1. What to know about CRM?
  2. Excel vs CRM

Do you care about increasing sales efficiency? Do you want to enhance the satisfaction of existing clients, find new avenues for company growth, or save resources? In all these cases, a CRM system will come to your aid.

Every new client, every transaction, and even every message is valuable data that can be very useful at various stages of conducting business. By implementing a CRM system, you will be able to use them to your advantage.

What to know about CRM?

Initially, any CRM system was developed as an effective tool for managing and improving relationships with clients. It is a comprehensive tool that not only collects data about your clients and business partners but also allows you to use this information to the maximum benefit.

But how do you understand that now is a very favorable time to implement such an innovative system in your business? Here are some signs that indicate this:

  • Your company’s sales results are unsatisfactory;
  • Clients complain about poor service and lack of individual approach;
  • Data about your clients is scattered in different places, and sometimes it’s hard to find them;
  • You have an issue with information flow – not all employees have access to the same information, and there are situations where important documents are lost.

If you care about improving task delegation processes and increasing the efficiency of your employees, this is also a reason to implement CRM.

Excel vs CRM

You may wonder why you need some innovation when you can use the good old Excel spreadsheet? There are many reasons for this, because even if you have developed a lot of useful formulas, it’s unlikely that the full potential of your clients’ data is being taken into account.

Moreover, you’re missing out on many useful features that can help you expand your business and stand out among competitors. This includes not only purely trading functions, but also solutions that facilitate project management, create sales and commission plans, electronic document flow, and much more.

Modern CRM systems have a plethora of features that significantly enhance company efficiency. This includes increased sales effectiveness, better handling of client requests and preferences, reduced sales costs, and heightened data security.