A bit of background: I’ve worked with companies to help them build sales processes from scratch and many don’t need a fancy CRM.
Google Sheets/Excel is a great starting point for business owners, start-ups, and small sales teams as long as it’s updated properly.
However, it becomes slightly annoying to track interactions, seeing recently I’d been in touch with a prospect or client, and also how those interactions were left.
I stumbled across some code that was written to sync Google Sheets with Gmail and I’ve set it up for you to simply copy & paste your prospects into, and connect your Gmail account.
I created a simple page with instructions to get started and access to the Google Sheet. Takes roughly one minute.
Let me know if you enjoy it or have any issues.