![is google sheets free for business is google sheets free for business](https://i.ytimg.com/vi/76u9DJecWX0/maxresdefault.jpg)
Deal description: In addition to the name, include a brief description of the deal so you and your team can reference the scope of the sales opportunity.Use names that you’ll be able to quickly find and associate with specific sales opportunities. Deal name: This is what you call the deal (for example, “Adcom Group Spring 2021 Project”).
![is google sheets free for business is google sheets free for business](https://www.spreadsheetclass.com/wp-content/uploads/2019/10/Google-Sheets-expense-and-budget-tracker-template.jpg)
This tracks your deals and tells you important details about each one at a glance. Owner: Use this field to indicate whoever in your team is responsible for reaching out to a specific contact.Notes: Make notes here about conversations or other communications you have with the contact, as well as any action steps needed.
#IS GOOGLE SHEETS FREE FOR BUSINESS UPDATE#
Use this field to update the date each time you email or speak with them.
![is google sheets free for business is google sheets free for business](https://businessmodelanalyst.com/wp-content/uploads/2020/05/Business-Model-Canvas-Google-Slides-MacBook-Design-Mockup.jpg)
Once you’ve set up your CRM spreadsheet file, create headers in the first row of your spreadsheet. This gives you an idea of where you are in terms of incoming revenue and areas with lost opportunities that need more attention from your team in the coming months. It shows the value of all deal stages-from interest and proposal stages to won and lost deals. The sales overview tab is a quick snapshot of your expected sales in a specified time period. This is where you can indicate whether a deal is at the interest stage, proposal stage, or whether it has been won or lost, so that it can auto-calculate your revenue in the sales overview tab. Under this sheet, include the deal name, company, deal value, deal status, and likelihood to close. Without the benefit of a formalized CRM visual pipeline to view information at a glance, your best bet is to create a second sheet in your Sheets workbook dedicated to deals. These are the sales opportunities you’re trying to close, so carefully track their progress through each deal stage. Predetermine contact types in your spreadsheet so users can simply choose from the drop-down menu when adding a new contact. Once you’ve determined what data you want to track, create three separate tabs in the Google CRM workbook, including contacts, deals, and your sales overview. Create Process Tracking Sheets in Different Tabs Then, we’ll drill down into the specific data each sheet captures by creating a column for each snippet of information. In our example, we’ll track only contacts, deals, and sales status. Since you’ll be manually adding most of the data at the onset, you don’t want to give yourself more work than necessary. We recommend tracking no more than three separate sales process data sets as you get used to working with Google Sheets as CRM. It’s more difficult to make workflow changes down the road without the advanced data management tools standard CRMs offer. Identifying this information upfront saves time and effort later. You also need to decide on what information you should extract from your deals and contacts. The first step in setting up your CRM in Google Sheets is to decide what types of customer data you want to track. Identify Information & Data to Be Processed in the CRM
#IS GOOGLE SHEETS FREE FOR BUSINESS HOW TO#
Follow these five steps to get started, and check out our bonus tips at the end of this article on how to maximize your new Google Sheets CRM.ġ. A snapshot of the contacts tab where all important information for all your contacts and leads must be stored.ĭownload Your Free CRM Spreadsheet Setting Up Your Google Sheets CRMĬreating a CRM using Google spreadsheets is simple-especially if you’re familiar with using Google Sheets or Microsoft Excel.