ROLLER <-> Excel 365
IntelliPaaS Integration Pack for ROLLER and Excel 365 ensures your sales team never misses a lucrative school booking. When a school submits an inquiry via your ROLLER form, our platform automatically captures the critical details including the school name, contact person and estimated student count and appends them to a dedicated "Leads" spreadsheet in Excel 365.This creates an organised, shareable sales pipeline that allows your team to track status, assign follow-ups and manage high-volume group requests efficiently from a single view.
From $89/month
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Why Deploy This Use Case
Use Case Highlights
Pipeline Organisation
Transforms scattered email inquiries into a structured, sortable Excel list perfect for sales tracking.
Zero Data Entry
Removes the manual effort of typing prospect details into spreadsheets, allowing sales staff to focus on selling.
Lead Security
Ensures 100% of inquiries are captured and logged, preventing potential high-revenue bookings from being lost in inboxes.
Team Collaboration
Excel 365 allows multiple sales agents to access the leads sheet simultaneously to update status and notes.
Custom Reporting
Enables easy calculation of conversion rates and lead volume analysis using standard Excel formulas.
Quick Setup
Connects ROLLER forms to your specific Excel workbook structure without complex CRM implementations.
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