Understanding Your CRM Needs Identifying Key Features When I first started using Excel as a CRM tool, it was crucial for me to identify what I actually needed from a CRM system. CRM stands for Customer Relationship Management, and it’s essential to understand that different businesses have different requirements. For me, it was all about […]
Setting Up Your Excel CRM Spreadsheet Choosing the Right Layout When I first started using Excel as a CRM, I had to figure out the best layout for my needs. I found that a simple table works wonders. It should include columns for names, contact details, and any other relevant information. The key is to
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