CRM and customer data
How do I stop sales reps keeping side spreadsheets?
Find out what the spreadsheet gives them that the CRM does not, such as faster entry, a missing field, a clearer view, or a report. Fix that gap first, then make the CRM the agreed place for active customer and deal information.
What to check
- What problem is the spreadsheet solving?
- Can that need be handled inside the CRM?
- Which information must be maintained in one place?