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ON-DEMAND

From Spreadsheets to CRM: Beyond Contacts

So you've moved your contacts from spreadsheets to CRM, now what?

The thing is, pretty much everything you're doing in a spreadsheet...

From keeping lists of customers to managing workflows, active sales targets, upcoming action items (and other data)...

All of that stuff can be done in a CRM.

In a much faster (and less painful) way.

If you don't want to spend hours every single week looking at spreadsheets anymore, this webinar's for you.

And no, we're not going to show you how to move a bunch of names and numbers from a spreadsheet to a CRM.

We'll show you more than that.

Watch now to find out a better way to do non-spreadsheet-friendly tasks, like:

  • Logging and tracking your to-dos with Tasks and Activities
  • Viewing and filtering your pipeline data (without wanting to pull your hair out)
  • Managing sales pipelines properly (it’s actually much easier when you’re not using spreadsheets)
  • Easily identifying filterable data points related to your process using custom fields
  • And more!

Ready to leave spreadsheets behind for good? Register here to watch now! 👉👉

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From Spreadsheets to CRM: Beyond Contacts

A continuation of our "spreadsheets to CRM" tutorial, this webinar shows you how to fully adapt your processes & workflows to CRM.

Hosted By:

Perri Gutteridge

Implementation Specialist

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