A good spreadsheet application is very important for CRM, where you need to constantly keep track of your customer and company data. Some companies even use this tool as a customer management system to help them save money. However, many have failed to see the potential benefits of using a spreadsheet CRM, as they were too busy in work and other related activities. But if you are just starting off with CRM or are already engaged in the system and looking for some guidance on how to optimize the CRM tool, this article will help you out.
The first thing you have to keep in mind when you are working with the spreadsheet format for CRM is to write your reports regularly. Many do not do this because they would rather not do it and wait for the next release of the software. However, these periodic reviews allow you to make sure that your report information is correct and updated. Also, it keeps you from having to continually update your database. As a result, the software will be more efficient.
Secondly, keeping up with the customer is important, as you cannot just overlook customers’ emails or calls. If you were really committed to providing great customer service, you should spend time checking the details of the emails received by your customers. You might also want to contact the customers themselves to ensure that their issues are resolved quickly.
Furthermore, keep in mind that spreadsheet CRM allows you to set up filters in the form of choices that can be made based on the information you receive from your customers. As a result, you can make the report that you receive reflect only the important information and leave the rest for analysis. If you have time constraints, you can use the filters to only process certain reports. This allows you to prioritize the data you have to hand in any given hour.
Thirdly, as a company grows, you might encounter a need to go back and verify who are the key customers. If so, you should consider adding other people or companies to your filters.
Finally, make sure that you consider the exact customers who will be the most important for your business. In other words, if you have trouble getting feedback from the sales department, you should consider filtering based on sales level.
In sum, the key part of a spreadsheet report is making sure that the information is accurate and current. Doing so will allow your company to stay competitive in its business endeavors. Additionally, the results will be more efficient and helpful to the sales team.
If you want to get the most out of your spreadsheet reporting CRM tool, remember to keep in mind the above-mentioned points. Moreover, be consistent in how you are updating the reports and regularly check the data for accuracy.