Spreadsheet

Solving My Prospect List Puzzle

Sales Manager

Prospect lists are simple, right? except they’re rarely even close to reality. A bit like fairy tales. No wonder we don’t like making them. No wonder we’re reluctant to rely on them. No wonder we’ll change them for new ones at the end of the month, and ignore what went on before. Too often the [...]

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The Outlook for Spreadsheet CRM is Bleak

CRM

Using Outlook and a spreadsheet for CRM is like swimming with a rock on your back. The future is bleak, unless you’re doing it for the wrong reasons in the wrong way, in which case you shouldn’t be doing it at all. Then again if you’re the sort of guy who enjoys making life difficult [...]

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11 Ways We Solve Your Business Information Problems

Front Office Box

Managing a small business involves solving a constant stream of information problems we didn’t know existed, or at least didn’t expect. It does for me, and probably does for you? One problem we don’t need is organising our information so we can find it when we need it. So we don’t forget important tasks, so [...]

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Why Business Plans Never Work

Uncategorized

My Business Plan never works, so why are we always being asked for meaningless spreadsheets? There is a type of business plan which makes sense, but it doesn’t have a lot to do with revenue, costs and cash. The way these pretend business people, in banking, government, support services etc. all ask for a copy [...]

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Sales Prospect List Spreadsheet

Sales Manager

Sales prospect list spreadsheet is pretty much a standard tool for most smaller businesses.? We used to do it that way ourselves but there are lots of limitations. After all the spreadsheet is designed to make calculations on numbers. Microsoft might call Excel a database but that’s rubbish – it’s a calculator. It’s definitely sub-optimal [...]

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But How Do I Use Front Office Box?

Front Office Box

“Our Getting Started tutorial suggests new users make a start with a simple ToDo list.  It only takes a couple of minutes and the user easily learns the main functions through this simple set up”. This question needs to get asked more often, because there are people who sign up for an account but never [...]

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Cut Costs in Selling and Sourcing With Webrequest

Uncategorized

Forms in web pages is quietly becoming business as usual. Google does a good job of hiding its Forms inside spreadsheets (?) but offers an interesting tool for sending questionnaires to people and recording responses in spreadsheets. WuFoo offers and attractive alternative – it has lots of tools to build the questions and design the form, and some interesting [...]

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