Understanding the Basics of CRM What is CRM? Customer Relationship Management (CRM) systems help businesses manage their interactions with customers or potential customers. It’s all about improving business relationships, which ultimately drives sales growth. Think of it as a structured approach to keeping track of who your customers are and what they need. Using Excel […]
Define Your Objectives and Requirements Understand Your Needs When I first thought about creating a CRM in Excel, it became clear that I needed to sit down and really understand what I wanted out of it. Were we focusing on managing customer relationships, tracking sales, or perhaps both? Knowing what I wanted helped set the
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