MyPage is a personalized page based on your interests.The page is customized to help you to find content that matters you the most.


I'm not curious

DonĂ¢€™t Use the Worst CRM

Published on 13 August 15
906
0
0

Did you know that Excel is the worldâs worst Customer Relationship Management (CRM) System? To be fair, the worst CRM in the world isnât even truly a CRM. Why is Excel it the worldâs worst CRM then? Well, because a lot of people insist on using it as a CRM when it doesnât have that capability. Excel is an excellent program for what it is supposed to be, which is to handle spreadsheets. It does that very well, but that doesnât make a CRM.


Excel isnât really meant to be much of a collaborative document. Sure you can have other people enter in numbers and such. It can be fine most of the time, but there is a risk of formula changes which would ruin the end result. Often times, if an excel document is passed around to a lot of people using different versions the document starts to act strange. Itâs generally best if one person is managing the Excel spreadsheet versus many. Things stay cleaner that way.


When your business closes a sale, itâs great! You can even log something simple like that into Excel. However, it all ends there. What about all the upselling possibilities later? Do they need this service or that accessory? Is it a subscription? If so, then what about renewal plans? Excel doesnât give you that information, nor does it give you a workflow to follow that a true CRM would. Excel wonât send you notifications that itâs time to contact a certain customer for a follow up. You donât have a sales process that you can have automated in Excel.


Excel also doesnât provide any reporting on analytics. Yes, you can manipulate the data with copying, pasting, and sorting. However, that isnât giving you any information on how many leads were converted to customers. It doesnât tell you what the results of your latest email campaign are. How many people opened the message? What was your click rate? Itâs important information to have. A good enterprise crm software will give you reporting capabilities to track the important results that you need. Knowing the results of your campaigns is just as important as sending them.


CRM stands for customer relationship management. You canât manage your customer relationships very well if you donât have a tracking system with all your customers and potential customers. Excel doesnât do that for you, whereas a CRM will. However, using a CRM is definitely a collaborative effort. That means everybody within your business has to log in the information when speaking with customers. Otherwise, you run the risk of being ambushed with a problem on a call because you didnât know about it.


As I said earlier, itâs not Excelâs fault because it wasnât designed to be used as a CRM. It was designed to be a spreadsheet. Iâm sure you use Excel on a daily basis for a variety of uses. It functions wonderfully to crunch numbers and manipulate large sets of data. It isnât very useful to track incremental information updates. That is what a CRM is used for, not Excel.








Did you know that Excel is the worldâs worst Customer Relationship Management (CRM) System? To be fair, the worst CRM in the world isnât even truly a CRM. Why is Excel it the worldâs worst CRM then? Well, because a lot of people insist on using it as a CRM when it doesnât have that capability. Excel is an excellent program for what it is supposed to be, which is to handle spreadsheets. It does that very well, but that doesnât make a CRM.

Excel isnât really meant to be much of a collaborative document. Sure you can have other people enter in numbers and such. It can be fine most of the time, but there is a risk of formula changes which would ruin the end result. Often times, if an excel document is passed around to a lot of people using different versions the document starts to act strange. Itâs generally best if one person is managing the Excel spreadsheet versus many. Things stay cleaner that way.

When your business closes a sale, itâs great! You can even log something simple like that into Excel. However, it all ends there. What about all the upselling possibilities later? Do they need this service or that accessory? Is it a subscription? If so, then what about renewal plans? Excel doesnât give you that information, nor does it give you a workflow to follow that a true CRM would. Excel wonât send you notifications that itâs time to contact a certain customer for a follow up. You donât have a sales process that you can have automated in Excel.

Excel also doesnât provide any reporting on analytics. Yes, you can manipulate the data with copying, pasting, and sorting. However, that isnât giving you any information on how many leads were converted to customers. It doesnât tell you what the results of your latest email campaign are. How many people opened the message? What was your click rate? Itâs important information to have. A good enterprise crm software will give you reporting capabilities to track the important results that you need. Knowing the results of your campaigns is just as important as sending them.

CRM stands for customer relationship management. You canât manage your customer relationships very well if you donât have a tracking system with all your customers and potential customers. Excel doesnât do that for you, whereas a CRM will. However, using a CRM is definitely a collaborative effort. That means everybody within your business has to log in the information when speaking with customers. Otherwise, you run the risk of being ambushed with a problem on a call because you didnât know about it.

As I said earlier, itâs not Excelâs fault because it wasnât designed to be used as a CRM. It was designed to be a spreadsheet. Iâm sure you use Excel on a daily basis for a variety of uses. It functions wonderfully to crunch numbers and manipulate large sets of data. It isnât very useful to track incremental information updates. That is what a CRM is used for, not Excel.

Post a Comment

Please notify me the replies via email.

Important:
  • We hope the conversations that take place on MyTechLogy.com will be constructive and thought-provoking.
  • To ensure the quality of the discussion, our moderators may review/edit the comments for clarity and relevance.
  • Comments that are promotional, mean-spirited, or off-topic may be deleted per the moderators' judgment.
You may also be interested in
Awards & Accolades for MyTechLogy
Winner of
REDHERRING
Top 100 Asia
Finalist at SiTF Awards 2014 under the category Best Social & Community Product
Finalist at HR Vendor of the Year 2015 Awards under the category Best Learning Management System
Finalist at HR Vendor of the Year 2015 Awards under the category Best Talent Management Software
Hidden Image Url

Back to Top