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 CRM Systems What is a CRM? So, let’s kick things off by talking about what CRM really means. Customer Relationship Management is like your trusty sidekick for business. It helps you organize and manage your interactions with current and potential customers. Think of it as a smart tool in your toolbox that keeps everything
Planning Your CRM Understanding Your Requirements Before diving headfirst into coding, it’s crucial to sit down and map out what you actually need from your CRM. For me, it was all about keeping track of customer information, sales interactions, and follow-ups. I recommend making a list of features you want, like contact management, sales tracking,
Understanding Your CRM Needs Identifying Your Business Goals Before diving into the nitty-gritty of setting up a CRM with Squarespace, it’s crucial to take a step back and assess what your business really needs. Are you looking to manage customer contacts, track sales leads, or streamline your follow-up processes? Trust me; spending a little time
Defining Your Goals Understanding What You Need Before diving headfirst into creating a Customer Relationship Management (CRM) system, it’s super important to take a step back and figure out your goals. What do you want to achieve? Whether it’s tracking customer interactions, improving sales, or streamlining marketing efforts, having a clear vision can make the