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Angelo Paolillo
In this 1 hour and a half long project-based course, you will learn how to build a CRM Software with Google Sheets, business principles of CRM, Lead Qualification and Sales, and use Google Sheets functions, formulas and features to build a basic yet functional Customer Relationship Management software.
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/okerj6/create
Good to know
Good to know
Know what's good ,
what to watch for , and
possible dealbreakers
Teaches principles of Customer Relationship Management
Develops skills in managing leads and sales through Google Sheets
Provides hands-on practice in building a CRM software with Google Sheets
Suitable for beginners in customer relationship management or Google Sheets
Requires familiarity with Google Sheets to fully benefit from the course
Taught by Angelo Paolillo, an expert in CRM and Google Sheets
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Reviews summary
Google sheets crm software course
This course has been well received by its students and learners thus far. Overall, students speak highly of its project-based format and enjoy learning how to use Google Sheets' functions and features for CRM purposes. One student reported that this course gave them an 'easy way to conduct [their] recent work.' Another mentioned that the course turned out 'just great!' Overall, this course has gotten very positive feedback from its students.
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 Create a CRM software in Google Sheets with these
activities:
Join a CRM Study Group
Show steps
Collaborate with peers to discuss CRM concepts, share experiences, and reinforce learning.
Show steps
-
Identify or form a study group with other students taking the course.
-
Regularly meet to discuss course material, case studies, and real-world CRM scenarios.
-
Provide feedback, support, and encouragement to group members.
Learn Google Sheets Functions
Show steps
Familiarize yourself with the functions available in Google Sheets to prepare for building the CRM software.
Browse courses on
Spreadsheet Functions
Show steps
-
Review online documentation or tutorials on Google Sheets functions.
-
Practice using basic functions such as SUM, AVERAGE, and COUNTIF.
-
Explore more advanced functions such as VLOOKUP, HLOOKUP, and QUERY.
CRM Data Entry Practice
Show steps
Gain proficiency in entering and managing data effectively within a CRM system.
Browse courses on
Data Management
Show steps
-
Create a sample CRM database with fields for customer information, contact details, and sales data.
-
Manually enter data into the database, ensuring accuracy and consistency.
-
Use formulas and functions to automate data entry and calculations.
-
Clean and organize data to maintain a well-structured CRM.
Four other activities
Expand to see all activities and additional details
Show all seven activities
Attend a CRM Industry Workshop
Show steps
Engage with industry experts and practitioners to gain insights into the latest CRM trends and best practices.
Browse courses on
Best Practices
Show steps
-
Research and identify relevant CRM industry workshops.
-
Attend the workshop and actively participate in discussions.
-
Network with other attendees and industry professionals.
Volunteer at a Non-Profit Using a CRM
Show steps
Gain practical experience using a CRM system in a real-world non-profit setting.
Browse courses on
Non-Profit Management
Show steps
-
Identify non-profit organizations that use CRM systems.
-
Contact the organizations to inquire about volunteer opportunities.
-
Assist with data entry, lead generation, or other CRM-related tasks.
Design a Custom CRM Dashboard
Show steps
Develop a customized dashboard to visualize and analyze key CRM metrics, providing insights for decision-making.
Browse courses on
Data Visualization
Show steps
-
Identify relevant CRM metrics to track, such as sales performance, customer satisfaction, and lead conversion rates.
-
Choose appropriate data visualization techniques (e.g., charts, graphs, gauges) to represent the metrics.
-
Design a visually appealing and user-friendly dashboard layout.
-
Implement the dashboard using Google Sheets or other available tools.
Develop a CRM Implementation Plan
Show steps
Create a comprehensive plan to guide the successful implementation of the CRM system in a real-world scenario.
Browse courses on
Project Management
Show steps
-
Define the project scope, objectives, and timeline.
-
Identify stakeholders and their roles in the implementation process.
-
Develop a detailed implementation strategy, including data migration, user training, and change management.
-
Create a budget and resource plan for the implementation.
-
Establish metrics to track progress and measure the success of the CRM system.
Join a CRM Study Group
Show steps
Collaborate with peers to discuss CRM concepts, share experiences, and reinforce learning.
Show steps
Show steps
Show steps
- Identify or form a study group with other students taking the course.
- Regularly meet to discuss course material, case studies, and real-world CRM scenarios.
- Provide feedback, support, and encouragement to group members.
Learn Google Sheets Functions
Show steps
Familiarize yourself with the functions available in Google Sheets to prepare for building the CRM software.
Browse courses on
Spreadsheet Functions
Show steps
Show steps
Show steps
- Review online documentation or tutorials on Google Sheets functions.
- Practice using basic functions such as SUM, AVERAGE, and COUNTIF.
- Explore more advanced functions such as VLOOKUP, HLOOKUP, and QUERY.
CRM Data Entry Practice
Show steps
Gain proficiency in entering and managing data effectively within a CRM system.
Browse courses on
Data Management
Show steps
Show steps
Show steps
- Create a sample CRM database with fields for customer information, contact details, and sales data.
- Manually enter data into the database, ensuring accuracy and consistency.
- Use formulas and functions to automate data entry and calculations.
- Clean and organize data to maintain a well-structured CRM.
Four other activities
Expand to see all activities and additional details
Show all seven activities
Attend a CRM Industry Workshop
Show steps
Engage with industry experts and practitioners to gain insights into the latest CRM trends and best practices.
Browse courses on
Best Practices
Show steps
Show steps
Show steps
- Research and identify relevant CRM industry workshops.
- Attend the workshop and actively participate in discussions.
- Network with other attendees and industry professionals.
Volunteer at a Non-Profit Using a CRM
Show steps
Gain practical experience using a CRM system in a real-world non-profit setting.
Browse courses on
Non-Profit Management
Show steps
Show steps
Show steps
- Identify non-profit organizations that use CRM systems.
- Contact the organizations to inquire about volunteer opportunities.
- Assist with data entry, lead generation, or other CRM-related tasks.
Design a Custom CRM Dashboard
Show steps
Develop a customized dashboard to visualize and analyze key CRM metrics, providing insights for decision-making.
Browse courses on
Data Visualization
Show steps
Show steps
Show steps
- Identify relevant CRM metrics to track, such as sales performance, customer satisfaction, and lead conversion rates.
- Choose appropriate data visualization techniques (e.g., charts, graphs, gauges) to represent the metrics.
- Design a visually appealing and user-friendly dashboard layout.
- Implement the dashboard using Google Sheets or other available tools.
Develop a CRM Implementation Plan
Show steps
Create a comprehensive plan to guide the successful implementation of the CRM system in a real-world scenario.
Browse courses on
Project Management
Show steps
Show steps
Show steps
- Define the project scope, objectives, and timeline.
- Identify stakeholders and their roles in the implementation process.
- Develop a detailed implementation strategy, including data migration, user training, and change management.
- Create a budget and resource plan for the implementation.
- Establish metrics to track progress and measure the success of the CRM system.
Career center
Learners who complete Create a CRM software in Google Sheets will develop knowledge and skills
that may be useful to these careers:
Salesforce Administrator
Salesforce Administrator
A Salesforce Administrator is responsible for managing and maintaining Salesforce software, a customer relationship management (CRM) platform. This course will provide you with the skills and knowledge needed to build and manage a CRM software in Google Sheets, which will serve as a valuable foundation for a career as a Salesforce Administrator. In this role, you will learn how to lead businesses towards optimizing their salesforce operations, ensuring that customer information is accurate, and maximizing return on investment with the use of Salesforce software. This course will help you develop the skills and knowledge necessary to be successful in this role.
CRM Consultant
CRM Consultant
As a CRM Consultant, you will help businesses implement and optimize their CRM systems to improve customer relationships. This course will provide you with a comprehensive understanding of CRM principles and practices, as well as the technical skills necessary to build and manage CRM software in Google Sheets. With this knowledge, you will be able to provide valuable guidance and support to businesses looking to improve their customer management strategies.
Data Analyst
Data Analyst
As a Data Analyst, you will be responsible for collecting, analyzing, and interpreting data to help businesses make informed decisions. This course will introduce you to the fundamentals of CRM and provide you with the skills necessary to use Google Sheets to manage and analyze customer data. By understanding how to build and manage a CRM software, you will gain a competitive advantage in this field. You'll be able to identify and analyze customer trends, develop data-driven recommendations, and improve business processes.
Customer Success Manager
Customer Success Manager
As a Customer Success Manager, you will be responsible for ensuring that customers are satisfied with their products or services. This course will provide you with a comprehensive understanding of CRM principles and practices, as well as the technical skills necessary to build and manage CRM software in Google Sheets. By understanding how to build and manage a CRM software, you will be able to better support and retain customers.
Sales Manager
Sales Manager
As a Sales Manager, you will be responsible for leading and motivating a team of salespeople to achieve sales targets. This course will introduce you to the key principles of CRM and provide you with the skills necessary to use Google Sheets to manage and analyze sales data. By understanding how to build and manage a CRM software, you will be able to better track sales performance and make informed decisions.
Business Analyst
Business Analyst
As a Business Analyst, you will be responsible for analyzing business processes and identifying areas for improvement. This course will introduce you to the key concepts of CRM and provide you with the skills necessary to use Google Sheets to manage and analyze business data. By understanding how to build and manage a CRM software, you will gain a deeper understanding of business processes and how to improve them.
Marketing Manager
Marketing Manager
As a Marketing Manager, you will be responsible for developing and executing marketing campaigns to reach and engage target audiences. This course will provide you with a foundation in CRM principles and practices, as well as the technical skills necessary to manage and analyze customer data in Google Sheets. By understanding how to build and manage a CRM software, you will be able to develop more effective marketing campaigns and track their success.
Project Manager
Project Manager
As a Project Manager, you will be responsible for planning, executing, and closing projects. This course will introduce you to the key principles of CRM and provide you with the skills necessary to use Google Sheets to manage and track project data. By understanding how to build and manage a CRM software, you will be able to better plan and execute projects, and track their progress.
Operations Manager
Operations Manager
As an Operations Manager, you will be responsible for overseeing the day-to-day operations of a business. This course will introduce you to the key principles of CRM and provide you with the skills necessary to use Google Sheets to manage and analyze business data. By understanding how to build and manage a CRM software, you will be able to streamline operations and improve efficiency.
Financial Analyst
Financial Analyst
As a Financial Analyst, you will be responsible for analyzing financial data and making recommendations to businesses. This course will introduce you to the key principles of CRM and provide you with the skills necessary to use Google Sheets to manage and analyze financial data. By understanding how to build and manage a CRM software, you will be able to better analyze financial data and make informed recommendations.
Product Manager
Product Manager
As a Product Manager, you will be responsible for developing and managing products that meet the needs of customers. This course will introduce you to the key principles of CRM and provide you with the skills necessary to use Google Sheets to manage and analyze customer data. By understanding how to build and manage a CRM software, you will be able to develop better products that meet the needs of your customers.
Data Scientist
Data Scientist
As a Data Scientist, you will be responsible for developing and applying statistical models to data to solve business problems. This course will introduce you to the key principles of CRM and provide you with the skills necessary to use Google Sheets to manage and analyze data. By understanding how to build and manage a CRM software, you will be able to better develop and apply statistical models to data.
Database Administrator
Database Administrator
As a Database Administrator, you will be responsible for managing and maintaining databases. This course will introduce you to the key principles of CRM and provide you with the skills necessary to use Google Sheets to manage and track database administration tasks. By understanding how to build and manage a CRM software, you will be able to better manage and maintain databases.
Software Engineer
Software Engineer
As a Software Engineer, you will be responsible for designing, developing, and maintaining software applications. This course will introduce you to the key principles of CRM and provide you with the skills necessary to use Google Sheets to manage and track software development projects. By understanding how to build and manage a CRM software, you will be able to better design, develop, and maintain software applications.
Web Developer
Web Developer
As a Web Developer, you will be responsible for designing, developing, and maintaining websites. This course will introduce you to the key principles of CRM and provide you with the skills necessary to use Google Sheets to manage and track web development projects. By understanding how to build and manage a CRM software, you will be able to better design, develop, and maintain websites.
For more career information including salaries, visit:
OpenCourser.com/course/okerj6/create
Reading list
We've selected eight 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
Create a CRM software in Google Sheets.
Provides an in-depth exploration of CRM concepts, technologies, and strategies. It covers topics such as customer segmentation, lead generation, and customer retention. It valuable resource for professionals seeking to gain a deeper understanding of CRM.
Provides a framework for personal and professional effectiveness. It covers topics such as proactivity, goal setting, and interpersonal skills. It valuable resource for professionals seeking to improve their overall effectiveness.
Provides a controversial guide to power and manipulation. It covers topics such as deception, intimidation, and seduction. It valuable resource for professionals seeking to understand the dark side of human nature.
Classic treatise on military strategy. It covers topics such as deception, surprise, and the use of terrain. It valuable resource for professionals seeking to understand the principles of strategy.
Provides a framework for marketing success. It covers topics such as branding, positioning, and differentiation. It valuable resource for professionals seeking to improve their marketing strategies.
Provides a framework for creating remarkable products and services. It covers topics such as innovation, creativity, and differentiation. It valuable resource for professionals seeking to create products that stand out from the competition.
Explores the challenges of innovation. It covers topics such as disruptive technologies, market segmentation, and the role of established companies. It valuable resource for professionals seeking to understand the risks and rewards of innovation.
Save
Provides a framework for developing good strategy. It covers topics such as clarity, focus, and alignment. It valuable resource for professionals seeking to improve their strategic planning skills.
For more information about how these books relate to this course, visit:
OpenCourser.com/course/okerj6/create
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Time
2 hours
Via
Coursera
Institution
Coursera Project Network
Instructor
Angelo Paolillo
Good to know
Teaches principles of Customer Relationship Management
Develops skills in managing leads and sales through Google Sheets
Provides hands-on practice in building a CRM software with Google Sheets
Suitable for beginners in customer relationship management or Google Sheets
Requires familiarity with Google Sheets to fully benefit from the course
Taught by Angelo Paolillo, an expert in CRM and Google Sheets
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