Excel templates that will transform how you run your business For an effective CRM system, you need to have a well-organized ...

A CRM is invaluable at logging the details of ... Of course, all of this could be tracked in an excel spreadsheet, but this level of detail in this type of document would get busy quickly and ...

Many CRM programs make it easy to import data from a variety of formats, including Excel files. The key to importing contacts from Excel into a CRM is to provide the CRM with a clean file for ...