Create a CRM software in Google Sheets

12 ratings
Offered By
Coursera Project Network
In this Guided Project, you will:

Understand lead qualification, sales and CRM fundamental business principles

Use Google Sheets functions and formulas to build a CRM software

Use Google Sheets features to compute the data and visualize it

Clock2 hours
CloudNo download needed
VideoSplit-screen video
Comment DotsEnglish
LaptopDesktop only

In this 1 hour and a half long project-based course, you will learn how to build a CRM Software with Google Sheets, business principles of CRM, Lead Qualification and Sales, and use Google Sheets functions, formulas and features to build a basic yet functional Customer Relationship Management software. Note: This course works best for learners who are based in the North America region. We’re currently working on providing the same experience in other regions.

Skills you will develop

CRMGoogle SheetsSoftwareBusinessSales

Learn step-by-step

In a video that plays in a split-screen with your work area, your instructor will walk you through these steps:

  1. Get started with Google Account and create a structure

  2. Build a contact list, leads and opportunities

  3. Build a lead qualification and sales process, set up the sales team

  4. Use data validation to incorporate process stages and owners

  5. Track touchbase dates with conditional formatting

  6. Use filters to change the view

  7. Add estimate of probability of closing and weighted value

  8. Add target and rewards system

  9. Build the structure and basic counters of the Sales Dashboard

  10. Build Dashboard advanced counters, charts and graphs

How Guided Projects work

Your workspace is a cloud desktop right in your browser, no download required

In a split-screen video, your instructor guides you step-by-step



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Frequently Asked Questions

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