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7 tips for using Excel as a simple CRM for small businesses
Juggling customer details, remembering follow-ups, and keeping track of every interaction can be overwhelming for small ...
One of the best ways for a business to keep track of communications with customers and potential customers is by using a Customer Relationship Manager (CRM) program. This type of software, available ...
I’m starting a series on dashboards because I think creating sexy dashboards is a critical skill every marketer needs to know. It’s going to be a long series — but by the time we’re finished, you’ll ...
Drop-down lists are very helpful tools in Microsoft Excel, especially for creating forms or providing guidelines for other users. There are many different ways to create a drop-down list, and ...
Whether you are preparing a proposal for a new client or presenting your annual sales forecast, pie charts provide an instant visualization of complex numbers. Microsoft Excel includes a range of ...
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