Why is CRM better than Excel
With Excel, all your customer data is stored locally on your system. This means any problem with your system could risk all this crucial data. So, no matter how careful you are, your data on Excel is not completely safe. But in the case of CRM software, all your data is stored in the cloud on remote servers.
Can I use Excel instead of a CRM
Though you can easily use Excel to create a database of your customers, Excel lacks several key benefits of more dedicated CRM software. A proper CRM system that is integrated and automated will allow you to better manage your leads and opportunities, move your sales pipeline forward, and ultimately close more deals.
Can I use Excel as a CRM
An Excel spreadsheet is widely used and simple to handle. It allows you to collect data and information, manage and evaluate them with the help of database functions. This is why it is suitable for using as a CRM.
Why use a CRM instead of spreadsheet
A Customer Relationship Management (CRM) system enables you to store all your information in a centralised database. Offering far more features than a simple spreadsheet possibly could, you are able to streamline your day-to-day tasks, work more efficiently, and keep all of your data organised and easy to access.
What is the meaning of CRM in Excel
Customer relationship management
Customer relationship management (CRM) is a set of integrated, data-driven software solutions that help manage, track, and store information related to your company's current and potential customers.
