Webinar

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

Alex Kasianenko
Account Executive

About speaker

Alex Kasianenko

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)

Speaker

What we’ll be covering:

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

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

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%

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

Who’s this webinar for?

Business owners

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

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

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

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.

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How to move from spreadsheets to a CRM

About speaker

Alex Kasianenko

What we’ll be covering:

Limitations of spreadsheets

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

How to align sales and marketing

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

Who’s this webinar for?

Business owners

CEOs

Sales execs

Marketers

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