4. Entering data manually takes more time

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The ideal would be to have all this important information in one place , even in case over time a transfer occurs in the executive who manages an account. This way, the executive will not have to “start over” with each prospect, but rather will be able to follow an established step-by-step process, taking advantage of all the attached information that provides context for that business relationship.

3. Setting reminders and assigning tasks is also not possible through spreadsheets
Let's say you want to set a deadline for a certain task to be completed; in Excel you can add that date to the spreadsheet; but, the tool does not interpret it as such, so it will not be able to show a reminder to those who need to meet that objective.

This means that in addition to setting the date in the spreadsheet, you will have to notify through another means that its arrival is approaching. Similarly, the person responsible for the task will have to use that same channel (or sometimes in the worst case scenario, a different one) to notify that it has been completed, and south africa telegram data the result achieved.

The same happens with the assignment of tasks to team members; you can leave comments and so on, but there is no specific function for this that notifies the person that a task has been assigned to them, so you will have to resort (yes, again) to another communication channel to inform them.

It's no secret that in order to record customer and sales opportunity tracking information in Excel, data entry must be done manually, which takes up a significant amount of time for sales representatives ; not to mention that the possibility of incurring errors that distort the information can be much greater.

By having a tool that simplifies data entry, and that is self-sufficient as much as possible, salespeople could take advantage of the time it takes to do this task manually to create new business opportunities or to attend to the needs of existing customers; thereby achieving more satisfied collaborators and customers.

5. Information is not secure in Excel for Sales
While you can set passwords on Excel spreadsheets and files, this doesn't mean that your company's data is 100% protected . Access to it is still possible, and something as simple as copying and pasting could take valuable information with a salesperson who decides to leave the company.

Similarly, ensuring that each person only accesses the portion of information that corresponds to them is a fairly complex task to achieve, which is why true corporate control of business information often does not exist.