Understanding the Benefits of Integration Streamlined Processes When I first ventured into using both Zoho CRM and Google tools, I realized that integrating these systems could save me a boatload of time. You know how tedious it can be to switch between applications? Well, with a proper integration, you can create leads directly from your […]
Understanding the Basics of CRM What is CRM Anyway? So, let’s kick things off by breaking down what CRM, or Customer Relationship Management, is all about. In my experience, a good CRM tool helps businesses manage interactions with their current and potential customers. It’s kinda like having a digital best friend who keeps track of
Building a CRM system can seem like a daunting task, especially if you’re just starting out. But let me tell you, using Google Sheets can simplify the entire process! I’ve gone through it myself, and I’m here to share the five major areas that you’ll want to focus on to create an effective CRM. Let’s