19 Best Free Marketing & Sales Templates for Microsoft Excel

Let’s face it, even in the age of fancy tech tools, the humble spreadsheet reigns supreme for many marketers and salespeople. But staring at a blank Excel grid can be daunting. That’s where free marketing & sales templates come in – your digital knights in shining spreadsheets, ready to slay productivity dragons and turn Excel into your marketing and sales command center!

1. Marketing Planner: Chart your entire marketing strategy with this comprehensive template. Schedule blog posts, map out email campaigns, and track social media activities – all in one place.

2. Content Calendar: Never miss a publishing deadline again! Organize your blog posts, social media content, and other marketing materials with a clear chronological view.

3. Email Marketing Campaign Tracker: Monitor the performance of your email campaigns like a pro. Track open rates, click-through rates, and conversions to see what’s working and what needs tweaking.

4. Social Media Analytics Dashboard: Visualize your social media performance with charts and graphs. Track follower growth, engagement metrics, and brand sentiment across different platforms.

5. SEO Keyword Tracker: Conquer the search engine maze! Organize your target keywords, track their ranking positions, and analyze search volume to optimize your SEO strategy.

6. Competitor Analysis Spreadsheet: Keep your friends close and your competitors closer (not too close, though!). Monitor your competitors’ marketing tactics, product offerings, and pricing strategies to gain an edge.

7. Lead Generation Tracker: Capture every lead and nurture them like a prized orchid! Follow the lead journey from acquisition to conversion with this handy template.

8. Sales Pipeline Manager: Visualize your sales pipeline, from initial contact to closed deal. Forecast revenue, manage your time effectively, and never lose track of a potential customer.

9. Customer Relationship Management (CRM) System: Build stronger relationships with your customers! Store contact information, track interactions, and personalize outreach efforts with this simple CRM template.

10. Project Management Dashboard: Juggling multiple marketing or sales projects? Stay organized and on top of deadlines with this template that lets you delegate tasks, track progress, and celebrate victories.

11. Budget Planner & Tracker: Allocate your marketing and sales resources wisely. Set spending limits, track expenses, and ensure you’re getting the most bang for your buck.

12. SWOT Analysis Template: Identify your strengths, weaknesses, opportunities, and threats (SWOT) with this template. Gain valuable insights and develop strategic plans to overcome challenges and leverage your strengths.

13. PESTLE Analysis Spreadsheet: Analyze the Political, Economic, Social, Technological, Legal, and Environmental factors that might impact your marketing and sales decisions.

14. A/B Testing Tracker: Experimentation is key in the digital world! Track the results of your A/B tests on websites, ad campaigns, and other initiatives to see what resonates best with your audience.

15. Webinar Registration Tracker: Streamline your webinar registrations and follow-up process with this template. Capture attendee information, send automated emails, and track engagement.

16. Event Planning & Budget Template: Organize your next event like a pro! Plan logistics, manage budgets, and track attendance with this comprehensive template.

17. Customer Satisfaction Survey Template: Gather valuable feedback from your customers and identify areas for improvement. Analyze survey results and implement changes to boost customer satisfaction.

18. Product Launch Checklist: Ensure a smooth and successful product launch! This template helps you plan every step, from pre-launch marketing to post-launch analysis.

19. Sales Call Scorecard: Evaluate your sales call performance and identify areas for improvement. Track key metrics like call length, objection handling, and next steps to become a closing champion.

Remember, these are just a starting point! Explore the vast world of free Excel templates for marketing and sales, and customize them to fit your specific needs. With the right tools and a sprinkle of spreadsheet magic, you can conquer marketing and sales chaos and achieve amazing results.

Now go forth and spreadsheetify your way to success!

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