1. Setting Up Your G Suite for CRM Functions Understanding G Suite Tools When I first decided to use G Suite as a CRM, I realized it’s not just about setting up Gmail. It’s a whole suite of tools that can enhance your customer relationship management. You have Google Sheets, Drive, Calendar, and even Google […]
As a marketing professional, I’ve often found myself needing a simple, effective way to manage customer relationships without breaking the bank. That’s where Microsoft Excel comes in. It might not be the first tool that pops into mind when thinking of a CRM (Customer Relationship Management), but trust me, with a bit of creativity and
1. Setting Up Your Trello Board Choosing Your Board Structure When I first started using Trello as a CRM, the setup was somewhat daunting. The beauty of Trello is in its flexibility. I found it helpful to think about how I wanted to segment my contacts. For me, it made sense to create lists for
Organizing Contacts Effectively Creating Contact Groups One of the first things I did when I decided to use Outlook as my CRM was to create contact groups. This feature is super handy; it allows me to categorize my contacts based on various criteria like leads, clients, partners, etc. Whenever I want to send out newsletters