Eszter Bertok
CRM Readiness & Excel-to-CRM Workflow Specialist
Can you open your sales spreadsheet today and immediately see who needs follow-up next?
If not, the problem may not be the lack of a CRM yet.
Before moving data into a CRM, I usually look at a few basic things first: inconsistent statuses, missing owners, duplicate records, unclear next actions and incomplete contact data.
Cleaning these issues before migration makes the CRM setup much easier and prevents the same problems from simply moving into a new system.
I’ve built a small CRM Readiness Check specifically for spreadsheet-based sales workflows.
$49 | 2 business days
Details are available on my Contra profile 👇👇
https://contra.com/s/cROq76PN-spreadsheet-crm-readiness-check
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Can you open your sales spreadsheet today and immediately see who needs follow-up next?
If not, the problem may not be the lack of a CRM yet.
Before moving data into a CRM, I usually look at a few basic things first: inconsistent statuses, missing owners, duplicate records, unclear next actions and incomplete contact data.
Cleaning these issues before migration makes the CRM setup much easier — and prevents the same problems from simply moving into a new system.
I’ve built a small CRM Readiness Check specifically for spreadsheet-based sales workflows.
$49 | 2 business days
Details are available on my Contra profile.
#CRM #SalesOperations #DataQuality #SalesProcess #HubSpot
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CRM Readiness Audit for a Spreadsheet-Based Sales Workflow
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Thinking about moving from Excel or Google Sheets to a CRM? Don’t migrate the problems with the data.
Before choosing or configuring a CRM, I usually check five things:
• Does every active lead have a clear owner?
• Is there always a defined next action?
• Are follow-up dates consistently tracked?
• Are lead statuses clear and used consistently?
• Could another team member understand the spreadsheet without asking for help?
If several answers are “no”, the problem may not be the CRM yet — it may be the workflow behind it.
A CRM works much better when the sales process is clear before migration starts. I created a free CRM Readiness Self-Check for small teams that want to identify these gaps before investing more time or money in a CRM.
If you’re currently working from spreadsheets and considering a CRM, comment “CHECK” or send me a message and I’ll send it to you.
#CRM #CRMReadiness #SalesOperations #RevOps #WorkflowOptimization #GoogleSheets #Excel #BusinessProcess
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