excel to CRM

Is It Time to Move from Excel Spreadsheets to a CRM? Here’s What You Need to Know

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…

March 12, 2020
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