At one point in time, Creative Brands thought they would need to use Google Sheets as a CRM system for the rest of their lives. As the industry leaders in gifting and printing in Africa, their team of branding specialists was in desperate need for something that would change the way they managed their sales process.
“Two to three years ago, we had no way to control the inquiries that were coming from our website,” recalls Creative Brands’ Managing Director, Nicholas Markovitz. After a lead landed on the page of product they wanted, they would convert via form or live chats, which would send them straight to their inbox. From there, product inquiries would go into spreadsheets and become a new task assigned to account managers who would quote the prospect. “We used tags and followers to manage all of these opportunities. Copying and pasting were a daily, mindless reality,” says Nic. “When I think back to it now, it sounds like working the dark ages.” Read More