Your sales might be up, and your business is doing well. However, there is some issue bothering you recently, and it is the sales process.
Ever since you have started doing your business, you have depended only on spreadsheets for managing the sales pipeline. Customer data in one spreadsheet and leads in another. You have been using your spreadsheets instead of a CRM system for tracking your projects and revenue forecasts. Sometimes, you keep wondering how to fix up the broken sales process. If it is so, then you need to go through the following signs which can show you that it is time to switch from spreadsheets to a CRM software:
Staff Focusing More On Admin Tasks
Wasting too much time doing wrong things could slow down your success ratio. Nevertheless, as you scrutinize your sales activities, it is possible to discover that your team is wasting time on inaccurate things-at the cost of selling.
Scrolling through the customer data in the spreadsheets and keeping track of it is time-consuming. Instead, invest in a good CRM software which does all the admin work of managing your customer database.
Any business relies on accurate and timely information. However, you might be having data-reliability issues because of using spreadsheets. You might often notice errors such as typos, double record entry, accidental overwrites and deletions. If you are facing any of such issues, then it is time to switch to a CRM software.
Difficult To View Your Sales Pipeline
In a business world, things such as looking for open opportunities for your products, broken down by regions, sales representatives, is an easy task. However, the same work might seem difficult while using a spreadsheet. Data overload, unable to differentiate between new sales and upsells in spreadsheets are a few reasons. If you are facing such issues, then it is time to switch to a CRM software.
Your Forecast Turns Wrong Always
Spreadsheet-based forecasting is unreliable, and this imprecision involves accessibility of the spreadsheet itself. Unlike the CRM software, which can be updated easily through your mobile, spreadsheet-based business processes need users to be stick to their office desks to update the file which is time-consuming.
Everything Goes Disorganized
Spreadsheets cannot organize all your sales collaterals such as invoices, proposals, quotes. It is why you need to switch to a CRM software.
If you are looking for a free online CRM, consider the Businesssaathi Plus app. This app can help you keep track of business expenses apart from simplifying the way you do your business. Businesssaathi Plus app is one of the best online CRM management app for small business who are looking for a switch.