CRM vs Excel: 12 Reasons to Switch from Spreadsheets to CRM. Spreadsheets are the foundation of your team’s work organization and you wonder if it’s not time for a change? In the following post, we present 11 reasons that prove that replacing spreadsheets with CRM systems can allow for better organization and optimization of work, while also affecting employee efficiency.Additionally, in this article we answer questions such as:
- What is customer relationship management?
- Why is CRM better than spreadsheets?
- When should you move from spreadsheets to CRM?
- How to Transfer Data from a Spreadsheet to CRM
CRM vs Excel: 12 Reasons to Switch
(Customer Relationship Management) is a set of tools, procedures and tasks that enable effective management of customer relationships. This systems can be described as a “company memory” that remains independent of employees or customers. Data collected in CRM enables comprehensive analyses.
Why is CRM better than spreadsheets?
Greater personalization possibilities, data archiving and, above all, work time optimization – CRM is a much more intuitive solution than working with zalo database spreadsheets. If the following issues sound familiar, it may be worth considering changing the work organization in your company.
Rapid growth in employment
Spreadsheets are successfully used by small companies. It is a low-cost method that allows for better organization of employee duties and is at the same time a convenient tool for the manager. When should you move from spreadsheets to CRM? If your company is experiencing rapid growth and new employees are joining the team, it is worth considering a professional CRM system.
Inefficient use of employee time
Working with spreadsheets requires frequent updates, manual data entry, and tracking information entered by other employees. With more people employed and a growing we have looked at how important a company-managed updating documents takes up more and more time—time that could be used for sales and translate into real profit for the company.
No system for assigning tasks
Managing a team without professional tools can be a challenge, especially in the context of delegating tasks. Making a phone call to an employee, explaining the essence of the task, spending time writing down formal requirements related to the task, and then verifying it – all of this extends the process, which can be reduced to one click in the CRM system and assigning the employee to a specific task.
Communication errors
Duplicating tasks, omissions resulting from the lack of written agreements, spreadsheets not updated for several days, forgotten threads – good communication in the team is essential. Without a CRM system adapted to the dynamics of work in a given company, it is difficult to communicate smoothly.
Ineffective sales process
Analyzing employee performance involves not only verifying the number of acquired customers, but also controlling individual components of the entire process. What are the most common challenges faced by your employees? How long does it take them to close a transaction? How long do they prepare for a meeting with customers? Measuring all these aspects using spreadsheets would require a lot of manual work, while CRM systems allow for greater personalization.
Lost spreadsheets
Lack of access to a shared spreadsheet, disabled change tracking mode, accidental deletion of a file or data contained in it without the possibility of recovery – these are just a few of the random situations that can significantly affect the quality of daily work. Working on spreadsheets also means lower data security and a greater risk that confidential information will fall into the wrong hands.
Inability to analyze leads
Lead analysis can contribute to significant optimization of the company’s work. Greater awareness of your customer profile combined with the analysis of yeezy 350 boost v2s employee sales techniques are data that are key when planning activities and defining KPIs.
How to transfer data from a spreadsheet to CRM?
However, it is worth starting by verifying the correctness and value of the data that is in the spreadsheet. If it is no longer up to date and will not be used in further company activities, it can be deleted.
