Own CRM system for 3 hours in Google tables
In this post, I want to share my experience on how to create a CRM system using Google’s help that completely covers the needs of a small or medium-sized IT development studio.
I immediately abandoned all semi-ready solutions, such as amoCRM (convenient, but it's too early for us), ShugarCRM (curved and slow, causes neurosis), etc., because I like the software to adapt to my business, and not the business processes to adapt under software (and at first you need something simpler with a low implementation cost). So - only Google-doc, only hardcore!
The creation of this system took about 3 hours - no more. Let's tell you how it works:
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1. On the sheet “Activities” we have baseline data - we indicate all contacts on which project, when, what was discussed and how the status of the project changed. (Projects, of course, are selected from the drop-down list — you can do it by right-clicking on a cell -> data check, and in the “Rules” column indicate the column with the list of projects that we have on the “Leads” page)
2. Lida - This is a summary list with all projects and status on them. Having looked at it, it is immediately clear in what state the company's sales are (the dates of the last contacts are highlighted depending on the freshness. The longer the contact has not been pinged, the whiter it is) This is done by the “Conditional Formatting” in the “Gradient” tab). The most convenient is that information about the last contact is drawn up to each project and it is always visible what the last contact was completed with and what to expect next.
3. And, of course, planning: contact list sheet. Everything is simple - we write the project, the date of the future contact and the topic. The status indicates whether the contact has occurred or not yet, or the scheduled contact has been canceled.
On the “Calls for today” sheet, the more interesting are in terms of formulas — on the one hand, all future contacts are selected (and those that are highlighted today: in conditional formatting, we set the condition to = today ()) and in the second column we highlight red ones that are overdue. The formula shows that as soon as the status on the page with scheduled contacts changes to “Held” or “Canceled”, they will leave the list of missed ones.
Thus, in order to always be aware of what is happening and to see the picture for all projects, it is enough for me to simply write down the results of all my contacts, fill out a plan of contacts and mark when they occurred.
I will tell you that after the start of accounting, the vision of the business changes drastically, as does the approach to sales. Contacts with the leaders become periodic and systemic (and not only during the panic attacks on the topic "We will soon break up! 111 !!!!").
The template file itself can be downloaded here .
All successful conduct of domestic sales!
I immediately abandoned all semi-ready solutions, such as amoCRM (convenient, but it's too early for us), ShugarCRM (curved and slow, causes neurosis), etc., because I like the software to adapt to my business, and not the business processes to adapt under software (and at first you need something simpler with a low implementation cost). So - only Google-doc, only hardcore!
The creation of this system took about 3 hours - no more. Let's tell you how it works:
')
1. On the sheet “Activities” we have baseline data - we indicate all contacts on which project, when, what was discussed and how the status of the project changed. (Projects, of course, are selected from the drop-down list — you can do it by right-clicking on a cell -> data check, and in the “Rules” column indicate the column with the list of projects that we have on the “Leads” page)
2. Lida - This is a summary list with all projects and status on them. Having looked at it, it is immediately clear in what state the company's sales are (the dates of the last contacts are highlighted depending on the freshness. The longer the contact has not been pinged, the whiter it is) This is done by the “Conditional Formatting” in the “Gradient” tab). The most convenient is that information about the last contact is drawn up to each project and it is always visible what the last contact was completed with and what to expect next.
3. And, of course, planning: contact list sheet. Everything is simple - we write the project, the date of the future contact and the topic. The status indicates whether the contact has occurred or not yet, or the scheduled contact has been canceled.
On the “Calls for today” sheet, the more interesting are in terms of formulas — on the one hand, all future contacts are selected (and those that are highlighted today: in conditional formatting, we set the condition to = today ()) and in the second column we highlight red ones that are overdue. The formula shows that as soon as the status on the page with scheduled contacts changes to “Held” or “Canceled”, they will leave the list of missed ones.
Thus, in order to always be aware of what is happening and to see the picture for all projects, it is enough for me to simply write down the results of all my contacts, fill out a plan of contacts and mark when they occurred.
I will tell you that after the start of accounting, the vision of the business changes drastically, as does the approach to sales. Contacts with the leaders become periodic and systemic (and not only during the panic attacks on the topic "We will soon break up! 111 !!!!").
The template file itself can be downloaded here .
All successful conduct of domestic sales!
Source: https://habr.com/ru/post/330870/
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