I am likely getting WAY ahead of myself but any advice on a CRM to use?
fwiw, I am quite proficient in Excel (have some experience with data analytics, pivot tables, formulas, macros, etc.) so I could likely easily manage a small database of leads by myself just with Excel…and create my own dashboards etc. but anyone using something in particular that they enjoy?
If you have experience using a CRM, how many people are you managing? Are you in tech/coding/know Excel well? I'll regard your opinion with more weight, so those who feel they can talk on the topic please share!
Having a decent background in Excel and databases I prefer a true CRM. Mainly because I can associate task to contacts easily. It was getting difficult to manage the process via spreadsheets.
It's super useful to find a crm that will obviously automatically bring your new leads in from your marketing campaigns. A proper pipeline is a must as is the ability to put leads into a followup drip sequence.
A lot of guys like yourself that know Excel well like to build their own space and constantly tweak it. I'd suggest finding a solution that works and stick to it.