Excel to CRM

Spreadsheets never built to maintain customer relationship. It requires a proper tools to be handled with.

Though Excel sheets are easy to access and understand but if you are dealing with large developing sales team then this tool proves short. Excel sheets are design for specific functions and customer relationship is not one of them.

CRM software makes a notable difference as it allows you to use this context with minimal efforts, instantaneously.

• It helps to store contact details.
• CRM allows the 360 degree view to the contacts.
• CRM helps to distinguish leads by their territories it prioritize leads by their activity so that you can decide your targeted leads.
• CRM has customised tools based on sales process and sales activities.
• CRM helps to contact data access through roles and permissions.
• CRM allows data access from any device.