You Don't Need a CRM! Academy

Magic Columns

When working on a spreadsheet, if a contact you reach turns into a qualified lead, you probably want to be able to treat it as such - without wasting too much time.

As mentioned before, inside You Don’t Need a CRM! you can manage your prospects inside 'Prospecting Lists', and quickly transform them into qualified leads by simply clicking on the [+] button next to the row.

But there’s more. In fact, the spreadsheets inside You Don’t Need a CRM! also enable you to add magic columns for tags, amount and probability. What does it mean? Well, if you fill in that information in each corresponding column (for example; #tags -> London, #amount -> 35000, #probability -> 10), when you click on the [+] button it will create the lead with this info automatically inserted.

Accordingly, you should ensure you also create the columns '#tags', '#amount', and '#probability' so that all the key information is added at the time, helping you waste less time. It also works with your steps and categories.

For more information on this subject, please watch this video:

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  1. Organizing your sales activity
    1. Our philosophy
    2. Suspects (unqualified prospects) vs. leads
    3. Prospecting lists, leads & client folders
    4. Status vs. sales steps
    5. Defining key information on leads
    6. The importance of categorizing your leads
    7. Managing multiple contacts in the same company
    8. Admin, team manager & user
    9. Customizing your account interface
  2. Organizing your daily activities
    1. Every morning, know exactly what leads you need to work on
    2. Follow up the history of your exchanges & BCC email conversations
    3. Set reminders and synchronize your account with your calendar
    4. Extended, compact & pipeline mode
    5. Create several pipelines to analyse different sales processes
    6. Make your most important leads stand out
    7. Find leads by using filters
  3. Learn how to use prospecting lists
    1. When and how to use prospecting lists
    2. Only turn a row into a lead once the contact is qualified
    3. The importance of using column names
    4. Magic columns
  4. Working on the go
    1. Mobile app
    2. Using the speech recognition
    3. Scan your business cards
  5. Adding leads from external sources
    1. By e-mail
    2. From your partners
    3. From a contact form
  6. Follow up your business’s activity - understanding it and collaborating
    1. Analyze your activity by category or by salesperson
    2. Find the leads that have been pending for too long
    3. ROI of specific actions, or of a specific month activity
    4. Using the Activity feed to manage your team
    5. Follow the sales activity every morning thanks to the daily activity e-mail
    6. Exporting your data for reporting or marketing purposes
  7. Manage your existing customers
    1. Following up on your won clients
    2. How to manage upsells and renewals vs follow-up
  8. Connect You Don’t Need a CRM! to other apps
    1. How to connect: Zapier, API & direct integration
    2. Send notifications or fire actions based on events