Using Spreadsheets – As your business – and your customer

As your business – and your customer list – begins to grow, your sales charts should grow as well. Let’s look at some of the benefits of using spreadsheets to track customer and contact information. Even for a small business, using spreadsheets to manage customer data is at best unproductive and at worst dangerous for a variety of reasons. Let’s look at some of the disadvantages of using spreadsheets to keep track of customer and contact information. On the other hand, databases are more efficient at storing qualitative data, making them ideal for complex organizations with a large customer base or complex sales processes. In addition, a CRM database can be seamlessly integrated with your company’s other business systems, including marketing software that can improve synergy between your sales and marketing organizations so that your prospects do not receive the same information or are completely ignored. Whether you used a spreadsheet to manage your personal finances or spent countless hours creating pivot tables for previous functions, you’ve probably already had some hands-on experience with spreadsheets. If your sales team consists of only one person, a customer contact table will suffice. In addition to creating complicated formulas, entering information into spreadsheets is quite intuitive and does not require extensive training to learn how to use. A CRM database is a tool that stores all your customer and contact information in one central location that can be easily accessed by your entire team through multiple devices. This makes spreadsheets an affordable option for teams that change quickly and don’t have time to train new employees in the use of complicated software. Spreadsheets are effective for storing basic quantitative data and are often managed manually. This means that customer and contact management is often done through spreadsheets. However, when this is the case and the company’s sales department uses spreadsheets, overlaps and communication errors are inevitable. It is difficult to establish an orderly system for dividing up leads and customers when working with spreadsheets. Every time you take out a laptop computer to enter or change customer data, it ages quickly.