CRM-Ready Multi-Tab Customer Data Workbook

Description

We are looking for a skilled freelancer with expertise in CRM systems, data organization, and Excel to design a professional, multi-tab dataset for purchased customer data . This project is critical for helping us and our client manage and understand the data they currently control, identify gaps, and prepare for CRM integration. ( Zoho)
The project involves creating multiple tabs, each tailored to a specific business area or product type, while ensuring clarity, usability, and alignment with CRM best practices. Scope of Work:Multi-Tab Data Set for Purchased Customer Data:
Create individual tabs for the following categories:Touring CaravansMotorhomesCampervansStatic CaravansCaravan StorageLove PlantsLove CoffeeEach tab should include a tailored dataset reflecting customer data specific to that category. See attached touring purchased data example.