC Associate Director of Sales & Market 918066707777 919591386426 sales.blr1@aloftbengaluruwhitefield.com Channasandra Road Whitefield 560066
Aloft Bengaluru Whitefield Bengaluru Mr Pankaj Gupta General Manager 917022948889 pankaj.gupta@aloftbengaluruwhitefield.com 17C, Sadaramangala Road Off Whitefield Main Road, Opposite ITPL 560066
Aloft Bengaluru Whitefield Bengaluru Mr Brijesh Tiwari Associate Director of Sales 919900048968 brijesh.tiwari@alofthotels.com 102 Rajiv Gandhi Salai
Aloft Chennai OMR - IT Expressway Chennai Mr Krishnakumar Menon General Manager 914445925500 919551691679 krishnakumar.menon@aloftchennaiomr.com Sholinganallur 600 119

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 Page 2 of 8

CONTACT LOG
[ Your Name ]

Contact Customer Purpose Method Notes

Date
1/18/2013 Smithers, Joe Phone This is an example of a note that wraps to a second line. For really
long notes, you could use cell comments.

1/18/2013 Anderson, Jane Email

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 Page 3 of 8

SALES LOG
[ Your Name ]
← Insert Copied Columns to the Left
Date of Customer Amount Item / Product / Service Invoice # Notes
Sale
1/18/2013 Smithers, Joe $ 4,500 Product ABC 2342
2/4/2013 Anderson, Jane $ 2,500 Installation 2343

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 Page 4 of 8

CONTACT DETAILS
[ Your Name ]

Name Company Work Phone Work Email Mobile Personal Email Address City ST Zip Notes
Function Phone
Anderson, Jane ABC Corp 222-656-7890 busl@abccorp.com 111-111-1111 jsmith@email.com 18119 Shireoak Dr. Canton MI 84765 Loves chocolate

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 Lead Status Lead Source Date Formats

Active Email Days Since Last Contact (<=)

Won Facebook 2
Loss LinkedIn 5
Cold Referral >5
Warm Website
Newsletter Days Until Next Action (>=)
10
5
<5
INSTRUCTIONS:
Update the Lead Status and Lead Source lists to change
what shows up in the drop-down lists in the CRM worksheet.

Edit the values in the green and yellow cells to change the
settings used to conditionally format the Last Contact
and Next Contact columns in the CRM worksheet.
HELP
https://www.vertex42.com/ExcelTemplates/crm-template.html © 2013-2020 Vertex42 LLC

About This Template

A critical feature of any CRM system is to track communications with
customers, plan follow-up contacts, update the lead status, and after gaining a
customer, schedule future communication that will help you keep them as a
customer. Tracking sales is also an important part of CRM.

The CRM template provides a starting point for people looking for an Excel-based
CRM solution. It is designed to be easy to customize (limited only by your
knowledge of Excel).

INSTRUCTIONS: Below the table in each worksheet are instructions for using and
customizing that specific worksheet.

Additional Help
The link at the top of this worksheet will take you to the web page on vertex42.com
that talks about this template.

REFERENCES

SEE ALSO Vertex42.com: Money Management Template

SEE ALSO Vertex42.com: Home Mortgage Calculator

TIPS Vertex42.com: Spreadsheet Tips Workbook

CRM Template
By Vertex42.com
https://www.vertex42.com/ExcelTemplates/crm-template.html

© 2013-2020 Vertex42 LLC

This spreadsheet, including all worksheets and associated content is a

copyrighted work under the United States and other copyright laws.

Do not submit copies or modifications of this template to any website or

online template gallery.

Please review the following license agreement to learn how you may or may
not use this template. Thank you.

See License Agreement

https://www.vertex42.com/licensing/EULA_privateuse.html

Do not delete this worksheet. If necessary, you may hide it by right-clicking

on the tab and selecting Hide.