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How to use Google Sheets as a CRM: 5 easy steps to sales success

Close.io

A customer relationship management system (CRM) is a way for you to store important prospect and customer-related contact information and data. Not only that, any good CRM system should leave you with no doubts on where you are and where you’re heading with your sales process. Make sure a Google Sheets CRM is right for you.

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Using a Google Sheets CRM template: the pros and cons

Close.io

Maybe you’ve already started working with a Google Sheets CRM template, like the one we just released last week: SalesTable. But while it’s true that a Google Sheets CRM template can be advantageous for small businesses or entrepreneurs, there are also some serious downsides that you’ll need to consider.

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Google Sheets CRM (Free Template): 5 Easy Steps to Better Customer Relationship Management

Close

Learn how to use a Google Sheets CRM + get our free template! Ready for your first customer relationship management system?

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Announcing the native CRM integrations with Google Meet and Microsoft Teams

Salesmate

Google Meet and Microsoft Teams provide a great video conferencing solution for remote working. Google Meet option will be visible to all the users using Google Calendar sync with Salesmate. Google Meet option will be visible to all the users using Google Calendar sync with Salesmate. No extra installations?.

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7 Must-Have Automated Documents for Sales Success

Companies are increasingly implementing technology to bring efficiency to their workforce. Data accessibility aside, teams continuously struggle with manual processes for document generation. Learn why automating your documents is key to sales success.

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What Is the Best Meeting Scheduler for Your Business?

Nutshell

Table of Contents Features to look for in a meeting scheduler tool 10 best meeting scheduler apps for your business Nutshell Scheduler Calendly Doodle Sidekick Motion Google Calendar SimplyMeet.me This meeting scheduler is available as part of Revenue Booster , an add-on to the core Nutshell customer relationship management (CRM) platform.

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What Is the Best Meeting Scheduler for Your Business?

Nutshell

Table of Contents Features to look for in a meeting scheduler tool 10 best meeting scheduler apps for your business Nutshell Scheduler Calendly Doodle Sidekick Motion Google Calendar SimplyMeet.me This meeting scheduler is available as part of Revenue Booster , an add-on to the core Nutshell customer relationship management (CRM) platform.

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