Sunday, June 24, 2018

8 reasons to move from Excel to a CRM system

 
8 reasons to move from Excel to a CRM system
Imagine sharing your Excel file with 10 people and hoping everyone is on the updated version at all times. Frustrating, error-prone, and not a productive way to work. While no business says no to collaboration and growth, it is important to say goodbye to tools your business has outgrown.

When you’re committing yourself to more relationships than spreadsheets can handle, it’s time to move to a CRM system. Keep reading to explore 8 capabilities that a CRM system offers, including:
  • Collaboration
  • Automation
  • Advanced reporting
  • And more
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