Excel is one of the most used tools by SMEs and VSEs. It allows them to centralize important data and monitor their professional activity.
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HubSpot’s 2024 CRM Evolution Report reveals that around one in four salespeople in France don’t know what this tool is, and nearly 50% of French companies don’t have one. Instead, they store their customer data in Excel spreadsheets. At first glance, Microsoft’s spreadsheet software can be useful for managing your customer relationships. However, you’ll need more advanced features as your business grows. It will then be necessary to rely on a specialized customer relationship management solution. Find out how to move from Excel to CRM.
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On the program of this article
Why switch from CRM to EXCEL for a VSE/SME?
What is an Excel sales pipeline?
When to switch from Excel to a CRM?
The Benefits of Moving from Excel to CRM
Steps to Move from Excel to CRM
Why switch from CRM to EXCEL for a VSE/SME?
You use Excel every day to manage your customers, track your sales, and organize your data. It’s a familiar chile phone number library and handy tool, but you may have noticed that it’s starting to show its limitations as your business grows. You’re wondering if switching to a customer relationship management ( CRM ) system could be beneficial for you. I’m here to help you understand how this transition can not only make your job easier, but also propel your business to new heights. Together, let’s explore why adopting a CRM could be the next essential step to optimizing your processes and strengthening your relationships with your customers.
Business Issue: Fragmented Management of Customer Information
You may have noticed that managing your customers and prospects with Excel is becoming more and more complex. Files multiply, updates are tedious, and the risk of errors increases. By switching to a CRM, you will centralize all your information in one place. No more juggling between multiple spreadsheets! You will save time automations and smart bidding by automating repetitive tasks and will be able to focus on what really matters: growing your business.
Solution: Centralization and Automation with a CRM
With Excel, it’s hard to effectively track every interaction with your customers. A CRM allows you to keep awb directory a complete history of your communications, set reminders for follow-ups, and personalize your approaches. This will help you deliver an exceptional customer experience, increase satisfaction, and build customer loyalty. After all, happy customers are the best asset for growing your business. reduces duplication, reduces human errors, and allows for effective collaboration between departments.
