From Spreadsheet to CRM: A Practical Migration Guide
How to move your contacts from a spreadsheet into a CRM without losing data: cleanup, column mapping, batch imports, tags, contact owners and a final checklist.
The Elooo System team writes about CRM, sales, WhatsApp, marketing automation and AI in customer service, based on the day-to-day work of setting up the platform for small and growing businesses.
How to move your contacts from a spreadsheet into a CRM without losing data: cleanup, column mapping, batch imports, tags, contact owners and a final checklist.
How to bring WhatsApp, Instagram and email into one unified inbox: assignment, conversation statuses, SLAs, AI-to-human handoff, metrics and a checklist.
How to run email marketing at a small business: a consent-based list, SPF, DKIM and DMARC, email types, a 5-email welcome series and the metrics that matter.
New guides on CRM, WhatsApp, automation and AI when they are published. No spam, and you can unsubscribe in one click.