Why You Should Switch From Excel To CRM



As a business grows, change is inevitable. And, the software that’s relied on to run the operation is no different. For many, Excel has been a reliable tool during the initial growth of the business, but, as things get bigger, the limitations of Excel become more and more obvious. It’s then that the debate begins about whether it is time to switch from Excel to CRM.

There are many advantages to using CRM software like Xira CRM. In Excel multiple users can’t access files at the same time, large amounts of data are difficult to view and Excel doesn’t allow for any type of Marketing. CRM does all of that and more.

By making the switch from Excel to CRM, and in particular to Xira CRM, you will experience a massive improvement in functionality over what you are used to with Excel. With a design and functionality that is similar to the Microsoft business products that everyone is familiar with, you will have a reduced learning curve, making it simple for your team to learn.

Marketing integration will allow you to better visualize your campaigns and more effectively gage the effectiveness. You will be able to identify open leads and track their outcomes, link email conversations with the account and store sales and marketing literature for easy access and distribution.

Use Excel re-imports to make your CRM experience even better

But, even after you business has long moved past the days when it relied on Excel to manage important data you still will have use for the old standard of Excel. In fact, it can be a great supporting program to allow your CRM experience to be even better.

You instinctively get them and they always come through – just like Excel does. So, it remains an invaluable tool in changing and manipulating data. It is particularity useful when you have more than 250 records that need to be changed, as limits you to that many changes at a time in the CRM.

Are you still primarily using Excel to manage your business? Are you finding that you are outgrowing the capabilities of the program? Let the experts at XIra Infotech walk you through why it is time to switch from Excel to a CRM solution today.

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