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Spreadsheet is always a good start. Simple , free and works on a small scale. As you overgrow it, you will know why it is not working anymore and that will help
by kull 8y ago
Spreadsheet is always a good start. Simple , free and works on a small scale. As you overgrow it, you will know why it is not working anymore and that will help you to find a tool that does what your spreadsheet stopped being able to do.
- BjoernKW 8y agoI absolutely agree. This applies to not just CRMs but almost every area of your business. 1. Start with simple, readily available tools. 2. If you outgrow those: Buy an off-the-shelf product. 3. If you also outgrow those, only then consider building your own solution. If it's not a key differentiator for your business then you're probably better off with not overthinking it and going for the simple, boring but adequate solution.
- selmat 8y agoseconded....spreadsheets are almost everywhere. Even small tweaks can be scripted.
- matt_the_bass 8y agoI agree. We’ve recently migrated to sales force. We like it. But we started with a mishmash of bugzilla, Trello, and google sheets for managing sales leads, production planning and service issues. As our needs grew it made sense to move to something like SF. But we totally did not need that on day 1.