Why spreadsheets won’t make the cut for growing sales teams
If you’re using spreadsheets like Excel and Google Sheets along with email for sales, you’re not alone. These tools are easy to access and understand, no doubt. But when it comes to managing a high volume of data and a large, growing sales team, these tools fall short.
Spreadsheets and emails are designed for specific functions, and customer relationship management is not one of them. To manage customer relationships you need to be able to look beyond data and understand the context behind every interaction. This context is obtained at every step of the interaction with the prospect—phone calls, emails, demos, face-to-face meetings, etc. A CRM software makes a crucial and pivotal difference by being able to access this context with minimal effort, instantaneously.
CRM vs. Spreadsheet vs. Email
Spreadsheets and emails are great at sorting data and managing email interactions, but not entirely at managing customer relationships. The table below lists common sales needs, drawing a clear distinction between what can be achieved with a CRM software and spreadsheets.
|
SALES NEEDS |
CRM |
SPREADSHEET |
|
|---|---|---|---|
|
Storing contact details |
YES |
YES |
YES |
|
A 360° view of the contact |
YES |
NO |
NO |
|
Establishing sales processes |
YES |
No |
NO |
|
Prioritizing leads by their activities |
YES |
NO |
NO |
|
Tracking contacts’ activity on the website and in-product |
YES |
NO |
NO |
|
Customizing the tools based on your sales process/activities |
YES |
NO |
NO |
|
Cross-selling and upselling using contextual information |
YES |
NO |
NO |
|
Controlling data access through roles and permissions |
YES |
NO |
NO |
|
Retaining all functionalities across device types |
YES |
NO |
NO |
How a CRM software can help sales teams
With a software like ezTask.io, you can improve customer relationships and retention, increase sales and revenue, automate outreach process and tasks, and more. Here’s a look at a few more reasons why ezTask.io beats spreadsheets.
One place to access all data
Access multiple functionalities—email, phone, reports, activity tracking, automations—and have a 360° view of every customer. This helps focus on the human aspect of sales: reaching out and solving people’s needs.
Automate repetitive tasks
Automates mundane tasks like creating leads from webforms and business cards, enriching and assigning them, and setting up follow up activities like calls and emails.
Stay ahead of your deals
Get complete visibility of deals across stages. Know how many deals are in each stage, and the potential revenue they will bring. Identify the hottest deals, and unclog your sales pipeline by spotting and eliminating stale deals.
Collaborate with teams for improved productivity
Information in ezTask.io can be accessed by marketing and support teams to plan campaigns and respond to tickets using sales context.
More context for meaningful conversations
Get instant context about the lead such as the pages they visited, features they adopted, the emails opened and clicked, etc. to make meaningful, and relevant conversations. The CRM also sets lead scores based on these activities.
Data-driven decisions with advanced reporting
Create and track the right sales metrics to know the sales team’s performance, the revenue obtained from each region, the deals likely to close next month, etc. to address bottlenecks and resource allocation.
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