Spreadsheets and custom software
My business has outgrown spreadsheets. What should I use next?
Choose the next system based on the work the spreadsheet is carrying. A CRM fits customer and sales processes, an ERP fits connected finance and operations, and a custom application may fit a specialized workflow. Before choosing, list the users, rules, approvals, reports, and integrations the current spreadsheet is handling.
What to check
- What business process is the spreadsheet running?
- How many people need to update it?
- Which rules, reports, and integrations must the replacement support?