DIY CRM approach

June 6, 2024

e-Commerce

MIN

Hello future business aficionados!

So, you're venturing into the e-commerce universe, or at least thinking about it, right? Well, let me share a quick gem that's like having a super friend for your business journey – a smart Customer Relationship Management (CRM) system. The cool part? You can create your own for free using tools like Google Sheets or Excel. Let's break it down in a simple chat:

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Why Your Business Needs a Smart Friend (CRM):

Imagine this friend is like a wizard helping you keep all your business conversations neat and tidy, making sure you don't miss any exciting opportunities.

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The Simple Steps to a Business Adventure:

Setting Up Your Magic Sheets: Open Google Sheets or Excel and set up your columns, creating a magical roadmap for your business journey – turning possibilities into happy customers.
Chatting About Your Business Friends: Fill in those rows with details about your business friends. Keep it short and sweet – names, important things to know, and a quick reminder of your last chat. That way, every time you check, it's like meeting them all over again.
Remembering Your Business Adventures: write down what you chatted about last time and what you plan to talk about next time. It's like keeping a treasure chest of memories for your business friendships.

Checking Out Other Cool Tools:

Sure, Google Sheets and Excel are awesome, but for an even smoother ride, check out special tools like Pipedrive, Membrain, and others made for businesses like ours. And if you want to be a business wizard, Forbes Advisors suggests peeking at tools like Zoho CRM, HubSpot, and Insightly to really amp up your business magic.

So, there you have it – a simple guide to add some magic to your e-commerce journey. It's easy, it's powerful, and guess what? It won't cost you a dime. Dive in, make those business conversations sparkle, and watch your e-commerce dreams unfold like a magical story!

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DIY CRM approach

Kalvis Ceizins

Maksim Jermakov