Helping @glitch grow 🎏 Previously: Digital at @ACLU, @precisionstrat, @ObamaWhiteHouse. ♻️ Please consider the environment before printing these tweets.
I deal with a lot of CSVs. I export them from analytics software, from email/CRMs, etc. I almost never want them in Excel, I want them in Google Sheets or even just to copy/paste the values out of it.…
I've got a funny use-case for a client I'm volunteering on.
They're dealing with some legacy folks who work in Excel. Every week they send out an email to a series of people with an Excel sheet…
Google Docs? Lucid Chart? How do you keep track of different flows your customers are going through.
Did you hit a point where it made sense to get a single CRM/database of record?
Especially curious to hear from those of you with large user-bases or no sales team.