Switch from Spreadsheets to CRM

Switch from Spreadsheets to CRM- Complete Controller.

In the past 50 years, technological advancements have boomed to the extent that they have become an essential part of businesses’ operations. Just two decades back, spreadsheets were the go-to option for most firms and accountants. It offered ease, automation to some extent, and visualization. It was a miracle to have you by your side back in the day. Accountants who knew how to work on spreadsheets were considered a notch above those who didn’t. It wouldn’t be wrong to say that excelling in spreadsheets became a skill set many accountants acquired to advance in their careers. Unfortunately, like all good things, the time for spreadsheets also came to an end.ADP. Payroll – HR – Benefits

With more and more advancements in software solutions, companies started relying more on CRM customer relationship management software. CRMs offered what spreadsheets did not: the ability to connect to multiple software, be customized, and, most importantly, perform functions automatically. Be it accounting, lead generation, customer management, or inventory management, CRMs have become a one-point solution for most businesses. Yet, shockingly, many companies are still deciding whether to switch to CRM. While the obvious answer is yes, here are a few reasons if you can still not choose.

CRMs are an Ecosystem

An ecosystem can be defined as a bunch of software that would integrate to give you an all-in-one solution. That’s what CRM has to offer. Whether you are running marketing campaigns and want your leads to appear in software from which you can email, call, or text them or keep your inventory 24/7 updated on your website or for your sales agents, a CRM can be your go-to platform.

Automated Functionalities

Since CRM is software, it can handle most minor mathematics easily. From an accounting perspective, you don’t have to calculate your balance sheet now and then. When a customer purchases a product on your website, it automatically gets deducted from the inventory posted in your account. The rest of the calculations happen automatically.Cubicle to Cloud virtual business

Visualization is Up to Date

For most business owners, it is crucial to be aware of the progress or failure of their business. While in spreadsheets, this might require a lot of time since your team members would have to update every transaction manually. Since everything happens in seconds, you can access the CRM at any given point to see the performance of your business. With graphical displays, you can visualize instantly instead of going through numbers.

Security and Reliability

Most importantly, CRMs offer high security of your data, which isn’t there for spreadsheets. With CRMs, data is always secured on a server or the cloud. You don’t have to worry about your information being stolen by an employee or outsider since they will have to log in, work on the data, and leave it there.CorpNet. Start A New Business Now

Total Control of Your Business

Finally, unlike spreadsheets, you can continuously monitor every aspect of your business with a CRM—the number of leads generated, the inventory items, the balance sheet, etc. With a CRM, you can see which team is performing and which isn’t.

Why wait? Switch to a CRM now.

Anyone working with a CRM would testify that it has made their lives easier. Business management has become a breeze, and managing accounts become more accessible than ever. Whether you are a small business owner or run a medium-sized business, a CRM will automate your processes to the extent that you will spend more time planning and analyzing than counting the numbers.Download A Free Financial Toolkit About Complete Controller® – America’s Bookkeeping Experts Complete Controller is the Nation’s Leader in virtual bookkeeping, providing service to businesses and households alike. Utilizing Complete Controller’s technology, clients gain access to a cloud platform where their QuickBooks™️ file, critical financial documents, and back-office tools are hosted in an efficient SSO environment. Complete Controller’s team of certified US-based accounting professionals provide bookkeeping, record storage, performance reporting, and controller services including training, cash-flow management, budgeting and forecasting, process and controls advisement, and bill-pay. With flat-rate service plans, Complete Controller is the most cost-effective expert accounting solution for business, family-office, trusts, and households of any size or complexity.LastPass – Family or Org Password Vault