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3 Reasons Why You Have to Stop Using Spreadsheets

Updated: Jul 26




Spreadsheets are an easy to use, well-known method to save your data and track your leads. Plenty of Small and medium-sized rely on spreadsheets for tracking leads, organizing customer data, and reporting. However, when it comes to customer relationship management spreadsheets lag way behind.

CRM (Customer Relationship Management) software is a much more efficient solution to manage your business’s most valuable asset – your customer base.


Why is using Salesforce CRM systems better than spreadsheets for customer relationship management?



Give Your Team a Single Source of Information

While you’re using multiple sheets to save, organize, and track your customer data, you most probably feel extremely overwhelmed. You might think that it keeps your data more neat and organized, but your team can’t overcome the disadvantages. With Salesforce CRMs, all of your data is together. Activity reports for each member of your team, contact data, sales data, your calendar, emails, documents, and more. You won’t need to search multiple spreadsheets, email threads, or file folders to find information — it will all be in your CRM.



A Clear View of Every Customer

We are living in the Age of the Customer, and businesses that don’t shift their focus on customer satisfaction pay the price. However, spreadsheets make this task way more difficult compared to CRM: updates must be manually uploaded, information can be easily misplaced or deleted by mistake, and losing vital information is common.


On the other hand, Salesforce CRM systems use automation to instantly retain all the essential information that helps get a better view of every customer, including conversations, journey, relationships, and history with your business.



Save time with automation

If you’re using spreadsheets, you’re probably wasting your team’s time and effort in creating manual reports. What about assigning leads or support cases to your team? It’s a time-consuming process too. Salesforce CRMs can run automation rules for various business processes to assign hot leads to your sales reps or escalate service cases to the right support agent depending on your business needs. And because it’s all automated and tracked via a CRM, reporting can be done with a click of a button.





It’s pretty clear that Salesforce solutions are much more efficient than spreadsheets for customer management. If you are still using spreadsheets to manage your business, it would be highly advisable to make the switch to CRM systems. Get yours from here.

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