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June 2011
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August 2011

CRM Pipeline for Beta List Tracking

This blog is not for my usual followers (Hi, Mom!). This is just the handiest place to put this tool. This will only be useful for startup companies with a beta invite list. I looked around a lot and none of the Customer Relationship Management tools work for what I needed, which is to track the people who've signed up to be early "beta" customers or users of a new product.

(In my case that's Blogmutt.)

So, in true start-up fashion, I built one. Here it is:

 

Feel free to use this and download it here. The rub is that you can't just save a copy and then start using it, you have to download it as Excel and then upload it back into Google Docs. (I suppose you could just use it in Excel, but... Ewww.) If someone knows a way to get around that with Google Docs, let me know.

I have to give major props here to the team at BetaLi.st. They are the ones who did the heavy lifting of making it possible for anyone to quickly launch an excellent beta list signup tool. My spreadsheet is just a way of taking the results of that and turning it into a CRM pipeline. If Salesforce.com didn't suck so much, and one of the promising new entries in the world of online CRM would add this feature -- I'm looking at you, Capsule -- I wouldn't have had to do this, but here we are. Luckily, in this crazy world, just about anyone can suddenly become a niche CRM venture.

So, feel free to use this, and if you feel compelled by the universe and decorum to give some credit, give it to Blogmutt, the best blog writing service on four legs. Woof!