6 ways that CRM Software is better than a spreadsheet
1. With CRM Software, you can easily find customer details in seconds, even if you have 1000s of records.
All you need to do is enter a simple search string. You could enter all or part of the business name or the contact lastname or firstname. You could enter part of the address, or the customer id, or some text that is part of the customer history. You could enter all or part of an email address or a telephone number. You can search by whatever is the easiest information for you to enter and just click Search. Any matching records are then displayed.
2. With CRM Software, you can access customer history information in seconds. Notes, emails, letters, quotes, invoices, payment reminders, statements, receipts, reminders, credit notes are all available at the click of a button. (try doing that with a spreadsheet).
3. You can create quotes, invoices, customer letters, receipts, credit notes, statements, payment reminders and other documents in seconds with just a few clicks, and either print them with an address label or simply email them to clients as PDF files.
4. With CRM Software, invoices are automatically tracked. Reminders let you know when a payment is overdue. At the click of a button, Payment reminders can be sent as PDF files or printed with an address label, showing any amount already received and the balance outstanding.
5. Built-in reports can show you who the top spending customers are, any clients you haven’t contacted for some time, or clients with overdue accounts and much more. Custom reports can easily be created to generate any custom information you need.