Should You move from Excel sheets to CRM?

• 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