Create a CRM software in Google Sheets
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
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
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:
Get started with Google Account and create a structure
Build a contact list, leads and opportunities
Build a lead qualification and sales process, set up the sales team
Use data validation to incorporate process stages and owners
Track touchbase dates with conditional formatting
Use filters to change the view
Add estimate of probability of closing and weighted value
Add target and rewards system
Build the structure and basic counters of the Sales Dashboard
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
Reviews
TOP REVIEWS FROM CREATE A CRM SOFTWARE IN GOOGLE SHEETS
Even though we are using the same goal with different tools, this gives me a more easy way to conduct my recent work. Thank you so much and it's helpful.
Frequently asked questions
Frequently Asked Questions
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