Create a CRM using Excel with dropdown customer selection and FILTER plus XLOOKUP, saving time while keeping leads and deals organized.

Juggling customer details, remembering follow-ups, and keeping track of every interaction can be overwhelming for small ...

The ability to quickly and accurately analyze data stored in Microsoft Excel spreadsheets is more critical than ever. Enter Vector Shift, a innovative tool that empowers users to create AI agents ...

The last piece of this three-part article is about merging your custom Word documents with your client list (exported from Outlook to Excel) for distribution. Part One explains how to selectively ...

A CRM database is a business tool used to track and organize customer information throughout your business. These databases are supported by customer relationship management (CRM) software, which ...