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Read Time: 3 Minutes
At first, Google Sheets feels harmless.
Fast. Flexible. Cheap.
Everyone knows how to use it.
So teams use it for:
- Lead tracking
- Revenue forecasting
- Handoffs
- Headcount planning
- “Temporary” ops work
And it works… until it doesn’t.
Here’s what’s going to break when you outgrow Google Sheets.
👇
Ownership gets fuzzy
In Sheets, ownership is implied.
Who updates it?
Who’s responsible?
Who fixes it when it’s wrong?
Answer is usually:
“Whoever noticed last”
At a small scale, it’s annoying.
At a large scale, it’s dangerous.
Because when ownership isn’t explicit… follow-up becomes optional.
And optional follow-up destroys revenue.
Data starts lying (quietly)
No one wakes up planning to ruin the spreadsheet.
But then:
- Someone copies a row
- Someone pastes over a formula
- Someone updates last week’s version
- Someone adds a “temporary” column
Now you have:
- Multiple versions
- Conflicting numbers
- Meetings spent reconciling instead of deciding
If your team says:
“Salesforce is wrong… but the sheet is right”
This is a clear signal that you’ve gotta system problem.
Processes depend on memory
Sheets don’t enforce behavior.
They hope people remember.
Remember to:
- Update the status
- Assign the owner
- Follow up
- Log the outcome
Hope is not a strategy!
If your process only works when 1 specific person is paying attention…
…that ain’t a process.
It’s a person.
And people:
- Take PTO
- Get sick
- Get overwhelmed
- Leave
A system doesn’t.
You scale headcount instead of systems
This is the expensive one.
As volume grows, teams do this:
“Let’s hire someone to manage the sheet.”
Now you’re paying senior salaries to:
- Copy / paste
- Clean data
- Chase owners
- Manually route work
Big waste of money.
Humans should do judgment.
Systems should do repeatable work.
What replaces Google Sheets (without over-engineering)
This isn’t about fancy tools.
It’s about guardrails.
The upgrade looks like this:
- 1 source of truth
- Required fields where they matter
- Clear ownership on every record
- Automation for routing and follow-up
- Reporting that doesn’t require reconciliation meetings
This is exactly what CRMs like Salesforce are built for.
Not complexity.
Consistency.
Quick gut check
If any of these feel familiar:
- “We’ll clean it up later”
- “Only Sarah knows how this works”
- “The numbers are mostly right”
- “We just need one more ops hire”
You’ve already outgrown Google Sheets.
What you should do next
Pick one workflow currently living in Sheets.
Ask:
- Who owns this?
- What breaks if they’re out tomorrow?
- What should the system enforce automatically?
Fix that first.
Small progress compounds.
1 process per week = 52 fixed processes per year.
See you next Friday.
