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
Understanding the Sheets View What is Sheets View? So, first things first, let’s talk about what Sheets View actually is in Zoho CRM. Picture it as a giant spreadsheet where all your customer data is organized. It makes tracking leads and managing your pipeline super straightforward. If you’re coming from software that doesn’t have this
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
Understanding Your Needs Identify the Purpose of Your CRM Before diving headfirst into building your CRM, it’s super important to take a step back and clearly identify what you actually need it for. Are you looking to track sales, manage leads, or something else entirely? Having a clear picture right off the bat helps save
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