The One Where Your Spreadsheets Dream of Something Better
Remember that Friends episode where they all lived in different apartments and never hung out at Central Perk together? Of course not! That just wouldn’t have worked! Yet that's exactly how many businesses run - with customer info scattered across multiple spreadsheets that never talk to each other.
Think of your business data, as the Friends characters before they became friends. Your client contact list is pretty but stuck in its own Excel file (Rachel ). Your sales tracking is doing its own thing in some Google Sheet you can never find (Joey ). Your project notes are scattered, weird little comments floating around in random docs or even sticky notes (Phoebe).
And you’re running between apartments trying to keep track of everyone (Monica vibe?). Exhausting!
What if someone could help everyone move into the same building? And not just any building - a really good one with a working elevator!
That's what a proper CRM does. It brings all your scattered stuff together. No more "which spreadsheet was that in again?" moments at 11pm. No more updating five different files when a client changes their email. Just one place where everything lives. Simple. Wait what? you’re still working at 11pm? You can be done with that too.
The result? You actually know what's happening with each client without the big ordeal. Your business feels like a smooth operator - not a sitcom where everyone's always missing someone's message. No more playing detective with your own business info.
Sure, spreadsheets were fine when you started. They're like your first apartment after college - they did the job, but you've outgrown them. It's time.
Want to turn your data situation from "WE WERE ON A BREAK!" to "I got off the plane"? I’ve got you.
In our next episode, "The One With The Great Migration," I'll discuss how to pack up those spreadsheets and move them into their forever home. No data left behind!
-- Donna