Streamline Your Invoices with Our Google Sheets Billing Template for Businesses

Google sheets billing template for businesses

hey guys Stuart here welcome along to our shifi CRM Channel today I'll be navigating through all the powerful tools and features that you can leverage inside this allinone Google Sheets template designed for small businesses now if you're interested in diving deeper into each of the tools and features that I'll be covering today you can find the relevant tutorials and video resources Down Below in the video description okay so with that covered let's go ahead and launch into our shifi CRM now if we navigate down here you can see we're currently on Conta and leads and this is where we can manage all our contacts and leads and for the purpose of today's tutorial you can see I've already gone ahead and added a few contacts and you can see under these green columns we've added the details for these contacts for example phone number where this contact or lead came from and other information across here relevant to the record then if we navigate over to these purple columns these all related to the record deal or the sale that we're trying to close for example we got the J date the priority as well as the sales pipeline status and then we have other details over here including who the deal is assigned to as well as the value of this sale the value of this deal and then we have the item over here this could be a product or service that you're selling to this particular record so again this is where you can manage your contacts and leads as well as sales information now let's quickly navigate up to our sheety menu under the sheify menu we can do a few things and we'll dive into these shortly for example with tasy we can add sales tasks and I'll talk about this soon we can also send bulk emails to our contacts we can add a new record add an interaction that we've had with the record we can also set up reporting and set up sheify and this is for those that are first using sheify all you need to do is navigate through the process of setting up authorization so you can start using all the different tools and features inside our sheify CRM now a cool feature inside our sheify CRM is the ability to send bulk emails to our contacts for example let's say that I wanted to send emails to Sam and Nick all I need to do is select the record here then navigate up to sheify come down to email marketing and choose the email template that I want to send for example this could be a payment reminder all I need to do is click here and then you'll see this pop up sheify email are you sure you want to send a payment reminder email yes we do and you'll get this notification down here you send two payment reminder emails and just like that that is how you can engage in email marketing now if we navigate down the page over to email templates these are the different templates that you can send so remember we just sent the payment reminder email here's the email subject and here is the email body that we sent to those two contacts and you can simply Click on each of these different templates and add your own information now if you want to learn more about sending bulk emails inside our Google Sheets template I will add the appropriate video resource Down Below in the description for you to check out okay so let's navigate back over to contacts and leads and then navigate across and locate the sales pipeline status now you can see we have four contacts or four leads and these are the current stages in our sales pipeline so what we can do is navigate down over to sales Pipeline and here we can see a visual representation of our sales pipeline so we have one deal or one potential sale in the qualified lead stage as well as in the deals discussed and price negotiation and you can see basic information about each of those deals or leads that you're trying to close you can also see the total deals total value and the average deal value in each of these different sales stages now if you have different sales stages or for example let's navigate back over to contacts and leads and maybe you have different priority statuses or different sources where your potential customers find you or you want to change these values under type then what you can do is simply navigate down the bottom and locate settings and this is where you can add your own type this could be type of business type of client anything that you want to add under the column type then we have Source again you can change these here you want to add your team members and then here you can add your priority as well as these sales statuses down here now the dark green you cannot make changes too and then we can navigate across and we'll talk more about this soon but under your purchases inventory and transaction sheet you can make your changes down here if you like if you have different values that you want to add again under ticket and issues you can add your your own statuses this dark green you cannot make changes to the different values if you do that's going to affect the formatting okay so let's navigate back over to sales Pipeline and remember we talked about this visual representation of your sales pipeline we can also navigate over to sales calendar and this is where you can view a built-in calendar for your sales deals and you can see over the next 30 days we only have one contact that is an active deal now what we can also do is navigate back over to contacts and leads and if we navigate across we also have sales tasks now you can see we have one sales task in here what we can do is click on the sales task and then navigate up to sheify come down to task and then click on sales task and as you can see sales task added to sales task list that means you can either manage your sales tasks inside our sheify CRM this Google Sheets template or you can navigate over to tasks this is the Google task app and then navigate up to your lists and come down and locate the sales task list and you can see that sales information has automatically been added to our sales task list inside the Google task app and you can access this app directly from your mobile device meaning that you can manage your tasks on the go and you can turn this into a reoccurring task if you like or make changes here okay so let's close out of that if you're interested in purchasing this allinone Google Sheets CRM and business toolkit for your business then what I'll do is add the relevant link Down Below in the descript description that will take you to our website where you can purchase this Google Sheets template and now that we've talked about contacts and leads let's talk about our customers if we navigate over to customer snapshot this is where you can find all your customers these are individuals that have completed a purchase these are customers that you have closed and you can see important information like account name email contact name as well as total client task completed total jobs one total revenue based on the sales p line and total issues active for your customers now how does this information generate here well what you can do is navigate over to contacts and leads and let's say this contact here Sam Fern from donut Paradise let's say that we closed this deal at the moment they're on the sales stage qualified lead if I navigate down and click on one you'll get this notification congratulations you have won this deal would you like to move the deal information into transactions and reset the sales p line I'm going to select yes and as you can see one deal has moved over to transactions nice work and you can see the deal information so this information under the purple columns has been moved however all the contact information remains here now let's navigate over to transactions where this information has moved to and all the associated information like the item that was sold the account name the SKU quantity transaction status date one or lost sales pipeline value which was 25,500 the inventory value and assigned owner now the inventory value and the SKU has been pulled in from inventory if we head over to inventory you can see the item laptop and all the necessary information that we've added so let's head back over to transactions and now if I click completed that's going to Archive that order customer data has been updated in customer snapshot then if we navigate across to customer snapshot you can see this particular customer here there are now two jobs one and then we have the total revenue over here of the two sales that have been completed again if you want to learn more about the sales process about our sales pipeline then I will add the relevant tutorial down below okay now let's navigate over to client tasks this is where you can manage all your client tasks again you can add the appropriate information in here and then similar to sales tasks what you can do is simply click on the row Associated to the task that you want to send to the Google task app app again simply click on sheify come down to task ify and then click on client task because this is a client task simply navigate over to Google tasks on the right hand side and then navigate up to the client task list locate client tasks similar to your sales tasks you can access your client tasks directly from the mobile app on the go okay so let's close out of this and then navigate down the page to client calendar this is where you can see those tasks on our built-in client calendar okay let's navigate across again we also have email templates again we briefly talked about this before here you can customize your email templates and remember to send those emails simply navigate over to contacts and leads click on the emails that you want to send the email to then navigate up to sheify then email marketing and choose the template that you want to send okay let's navigate across and now let's locate dashboard this is where you can see information snapshots of your performance across your account for example active deals as well as active Revenue you can see invoices paid versus unpaid if we navigate down here you can see an overview of this month the current month two new contacts three active deals the revenue achieved this month as well as other information like deals lost tasks in progress the amount of emails you've sent and total revenue if we navigate down the bottom we have task overview you can see our active tasks as well as sales by team members you can see in July we've had three sales by Francis Carl and Katie then if we navigate down we have sales search so here we can search between two different dates and we can select the item that we sell you can see the stock keeping unit as well as the quantity sold and total orders then you have your top 10 bestselling items or Services of all time then we have items by status you can see all our items are in stock and then down here we have monthly sales revenue you can see this is a new template and we're currently in July you can see the revenue here and then team performance again you can click on the two different dates that you want to see your team's performance here you can see Katie has completed zero tasks however has closed one sale and the sales revenue was $4,000 and then zero tickets again you can select your team members here now if you want to learn more about this dashboard I will add the relevant tutorials Down Below in the description okay let's navigate across again here we have settings like we briefly talked about you want to spend some time setting up your account and settings then if we navigate across we have a few more options like purchases this is where you can add your purchased items for example purchase item this laptop and you can see information like order date receive date shipping time the SKU and other information over here like unit cost and total cost as well as the vendor and the status so we've received these items then if we navigate over to inventory inventory and purchases are connected here we have all our items now these could be your products or Services you can see that this laptop B2 is a product the strategy set is a service that we provide Google ads is a service and the screen that we sell is a product now if it's a service automatically na is going to generate however if it's a product type then you can add the initial stock and minimum stock in here as well as status here you can see Revenue information this includes sales price cost margin and marker okay let's navigate over to transactions now if you want to learn more about purchases and inventory as well as transactions I will add dedicated tutorials Down Below in the description now under orders and transactions you can also manually add items in here or orders by simply adding the appropriate information or like I showed you in the start you can send sales information from contacts and leads directly over to orders and transactions if you close a sale through your sales pipeline okay let's navigate down we also have tickets and issues here you can manage any issues that you want to track simply add the ticket name the associated account and the contact name Will generate and then we have other basic information here here like ticket status Source priority and who the ticket is assigned to now let's navigate down back over to contacts and leads and cover a few more features if we navigate over to sheify we can come down and add a new record if I click on add new record that's going to add an empty space up here where we can add a new record and you can do this on any of these different sheets for example if we head over to purchases and navigate up to sheify and then click on add new record that's going to add a new record up here and we can add that new purchase item okay again let's navigate back over to contacts and leads then for example let's click on Sam and then navigate up to sheify then come down to add interaction and this is where we can add a specific interaction that we've had with this contact for example Sam is interested in buying three laptops then go ahead and click on yes and that's going to automatically generate this new sheet interactions you can see the contact name the associated account the notes and the Tim stamp over here that's a automatically added you can also manually add interactions here if you like simply add your notes and Tim stamp over here again I'll add another tutorial Down Below in the description that will dive into three different methods that you can use for managing notes inside our sheify CRM next let's head back over to contacts and leads and then click on sheify and then come down to reportify and send report if you click on send report that's going to send a snapshot a PDF of your dashboard directly into your G email inbox if we set up weekly reporting this is going to automatically send a snapshot of your data driven dashboard directly into your inbox once per week every Monday now what we can also do is let's say we had a bunch of information in here we had hundreds or even thousands of contacts so let's say I add a contact in here and then navigate back up to the top and rather than manually scrolling all the way down here what we can do is simply click on scroll down and then go to last row and that's going to send us down to to the next empty row where we can input data or remember the other option is to navigate up to sheify and then click on add new record and that's going to allow you to add the new record up here now you can also capture leads by automatically generating a Google form simply navigate up to sheify come down to setup sheify and click on create form then what we can do is navigate down to the form sheet and this is where all your responses from your form will generate simply navigate up to tools and then manage form and here you can edit the form or go to Live Form here's the current Live Form you can see all this data has already been generated and you can share this form with your contacts you can also embed it on your website or share the link to this form across your different social media channels again you can customize this form the way that you like also once this form has been filled out all the data from this form will be sent to your sheify CRM let's head back to our Google Sheets template and once the form's been filled out that data will generate in here and you can simply copy and paste the relevant leads directly into your contacts and Lead dashboard now you can also customize the name of this form if you like by simply clicking the dropdown and renaming now if you're interested in diving deeper and learning more about capturing leads with Google forms and automating the process of capturing leads again I'll add the relevant tutorial Down Below in the description however that is a brief overview of all the tools and features that you can leverage inside this Google Sheets template for business now it's important to note that we've also created the sheet in Sp Spanish so you have the option to use the English version or the Spanish version of this Google Sheets template if you're interested in purchasing this all inone Google Sheets CRM and business toolkit for your business then what I'll do is add the relevant link Down Below in the description that will take you to our website where you can purchase this Google Sheets template and with that said thank you so much for watching this tutorial all the way through to the end if you got value make sure you leave a like And subscribe to this Channel and that way I'll see you in the next video take care everyone