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...
Your spreadsheet works. But does your sales process?
If you're managing leads, clients, and follow-ups in Excel or Google Sheets, here are 3 questions worth asking:
✅ Do you know exactly which leads need attention today?
✅ Is every opportunity assigned to someone responsible for...
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,...
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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,...
A Practical Transition Blueprint for Growing SaaS Teams (10–50People)From Spreadsheet Chaos to Structured Revenue Operations
