Businesses are too reliant of out-of-date, un-secure and often inaccessible spreadsheets, according to web-based Customer Relationship Management (CRM) provider, webCRM
The Leicestershire-based online CRM company is urging businesses to consider the implications of using spreadsheets for sales and customer data – such as losing sales opportunities, having inaccurate data and sales staff duplicating on leads.
“It’s important for a company of any size to have instant and up-to-date access to sales lead details, customer information and other data, otherwise everyone’s working on different information, most of which will be out-of-date before they begin a task,” said James Bogue of webCRM.
“Businesses are often too reliant on spreadsheets. Every sales lead is vital - not to mention expensive. Managing these leads can mean the difference between success and failure or even profit and loss. That’s where a good CRM system can make the difference.
He added: “If information is not up to date then it’s meaningless. webCRM data is held in a centrally accessible and secure database. Whether it’s a file note, change of customer details, prospect or appointment, information is immediately updated for all your staff to see wherever they are via desktop PC, laptop, iPhone, iPad, tablet, Blackberry or Android device.”
webCRM is offering businesses the chance to check out how it can enhance sales leads, customer information and marketing opportunities with a free webinar and 14 days trial. Visit http://www.webcrm.com/uk/crm-spreadsheet.asp for more information.