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crm vs excel - sap business one erp software

CRM VERSUS EXCEL – Merits of SAP Business One / SAP B1

why you should move from Excel to CRM

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
For more info click: sap b1
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