How Funnel CRM Stack Up Against Spreadsheets-converted

More documents

Recommendations

Info

website without technical knowledge. In case, you know your way around HTML, you can create your own form that matches with the markup and styling of your website. This feature alone has allowed Funnel CRM to change the rules of the game, for the better. Because many salespeople are often found complaining about losing leads in their messy spreadsheets or inboxes. • Reduces Manual Data Entry Salespeople hate manual work. It’s not because they deserve some special treatment, it’s because the admin work slows down hunter-style salespeople. Also, it makes sense because it isn’t their primary job and it works against their task—sales. So every minute spent on entering data in spreadsheets is less time selling. If you want to your sales team to sell more, then equip them with the right tool. I’m telling you this because there are many cloud CRM solutions out there that claim to speed up your sales process with automation but their users are required to manually enter customers’ information in order to create their profiles. But Funnel CRM is looking to change that forever. With smart automation, Funnel CRM has made it super easy for salespeople to grow and maintain their customer database. The CRM for agencies automatically captures your contacts’ basic information they have entered into your contact form and use it to create their profile. On top of it, it lets you update this information whenever you like. Now that’s what you call a smart solution. A CRM that actually automates manual work. This can only be done by a team that knows what are the pain points of salespeople. • Keep all Your Information in One Place If you are leveraging spreadsheets to track your sales business, not only it will require you to maintain multiple sheets to track all your data, but you also have to use scattered solutions to keep your business going. You have to manage a separate: • Contact sheet • Sales data • Emails • Notes and more Funnel CRM, on the other hand, brings all your work-related data to one place. You won’t have to dig through multiple spreadsheets, customer interactions, or file folders to find your desired information. The cloud CRM solution can hold the content of dozens of spreadsheets. Most importantly, it will eradicate the need to use scattered solutions and gather your sales team around a single suite of software that integrates different tools, data, and processes. In addition, you will be sure that the information is accurate when it is updated and housed in one place.
You won’t need to pull individual reports or cross-reference sheets to have the complete picture of your sales funnel and business. • Get a Chronological History of Your Interactions with Each Contact By far this is the most important function of a cloud CRM solution. With Funnel CRM, you can track every interaction with potential as well as existing customers without having to switch between different spreadsheets or losing track of old data. Typically, a sales rep have to delete their last call note in order to add the latest interaction. This results in losing valuable data. Funnel CRM have resolved this issue for you by keeping a chronological history of your interactions with each contact without sacrificing clarity or past notes. When you have all the notes, emails and meeting minutes in one place you will be in a better position to sway your prospects. Plus, it will save you ample time and effort as you won’t have to copy or paste necessary information. • Access Your Data on the Go Another significant advantage of using Funnel CRM is it seamlessly integrates with other apps such as Gmail. The integration lets you auto-sync your business data and makes the CRM more travel-friendly too. Since you can use it to sign into the app via mobile. Furthermore, when you receive a reply to a notification or message you have sent from Funnel CRM in your inbox, you can reply to that message directly from Gmail. The best part is your reply will not only be sent to the contact, but a copy of it will also appear in your Funnel CRM. Now, this can prove really handy, especially when you are on the move and want to send a quick reply to a prospect without signing into your cloud CRM solution. A timely follow up with a hot lead will drastically increase your chances to close a deal. Spreadsheets, however, aren’t that travel-friendly. You cannot view them via mobile. Plus, you have to wait until you get back to your workplace to update data. In the meantime, if you forget what you need to update you are more likely to lose a hot lead. But, a customer relationship management software can sync across users and devices and allow you to stay connected to your database no matter wherever you are. Most importantly, you won’t have to wait for the day to end to make notes or get back to your office and access those spreadsheets. • Reach Customer Service in Seconds If you are maintaining your data in spreadsheets, you probably need to hire an Excel expert to help you pull reports or have your team trained. With Funnel CRM, you can get help in a blink of an eye because 24/7 live support is always there to assist you. For instance, if you want to customize your account, doesn’t know how to import data, or how a specific feature works the support is there to help you at every step of the way. They will talk you through the
Page 1: Keywords: Cloud CRM solutions, CRM

How Funnel CRM Stack Up Against Spreadsheets-converted

Create successful ePaper yourself

Delete template?

Save as template?