Posts in crm

Establishing Common Goals for Marketing & Sales Alignment

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Posted by Doug Fowler on December 14, 2017 in crm, Sales | 0 Comments

Still Using A Spreadsheet To Manage Leads?


Surprisingly, I run across many salespeople that are still using Excel spreadsheets to manage sales leads, calls, and meetings. In their minds, the spreadsheet is their CRM (Customer Relationship Management) system. The simple truth is, there's a better way to manage leads, and it's far more efficient.

22% of salespeople still don’t know what a CRM is, and 40% still use informal methods like spreadsheets and email programs to store customer data. Source: Hubspot State of Inbound '16

I'm sure using an Excel spreadsheet was the gold standard ten years ago, but there are so many better CRM options available today. I could probably list 20 reasons people claim they are still using spreadsheets, but I'm just going to focus on the four reasons I hear most often.

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Posted by Doug Fowler on November 30, 2017 in hubspot free crm, crm, Sales | 0 Comments