From Spreadsheets to Sales : Create a Working CRM Inside Excel

Create a CRM using Excel with dropdown customer selection and FILTER plus XLOOKUP, saving time while keeping leads and deals ...
Houston Chronicle

How to Import Contacts From Excel to CRM

One of the best ways for a business to keep track of communications with customers and potential customers is by using a Customer Relationship Manager (CRM) program. This type of software, available ...
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7 tips for using Excel as a simple CRM for small businesses

Juggling customer details, remembering follow-ups, and keeping track of every interaction can be overwhelming for small business owners. While there is no shortage of robust CRM (customer relationship ...
Forbes

CRM Implementation: 10-Step Guide

Editorial Note: We earn a commission from partner links on Forbes Advisor. Commissions do not affect our editors' opinions or evaluations. Customer relationship management (CRM) implementation is a 10 ...