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While spreadsheets like those in Simple CRM can be useful for small businesses, they may not be sustainable for maintaining large-scale customer data. As the volume of data increases, it becomes more difficult to manage and analyze the data effectively in a spreadsheet. It may also lead to performance issues. For large-scale data, a more robust database system or a specialized CRM software would be more suitable.
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Have you ever wondered how much revenue your small business loses because its customer data is not organized? What about how to use AI to help increas...
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90% of the challenges related to any data analysis is not doing the analysis itself. Rather, it is collecting the data you need to do the analysis. By this point, you've added our simple CRM to your small business and have been able to import your customer data, leads, and deals. Head over to the "Deals" tab, or the tabs prefixed with "AI", select all the data – including the column names – and copy the data onto your clipboard. Go to OpenAI's chat tool (in this case, ChatGPT) and type the following prompt: "I am going to give you some sales as CSV data, and I need you to analyze it for me". Feel free to write that in your native language – like Spanish or German – if you want the response to be returned in your language.
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