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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 ...
Create a CRM using Excel with dropdown customer selection and FILTER plus XLOOKUP, saving time while keeping leads and deals organized.
MOUNTAIN VIEW, Calif.--(BUSINESS WIRE)--Intuit (Nasdaq: INTU), the global technology platform that makes TurboTax, QuickBooks, Mint, Credit Karma and Mailchimp, today announced Spreadsheet Sync for ...
I recently wrote about five ways spreadsheets kill your business. Spreadsheets are a versatile tool for performing quick, ad hoc data analysis, developing presentation materials, creating small ...
Fifteen years ago, I logged my concerns about the limitations of Excel. Have we overcome these problems? Has the downside of spreadsheets been reduced? A deeper look sees progress in some areas - and ...
The Choctaw Nation Small Business Development department will be hosting intermediate Excel training for small businesses.
Practically every organization has workgroups that depend on spreadsheets to manage a business process. Sharing the spreadsheets via email or SharePoint can be a hassle, especially when multiple ...
Forbes contributors publish independent expert analyses and insights. Rachel Wells is a writer who covers leadership, AI, and upskilling. Spreadsheets...Love them or hate them, they're everywhere and ...
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