Posted on by naveen

Why should you switch to CRM Software from Excel?

In this new age of businesses, customers are the main focus for every organization out there and companies crucially need to address customer relationships to satisfy their customers. For new businesses and companies, Excel is generally the first tool to manage customer databases and it is because of the multiple benefits it has been offering. Excel spreadsheets sure are good enough for some tasks, but when it comes to customer relationship management, it surely lags behind a lot when compared to a dedicated CRM Software. So, companies need to manage their customer relationships and for that, they need to move from Excel spreadsheets to a more efficient alternative, CRM Software. With CRM, you get the best management experience that isn’t seen while using Excel Spreadsheets. So, with Apptivo, let’s see the reasons why you should switch to CRM from Excel.

CRM Enables Better Collaboration

CRM Enables Better Collaboration

When working with Excel spreadsheets, you and your employees are restricted to your workspace and you can’t possibly collaborate to provide your customers with a better experience. It comes as a great advantage when using CRM Software instead of Excel that you are facilitated with the benefits of collaborative features enabling you and your teams to work together as managers could assign leads instantly after a call, reps can switch between calls in case of absence of the concerned person, etc. Apptivo CRM provides you with a variety of collaborative tools to improve your work efficiency and yield great customer experiences.

It’s Simple & Unified

It’s Simple & Unified

While you continue to work in Excel, you necessarily need to maintain a lot of other applications too so that you can carry out all the tasks related to sales. Emails, Calls, Calendar, Invoicing, etc. all of these would then need their separate application and in doing so you waste a lot of your valuable time and miss out on better organization of data. When using Apptivo CRM, all of these features and benefits come integrated into a single application so that you can improve your productivity, save your time, and organize your data in a better way.

It Features Automation

It Features Automation

In Excel, you are stuck with manual data entry, wasting a lot of your valuable time on it. You also make your data prone to errors as manual data entry is not much reliable. But with Apptivo CRM, You don’t have to open the Excel file each time a lead gets to you and put in all the data from their form into your spreadsheet. You get the benefits of automated activities so that when new leads are added to your sales process, they automatically get added to your database.

It Facilitates Tracking of Events

It Facilitates Tracking of Events

With Excel, you don’t get an option to send emails, make calls, manage leads, etc. so tracking your leads isn’t reliable with Excel. But with a CRM, you can track your emails, get a response from your leads, and get notifications when a lead checks on your business. All of these features are present due to the real-time information present in the CRM so that you can track your leads and be more productive. Apptivo CRM gives you the advantage to get detailed information on your leads on your dashboard, send automated emails, and call when they are interested in your business.

It Features Advanced Reporting

It Features Advanced Reporting

The sales process is one that should be monitored so that you can track the performance of your leads, your conversion rates, and the overall productivity of your business. Even though you can visually represent data in Excel, the pie charts, pivot tables, and bar graphs in Excel have a limit to the data that can be processed by it. Excel can’t process complex data and massive records. But a CRM system enables you to create different types of reports based on the type of data. With Apptivo CRM, you get the benefit of creating a variety of reports on leads, reps, and expenses. So that you remain aware of the way your business is performing.

It Facilitates Integrations

It Facilitates Integrations

Excel doesn’t feature integration with any other business software and you need to handle individual processes on native applications. But when using a CRM, you get the advantage of integration with a variety of other software may it be mailing, calendar, contacts, or any other software. Apptivo CRM allows integration with a lot of other applications from invoicing, calendar, contacts to even Microsoft Office applications including Excel so that you can move your data across platforms more easily.

It Allows Customization & Ensures Data Security

It Allows Customization & Ensures Data Security

Spreadsheets in Excel don’t allow much customization and the data you enter follows a certain format. And with Excel, you don’t have your documents secure as they can be shared without the concern of an authorized person. With Apptivo CRM, you get a fully customizable interface where you can control different things according to the conditions and maintain records accordingly. Alongside, you also get the security of your data as it is present on the cloud. So, if you aren’t even in your office, the privacy of your data is fully assured.

With Apptivo, you get access to highly customizable CRM applications and services that support your business processes and yield enhanced collaboration among your employees. Apptivo’s high-end CRM is your way to improve your sales and grow your business. Check out our Data Security and Privacy Policy.

Conclusion

CRM & Excel are both great tools but when it comes to sales, CRM Software is a better choice as it provides a solution to most of your sales needs and business purposes. You don’t have to use a lot of different applications to cater to your sales needs, CRM gets it all covered for you in a single application. Apptivo allows you to improve your business experience and remove the limits in your sales growth.

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