Customizing Your Google Sheets CRM
Whether you decide to create your own Google Sheets CRM spreadsheet template or use a pre-made Google Sheets CRM template, it’s essential that you customize your CRM spreadsheet to suit your specific needs.

For example, won’t need a company name column, as they follow a B2C model where customers are individuals.

You need to delve deeper

into your sales and marketing processes to make customizations. If you haven’t already specified them, now would be a good time to define your organization’s entire sales funnel from start to finish.

Sharing Your Google Sheets CRM Template Securely
Data security is a primary concern for most businesses. Therefore, it’s crucial to share your sheet securely. This means giving relevant teams or individuals full “View Only,” “Commentator,” or “Editor” access, as needed.

As an added security measure, remember to select the using a google sheet crm template appropriate options under “Advanced Settings.

Choose whether you want

to allow editors to make administrative changes or whether viewers and commentators can download, print, and copy the CRM template.

How to Share Your Google Sheet CRM specific database by industry Securely with Your Team
Integrating Your Marketing Campaigns
Finally, integrating your Google Sheet CRM data with your lead generation marketing campaigns can save time and improve efficiency.

With tools like Driftrock, you can sync your leads khb directory to Google Sheets in real-time without the hassle of CSVs or coding. You can sync leads from over 20 sources, such as Facebook Lead Ads, TikTok Lead Generation, LinkedIn Lead Generation, and more.