I Built the BEST Sales CRM Using Google Sheets (2023)

Introduction

In this tutorial, we will guide you through building a sales CRM using Google Sheets. This free lead tracker is designed to help you effectively manage your sales outreach efforts and track the results of your sales calls. Whether you're an individual salesperson or part of a larger team, this tool can enhance your productivity and help achieve your sales goals.

Step 1: Setting Up Your Google Sheet

• Open Google Sheets and create a new spreadsheet.
• Name the spreadsheet something relevant like "Sales CRM".
• Set up the following columns to organize your data:
  • Lead Name: Name of the potential client.
  • Contact Information: Email and phone number.
  • Status: Current status of the lead (e.g., Contacted, Follow-Up, Closed).
  • Follow-Up Date: Date when you need to follow up with the lead.
  • Notes: Any additional information or comments about the lead.

Step 2: Customizing Your CRM

• Format the columns for better readability:
  • Adjust column widths to fit the content.
  • Use colors to differentiate between lead statuses (e.g., green for Closed, yellow for Follow-Up).
• Consider adding drop-down lists for the "Status" column:
  • Select the column, go to Data > Data Validation, and choose List of items.
  • Enter your status options (e.g., Contacted, Follow-Up, Closed) separated by commas.

Step 3: Tracking Your Outreach Efforts

• As you reach out to leads, fill in the Contact Information and update the Status accordingly.
• Set reminders on your calendar to follow up on the dates entered in the Follow-Up Date column.
• Use the Notes section to log important interactions or updates related to each lead.

Step 4: Analyzing Your Results

• Review your CRM regularly to analyze your outreach effectiveness:
  • Check how many leads are in each status.
  • Identify trends in your follow-up dates and success rates.
• Use this information to adjust your sales strategies and improve your overall performance.

Step 5: Automating with Google Sheets Functions

• Use built-in functions to automate calculations:
  • For example, to count leads in a specific status, use:

    =COUNTIF(C:C, "Contacted")
    

• This function would provide you with the number of leads that are currently in the "Contacted" status.

Conclusion

By following these steps, you can create a practical sales CRM using Google Sheets that will help you manage your leads effectively. Regularly updating and analyzing your data will lead to better insights and improved sales outcomes. Start using this free lead tracker today to enhance your sales process and reach your goals more efficiently.