CRM adoption - Why switch from Excel Sheets to Apps for tracking sales pipeline? - Digiteam

CRM adoption – Why switch from Excel Sheets to Apps for tracking sales pipeline?

9:04:50 AM / by Digiteam

When sales teams began replacing physical spreadsheets on paper for their digital counterparts, there were many who were skeptical of the reliability of a product and practice that required power. Technology had not caught up with the world at the time.

Fast forward to the 21st century and the word spreadsheet has become ubiquitous within sales teams. It would be difficult to find anyone conducting business without the help of an spreadsheet be it excel or a version that is hosted online such as google sheets. When ‘on the road’ sales teams may sometimes still resort to using pen and paper,or collecting business cards, with the idea that this data will be eventually be recorded in a central location. Unfortunately, human nature means that notes can be lost or misplaced, or that a member of the team simply forgets to update the spreadsheet. This is where technology can become a real partner to your business.

A new development in the field of digital sales assistants are CRM apps. Applications that assist and compliment customer relationship management while also driving sales. Think of it as a mobile sales assistant. One that helps track progress, reminds you of pending tasks, measures performance and stores all your data. An effective sales tracking software that’s not just portable but easy to use and helps businesses grow. Here are a few reasons why adopting a CRM app to track sales pipeline and other management processes is a good decision for your business.

It’s simpler

It may take some time to get familiar with using a digital sales assistant however, the results outweigh the effort. Using an automated spreadsheet makes life a lot simpler in the long run. The transition is made even easier if the program or app you use has a wide selection of useful features and effective analysis and recording processes.

It’s mobile

Your data is your power. The leads you’ve generated, the clients you’ve earned, their contact details and where they are in the sales pipeline are all important information you will always need. Therefore, it’s important to have all this data in a single and secure location. No more forgetting a file at the office or bringing the wrong notes to a meeting. With a cloud-based software or app, all your data le to you and your team.

You can multi-task

Most employees are advised not to multi-task as it lowers attention spans and performance. It would make things a lot smoother if you delegated these tasks. That’s where a smart CRM app comes in handy. With it, you’ll be able to track your team’s location on-the-go, set tasks and deadlines, manage contact portfolios and much more.

Reduce Costs

The cost of having multiple people coordinating a task that can easily be automated is a wasted expense. Why not use the more cost efficient system of a digital sales assistant? The capital you save from making his transition could then be used to push your team and their efforts further.

These are just a few of the ways an effective, reliable and functional sales electronic sales software can help you ditch excel sheets for a more sophisticated and targeted approach. Digiteam – SalesARM CRM mobile sales assistant can help make you reach your goals, achieve your targets and meet your deadlines. There’s a lot more we can help you accomplish. Just drop us a line and one of our team will get in touch with you on how to make the most out of the Digiteam – SalesARM CRM app.

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