When you’re used to using traditional business tools like spreadsheets your sales team ends up using it for big projects – projects they’re not meant for.
If you are using shared spreadsheets to manage sales activities it can often lead to frustration and there are serious limitations on what your team can accomplish. While spreadsheets can be useful for data sorting and organising contacts, they do not help your sales team reach their business goals like a CRM does.
Why do sales teams still use them?
Well, change can be scary. A lot of the time people prefer to use a tool that they are comfortable with and can find learning how to use a new programme very daunting. 9/10 most will already have access to a free or existing spreadsheet software on their computer. BUT, rows and spreadsheets are simply not built for managing prospects and collaborating with other members of the staff.
Here are five things you just can’t do using a spread sheet.
Register for a demonstration by sending an email to firstname.lastname@example.org or sign up to a 30 day free trial here to find out first hand why SET is the best CRM for SMEs. See for yourself how our contact management features, sales process tools, intuitive reporting, performance tracking and powerful sales integrations can help your business grow consistently.
We can make your switch easy by assisting and delivering the tools, tips and free support you need to get started and be at the top of your game.
Smart businesses and sales professionals know that it’s necessary to focus on customer loyalty as much as customer acquisition. This is because it’s a lot easier to sell to existing customers rather than attract new ones. Businesses have a 60-70% chance of selling to existing customers and only a 5-20% chance of selling to a […]
Whether you’re transitioning into using a CRM for the first time or you’re switching to a new CRM, change can be difficult for your employees and processes. Luckily, you have the control in ensuring your CRM transition is a smooth ride. By keeping everyone involved you can keep the migration to a new CRM painless. […]