We predetermined column names in our free template, though you can modify it to add any additional types of information you need to track. Choose these headers carefully because each represents a data point you'll use later to sort, search, and find specific records. These columns will hold the different types of information you want to keep track of for each contact and deal. Once you've set up your CRM spreadsheet, create headers in the first row of your spreadsheet. Name Your Column Headings or Sections Efficiently It also shows the assigned deals for each agent and how much revenue they can potentially bring in. This gives you an idea of where you are in terms of incoming revenue and areas with lost opportunities that need more attention from your team in the coming months. It shows the value of all deal stages-from follow-up and proposal stages to won and lost deals. The sales overview tab is a quick snapshot of your expected sales in a specified time period. Once you've determined what data you want to track, create two separate tabs in your CRM for your Google Sheets workbook, including contacts, deals, and your sales overview. Create Process Tracking Sheets in Different Tabs Then, we'll drill down into the specific data each sheet captures by creating a column for each snippet of information. In our example, we'll track only contacts, deals, and sales status. Since you'll be manually adding most of the data at the onset, you don't want to give yourself more work than necessary. We recommend tracking no more than three separate sales process data sets as you get used to working with Google Sheets as a CRM. It's more challenging to make workflow changes down the road without the advanced data management tools standard CRMs offer. Identifying this information upfront saves time and effort later. You must also determine what data to extract from your deals and contacts.
The first step in setting up your CRM in Google Sheets is to decide what types of customer data you want to track.
Identify Information & Data to Be Processed in the CRM Follow these steps to get started and check out our bonus tips at the end of the article on how to maximize your new Google Sheets CRM. Creating a CRM using Google spreadsheets is simple-especially if you're familiar with using Google Sheets or Microsoft Excel.
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