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...
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,...
revenueoperationsHubSpotspreedsheetBusiness ConsultingData AnalysisDatabase AdministrationGoogle SheetsMicrosoft Excel
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,...
A Practical Transition Blueprint for Growing SaaS Teams (10–50People)From Spreadsheet Chaos to Structured Revenue Operations
