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How to move from
spreadsheets to a CRM

Feel overwhelmed by countless tables and spreadsheets? Want to be able to measure your business profitability, forecast revenue, and track how the team is performing? If your answer’s yes to either question, it’s time to make a switch!

Learn everything you need to know about moving from spreadsheets in Excel or Google Sheets to a dedicated CRM system at the masterclass.

Speaker

speakers photo
Alex Kasianenko

Alex Kasianenko Account Executive

Alex Kasianenko

About speaker

  • Account Executive at NetHunt CRM since 2023

  • Can help you build the automated workflow of your dreams

  • Architecture geek with a passion for the most disliked style (Modernism)

What we’ll be covering:

Limitations of spreadsheets

Limitations of spreadsheets

We’ll discuss what slows down your growth — inconsistency in database and sales processes, lots of manual work, lack of team collaboration, and more.

A step-by-step guide on moving to a CRM system

A step-by-step guide on moving to a CRM system

We’ll explain how to export info from spreadsheets and prepare your customer data (companies, deals, and contacts) for importing it to a CRM.

How to align sales and marketing

How to align sales and marketing

We’ll explore how a CRM can help you sync teams by assisting them in tracking the customer journey, identifying the most effective lead channels, and uncovering bottlenecks.

Advanced CRM features to reduce daily routine by up to 30%

Advanced CRM features to reduce daily routine by up to 30%

We’ll touch on sales automation (lead capture, distribution, and nurturing) and cover essential pipeline views and reports.

After the masterclass,
you’ll be able to:

01

Understand how a CRM in spreadsheets slows down your business growth.

02

Export customer data from Excel or Google Sheets and prepare it for import.

03

Improve your sales and marketing processes with the help of a CRM.

04

Use automation to delegate routine tasks to your CRM system.

Who’s this webinar for?

Business owners

Business owners

Discover how a CRM system can help you streamline operations, improve customer relations, and provide valuable insights to drive business growth.

CEOs

CEOs

A dedicated CRM offers a strategic overview of business performance. It can help you align company goals with actionable data and optimize decision-making.

Sales execs

Sales execs

Enhance sales efficiency, track leads more efficiently, and facilitate better pipeline management to close more deals. All with the help of a CRM system.

Marketers

Marketers

Sync your efforts with the sales team and improve lead generation. With proper customer interaction tracking, you can improve your marketing strategies and boost ROI.

It’s time to make a move from spreadsheets to a CRM

Tune in and learn how to switch from Excel or Google Sheets to a dedicated CRM system.

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Thank you!

We'll be in touch soon to schedule a time.
Looking forward to helping you explore NetHunt CRM!