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

In today’s data-driven world of business, workflows get bogged down with information buried in static files that can’t be ...

Workbooks is pushing its CRM deeper into the AI era, positioning automation as a way to remove friction from everyday selling ...

Inserting and customizing the timeline chart . It's now time to insert a line chart, which you'll adapt into a timeline chart ...

Acquiring a customer is expensive. Losing one is even more costly. But companies can build sustainable growth not only by expanding their customer base but also by extending the value derived from ...

Customer relationship management (CRM) systems sit at the heart of modern business. They store personal data, behavioral histories, purchase records, and every digital breadcrumb that shapes customer ...

Anthropic has begun rolling out a small but significant update to Claude. Starting today you can use the chatbot to create and edit Excel spreadsheets, documents, PowerPoint slide decks and PDFs. In ...

Businesses often invest great resources in acquiring licenses and implementing sales CRM and marketing automation platforms, hoping for better teamwork, higher productivity, greater efficiency and a ...

Q. I currently keep a static to-do list, and I would like to update it to be more dynamic. Do you have any advice? A. Microsoft Excel is best known for crunching numbers, but it’s also a powerful tool ...

Have you ever felt trapped between the limitations of basic spreadsheets and the steep costs of professional CRM software? Imagine if you could bridge that gap—transforming a tool you already know, ...