Should You move from Excel sheets to CRM?

05 Jun 2018
by Natalie Jordan | 163 Views | 0
  • Enable your Field Staff
  • Track you Field Staff
  • Multiple Users can update the tool at the same time


  • Can enable Security at the User level to make sure, the right user gets to see the right Information.
  • Track the flow of Events – For in-house Sales team (which does Email campaigns and Tele-calling), it makes it easier to make calls directly from the CRM and also track their notes which they update with respect to every customer conversation.
  • Version Control on Excel – Difficult
  • Assigning and Tracking Tasks much easier in CRM
  • Can run Marketing campaigns and also track the outcomes
  • Advanced Reporting and Forecasting

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