When we ask ourselves about the advantages offer! by an Excel CRM , improving customer satisfaction is inevitably mention!. By providing access to the complete history of a customer’s exchanges with your company, this software allows you to better understand, or even anticipate, their ne!s.
In addition, thanks to the time sav! by CRM, your employees will be more available to answer a customer’s questions. In addition, this tool often includes an alert and ticketing system that allows you to react as quickly as possible to requests. In short, it helps to provide better service. All this contributes to improving customer satisfaction and establishing a lasting relationship with them.
Steps to Move from Excel to CRM
Now that you know more about Excel CRM , let’s take a look at the steps to move from Microsoft’s bulgaria phone number library spreadsheet software to this CRM solution. The first thing to do is to group together all of your Excel files. These can be very numerous if you’ve been using it for a while to manage your customer relations. Users tend to create different files so as not to end up with spreadsheets with an astronomical number of rows and columns.
Search your shar! space for all Excel files that contain customer and prospect data. Also ask each of your employees to send you their own file, as some may not have shar! theirs. Gather all of these files in a folder.
crm integrator
Once that’s done, sort through the files to determine which ones to keep and which ones can be delet!.
Only from there can you actually take the steps to move from Excel to a CRM.
Ne!s analysis
Before you make the switch from Excel to a CRM , it’s important to understand you and your business’s growth in the use of automation systems customer relationship management ne!s. Identify the key features you ne!, such as centralizing customer data, automating tasks, tracking performance, team awb directory collaboration, and more.
This step must end with the drafting of a specification document (CDC). This document allows you to record in writing the ne!s that you have formulat! as well as the desir! CRM functionalities . It also defines the scope of application of the software. In addition to helping to choose the appropriate solution, the CDC facilitates its implementation.
