Seller
Sellers uses Sheet Director for managing the data between Google Sheets and their favorite applications like Google Calendar, CRM apps, etc. Let us see how all ways Google Sheets can be used by Sellers.
List Appointments/ Meetings
Imagine that you are in charge of the sales department at your corporation. Typically, Google Calendar is used by your clients to schedule appointments with you. You now need details about the meetings that are planned for a particular week. In this case, you can utilize Sheet Director to get the information about the meetings planned for the specified week in a Google Sheet.
How Sheet Director is used here:
You need to configure the Google Calendar with Sheet Director.
A Google Calendar "Get Event" service is created with the required details.
The start data & the end date should be mentioned.
An email template is configured with all the necessary details.
Once the Google Calendar service is executed all the scheduled meetings for the selected week will be listed in Google Sheet.
Apps used:
Demo calls
Imagine that you are in charge of the company's sales division. You hold demo calls with your clients to explain about your product, which are scheduled in Google Calendar. You now want a list of the demo calls you participated in throughout the previous month. To obtain data from Google Calendar and present it in a spreadsheet, use Sheet Director here.
How Sheet Director is used here:
You need to configure the Google Calendar with Sheet Director.
A Google Calendar "Get Event" service is created with the required details.
The start data & the end date should be mentioned.
An email template is configured with all the necessary details.
Once the Google Calendar service is executed all the scheduled demo calls of the month will be listed in Google Sheet.
Apps used:
CRM qualified leads
Imagine that you are in charge of a company's sales crew. To generate leads, you employ a number of CRM programmes. The CRM software contain all of the leads' data. Now you need to compile all of your qualified leads into a spreadsheet so you can use them quickly as needed. You can utilize Sheet Director in this situation.
How Sheet Director is used here:
You need to configure the Salesforce/ Insightly app with Sheet Director.
A Salesforce "post" service is created and scheduled/ executed.
An email template is configured with all the necessary details.
Once the service is executed Leads from the CRM applications will be presented in the selected Google Sheet.
Apps used:
Get Contacts
Consider that you are a seller and that you are promoting a product made by your business to a global clientele. Your Google Contacts app contains a few of your contacts. For formal purposes, you currently need a few connections from Google Contacts. To pull all the information from Google Contacts and place it on a Google Sheet, you can use Sheet Director in this case.
How Sheet Director is used here:
You need to configure the Google Contacts with Sheet Director.
A Google Contacts "query" service is created with the required details.
An email template is configured with all the necessary details.
Once the service is executed the data from Google Contacts will be queried into Google Sheet.
Apps used:
Distribute order list
Consider you are handling the sales department of your company. You have ordered some raw materials for three different departments of your company. Now the order details should be send to the three departments in such a way that the Engineering department should only receive the raw materials ordered for Engineering department only. In this case you can use Sheet Director to distribute the data to 3 different department.
How Sheet Director is used here:
You need to configure the Google Sheets app with Sheet Director.
A Google Sheet "distribute" service is created and configured with the required details.
An email template is configured in such a way that 3 different departments should receive 3 different email.
Once the service is executed the data from Google Sheet will be distributed to 3 department of the company.