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Farah yousef
By the end of this project, you will create a fully automated CRM to track all your leads using Google sheets. In this project, You will be able to keep track of all the leads that come into your company. You will be able to identify the status and the source of each lead and who is the agent responsible for each lead. You will be able to save time each month pulling reports which means you get to focus on actionable insights. Moreover, you will be able to acquire the basics of using Google sheets to build your CRM, you will be able to connect Google sheets, apply formatting, data validation and formulas. This CRM will help you and...
Read more
By the end of this project, you will create a fully automated CRM to track all your leads using Google sheets. In this project, You will be able to keep track of all the leads that come into your company. You will be able to identify the status and the source of each lead and who is the agent responsible for each lead. You will be able to save time each month pulling reports which means you get to focus on actionable insights. Moreover, you will be able to acquire the basics of using Google sheets to build your CRM, you will be able to connect Google sheets, apply formatting, data validation and formulas. This CRM will help you and...
Read more
By the end of this project, you will create a fully automated CRM to track all your leads using Google sheets. In this project, You will be able to keep track of all the leads that come into your company. You will be able to identify the status and the source of each lead and who is the agent responsible for each lead. You will be able to save time each month pulling reports which means you get to focus on actionable insights. Moreover, you will be able to acquire the basics of using Google sheets to build your CRM, you will be able to connect Google sheets, apply formatting, data validation and formulas. This CRM will help you and your company advance in the number of sales and will help you achieve all your targets as well as increase the efficiency of your sales agents
Note: This course works best for learners who are based in the North America region. We’re currently working on providing the same experience in other regions.
Register for this course and see more details by visiting:
OpenCourser.com/course/f12zra/build
Good to know
Good to know
Know what's good ,
what to watch for , and
possible dealbreakers
Helps learners manage their leads with Google Sheets
Appropriate for learners in North America
Taught by Farah Yoused
Develops the basics of using Google Sheets
Helps increase the efficiency of sales agents
Provides actionable insights for sales teams
Save this course
Save Build a automated CRM for Lead Management with Google Sheets to your list so you can find it easily later:
Save
Save
Activities
Be better prepared
before
your course. Deepen your understanding
during
and
after
it. Supplement your coursework and achieve mastery of the topics covered
in Build a automated CRM for Lead Management with Google Sheets with these
activities:
Follow a Google Sheets tutorial on YouTube
Show steps
Follow a Google Sheets tutorial on YouTube to get started with Google Sheets and learn how to perform basic tasks.
Browse courses on
Google Sheets
Show steps
-
Search for a Google Sheets tutorial on YouTube.
-
Watch the tutorial and take notes on the steps.
-
Follow the steps in the tutorial to create your own Google Sheet.
Read "Google Sheets for Beginners" by Michael Miller
Show steps
Read "Google Sheets for Beginners" by Michael Miller to learn the basics of Google Sheets and how to use it to manage your data.
View
Aluminium: A Studio Design Guide
on Amazon
Show steps
-
Read the book and take notes on the key concepts.
-
Complete the exercises in the book.
-
Create your own Google Sheet and apply the concepts you learned from the book.
Organize your Google Sheets notes and materials
Show steps
Organize your Google Sheets notes and materials to make them easy to find and review.
Show steps
-
Create a folder on your computer to store your Google Sheets notes and materials.
-
Move all of your Google Sheets notes and materials into the folder.
-
Create a subfolder for each type of material, such as notes, exercises, and projects.
Five other activities
Expand to see all activities and additional details
Show all eight activities
Attend a Google Sheets workshop
Show steps
Attend a Google Sheets workshop to learn how to use Google Sheets from an expert.
Show steps
-
Find a Google Sheets workshop in your area.
-
Register for the workshop and attend.
-
Take notes and ask questions during the workshop.
Join a Google Sheets study group
Show steps
Join a Google Sheets study group to connect with other learners and get help with your Google Sheets questions.
Browse courses on
Google Sheets
Show steps
-
Find a Google Sheets study group online or in your local area.
-
Attend the study group meetings and participate in the discussions.
-
Ask questions and help other learners in the group.
Practice using Google Sheets formulas and functions
Show steps
Practice using Google Sheets formulas and functions to improve your understanding of the basics of Google Sheets.
Show steps
-
Create a new Google Sheet and enter some data.
-
Use the SUM function to calculate the total of a column of numbers.
-
Use the AVERAGE function to calculate the average of a column of numbers.
-
Use the IF function to conditionally format a cell.
-
Use the VLOOKUP function to look up data from another sheet.
Create a sample CRM using Google Sheets
Show steps
Create a sample CRM using Google Sheets to gain practical experience in building a CRM.
Show steps
-
Share your CRM with others and get feedback on your work.
-
Create a new Google Sheet and design the layout of your CRM.
-
Enter data into your CRM, including leads, contacts, and companies.
-
Use Google Sheets formulas and functions to automate tasks in your CRM.
-
Create reports and dashboards in Google Sheets to track the performance of your CRM.
Automate a task in your own business using Google Sheets
Show steps
Automate a task in your own business using Google Sheets to gain practical experience in using Google Sheets to solve real-world problems.
Show steps
-
Identify a task that you can automate in your business.
-
Design a Google Sheet that will automate the task.
-
Use Google Sheets formulas and functions to automate the task.
-
Test your Google Sheet and make sure it works correctly.
-
Implement your Google Sheet in your business and track the results.
Follow a Google Sheets tutorial on YouTube
Show steps
Follow a Google Sheets tutorial on YouTube to get started with Google Sheets and learn how to perform basic tasks.
Browse courses on
Google Sheets
Show steps
Show steps
Show steps
- Search for a Google Sheets tutorial on YouTube.
- Watch the tutorial and take notes on the steps.
- Follow the steps in the tutorial to create your own Google Sheet.
Read "Google Sheets for Beginners" by Michael Miller
Show steps
Read "Google Sheets for Beginners" by Michael Miller to learn the basics of Google Sheets and how to use it to manage your data.
View
Aluminium: A Studio Design Guide
on Amazon
Show steps
Show steps
Show steps
- Read the book and take notes on the key concepts.
- Complete the exercises in the book.
- Create your own Google Sheet and apply the concepts you learned from the book.
Organize your Google Sheets notes and materials
Show steps
Organize your Google Sheets notes and materials to make them easy to find and review.
Show steps
Show steps
Show steps
- Create a folder on your computer to store your Google Sheets notes and materials.
- Move all of your Google Sheets notes and materials into the folder.
- Create a subfolder for each type of material, such as notes, exercises, and projects.
Five other activities
Expand to see all activities and additional details
Show all eight activities
Attend a Google Sheets workshop
Show steps
Attend a Google Sheets workshop to learn how to use Google Sheets from an expert.
Show steps
Show steps
Show steps
- Find a Google Sheets workshop in your area.
- Register for the workshop and attend.
- Take notes and ask questions during the workshop.
Join a Google Sheets study group
Show steps
Join a Google Sheets study group to connect with other learners and get help with your Google Sheets questions.
Browse courses on
Google Sheets
Show steps
Show steps
Show steps
- Find a Google Sheets study group online or in your local area.
- Attend the study group meetings and participate in the discussions.
- Ask questions and help other learners in the group.
Practice using Google Sheets formulas and functions
Show steps
Practice using Google Sheets formulas and functions to improve your understanding of the basics of Google Sheets.
Show steps
Show steps
Show steps
- Create a new Google Sheet and enter some data.
- Use the SUM function to calculate the total of a column of numbers.
- Use the AVERAGE function to calculate the average of a column of numbers.
- Use the IF function to conditionally format a cell.
- Use the VLOOKUP function to look up data from another sheet.
Create a sample CRM using Google Sheets
Show steps
Create a sample CRM using Google Sheets to gain practical experience in building a CRM.
Show steps
Show steps
Show steps
- Share your CRM with others and get feedback on your work.
- Create a new Google Sheet and design the layout of your CRM.
- Enter data into your CRM, including leads, contacts, and companies.
- Use Google Sheets formulas and functions to automate tasks in your CRM.
- Create reports and dashboards in Google Sheets to track the performance of your CRM.
Automate a task in your own business using Google Sheets
Show steps
Automate a task in your own business using Google Sheets to gain practical experience in using Google Sheets to solve real-world problems.
Show steps
Show steps
Show steps
- Identify a task that you can automate in your business.
- Design a Google Sheet that will automate the task.
- Use Google Sheets formulas and functions to automate the task.
- Test your Google Sheet and make sure it works correctly.
- Implement your Google Sheet in your business and track the results.
Career center
Learners who complete Build a automated CRM for Lead Management with Google Sheets will develop knowledge and skills
that may be useful to these careers:
Data Analyst
Data Analyst
Data Analysts are responsible for collecting, cleaning, and analyzing data to help businesses make better decisions. This course can help you build a strong foundation in Google Sheets, which is a key tool for Data Analysts. This course will teach you how to use Google Sheets to create reports, dashboards, and other tools to help you analyze data and make better decisions.
Data Scientist
Data Scientist
Data Scientists are responsible for collecting, cleaning, and analyzing data to help businesses make better decisions. This course can help you build a strong foundation in Google Sheets, which is a key tool for Data Scientists. With this course, you will be equipped to create models, dashboards, and other tools to help you analyze data and make better decisions.
Salesforce Administrator
Salesforce Administrator
As a Salesforce Administrator, you will have the responsibility of managing and maintaining a company's Salesforce instance. This involves tasks such as configuring the system, adding and removing users, and ensuring that the system is running smoothly. This course can help you build a strong foundation in Google Sheets, which is a key tool for Salesforce Administrators. This course will enable you to create reports, dashboards, and other tools to help you manage your Salesforce instance more effectively.
Salesforce Developer
Salesforce Developer
Salesforce Developers are responsible for developing and maintaining Salesforce applications. This can involve tasks such as creating custom objects, fields, and reports. This course can help you build a strong foundation in Google Sheets, which is a key tool for Salesforce Developers. With this course, you will be able to create reports, dashboards, and other tools to help you develop and maintain Salesforce applications more effectively.
Financial Analyst
Financial Analyst
Financial Analysts are responsible for analyzing financial data to help businesses make better decisions. This course can help you build a strong foundation in Google Sheets, which is a key tool for Financial Analysts. Using this course, you will be able to create models, dashboards, and other tools to help you analyze financial data and make better decisions.
Machine Learning Engineer
Machine Learning Engineer
Machine Learning Engineers are responsible for developing and deploying machine learning models. This can involve tasks such as collecting data, cleaning data, and training models. This course can help you build a strong foundation in Google Sheets, which is a key tool for Machine Learning Engineers. With this course, you will have the ability to create reports, dashboards, and other tools to help you develop, deploy, and maintain machine learning models more effectively.
Business Analyst
Business Analyst
Business Analysts are responsible for helping businesses improve their operations. This can involve tasks such as identifying inefficiencies, recommending solutions, and developing new processes. This course can help you build a strong foundation in Google Sheets, which is a key tool for Business Analysts. With this course's knowledge, you will be able to create models, dashboards, and other tools to help you analyze data and make better decisions.
Product Manager
Product Manager
Product Managers are responsible for the development and launch of new products. This can involve tasks such as conducting market research, developing product specifications, and managing the product launch. This course can help you build a strong foundation in Google Sheets, which is a key tool for Product Managers. This course will enable you to create models, dashboards, and other tools to help you analyze data and make better decisions throughout the product development process.
Business Development Representative
Business Development Representative
Business Development Representatives are responsible for generating new business for a company. This can involve tasks such as identifying new sales leads, qualifying leads, and developing sales proposals. This course can help you build a strong foundation in Google Sheets, which is a key tool for Business Development Representatives. It can help you create reports, dashboards, and other tools to help you track sales leads and make better decisions.
Sales Manager
Sales Manager
Sales Managers are responsible for leading and managing sales teams. This can involve tasks such as setting sales targets, developing sales strategies, and motivating sales teams. This course can help you build a strong foundation in Google Sheets, which is a key tool for Sales Managers. It can help you create reports, dashboards, and other tools to help you track sales performance and make better decisions.
Marketing Analyst
Marketing Analyst
Marketing Analysts are responsible for collecting, analyzing, and interpreting data to help businesses make better marketing decisions. This course can help you build a strong foundation in Google Sheets, which is a key tool for Marketing Analysts. With this course's knowledge, you'll be better prepared to create reports, dashboards, and other tools to help you analyze marketing data and make better decisions.
Operations Analyst
Operations Analyst
Operations Analysts are responsible for helping businesses improve their operations. This can involve tasks such as identifying inefficiencies, recommending solutions, and developing new processes. This course can help you build a strong foundation in Google Sheets, which is a key tool for Operations Analysts. With the knowledge from this course, you will be better prepared to create models, dashboards, and other tools to help you analyze data and make better decisions.
Customer Success Manager
Customer Success Manager
Customer Success Managers are responsible for ensuring that customers are satisfied with a company's products or services. This can involve tasks such as onboarding new customers, resolving customer issues, and providing customer support. This course can help you build a strong foundation in Google Sheets, which is a key tool for Customer Success Managers. It can help you create reports, dashboards, and other tools to help you track customer satisfaction and make better decisions.
Account Manager
Account Manager
Account Managers are responsible for managing relationships with key customers. This can involve tasks such as developing sales strategies, negotiating contracts, and providing customer support. This course can help you build a strong foundation in Google Sheets, which is a key tool for Account Managers. It can help you create reports, dashboards, and other tools to help you track customer relationships and make better decisions.
Project Manager
Project Manager
Project Managers are responsible for planning, executing, and closing projects. This can involve tasks such as developing project plans, managing budgets, and tracking progress. This course can help you build a strong foundation in Google Sheets, which is a key tool for Project Managers. With this course's knowledge, you will have the necessary tools to create schedules, budgets, and other tools to help you plan and manage projects more effectively.
For more career information including salaries, visit:
OpenCourser.com/course/f12zra/build
Featured in The Course Notes
This course is mentioned in our blog,
The Course Notes. Read
one article that features
Build a automated CRM for Lead Management with Google Sheets:
To read more articles from OpenCourser, visit:
OpenCourser.com/notes
Reading list
We've selected six books
that we think will supplement your
learning. Use these to
develop background knowledge, enrich your coursework, and gain a
deeper understanding of the topics covered in
Build a automated CRM for Lead Management with Google Sheets.
Comprehensive guide to using Google Sheets. It covers all aspects of Google Sheets, from basic functions to advanced formulas and scripts.
Save
Shows how to use Google Sheets to collect, analyze, and visualize data for marketing purposes. It is ideal for marketers who want to use data to improve their campaigns.
Save
Provides a guide to using Google Sheets for educational purposes. It shows how to use Google Sheets to create interactive lessons, assessments, and projects.
Quick and easy reference guide to using Google Sheets. It covers all the essential Google Sheets functions and formulas.
Provides a collection of tips and tricks for using Google Sheets. It is ideal for users who want to improve their Google Sheets skills.
Quick and easy introduction to using spreadsheets. It is ideal for complete beginners who want to learn the basics of using a spreadsheet program like Google Sheets.
For more information about how these books relate to this course, visit:
OpenCourser.com/course/f12zra/build
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Time
1 hours
Via
Coursera
Institution
Coursera Project Network
Instructor
Farah yousef
Good to know
Helps learners manage their leads with Google Sheets
Appropriate for learners in North America
Taught by Farah Yoused
Develops the basics of using Google Sheets
Helps increase the efficiency of sales agents
Provides actionable insights for sales teams
Featured in The Course Notes
Read
one article that features
this course,
Build a automated CRM for Lead Management with Google Sheets
from our blog, The Course Notes:
To read more articles from OpenCourser, visit:
OpenCourser.com/notes
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