Define Your Requirements Understand Your Business Needs Alright, first things first. Before diving into development, take a beat to really understand what your business needs from a CRM. No one wants to build something that doesn’t actually do the job! Spend some time talking to your sales, marketing, and support teams. What are their day-to-day […]
Define Your CRM Needs Identify Core Features Before diving into Google Sheets, it’s super important to take a step back and think about what you really need from a CRM. Trust me, starting with a clear vision saves you tons of headaches later. For me, I first laid out what features I absolutely couldn’t live
Understanding the Basics of CRM What Is a CRM? Before diving into how to create a CRM in Excel, let’s chat about what a CRM actually is. A Customer Relationship Management system helps businesses manage their interactions with current and potential customers. It’s like having a digital notebook where you can jot down every little