CRM VERSUS EXCEL

Posted by: PAUL on  28th December 2016


CRM Versus Excel

CRM Versus EXCEL

1. ACCESSIBILITY:

CRM

- Mobile App available for phones and tablets
- Automatic data

EXCEL

- Data can’t be shared with team while on the go

2. ANALYTICS:

CRM

- Complete sales funnel visualization

EXCEL

- No relationships between data without additional software

3. CUSTOMIZATION:

CRM

- Package of CRM software can be catered to meet a business’s exact needs

EXCEL

Simple to use and well known, but no customization for sales or marketing

4. MARKETING AUTOMATION:

CRM

- Full suite of marketing automation tools included (with OnContact CRM)

EXCEL

- Not included
- Requires additional software

5. INTEGRATION:

CRM

- Seamless integration with QuickBooks, marketing automation, ERP and more

EXCEL

- No direct integration with software
- Requires information to be ported