Free resources: a CRM checklist, a rollout plan and a sales KPI template

1. Choosing a CRM: a 12-point checklist (PDF)

12 questions to check for every CRM option before you buy: can your process be configured, is there an after-sale part (orders, stock, invoices), can the team work on phones, channels and 1C integration, permissions, data export and the real price. Includes a table to compare three options side by side. Article version: crm.sbt.az/en/blog/crm-nece-secilir-yoxlama-siyahisi.

2. A 7-day CRM rollout plan (PDF)

A day-by-day plan: sign-up and roles, customer import, sales stages, connecting channels, phones and notifications, a one-hour training and a check at the end of the week. Tick each day when done. The plan matches the SBT CRM 7-day free trial, but works for any CRM.

3. Sales KPI template (Excel)

• 10 key indicators with ready formulas: new leads, conversion, sales volume, average deal, calls and meetings, first response time, overdue receivables, repeat customer share, plan achievement.
• You enter the target and the actual; the achievement percentage is calculated and colour-coded: below 80% red, 100% and above green.
• The second sheet has plan vs actual per manager and a bonus calculation; adjust the bonus rule to your company.

4. 7 questions before you order a website (PDF)

7 questions to ask a provider before ordering a website: where form enquiries go, who answers them, who makes edits, whose name the domain and hosting are in, and who keeps the website when the cooperation ends. Article version: crm.sbt.az/en/blog/sayt-sifarisinden-evvel-7-sual.

How to download

On crm.sbt.az/en/resources choose a material, enter your name and email, and the file opens immediately. We may later send you useful articles and offers; you can opt out at any time. If you want the Excel calculations done automatically, try SBT CRM free for 7 days: crm.sbt.az/en/signup.

Frequently asked questions

Are the materials really free?

Yes. You only enter your name and email; no payment or card is required.

Can I share them with my team?

Yes, you can print and share them for internal use.

Does the KPI template work in Google Sheets?

Yes. The file is a standard Excel workbook and opens in Google Sheets with the formulas working.