{"id":9920,"date":"2021-11-12T09:30:00","date_gmt":"2021-11-12T04:00:00","guid":{"rendered":"https:\/\/kylas.io\/?p=9920"},"modified":"2023-12-19T16:47:53","modified_gmt":"2023-12-19T11:17:53","slug":"crm-excel","status":"publish","type":"post","link":"https:\/\/kylas.io\/en\/sales-crm\/crm-excel","title":{"rendered":"CRM vs Excel: Reasons Why Growing Businesses Need to Make a Switch!"},"content":{"rendered":"\n<p class=\"has-medium-font-size\">For growing businesses that have been using the traditional methods of contact and customer data management, spreadsheets may be the go-to tool. <\/p>\n\n\n\n<div style=\"height:30px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<p class=\"has-medium-font-size\">Your Excel sheets are all good till you have a few hundred entries and a small team of people working on them. But as your <a href=\"https:\/\/kylas.io\/sales-effectiveness\/top-small-business-growth-strategies\" target=\"_blank\" rel=\"noreferrer noopener\"><span style=\"text-decoration: underline;\">business grows<\/span><\/a>, customer data increases, and more people are added to your team, that is when the trouble starts. Chaos and confusion follow.<\/p>\n\n\n\n<div style=\"height:30px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<p class=\"has-medium-font-size\">That is when you start pondering the CRM vs. Excel dilemma that most growing business owners often go through. You have to make a decision before things go out of hand.<\/p>\n\n\n\n<div style=\"height:30px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<p class=\"has-medium-font-size\">Spreadsheets are very handy for any business, but your customer data needs more than what Excel can offer.<span style=\"text-decoration: underline;\"> <a href=\"https:\/\/kylas.io\/sales-effectiveness\/small-businesses-need-sales-crm-software\" target=\"_blank\" rel=\"noreferrer noopener\">Sales CRM software<\/a><\/span><a href=\"https:\/\/kylas.io\/sales-effectiveness\/small-businesses-need-sales-crm-software\" target=\"_blank\" rel=\"noreferrer noopener\">,<\/a> on the other hand, is explicitly built to organize and manage customer data and scale along with your business. <\/p>\n\n\n\n<div style=\"height:30px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<p class=\"has-medium-font-size\">It is made for <a href=\"https:\/\/kylas.io\/features\/collaboration\" target=\"_blank\" rel=\"noreferrer noopener\"><span style=\"text-decoration: underline;\">better collaboration<\/span><\/a>, easy access to data, and automation of a range of tasks to make your job easier.<\/p>\n\n\n\n<div style=\"height:30px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<p class=\"has-medium-font-size\">Let\u2019s find out why CRM wins every time the CRM vs Excel battle ensues.<\/p>\n\n\n\n<div style=\"height:30px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<div class=\"wp-block-ht-block-toc  is-style-outline htoc htoc--position-wide toc-list-style-plain\" data-htoc-state=\"expanded\"><span class=\"htoc__title\"><span class=\"ht_toc_title\">Table of Contents<\/span><span class=\"htoc__toggle\"><svg xmlns=\"http:\/\/www.w3.org\/2000\/svg\" width=\"16\" height=\"16\"><g fill=\"#444\"><path d=\"M15 7H1c-.6 0-1 .4-1 1s.4 1 1 1h14c.6 0 1-.4 1-1s-.4-1-1-1z\"><\/path><path d=\"M15 1H1c-.6 0-1 .4-1 1s.4 1 1 1h14c.6 0 1-.4 1-1s-.4-1-1-1zM15 13H1c-.6 0-1 .4-1 1s.4 1 1 1h14c.6 0 1-.4 1-1s-.4-1-1-1z\"><\/path><\/g><\/svg><\/span><\/span><div class=\"htoc__itemswrap\"><ul class=\"ht_toc_list\"><li class=\"\"><a href=\"#htoc-why-is-crm-better-than-spreadsheets\">Why Is CRM Better Than Spreadsheets?<\/a><\/li><li class=\"\"><a href=\"#htoc-excel-vs-crm-a-detailed-comparison\">Excel vs CRM: A Detailed Comparison<\/a><\/li><li class=\"\"><a href=\"#htoc-downsides-of-spreadsheets-reasons-why-your-business-should-move-to-a-crm\">Downsides of Spreadsheets: Reasons Why Your Business Should Move to a CRM<\/a><\/li><li class=\"\"><a href=\"#htoc-benefits-of-crm-for-small-business\">Benefits of CRM for Growing Business<\/a><\/li><li class=\"\"><a href=\"#htoc-summing-up\">Summing Up<\/a><\/li><\/ul><\/div><\/div>\n\n\n\n<div style=\"height:40px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<hr class=\"wp-block-separator has-css-opacity\"\/>\n\n\n\n<div style=\"height:40px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"htoc-why-is-crm-better-than-spreadsheets\">Why Is CRM Better Than Spreadsheets?<\/h2>\n\n\n\n<div style=\"height:30px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<p class=\"has-medium-font-size\">This question has obvious answers that almost every business is aware of. But since many growing business owners are still skeptical about making the switch from Excel to CRM, let us try to put an end to this confusion and dilemma for good. <\/p>\n\n\n\n<div style=\"height:30px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<p class=\"has-medium-font-size\">Yes, Excel has several capabilities and it can handle large amounts of data as well. But Excel is complicated and not user-friendly, to say the least.<\/p>\n\n\n\n<div style=\"height:30px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"htoc-centralized-data\" style=\"font-size:22px\">1. Centralized Data<\/h3>\n\n\n\n<div style=\"height:30px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"alignright size-large is-resized\"><img decoding=\"async\" loading=\"lazy\" width=\"1024\" height=\"860\" src=\"https:\/\/kylas.io\/wp-content\/uploads\/2021\/11\/15001260-Inblog-Experimentation-19-1024x860.png\" alt=\"Benefits of CRM : Centralized Data\" class=\"wp-image-9963\" style=\"width:256px;height:215px\" title=\"Centralized Data\" srcset=\"https:\/\/kylas.io\/en\/wp-content\/uploads\/2021\/11\/15001260-Inblog-Experimentation-19-1024x860.png 1024w, https:\/\/kylas.io\/en\/wp-content\/uploads\/2021\/11\/15001260-Inblog-Experimentation-19-300x252.png 300w, https:\/\/kylas.io\/en\/wp-content\/uploads\/2021\/11\/15001260-Inblog-Experimentation-19-768x645.png 768w, https:\/\/kylas.io\/en\/wp-content\/uploads\/2021\/11\/15001260-Inblog-Experimentation-19.png 1500w\" sizes=\"(max-width: 767px) 89vw, (max-width: 1000px) 54vw, (max-width: 1071px) 543px, 580px\" \/><\/figure><\/div>\n\n\n<p class=\"has-medium-font-size\">CRM facilitates better access to customer data. It is a platform where you can store all your customer data centrally and give access to your team members as and when needed. <\/p>\n\n\n\n<p class=\"has-white-color has-text-color has-medium-font-size\">.<\/p>\n\n\n\n<p class=\"has-medium-font-size\">With all your customer data being centralized on a single platform, you can access it from any device, and don\u2019t have to keep shuffling through multiple spreadsheets. <\/p>\n\n\n\n<div style=\"height:30px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<p class=\"has-medium-font-size\">According to Software Advice, 74% of businesses indicated that with the usage of CRM software they now have better access to <a href=\"https:\/\/kylas.io\/crm-productivity\/crm-data\" target=\"_blank\" rel=\"noreferrer noopener\"><span style=\"text-decoration: underline;\">customer data<\/span>.<\/a><\/p>\n\n\n\n<div style=\"height:30px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"htoc-easy-integration\" style=\"font-size:22px\">2. Easy Integration&nbsp;<\/h3>\n\n\n\n<div style=\"height:30px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"alignright size-large is-resized\"><img decoding=\"async\" loading=\"lazy\" width=\"1024\" height=\"860\" src=\"https:\/\/kylas.io\/wp-content\/uploads\/2021\/11\/15001260-Inblog-Experimentation-20-1024x860.png\" alt=\"Benefits of CRM : CRM Integrations\" class=\"wp-image-9965\" style=\"width:256px;height:215px\" title=\"Easy Integration \" srcset=\"https:\/\/kylas.io\/en\/wp-content\/uploads\/2021\/11\/15001260-Inblog-Experimentation-20-1024x860.png 1024w, https:\/\/kylas.io\/en\/wp-content\/uploads\/2021\/11\/15001260-Inblog-Experimentation-20-300x252.png 300w, https:\/\/kylas.io\/en\/wp-content\/uploads\/2021\/11\/15001260-Inblog-Experimentation-20-768x645.png 768w, https:\/\/kylas.io\/en\/wp-content\/uploads\/2021\/11\/15001260-Inblog-Experimentation-20.png 1500w\" sizes=\"(max-width: 767px) 89vw, (max-width: 1000px) 54vw, (max-width: 1071px) 543px, 580px\" \/><\/figure><\/div>\n\n\n<p class=\"has-medium-font-size\">With <a href=\"https:\/\/kylas.io\/crm-basics\/must-have-crm-integrations-small-business-growth\" target=\"_blank\" rel=\"noreferrer noopener\"><span style=\"text-decoration: underline;\">CRM Integrations<\/span><\/a> you can link your CRM with all the other business applications you are using, such as your email, social media apps, and so on. So your CRM software can automatically gather data from these apps if you need to. You don\u2019t need to have your team members spend time data entry as you would with Excel.<\/p>\n\n\n\n<p class=\"has-medium-font-size\">Kylas offers multiple seamless integration opportunities that come with using a CRM, including Indiamart, Facebook, marketing automation, and more. This means salespeople need not spend time manually porting information into countless spreadsheet templates.<\/p>\n\n\n\n<div style=\"height:30px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"htoc-customization\" style=\"font-size:22px\">3. Customization<\/h3>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"alignright size-large is-resized\"><img decoding=\"async\" loading=\"lazy\" width=\"1024\" height=\"860\" src=\"https:\/\/kylas.io\/wp-content\/uploads\/2021\/11\/15001260-Inblog-Experimentation-21-1024x860.png\" alt=\"CRM Benefits: Customization\" class=\"wp-image-9966\" style=\"width:256px;height:215px\" title=\"Customization\" srcset=\"https:\/\/kylas.io\/en\/wp-content\/uploads\/2021\/11\/15001260-Inblog-Experimentation-21-1024x860.png 1024w, https:\/\/kylas.io\/en\/wp-content\/uploads\/2021\/11\/15001260-Inblog-Experimentation-21-300x252.png 300w, https:\/\/kylas.io\/en\/wp-content\/uploads\/2021\/11\/15001260-Inblog-Experimentation-21-768x645.png 768w, https:\/\/kylas.io\/en\/wp-content\/uploads\/2021\/11\/15001260-Inblog-Experimentation-21.png 1500w\" sizes=\"(max-width: 767px) 89vw, (max-width: 1000px) 54vw, (max-width: 1071px) 543px, 580px\" \/><\/figure><\/div>\n\n\n<p class=\"has-medium-font-size\">You can also customize your CRM software to cater to the unique needs of your business.<\/p>\n\n\n\n<p class=\"has-white-color has-text-color has-medium-font-size\">.<\/p>\n\n\n\n<p class=\"has-medium-font-size\">From setting relevant KPIs to measure performance to segmenting your customers based on location, age, gender, etc., there\u2019s a lot you can do with CRM. This kind of customization is not possible with Excel in most cases.<\/p>\n\n\n\n<div style=\"height:30px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"htoc-analytics-and-reporting\" style=\"font-size:22px\">4. Analytics and Reporting<\/h3>\n\n\n\n<div style=\"height:30px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"alignright size-large is-resized\"><img decoding=\"async\" loading=\"lazy\" width=\"1024\" height=\"860\" src=\"https:\/\/kylas.io\/wp-content\/uploads\/2021\/11\/15001260-Inblog-Experimentation-22-1024x860.png\" alt=\"CRM Benefits: Analytics and Reporting\" class=\"wp-image-9967\" style=\"width:256px;height:215px\" title=\"Analytics and Reporting\" srcset=\"https:\/\/kylas.io\/en\/wp-content\/uploads\/2021\/11\/15001260-Inblog-Experimentation-22-1024x860.png 1024w, https:\/\/kylas.io\/en\/wp-content\/uploads\/2021\/11\/15001260-Inblog-Experimentation-22-300x252.png 300w, https:\/\/kylas.io\/en\/wp-content\/uploads\/2021\/11\/15001260-Inblog-Experimentation-22-768x645.png 768w, https:\/\/kylas.io\/en\/wp-content\/uploads\/2021\/11\/15001260-Inblog-Experimentation-22.png 1500w\" sizes=\"(max-width: 767px) 89vw, (max-width: 1000px) 54vw, (max-width: 1071px) 543px, 580px\" \/><\/figure><\/div>\n\n\n<p class=\"has-medium-font-size\">Data analysis and reporting features in CRM software help you understand your sales process better, showing you where you need to improve. These capabilities are lacking in Excel. Any analysis you do or reports you generate has to be done manually.<\/p>\n\n\n\n<p class=\"has-white-color has-text-color has-medium-font-size\">.<\/p>\n\n\n\n<p class=\"has-medium-font-size\">All of these and more benefits that you enjoy with CRM make it a better choice over Excel spreadsheets any day.<\/p>\n\n\n\n<div style=\"height:40px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"htoc-marketing-automation\">5. Marketing Automation<\/h3>\n\n\n\n<div style=\"height:30px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<p class=\"has-medium-font-size\">Most CRMs provide Marketing Automation feature set within the platform. Tools included with marketing automation include Email Marketing, Lead Qualification, Lead Scoring etc. However, &nbsp;Marketing automation isn\u2019t a part of Excel\u2019s capabilities, requiring you to purchase third-party software in addition to utilizing excel spreadsheets.<\/p>\n\n\n\n<hr class=\"wp-block-separator has-css-opacity\"\/>\n\n\n\n<div style=\"height:40px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"htoc-excel-vs-crm-a-detailed-comparison\">Excel vs CRM: A Detailed Comparison<\/h2>\n\n\n\n<div style=\"height:30px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<p class=\"has-medium-font-size\">To understand why your growing business can do much better with CRM than it is doing with Excel, we have drawn a comparison between these two very strong contenders. <\/p>\n\n\n\n<div style=\"height:30px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<p class=\"has-medium-font-size\">This should help you realize how CRM gives you some added benefits over spreadsheets and why investing in good CRM software can be a great business decision for the long run.<\/p>\n\n\n\n<div style=\"height:30px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<p class=\"has-medium-font-size\">Here are some of the key points of comparison we have considered and a brief discussion on how Excel and CRM differ under each point.<\/p>\n\n\n\n<div style=\"height:30px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<figure class=\"wp-block-table is-style-stripes\"><table class=\"has-background\" style=\"background-color:#e9fbe5\"><tbody><tr><td><\/td><td class=\"has-text-align-left\" data-align=\"left\"><strong>Excel<\/strong><\/td><td class=\"has-text-align-left\" data-align=\"left\"><strong>CRM<\/strong><\/td><\/tr><tr><td><strong>Data Entry<\/strong><\/td><td class=\"has-text-align-left\" data-align=\"left\">CRM integrates with various applications and automatically captures from different sources. Human error is minimalized.<\/td><td class=\"has-text-align-left\" data-align=\"left\">Multiple users can access and work from the same database simultaneously. This improves collaboration between departments.<\/td><\/tr><tr><td><strong>Collaboration<\/strong><br><br><\/td><td class=\"has-text-align-left\" data-align=\"left\">Manual data entry is time-consuming and opens a door for human error.<\/td><td class=\"has-text-align-left\" data-align=\"left\">Manual data entry is time-consuming and opens the door to human error.<\/td><\/tr><tr><td><strong>Analytics and Reporting<\/strong><\/td><td class=\"has-text-align-left\" data-align=\"left\">You have to manually perform analytics and create reports, which takes a lot of time.<\/td><td class=\"has-text-align-left\" data-align=\"left\">CRMs have automated analytics and reporting capabilities that allow you to generate up-to-date reports.<\/td><\/tr><tr><td><strong>Time Value<\/strong><\/td><td class=\"has-text-align-left\" data-align=\"left\">A lot of time is wasted because each entry has to be done manually, and in carrying out many other repetitive tasks. <\/td><td class=\"has-text-align-left\" data-align=\"left\">A lot of time is wasted because each entry has to be done manually and in carrying out many other repetitive tasks. <\/td><\/tr><tr><td><strong>Automation<\/strong><\/td><td class=\"has-text-align-left\" data-align=\"left\">Every task e.g. sending out emails, following up with customers and prospects has to be done manually.<\/td><td class=\"has-text-align-left\" data-align=\"left\">By using automated systems, sales and marketing professionals can avoid time-consuming manual data entry work and focus on generating revenue through selling and marketing activities. <\/td><\/tr><tr><td><strong>Customer Experience<\/strong><\/td><td class=\"has-text-align-left\" data-align=\"left\">Data is usually segmented and takes time to dig up the history and previous communication with a prospect\/client, which usually leads to a broken flow of communication with them. As a result, customer experience and satisfaction are reduced.<\/td><td class=\"has-text-align-left\" data-align=\"left\">CRMs provide a holistic view of customer engagement and relationships. With the ability to view all and up-to-date communication with a prospect\/client, you are able to continue the flow of conversation in the right direction. This provides a more fulfilling customer experience and better relationship.<\/td><\/tr><tr><td><strong>Scalability<\/strong><\/td><td class=\"has-text-align-left\" data-align=\"left\">As your company grows and customer relationships evolve, excel soon becomes insufficient. As a result, you miss out on great opportunities.<\/td><td class=\"has-text-align-left\" data-align=\"left\">CRMs are more scalable. You will be able to take advantage of opportunities to upsell at the right time.<\/td><\/tr><\/tbody><\/table><figcaption class=\"wp-element-caption\">Comparison between Excel and CRM<\/figcaption><\/figure>\n\n\n\n<div style=\"height:40px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"htoc-data-entry\" style=\"font-size:22px\">1. Data Entry<\/h3>\n\n\n\n<div style=\"height:30px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<p class=\"has-medium-font-size\">The biggest drawback that businesses rely on Excel face is the tiring amount of manual data entry required. <\/p>\n\n\n\n<div style=\"height:30px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<p class=\"has-medium-font-size\">With Excel and spreadsheets, there is no way to automate data entry, taking data from various sources. Your sales team has to collect data from emails, customer conversations in chats, social media, online databases, and several other sources.<\/p>\n\n\n\n<div style=\"height:30px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<p class=\"has-medium-font-size\">CRM software can integrate with various applications and automatically extract relevant data from these sources, import contacts, save customer conversations, and do a lot more. <\/p>\n\n\n\n<div style=\"height:30px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<p class=\"has-medium-font-size\">So your team is relieved of repetitive and tedious data entry tasks and can focus on the more strategic, result-oriented work.<\/p>\n\n\n\n<div style=\"height:30px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"htoc-data-processing-and-analysis\" style=\"font-size:22px\">2. Data Processing and Analysis<\/h3>\n\n\n\n<div style=\"height:30px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<p class=\"has-medium-font-size\">When it comes to data processing or linking the different customer data available, like contact information, complaints, reviews, etc., CRM is way ahead of Excel. <\/p>\n\n\n\n<div style=\"height:30px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<p class=\"has-medium-font-size\">For instance, say you need to carry out customer segmentation in terms of age, profession, and geographic location. In Excel, the only way to do this would be using formula and pivot tables.<\/p>\n\n\n\n<div style=\"height:30px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<p class=\"has-medium-font-size\">In a CRM platform, these activities can be easily carried out with just a click of the mouse.<\/p>\n\n\n\n<div style=\"height:30px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"htoc-collaboration\" style=\"font-size:22px\">3. Collaboration<\/h3>\n\n\n\n<div style=\"height:30px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<p class=\"has-medium-font-size\">Collaboration on Excel can be a pain. If you are not using a cloud-based spreadsheet, every time someone needs data from the spreadsheet they will have to find out who has the latest version. If you make a change to the spreadsheet the entire team has to be notified. <\/p>\n\n\n\n<div style=\"height:30px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<p class=\"has-medium-font-size\">In other words, your team is wasting a lot of time on unnecessary work. With a cloud-based spreadsheet like Google Sheets, it may be a little easier but not as easy as it is on a CRM platform.<\/p>\n\n\n\n<div style=\"height:30px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<p class=\"has-medium-font-size\">CRM is excellent for collaboration. Every time you log in to access the data, you get the most up-to-date information. Everyone who is given access to the data can retrieve it without having to rely on others. <\/p>\n\n\n\n<div style=\"height:30px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<p class=\"has-medium-font-size\">Multiple users can be working on the data without any glitches. Version history is also available to see when the last changes were made. The chances of errors in CRM are very limited.<\/p>\n\n\n\n<div style=\"height:30px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"htoc-data-security\" style=\"font-size:22px\">4. Data Security<\/h3>\n\n\n\n<div style=\"height:30px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<p class=\"has-medium-font-size\">With Excel, all your customer data is stored locally on your system. This means any problem with your system could risk all this crucial data. So, no matter how careful you are, your data on Excel is not completely safe.<\/p>\n\n\n\n<div style=\"height:30px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<p class=\"has-medium-font-size\">But in the case of CRM software, all your data is stored in the cloud on remote servers. Data is also stored on backup servers in most cases. <\/p>\n\n\n\n<div style=\"height:30px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<p class=\"has-medium-font-size\">So even if your system undergoes a problem, you can rest assured that you will not lose any of your important customer data collected over the years.<\/p>\n\n\n\n<div style=\"height:30px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"htoc-attachments-and-documents\" style=\"font-size:22px\">5. Attachments and Documents<\/h3>\n\n\n\n<div style=\"height:30px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<p class=\"has-medium-font-size\">If you are using Excel, it means you need to store all the attachments and other documents separately because Excel does not have the capability to store attachments. <\/p>\n\n\n\n<div style=\"height:30px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<p class=\"has-medium-font-size\">Whenever a customer complaint arises or you need to refer to a document for any reason, you will have to toggle between the Excel sheet and the other applications continuously.<\/p>\n\n\n\n<div style=\"height:30px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<p class=\"has-medium-font-size\">CRM platforms, however, let you store all kinds of files and attachments. So anything you need is available on the platform and you don\u2019t have to leave.<\/p>\n\n\n\n<div style=\"height:30px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"htoc-communication-tracking\" style=\"font-size:22px\">6. Communication Tracking<\/h3>\n\n\n\n<div style=\"height:30px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<p class=\"has-medium-font-size\">With Excel, there is no way to track your communication with leads and customers. Even if you want to add the dates and times of when you contacted a lead, the data has to be entered manually.<\/p>\n\n\n\n<div style=\"height:30px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<p class=\"has-medium-font-size\">With CRM software though, all your communication can be tracked. Good CRM platforms have call logging capabilities, email integration, mobile call tracker, SMS tracker, and such features. <\/p>\n\n\n\n<div style=\"height:30px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<p class=\"has-medium-font-size\">This helps you log all your communication with leads, prospects, and customers in one place, for future use.<\/p>\n\n\n\n<div style=\"height:40px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<hr class=\"wp-block-separator has-css-opacity\"\/>\n\n\n\n<div style=\"height:40px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"htoc-downsides-of-spreadsheets-reasons-why-your-business-should-move-to-a-crm\">Downsides of Spreadsheets: Reasons Why Your Business Should Move to a CRM<\/h2>\n\n\n\n<div style=\"height:30px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-full is-resized\"><img decoding=\"async\" loading=\"lazy\" width=\"1024\" height=\"475\" src=\"https:\/\/kylas.io\/wp-content\/uploads\/2021\/11\/in-blog-infographic-2-22.png\" alt=\"Downsides of Spreadsheets: Reasons Why Your Business Should Move to a CRM\" class=\"wp-image-9946\" style=\"width:768px;height:356px\" title=\"Disadvantages of Using Spreadsheets instead of CRM\" srcset=\"https:\/\/kylas.io\/en\/wp-content\/uploads\/2021\/11\/in-blog-infographic-2-22.png 1024w, https:\/\/kylas.io\/en\/wp-content\/uploads\/2021\/11\/in-blog-infographic-2-22-300x139.png 300w, https:\/\/kylas.io\/en\/wp-content\/uploads\/2021\/11\/in-blog-infographic-2-22-768x356.png 768w\" sizes=\"(max-width: 767px) 89vw, (max-width: 1000px) 54vw, (max-width: 1071px) 543px, 580px\" \/><figcaption class=\"wp-element-caption\">Disadvantages of Using Spreadsheets Instead of CRM<\/figcaption><\/figure><\/div>\n\n\n<div style=\"height:30px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<p class=\"has-medium-font-size\">Having said all of that, we know that many growing business owners will still argue that Excel is doing great for them. Then why should they spend capital on a new application that they will have to learn from scratch again?<\/p>\n\n\n\n<div style=\"height:30px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<p class=\"has-medium-font-size\">For the particularly inquisitive ones, here are some reasons why you need to ditch Excel (sooner the better).<\/p>\n\n\n\n<div style=\"height:30px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"htoc-1-your-leads-are-slipping-through-the-cracks\" style=\"font-size:22px\">1.Your Leads Are Slipping Through the Cracks<\/h3>\n\n\n\n<div style=\"height:30px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<p class=\"has-medium-font-size\">It is easy for humans to forget and that is not your fault. You may have collected all the information you need on a valuable lead and saved it securely on your precious Excel sheet. <\/p>\n\n\n\n<div style=\"height:30px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<p class=\"has-medium-font-size\">But having your hands full with all the other activities in your business, you may forget to contact them at the right time. Failing to engage the lead at the right could mean a missed conversion and lost revenue eventually.<\/p>\n\n\n\n<div style=\"height:30px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<p class=\"has-medium-font-size\">&nbsp;This does not happen with CRM because there you can set reminders and even automate communication.<\/p>\n\n\n\n<div style=\"height:30px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<p class=\"has-medium-font-size\">So an email or an SMS can be sent automatically, triggered by any action the lead takes on your site. Lead nurturing with Excel is not this easy.<\/p>\n\n\n\n<div style=\"height:30px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"htoc-2-you-don-t-know-what-is-working\" style=\"font-size:22px\">2. You Don\u2019t Know What Is Working<\/h3>\n\n\n\n<div style=\"height:30px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<p class=\"has-medium-font-size\">You may have closed several deals using just Excel sheets. But what really worked in making those deals successful? Excel does not tell you that. You can create reports from manual data analysis but it is a time-consuming and effort-intensive process. <\/p>\n\n\n\n<div style=\"height:30px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<p class=\"has-medium-font-size\">Also, if you are not adept at using formulas or manipulating data sets, it can be tough. So, your ability to forecast sales, assess year-on-year growth, or improve your lead prospecting methods is restricted.<\/p>\n\n\n\n<div style=\"height:30px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<p class=\"has-medium-font-size\">In CRM software, analytics and reporting are very easy. The reports are usually presented in visual formats so anyone can understand them. This can be a major drawback with Excel.<\/p>\n\n\n\n<div style=\"height:30px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"htoc-3-excel-does-not-scale-with-your-business\" style=\"font-size:22px\">3. You Are Unable to Scale Your Business With Excel<\/h3>\n\n\n\n<div style=\"height:30px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<p class=\"has-medium-font-size\">You obviously do not plan to remain a growing business forever. Your business will grow and you will have more and more data to manage in a few years. Excel may be able to store all that data, but practically, it won\u2019t be a highly efficient tool.<\/p>\n\n\n\n<div style=\"height:30px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<p class=\"has-medium-font-size\">CRM platforms are best in this regard as you can add more features, users, data entries, etc., or switch to the next higher plan when your business grows and needs that extra capacity.<\/p>\n\n\n\n<div style=\"height:30px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"htoc-4-you-don-t-know-how-your-sales-team-is-performing-individually\" style=\"font-size:22px\">4. You Don\u2019t Know How Members of Your Sales Team Are Performing Individually<\/h3>\n\n\n\n<div style=\"height:30px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<p class=\"has-medium-font-size\">Working with Excel, you have no way of knowing what each member of your sales team has been able to achieve. <\/p>\n\n\n\n<div style=\"height:30px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<p class=\"has-medium-font-size\">There are no records of how many calls they made or how many deals they closed single-handedly. If you need records, you will have to keep track of it manually. So that\u2019s more work in your already tight schedule.<\/p>\n\n\n\n<div style=\"height:30px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<p class=\"has-medium-font-size\">Also, there is no way to ensure that work is delegated evenly and no one member is overloaded or underutilized.<\/p>\n\n\n\n<div style=\"height:30px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<p class=\"has-medium-font-size\">CRM software can help address these issues. It can log all the calls and communication made by individual members. You can also delegate tasks efficiently so you will know who is responsible for what. This maintains a sense of accountability among all team members.<\/p>\n\n\n\n<div style=\"height:40px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<hr class=\"wp-block-separator has-css-opacity\"\/>\n\n\n\n<div style=\"height:40px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"htoc-benefits-of-crm-for-small-business\">Benefits of CRM for Growing Business<\/h2>\n\n\n\n<div style=\"height:30px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-full is-resized\"><img decoding=\"async\" loading=\"lazy\" width=\"1024\" height=\"475\" src=\"https:\/\/kylas.io\/wp-content\/uploads\/2021\/11\/in-blog-infographic-2-21-1.png\" alt=\"\" class=\"wp-image-9947\" style=\"width:768px;height:356px\" title=\"Disadvantages of Using Spreadsheets instead of CRM\" srcset=\"https:\/\/kylas.io\/en\/wp-content\/uploads\/2021\/11\/in-blog-infographic-2-21-1.png 1024w, https:\/\/kylas.io\/en\/wp-content\/uploads\/2021\/11\/in-blog-infographic-2-21-1-300x139.png 300w, https:\/\/kylas.io\/en\/wp-content\/uploads\/2021\/11\/in-blog-infographic-2-21-1-768x356.png 768w\" sizes=\"(max-width: 767px) 89vw, (max-width: 1000px) 54vw, (max-width: 1071px) 543px, 580px\" \/><figcaption class=\"wp-element-caption\">Benefits of CRM for Growing Business<\/figcaption><\/figure><\/div>\n\n\n<p class=\"has-medium-font-size\">CRM may seem like too big an investment for growing businesses, but what you need in this case is foresight. Switching from Excel to CRM will be extremely beneficial for your business in the long run. Some of the key benefits every growing business enjoys using CRM software are the following.<\/p>\n\n\n\n<div style=\"height:30px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"htoc-1-better-customer-relationships\" style=\"font-size:22px\">1. Better Customer Relationships<\/h3>\n\n\n\n<div style=\"height:30px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<p class=\"has-medium-font-size\">No matter how big or small a business, customers are at the center of it all. Building strong relationships with your customers is of paramount importance. <\/p>\n\n\n\n<div style=\"height:30px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<p class=\"has-medium-font-size\">CRM helps you achieve this. With all the customer data available at your fingertips, you are able to serve your customers better. Every time a customer comes with a query or an issue, the resolution will be faster. <\/p>\n\n\n\n<div style=\"height:30px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<p class=\"has-medium-font-size\">You can recommend products they actually need, based on their purchase history or past conversations, which are all stored in the CRM platform.<\/p>\n\n\n\n<div style=\"height:30px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<p class=\"has-medium-font-size\">With improved efficiency and a holistic view of your customers, you can take advantage of the right moments to cross-sell and upsell with higher success rates.<\/p>\n\n\n\n<div style=\"height:30px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<p class=\"has-medium-font-size\">You can even automate emails and messages to reach them at the appropriate moment to help them with their purchase decisions. Overall, the customer experience is seamless and customer satisfaction is enhanced.<\/p>\n\n\n\n<div style=\"height:30px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"htoc-2-improved-employee-engagement\" style=\"font-size:22px\">2. Improved Employee Engagement<\/h3>\n\n\n\n<div style=\"height:30px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<p class=\"has-medium-font-size\">Not just your customers but your employees will be more satisfied and engaged too. CRM platforms can help automate most of the mundane, tedious data-entry tasks. <\/p>\n\n\n\n<div style=\"height:30px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<p class=\"has-medium-font-size\">So your human workforce can contribute more towards outcome-oriented work. They feel more valued and can be more productive. All of this adds up to make satisfied and engaged employees who can deliver results.<\/p>\n\n\n\n<div style=\"height:30px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"htoc-3-continuous-improvement-of-sales-strategy\" style=\"font-size:22px\">3. Continuous Improvement of Sales Strategy<\/h3>\n\n\n\n<div style=\"height:30px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<p class=\"has-medium-font-size\">CRM software provides analytics and reporting features to give you deeper, actionable insights into your sales process. Having a holistic view of your pipeline enables you to prioritize deals more diligently. <\/p>\n\n\n\n<div style=\"height:30px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<p class=\"has-medium-font-size\">You can create custom reports to see how effective your sales strategy is. This allows you to identify the loopholes and bottlenecks in the process and modify the strategy from time to time, to yield better results.<\/p>\n\n\n\n<div style=\"height:30px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"htoc-4-customer-segmentation-and-targeted-campaigns\" style=\"font-size:22px\">4. Customer Segmentation and Targeted Campaigns<\/h3>\n\n\n\n<div style=\"height:30px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<p class=\"has-medium-font-size\">CRM can help you increase your conversions by helping you with targeted lead generation. Not all your leads are the same and they may need a different approach based on their user behaviors, demography, preferences, etc.<\/p>\n\n\n\n<div style=\"height:30px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<p class=\"has-medium-font-size\">CRM software can help you segment your customers and leads into specific lists based on various criteria you set.<\/p>\n\n\n\n<div style=\"height:30px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<p class=\"has-medium-font-size\">Once the segmentation is done, you can create targeted campaigns that will appeal to these different sections of buyers. You can create targeted messages, choose the <a href=\"https:\/\/kylas.io\/sales-strategy\/channel-sales-strategy\" target=\"_blank\" rel=\"noreferrer noopener\"><span style=\"text-decoration: underline;\">right sales channels<\/span><\/a> and the best time to reach them for a better response.<\/p>\n\n\n\n<div style=\"height:30px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"htoc-5-integration-with-other-applications-and-software\" style=\"font-size:22px\">5. Integration With Other Applications and Software<\/h3>\n\n\n\n<div style=\"height:30px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<p class=\"has-medium-font-size\">CRM platforms integrate with a host of other business applications. <\/p>\n\n\n\n<div style=\"height:30px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<p class=\"has-medium-font-size\">So you don\u2019t have to worry about importing data manually from all your other software applications to the <a href=\"https:\/\/kylas.io\/sales-effectiveness\/small-businesses-need-sales-crm-software\" target=\"_blank\" rel=\"noreferrer noopener\"><span style=\"text-decoration: underline;\">CRM system<\/span><\/a>. Information can be imported with just a click and you will have a wider view of all your business data to help your sales decisions.<\/p>\n\n\n\n<div style=\"height:40px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<hr class=\"wp-block-separator has-css-opacity\"\/>\n\n\n\n<div style=\"height:40px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"htoc-summing-up\">Summing Up<\/h2>\n\n\n\n<div style=\"height:30px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<p class=\"has-medium-font-size\">CRM software is not a fancy business tool that only big businesses can afford. Growing businesses can benefit equally from using CRM early on. <\/p>\n\n\n\n<div style=\"height:30px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<p class=\"has-medium-font-size\">The CRM vs Excel battle will go on for a while. Excel may be a useful tool in many ways, but keeping the scalability and&nbsp;growth of your business in mind, and the capabilities you will need, shifting to CRM is the ideal thing to do. <\/p>\n\n\n\n<div style=\"height:30px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<p class=\"has-medium-font-size\">If you want a scalable, error-free, and hassle-free tool to manage all your customer data with an easy learning curve, an easy-to-use CRM such as <a href=\"https:\/\/kylas.io\" target=\"_blank\" rel=\"noreferrer noopener\"><span style=\"text-decoration: underline;\">Kylas<\/span><\/a> is a better choice any day.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>For growing businesses that have been using the traditional methods of contact and customer data management, spreadsheets may be the go-to tool. Your Excel sheets are all good till you have a few hundred entries and a small team of people working on them. But as your business grows, customer data increases, and more people &hellip; <\/p>\n<p class=\"link-more\"><a href=\"https:\/\/kylas.io\/en\/sales-crm\/crm-excel\" class=\"more-link\">Continue reading<span class=\"screen-reader-text\"> &#8220;CRM vs Excel: Reasons Why Growing Businesses Need to Make a Switch!&#8221;<\/span><\/a><\/p>\n","protected":false},"author":23,"featured_media":14624,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"inline_featured_image":false,"ub_ctt_via":"","footnotes":""},"categories":[159],"tags":[4,62,153],"acf":[],"featured_image_src":"https:\/\/kylas.io\/en\/wp-content\/uploads\/2021\/11\/PB-Banner-Guide-Images-ONLY-22.jpg","author_info":{"display_name":"Shagun Sharma","author_link":"https:\/\/kylas.io\/en\/author\/shagun"},"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v21.5 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>CRM vs Excel: Reasons Why Growing Businesses Need to Switch<\/title>\n<meta name=\"description\" content=\"Growing business goes through the CRM vs Excel dilemma. While Excels are handy CRMs offer automation &amp; collaboration. Here is how to choose.\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/kylas.io\/en\/sales-crm\/crm-excel\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"CRM vs Excel: Reasons Why Growing Businesses Need to Switch\" \/>\n<meta property=\"og:description\" content=\"Growing business goes through the CRM vs Excel dilemma. While Excels are handy CRMs offer automation &amp; collaboration. 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While Excels are handy CRMs offer automation & collaboration. Here is how to choose.","robots":{"index":"index","follow":"follow","max-snippet":"max-snippet:-1","max-image-preview":"max-image-preview:large","max-video-preview":"max-video-preview:-1"},"canonical":"https:\/\/kylas.io\/en\/sales-crm\/crm-excel","og_locale":"en_US","og_type":"article","og_title":"CRM vs Excel: Reasons Why Growing Businesses Need to Switch","og_description":"Growing business goes through the CRM vs Excel dilemma. While Excels are handy CRMs offer automation & collaboration. 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