When everything is going well in an organization, change tends to involve great friction. In most companies, Excel spreadsheets were once the norm for meeting data management and analysis requirements. Introducing the idea of moving from Excel sheets to a CRM platform could be met with great resistance because employees have become too comfortable with the current method.
Even now, Excel sheets are used in most departments, even though they easily end carry errors. Sadly, because of how easy it is to use Excel sheets, most departments and their leadership would rather accept errors than accept new, innovative CRMs and other management systems that would minimize mistakes and revolutionize their operations.
Limitations of using Excel Spreadsheets for Data analysis and management
Although some still advocate for the use of Excel for simple tasks in organizational documentation, a keen look into the use of excel sheets reveals serious limitations in the following key areas:
With all these inefficiencies with Excel, it’s only logical to buy into the idea of moving from Excel to a CRM. CRMs come with many of benefits, primarily related to measuring and improving existing customer relationships and winning back former customers.
Moving from Excel to a CRM is no longer just an idea welcomed by large corporations. Startups need CRMs more than ever because they want to start on the right foot with their customers, systems, and internal efficiencies as well as compete with larger corporations that are already using CRM platforms. Below are the summarized benefits of CRMs to organizations.
CRMs like Salesforce are revolutionary business tools that have been used by thousands of businesses to advance forward. For organizations still stuck using Excel spreadsheets, here’s an opportunity to finally make the move from Excel to CRM.
Moving from Excel to CRM
If, you’ve decided to make the switch, here’s how you can go about it.
First, you’ll need to learn about a few things about CRMs, especially if you are considering Salesforce, which is the official leader in customer relationship management.
You’ll want to build your resource hub, which should include a list of your preferred Salesforce Consultants and some implementation guides such as this one by Salesforce.
Once you are well acquainted with the implementation process, it’s time to get down to the real work. Get started by crafting a CRM strategy. You do this by defining your business objectives, analyzing and automating your time-consuming departments, bringing the right stakeholders on board, and ensuring your analytics are purposeful.
With a strategy in place, the next step is to gather and import your data, taking stock and putting everything into one master file. Make sure it’s clean by combing through and ensuring all entries are in the relevant fields so you are ready to go once it’s all imported in your CRM system.
If combing through large amounts of data to remove of duplicates proves to be too daunting a task, talk to us and let us help you clean it up. Salesforce also offers reduction functionalities embedded in the Import Data and Data Loader tools that allows you to get rid of duplicate entries.
Once everything is ready, import your data into your new CRM. If this is Salesforce, check out our blog for resources on how to manage your new CRM, or talk to us to get you up and moving with Salesforce.