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Spreadsheets like Microsoft Excel or Google Sheets can be highly effective in managing customer data, especially for small businesses. They allow for easy data entry, organization, and analysis. With features like sorting, filtering, and data visualization, they can help businesses understand their customer base better. Additionally, they can be integrated with AI tools for advanced analysis. However, as the volume of data grows, spreadsheets might become less efficient and a more robust CRM system might be needed.
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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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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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