7 Ways to Use Google Sheets for Your Business

Did you know that the average worker uses about 9 different business applications to do their work? Or that the average small business uses about 73 applications to manage everything from its finances to marketing.

Sure, these applications can bring vast efficiency improvements, but it’s not all good news. If not implemented correctly, these applications put a dent in your efficiency instead of improving it. 

Fortunately, there is a simpler solution; the humble Google Sheets spreadsheet. With a little tweaking, your Google Sheets can become an effective tool that won’t break the bank.

In this article, we’ll show you 7 ways to use Google Sheets for your business! 

1. Use Google Sheets to Get Business Insights

To make better business decisions, you need deeper business insights that show you how well you’re performing, how efficient your business is, and where your processes might need work. In turn, to get these insights, you need data.

Fortunately, Google Sheets gives you both. For one, it’s a perfect place to store your data. And when it comes to gathering insights from your data, it gives you a few options. 

For example, you can use pivot tables to extract relevant data points from your data and see the relationship between them. You can also use Google Sheets to generate graphs, reports, and charts that give you insights into your business.


Source: PowerBI

Finally, you can also use your Google Sheets as data sources for business intelligence platforms like PowerBI. Here, you’ll use sheet.best to convert your sheets into APIs you can plug into business analytics tools.

2. Streamline Your Accounting

Managing your business’s finances is a significant component of running a successful business. With Google Sheets, you can easily create budgets, manage your expenses, create financial forecasts, and keep your accounting up to date. 

In addition, the tool provides several templates, from annual budgets to monthly expense reports, which you can use and customize based on your needs.


Source: SheetGo

If you use a third-party tool like QuickBooks, simply turn your Google Sheets into an API with sheet.best, and you’ll be able to manage everything from your central accounting headquarters.  

3. Use Google Sheets for Lead Management

To increase your conversion rate, you not only need to gather leads but also nurture them through your sales pipeline. Google Sheets is the simplest and most affordable option when you don’t have any other specialized tools or platforms.

You can create a spreadsheet and customize it to your liking with the fields you need to properly manage your leads with a lightweight CRM

And when you combine your lead management with some of the data analysis tools mentioned earlier, you can get rich insights into where your leads are coming from and how well they convert. 

4. Organize Customer Feedback

Your offering needs to align with what your customers want and expect. As such, you need to understand your customers, their challenges, and their needs. One of the best ways to do this is by using regular customer surveys to get feedback. 

And here, Google Sheets can be a powerful data-gathering tool because it integrates fully with Google Forms. 


Source: Google

You can create customer surveys and questionnaires with the relevant questions and analyze the responses in Google Sheets. You’ll learn where you need to improve, and you can even start deeper conversations with customers if you turn your Google Sheets into a REST API.

5. Organize Your Marketing Campaigns with Google Sheets

You need effective marketing to generate awareness and increase your sales. Normally, you’d have to use complex and expensive tools. But if you’re not afraid to roll up your sleeves, you can use the free templates to manage every aspect of your campaigns.

For example, you can use Google Sheets to: 

  • Plan what content you’ll deliver to your audience
  • Keep track of your key marketing performance metrics
  • Aggregate insights (based on your metrics, tweak your campaigns to improve their performance over time)

You can also manage and run your email marketing campaigns. Segment your customers in separate sheets and then use an add-on that allows you to send marketing emails in bulk. With these add-ons, you can even track how many customers open your emails, click on the links in them, and your bounce rate. 

6. Build a Lightweight CRM with Google Sheets

Let’s face it; your customers are arguably your business’s most valuable asset. So, you should manage your relationships effectively. When you do, you’ll have no problems converting once-off purchases into repeat business

To manage these relationships, you’ll need a CRM system. Unfortunately, there are so many CRMs available that it’s difficult to choose. And that’s not even mentioning that most of these systems are quite pricey.  

Luckily, Google Sheets can also come to the rescue here. So, you can use a simple spreadsheet to keep track of your customers and interactions with them or, as we showed you in an earlier post, build your own CRM with Google Sheets and sheet.best. 

7. Manage and Automate Your Chatbot Responses

Chatbots are all the rage these days, and it’s easy to see why. They provide customers with information when they need it and solve issues, so you don’t have to get involved with every ticket. 

B4B Company says that sheet.best made their  chatbots more intelligent and enabled them to get more data from their Google Sheets.
B4BCompany’s experience with sheet.best and Google Sheets

Fortunately, getting a chatbot is no longer expensive – especially if you use Google Sheets to build and automate a chatbot conversation database. All you need is sheet.best. From there, your Google Sheets will become an API, and your chatbot will pull and store information from your spreadsheet.

Get More Value Out of Your Google Sheets

Now that you’ve seen how versatile Google Sheets can be, it’s time to make your life easier! No matter if you need to organize your contacts or automate your chatbots, Google Sheets can help. 

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And when you add sheet.best into the mix, your good old spreadsheet will turn into a powerful database. Try sheet.best for free today!

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