Understand Your Needs Identify Key Features Before diving into creating a CRM system, I’d suggest taking a moment to reflect on what you truly need. For me, this meant listing out the essential features I couldn’t live without. Think about things like customer contact info, interaction history, notes on deals, and follow-up reminders. Once you’ve […]
Understanding the Basics of CRM and Google Docs What Is CRM? CRM stands for Customer Relationship Management, and it’s a crucial part of running a business smoothly. Just think about your relationships with your customers—keeping track of interactions, preferences, and feedback is all about building those connections. It’s not just about sales; it’s about creating
Define Your CRM Objectives Understanding Your Needs Before I even think about diving into Google Docs, I like to sit down and jot down what I want my CRM to achieve. Am I looking to track leads? Manage customer interactions? Having a clear understanding of my objectives is crucial and sets the direction for everything