Microsoft Excel or spreadsheets have been the foundation of any business database for a very long time. Used for innumerable purposes like data repository, data analysis, data computations and more, spreadsheets are easy, convenient and flexible to use.
Before Salesforce or any other CRM, spreadsheets were used by the organizations for data management or tracking key performance indicators as everything was saved in it. But once Salesforce arrived, it overpowered the spreadsheets by streamlining all the business processes into one, eliminating the use of disorganized multiple spreadsheets.
Salesforce helps in getting most out of your data.
Salesforce lets you make reports on the data with critical analysis, provide meaningful insights, forecast revenue growth, offer real-time data and prepare dashboards to understand the ongoing processes, enticing the organizations to move from spreadsheets to Salesforce.
But the ubiquity and profuse use of Excel in workplaces say a lot about the CRMs and spreadsheets. There are still some things that the CRM can’t do or users prefer spreadsheets over them.
Note that that’s why ‘Export to Excel’ function is still the highlight of many IT systems.
The team of SiliconExpert needed to update their CRM, Salesforce, as per their continuous changes in their spreadsheets.