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
