Understanding the Basics of CRM What Is a CRM? When I first dove into the world of Customer Relationship Management (CRM), I realized that it’s more than just a tool. A CRM is a strategic approach to managing relationships and interactions with potential customers. It helps you keep track of who your customers are, what […]
Hey there! As someone who’s spent years diving into the world of customer relationship management (CRM) systems and databases, I can tell you that building a CRM in Microsoft Access can be a rewarding adventure. Today, I’m going to break this down into five key areas—think of them as the pillars of your new CRM.
Define Your Goals and Objectives Understanding What You Need Before jumping into Google Sheets, I always make it a point to define what I want my CRM to achieve. Are you looking to track sales, manage customer relationships, or streamline communication? Identifying your goals upfront helps shape the features you need. Think about what metrics
Defining Goals and Requirements Understanding Your Business Needs Before I jumped into building a CRM in SharePoint, I thought it was absolutely crucial to understand exactly what I needed. What are the specific requirements my team has? For instance, do they need to track customer interactions, sales leads, or project milestones? This clarity really helps