Why Pay for CRM when You Already Have Excel?

Why Pay for CRM when You Already Have Excel?

Some of you may be wondering, “Why should I pay for a CRM tool when I already have access to excel tools like Google Sheets and Microsoft Excel?”. That’s an incredibly valid question. There are great benefits to a CRM that aren’t readily available in excel workbooks and sheets.




Two inherent benefits of CRM are:

  1. A CRM connects and correlates different records together as part of the normal way data is entered meaning it makes connections you may not have considered.
  2. It helps you remember to fill out and do the activities in a document that you may have forgotten about by automatically prompting you.


CRM is Available When and Where You Need It

You can work when and where you want if your CRM is cloud-based. Sharing information and records on fly has never been easier with cloud-based technology. Teams can share contacts, prospects and projects, syncing their information as they go. You can try W5 Templates free 14 day cloud trial and see for yourself.


Get Everyone on The Same Page

How much time has been wasted in meetings or emails trying to get everyone on the same page? That’s not a problem when you working with a CRM that allows everyone to access essential information at any given moment. CRM uses dialogs to provide scripts so that users are all following the same process and/or asking the same questions.


Track Results Based on Activities

Marketing campaigns and sales process have multiple steps and phases. You can find out which area is performing best, where business is dropping off, and what techniques are proving most successful with CRM. You can duplicate successful campaigns and methods and get rid of the ones that aren’t working by using a CRM, something that would take a lot more work, effort and time in excel.


If you’re still on the fence of purchasing CRM, you can try it for free here.

Dave Oshlag has been helping companies large and small stay organized and focus on the right projects for more than 25 years.  His specialty is saving hours of time wasted on disorganized systems without spending thousands of dollars. He’s best known for enabling massive changes in productivity with tools like W5 Templates that are simple, streamlined and get people organized quickly.

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