If you’ve been around long enough to see a few CRM projects come and go, then you have probably noticed a pattern. Technology changes, the logos change, and the dashboards look shinier every few years ...
Create a CRM using Excel with dropdown customer selection and FILTER plus XLOOKUP, saving time while keeping leads and deals ...
Nutshell reports small businesses can successfully implement CRM systems with a user-friendly approach, strategic planning, and training, boosting growth.