Steps to Moving from Excel to CRM
Posted: Sun May 25, 2025 7:35 am
HubSpot's 2024 CRM Evolution Report reveals that approximately one in four salespeople in France are unaware of this tool, and nearly 50% of French businesses don't have one. Instead, they store their customer data in Excel spreadsheets. At first glance, Microsoft's spreadsheet software can be useful for managing your customer relationships. However, as your business grows, you'll need more advanced features. It will then be necessary to rely on a specialized customer relationship management solution. Discover how to kenya phone number list the switch from Excel to CRM.
Launch your CRM project: 1 hour of needs audit FREE
On the agenda of this article
Why switch from CRM to EXCEL for a VSE/SME?
What is an Excel sales pipeline?
When to switch from Excel to a CRM?
The Benefits of Moving from Excel to CRM
Why switch from CRM to EXCEL for a VSE/SME?
You use Excel every day to manage your customers, track your sales, and organize your data. It's a familiar and useful tool, but you may have noticed that it's starting to show its limitations as your business grows. You're wondering if switching to a customer relationship management ( CRM ) system could be beneficial for you. I'm here to help you understand how this transition can not only make your job easier but also propel your business to new heights. Together, let's explore why adopting a CRM could be the essential next step in optimizing your processes and strengthening your customer relationships.
Launch your CRM project: 1 hour of needs audit FREE
On the agenda of this article
Why switch from CRM to EXCEL for a VSE/SME?
What is an Excel sales pipeline?
When to switch from Excel to a CRM?
The Benefits of Moving from Excel to CRM
Why switch from CRM to EXCEL for a VSE/SME?
You use Excel every day to manage your customers, track your sales, and organize your data. It's a familiar and useful tool, but you may have noticed that it's starting to show its limitations as your business grows. You're wondering if switching to a customer relationship management ( CRM ) system could be beneficial for you. I'm here to help you understand how this transition can not only make your job easier but also propel your business to new heights. Together, let's explore why adopting a CRM could be the essential next step in optimizing your processes and strengthening your customer relationships.