Categories
Entrepreneurship

Build Your Own No-Code CRM with Google Sheets and Softr (Beginners Guide) [Video]

Build Your Own No-Code CRM with Google Sheets and Softr (Beginners Guide)

In this DIY CRM tutorial for beginners, I walk you through how to build your own custom and no-code CRM using Softr and Google Sheets.

Softr is a powerful, no-code internal app and client portal platform that allows SME to build their own custom apps in minutes!

Simply connect a database and start building your intuitive tools.

This no-code app platform eliminates the need to use several standalone apps! Build all your business’s required apps with Softr.

✅ Get started with the Softr for free ➜
https://www.softr.io/templates/sales-crm/?utm_source=stewart_gauld&utm_medium=influencer&utm_campaign=stewart_sales_crm_june_2024

Use code STEWART1MONTH at the checkout and get 1 month of Softr’s Professional plan for FREE!

Thank you Softr for sponsoring this video and supporting our educational-based channel for people to enjoy our content for free!

► What do I like about Softr?

– Build unlimited no-code tools and apps.
– Visual app builder.
– No-code or experience is required.
– Connect your database in a few clicks.
– Professional internal tool templates.
– Extensive permission levels.

► Today we navigate through the below chapters for this Softr and Google Sheets CRM tutorial for beginners:

0:00 Intro
00:47 Getting started with Softr
00:58 What is Softr and how does it work?
02:29 No-code app templates
03:40 Connect Google Sheets
04:30 What is a CRM?
04:51 Customize your home page
07:25 CRM theme styles
07:40 Manage users and user groups
08:33 Google Sheets CRM database (template)
09:40 App settings
10:41 Customize CRM deals page
11:37 Customize CRM sales stages in Google Sheets
12:21 Mapping Google Sheets values (sales stages)
13:30 Add new fields
14:43 Add actions (buttons)
15:42 Block styles and visibility
16:27 Adding new blocks
17:51 Preview feature
19:52 Customising other CRM pages
20:08 Adding filters
21:08 Add new pages (form example)
23:36 Publish CRM
23:51 My final thoughts
24:52 Outro

► Are you interested in joining our small business community?
Join us to receive actionable tips, tutorials and tools to grow your small business online (Subscribe to our email list) or join our exclusive community here: https://mailchi.mp/71ac3fcdbfdf/stewart-gauld

Let me know if you found this no-code CRM tutorial helpful. Also, if you require any help or support, make sure to get in touch with us today.

Thanks for watching and enjoy!

#softr #crm

Watch/Read More
Categories
Entrepreneurship

#609 Lessons in Ueber-Branding with Branding Specialists, JP Kuehlwein & Wolfgang Schaefer (2021) [Video]

In this episode we’re joined by Branding Specialists, JP Kuehlwein & Wolfgang Schaefer. JP and Wolfgang have been working together for over a decade, finding mutual fascination in what it takes to become an ueber brand. Their research and consulting work has also culminated in the release of two books on the topic, ‘Rethinking Prestige: Secrets of the Ueber-Brands’ (2015) and ‘Brand Elevation: Lessons in Ueber Branding’ (2020).In this episode we discuss:How JP and Wolfgang found their shared fascination in the study of ueber brands.What triggered the creation of their latest book, ‘Brand Elevation: Lessons in Ueber Branding’.JP and Wolfgang’s definition of what makes an ueber brand.Why can some ueber brands afford to spend less on advertising?The difference between a profitable brand and an ueber brand.Are luxury brands different to ueber brands?What can cause the death of an ueber brand?Referenced in this episode:JP and Wolfgang’s first book, ‘Rethinking Prestige: Secrets of the Ueber-Brands’: https://amzn.to/3yFLVg3JP and Wolfgang’s latest book, ‘Brand Elevation: Lessons in Ueber Branding’: https://amzn.to/2VaEFKrhttps://www.kingarthurbaking.com/https://www.patagonia.com/home/https://uk.louisvuitton.com/eng-gb/homepagehttps://www.freitag.ch/enCONNECT WITH JP Kuehlwein & Wolfgang Schaefer:https://ueberbrands.com/authors@ueberbrands.comjp@ueberbrands.comhttps://zwoelfconsulting.com/CONNECT WITH SCOTT:scott.colenutt@sitevisibility.comhttps://www.linkedin.com/in/scottcolenuttFor guest enquiries or to talk to us about anything podcast related, email us at podcast@sitevisibility.com

Categories
Entrepreneurship

Understanding Your 'Why': The Motivation Behind Starting A Business [Video]

When you start a project, do you stop to think about the reason?Your "why" should drive your motivation and keep you focused on your goals during difficult times. Knowing your "why" can help you create a clear vision for your business and make strategic decisions that align with your purpose.Learn more at: https://christianespinosa.com/books/the-smartest-person-in-the-room/#CyberSecurity #TSPITR #SelfHelpBook

Categories
Entrepreneurship

Branding and Marketing: What's The Difference? With Vince Warnock [Video]

Welcome back to the Leadership Stack Podcast! Today we have Mr. Vince Warnock, a marketer, speaker, and author of the book “Chasing the Insights.” For our premiere episode with Mr. Warnock, he will be answering a few questions from Mr. CEO at 22, Sean Si, about digital marketing. How essential marketing is for businesses? What are the differences between branding and marketing? And how do marketing and branding work together in making your business successful? Hop into this valuable episode of the Leadership Stack Podcast!Vince Warnock on Social Media:LinkedIn: https://www.linkedin.com/in/vdub01Website: https://vincewarnock.com/Book: https://chasingtheinsights.com/___Part 1 - Branding and Marketing: What's The Difference? https://youtu.be/v2ZoCtZVlUcPart 2 - Should You Really Go for Paid Ads? https://youtu.be/ERD6ZIp3I94Part 3 - Is Word of Mouth Marketing More Effective? https://youtu.be/xpzzPhc0VGA___To learn more about entrepreneurship, leadership & management, you can follow us on:Facebook: https://www.facebook.com/leadershipstack/TikTok: https://www.tiktok.com/@leadershipstack?lang=enListen on Spotify: https://leadershipstack.com/spotifyJoin our community and ask questions here: https://from.sean.si/discordleadme.ph/facebookSean Si on Social Media:LinkedIn: https://www.linkedin.com/in/seansiFacebook: https://www.facebook.com/seansi.speaks/Websites:SEO Hacker: https://seo-hacker.comSEO Services: https://seohacker.services/Sean Si: https://sean.si/Check out Sean's new project: Aquascape Philippines: https://aquascape.phEnroll now in Sean Si’s Masterclass:https://sean.si/masterclass/Support Sean Si’s work by becoming a patron:https://www.patreon.com/seansiWhere Sean Si invests and make his money work for him:https://leadme.ph/growinvest