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CRM or Excel: Where Spreadsheets Stop Working

Excel works for a list, but it is weak for a daily sales process with owners, deadlines, history and control.

When it is needed

This task appears when leads and communication come from several channels and management does not see one clear picture of clients, deadlines and results.

What to configure

Sources, stages, required fields, owners, notifications and reports should be defined. Then CRM becomes a working management system instead of an archive.

How to implement

The process starts with an audit, then the structure is designed, and after that pages, forms, integrations, automation and real scenarios are tested.

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