Has your business outgrown Spreadsheets?

Let’s face it, when it comes to a versatile business product, it’s very difficult to beat spreadsheets. I don’t know of any business that can operate without them. Business people use spreadsheets for various reasons: Accounts, Contact Management, Production Management, Sales Pipeline etc. Sound familiar?

However, from my experience as your business grows, this flexibility can eventually lead to one thing or another. Most commonly, information is spread over an unworkable disparate number of spreadsheets held within various locations with no real connection between them. Not forgetting that sharing this information is nigh on impossible with mobile or remote staff.

Tie in the various other dedicated office software programs such as accounts, industry specific software, e-mail, and so on, and you can quickly find that your staff are busier trying to gather information than reporting or acting on it.

SageCRM is the missing piece from this puzzle.

With the release of Sage CRM 7.3 this year, companies are currently recognising the need for a CRM system, and actively learning to get the most out of their CRM, if they already have one.

Customer Relationship Management is a strategy for keeping track of customer interactions, and it’s also a type of business software growing small and medium-sized businesses depend on.

In a nutshell, Sage CRM can be used by different people within your business, for a variety of purposes, for what we can describe as a 360 degree view of your business.

sage crm 360 view

It can be easily configured to link with MS Office, MS Exchange, Sage 50 and Sage 200 to give you a complete picture of the business as a whole or for each department.

From “One-Page”, you can see all contacts relevant to you and your business such as contact details, correspondence such as emails or phone calls, linked documents, accounts transactions, pipeline, customer service issues and relevant information from third party industry specific software.

The benefits of moving from Spreadsheets to SageCRM include but would not be limited to the following:

  • Reduce duplication of data entry and work
  • You can act on more accurate sales information
  • Improve the quality of forecasts
  • You can protect your business and it’s information better
  • Use proper metrics to track progress

The team at DB are available to take your call on 061 480980. Alternatively, feel free to follow any of the links here for more information on how Sage CRM can help your business overcome the limitations of spreadsheets.

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