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- #Best spreadsheets to use content marketing how to#
- #Best spreadsheets to use content marketing software#
It might be something as simple as, “Where are we with the holiday card?” Many of these objectives might not be related to a client opportunity. When working in a team environment, I think it is important to track the outcomes you are trying to achieve and the actions you are taking to move the ball forward. If you are managing 4-5 client accounts, this spreadsheet might be all you need. It doesn’t even contain addresses and phone numbers. What actions we’re taking to move that plan forwardĬompared to the Capture Plan Sheet it’s light.It has a sheet for each client entity (one might say account). My Target Client Sheet takes that one step further. Every sales expert out there will tell you it’s essential to have a prospect list. When it comes to business development, focus is a good thing. Let’s look at what each of my marketing spreadsheets can help you do. I’ll also share a standard capture planning spreadsheet. I’m going to share with you the spreadsheets I’ve used to track my progress with my target clients and keep track of the many open loops related to the administration of a marketing department. In my opinion, the key to using spreadsheets is keeping it relatively simple. Keep It SimpleĬould you draw data from your accounting platform into a marketing spreadsheet and match that up with project descriptions? If you were a wiz at Excel macros and APIs, probably.īut it’s likely more hassle than it’s worth. Tracking your personal or team goals on a spreadsheet…very helpful.
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Putting together a spreadsheet of speaking engagements or conferences your firm will attend…probably a good idea. But putting together a spreadsheet to track your top 10 or 20 targets, that’s doable. Putting together a spreadsheet of your firm’s entire contact list is going to cause a management nightmare. Therefore, you want to limit the amount of data you put into a spreadsheet.
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But the practical downside of a spreadsheet is it is not a relational database. With a little Excel knowledge, a spreadsheet can be really handy. Then they’ll ask, “What’s a spreadsheet?”īut that’s the wrong question. When I announce this secret this year at Thanksgiving dinner, I’m sure everyone will be shocked! “He uses spreadsheets,” they’ll gasp. Yes, I have a proposal database.īut sometimes a spreadsheet is just easier and more flexible. Yes, I have a CRM (called Zurmo) that I use. The Shocking Secret Even My Mother Doesn’t Know But before we get into that, I want to share with you one of my dirty little secrets. There’s actually a lot you can do without a CRM.
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#Best spreadsheets to use content marketing how to#
In my last post, I described how to choose the best CRM for your firm. But what if a CRM just isn’t in the cards for you or your firm at the moment?ĭon’t fret. Īdvanced users would need advanced tools to meet the demands of their analytics.
#Best spreadsheets to use content marketing software#
Or at least, there will be others who will look (or make changes) on the data.Īdvanced features: Lastly, the ideal spreadsheet software has advanced features like pivot tables, conditional formatting, and macros. Also, lots of analysis are easier to do with charts and graphs around.Ĭollaboration: A great spreadsheet program allows for collaboration.Ĭhances are, there will be a few users on a single worksheet. Ī graphical representation of their data would be valuable to users and during presentations. Visualizations: After making calculations, great spreadsheet software would have visualization options. That being said, the ideal spreadsheet software would have predefined formulas called functions you could use. įunctions: What separates a spreadsheet from a text document is the fact that you’re able to make computations on your data using formulas and functions. One of the reasons why people use a spreadsheet is to make data analytics and financial models easier to make and handle. User-friendly: First off, a great spreadsheet software offers a good user experience (UX) and has a friendly user interface (UI). Before we go into listing out the best spreadsheets, let’s take a look first at how the perfect spreadsheet feels like.