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Entrepreneurship

I Built The Best Google Sheets CRM, Email Marketing & Task Tracker Toolkit [Video]

I Built The Best Google Sheets CRM, Email Marketing & Task Tracker Toolkit

✅ Get started with our Sheetify CRM here ➜
https://www.sheetifycrm.com/products/sheetify-google-sheets-crm-template
(Discount code SHEETIFY40 for 40% off – Limited to the launch period)

I would love the support over at our Product hunt launch! ➜
https://www.producthunt.com/posts/sheetify-crm

In this Google Sheets CRM tutorial, I share how to set up and use my Sheetify CRM (Google Sheets CRM template), which we developed for small and micro businesses.

The great thing about this Google Sheets CRM is that it integrates Google Sheets seamlessly with your favorite Google Apps. No Subscriptions, No Fees, No Monthly Plan… Lifetime Value with only one payment.

Shifting back to a Spreadsheet that many small business owners know and love.

The Sheetify Google Sheets CRM template allows business owners to get the most out of Google Sheets and many of Google’s integrated apps.

This results in a simple yet functional CRM that is customer, sales, email marketing, and task-oriented.

This Functional CRM is for all Google Users (works with both the free and paid Google Workspace accounts).

► What features does the Sheetify CRM offer?

– Contact & Lead Manager.
– Client Tracker.
– Built-in Email Marketing with Gmail.
– Invoice Tracker.
– Customer Lifetime Value Tracker.
– Sales Pipeline tools.
– Sales Task App Integration.
– Client Task App Integration.
– Capture New Leads with Google Forms.
– Performance dashboard and reporting.

► Looking for a simple, understandable and actionable road map for setting up your small business online? Start here and get our all-in-one small business playbook 📚:

👉 https://godigitalnow.store/products/go-digital-now-the-ultimate-small-business-playbook-ebook

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

0:00 Intro
01:02 Getting started – Sheetify CRM
01:32 What is it? (Sheetify CRM)
01:59 Make a copy
02:36 Setup Sheetify CRM
03:11 Sheetify CRM settings
06:02 How to use Sheetify CRM
06:23 Lifetime value
07:06 Sales pipeline
08:02 Sales calendar
09:05 Client tasks and calendar
09:33 Email marketing templates
09:50 Dashboard and reporting
10:35 Managing contacts & leads
13:39 Google task app (sales tasks)
15:59 Google task app (client tasks)
18:41 Email marketing feature
22:33 Create lead capture form
24:42 Reporting
25:45 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 Google Sheets 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!

#sheetifycrm #emailmarketing #crm

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Categories
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12 Automation Tools Every Small Business Owner Should Use [Video]

On this video, I share 12 Automation Tools that will help you (or your employees) get your time back. In fact, I helped save one of my clients over 30 hours per week and improved revenue in the process by using these tools alone!Schedule your free roadmap call here: https://meetings.hubspot.com/mjentrepreneur1987Here are the 12 Automation Tools List (not affiliate links)1. MailChimp: https://mailchimp.com/2. Active Campaign: https://www.activecampaign.com/3. Buffer: https://buffer.com/4. Close.com: https://close.com5. Stripe: https://stripe.com/6. Chatbot: https://www.chatbot.com/7. BambooHR: https://www.bamboohr.com/8. Paychex: https://www.paychex.com/9. Quickbooks: https://quickbooks.intuit.com/10. Asana: https://asana.com/11. Google Forms: https://www.google.com/forms/about/12. Zapier: https://zapier.com/If you enjoyed this video, make sure to like and subscribe. More videos uploading soon!

Categories
Entrepreneurship

How To Start A Business From Scratch - #RealTALK​ with Business Accelerator Graduate Fahim Khan [Video]

Watch the full episode with Fahim Khan for FREE only at: https://londonreal.tv/▶️ Latest Episode: https://londonreal.tv/episodes🎓 London Real Academy: https://londonreal.tv/academy🎁 Free Masterclass: http://londonreal.tv/masterclass-yt🎟 London Real Summit Tickets: https://londonreal.tv/summit#LondonReal #FahimKhan #Topic

Categories
Entrepreneurship

Zoho CRM Dashboard & Reports Overview [Video]

Zoho CRM Tutorial Video #43 Today, we'll be discussing the Zoho CRM dashboard and reports overview.You could use the Reports module in Zoho CRM for tracking your company activity. There’s a list of system default reports available in this module, but you could also create custom reports. This is an example of the report pipeline by stages; you could see all deals pipeline groups by the stage, every account, every deal, closing date, probability, and total sum of amount. It is also possible to create a chart for some reports. When you build your report, you could select multiple modules; you could select a parent module, then additional child module, and even more. For example, you could see a report for all accounts with all invoices and all meetings inclusive or exclusive. An additional module in Zoho CRM is the analytics module. Here you could also check the system default dashboards, but also create your custom dashboard with different components. This is an example of lead conversion to the deal. So you could build a component where you could see the total number of leads, total number of leads converted into clients, number of deals created, deals won, and total conversion rate. It is also possible to create different kinds of analytics here. Charts, lists, and some other. That's it for today's Zoho CRM setup guide.______ BONUS !!! Open a free Zoho One trial account and get a free demo from Zoho.Follow this link to open Zoho One Free Trial: https://rebrand.ly/8lq6o6h______ BONUS !!! Upgrade your free Zoho account to paid within 25 days and get a free consultation from our expert. Book your consult: https://rebrand.ly/bth0yk9______OUR SERVICESFully utilizing ZOHO’s potential requires specific expertise. Our team can quickly handle any implementation – from the simplest to the most complex – from speedy CRM configuration to integration with your ERP system and data migration, to effective training and user adoption.Quick Start CRMA functioning Zoho CRM up and running in just two weeks.Full Business PlatformAll Zoho applications and modules, 3rd party software tools integrations, data migrationsManaged ServicesOngoing support – multi-month SLA agreements or bank of hoursRequest more info at knowhow@customerization.ca training and user adoption.______ Important linksTag Customerization as your Zoho Partner: https://rebrand.ly/283zhcb______ Connect with us on Social Media: LinkedIn: https://www.linkedin.com/company/cust...Personal LinkedIn: https://www.linkedin.com/in/kiratcher...______ CONTACT USWebsite: https://customerization.ca/Email: knowhow@customerization.ca See you soon!