CRM basics
RFM Analysis: How to Segment Customers in a Spreadsheet
RFM analysis step by step: score customers on recency, frequency and monetary value in a spreadsheet, group them into segments and decide what to do with each.
CRM basics
CRM basics for small businesses: when to move on from a spreadsheet, how to choose a CRM and which customer data is worth storing (and which is not).
CRM basics
How to Choose a CRM for a Small Business
A step-by-step way to choose a CRM: map your customer process, list must-haves, score the options, run a real trial and migrate without losing data.
CRM basics
Spreadsheet vs CRM: When to Make the Switch
Spreadsheet vs CRM for customer management: the signals that you have outgrown a sheet, a better spreadsheet template for now, and how to switch cleanly.
CRM basics
What Data to Store in a CRM (and What to Leave Out)
A practical field list for small business CRMs: which customer data to store, how to keep it clean, and why storing less often makes your CRM more useful.