Define Your CRM Objectives Identify Your Goals Alright, so before you dive into the nitty-gritty, let’s chat about why you want to create a CRM in the first place. What’s your end game? Are you looking to track leads, manage customer relationships, or streamline communication? Understanding your objectives is key. It’ll shape how your 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
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