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People like to start their Excel Erp template development with a blank sheet of paper. It is then that they must begin work on the template by filling out the design, pricing and other pertinent information to create a template for the entire business they want to emulate. The next step is to decide if they want to use a proven template or create one of their own.
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One of the easiest ways to get started is to start searching the available templates for Excel. In my opinion, there are three types of templates to choose from; free templates paid templates and trial versions. If you are new to Excel, you might want to start with the free versions. However, if you already have an established Excel organization and have followed the steps above, then it may be a good idea to pay for the template.
The free versions can be downloaded online, printed and then marked up to show your customers that you have done it yourself using the free template. That way, you are allowing the potential customer to see what you came up with when all you have done is to modify the existing template.
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The next step is to mark up the template so that you can get a feel for how it would look. Then, you need to determine whether the template is going to be used in combination with existing processes.
If the template is going to replace the sales process, you will need to check that the changes will be made on time. If you are going to have the customer make a purchase, make sure you also have the template to show the new process as well.
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If the template is going to be used in conjunction with the sales process, you will need to choose between the sales process and the template. If you choose the template, you will want to check that you have everything you need to be included in the template.
This is a complete system for how to get started, not just putting up the templates. Make sure you think about it before putting up the first Excel Erp template.
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