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How To Track Your Customers

EPISODE · Mar 30, 2021 · 23 MIN

How To Track Your Customers

from The StorySelling Podcast · host Sixteen Ramos

What do you use to track your progress with your clients and teams? I used different types - Excel, paid for FreshWorks, Google Contacts and Calendar, even a trusty ol' print-out. What's been working incredibly for me lately is Airtable! In this podcast, we are going to talk about it! Timestamps and Highlights:0:36 - Airtable Tutorial2.53 - Airtable4:16 - Airtable Home Dash4:57 - Mechanism to Get Information5:37 - Mail Chimp Account5:46 - Google Form7:19 - Downloads8:15 - Spreadsheet10:07 - How to Create Functionalities?11:51 - Group According to Status13:34 - Project Tracker14:23 - Product Catalog 15:40 - Download Airtable App16:53 - Sales CRM17:21 - Content Calendar18:55 - Free Account20:17 - Import the Excel on Airtable

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How To Track Your Customers

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