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t small and medium-sized companies (SMEs) use a customer relationship management (CRM) application to view contacts and sales opportunities. Why not leverage Microsoft Office? The fact is that these SMEs spend a lot of money aboard the development of these applications and training of their workers to use these applications [link widoczny dla zalogowanych], merely in course of time these applications are no utilized to their full amplitude. Sometimes users are no even conscious of the facilities in the application and hence do not use them at all. Moreover the priorities of operations also change. What seems to be an essential requirement today may lose its magnitude tomorrow. It is time to rethink if we actually need these customized applications and to justify the sum spent on it. You can retention time and money if you alley the range of your efforts and leverage Microsoft Office which has a lot of features for CRM.
The Significance of CRM
Customer relationship treatment (CRM) melodramas a premonitory character in the success story of a business. It assists you to manage leads, clients, accounts, and opportunities. The information obtained is organized and can be accustom because assorted sales purposes. So namely is why businesses are ready to allocate colossal rations because CRM petition evolution and exercising. Is this important? Can this spend be diluted? These are the questions we need to ask ourselves at this decisive point of time when competition is tall and the economy, challenging. Every penny is precious and has to be put to nice use.
Analyze the Requirements
First, appraise your goals and requirements carefully before you pamper in the development of an exclusive application. A simpler strategy could often be peerless ample and distant more economical. List out the requirements and prioritize them. Check which of these can be handled with Microsoft Office. You ambition ascertain that about all can be managed. The advantages are, you don’t need to cost money to purchase a CRM tool. Microsoft Office has almost everything you need. Also [link widoczny dla zalogowanych], there is not special training necessitated as maximum of the consumers ambition be versed and snug with Microsoft Office. Leverage Microsoft Office and enjoy the benefits.
Microsoft Outlook: The Ready-Made CRM Tool
? The information collected from the Contact Us sheet of your website can be put to good use by automatically creating Outlook Contact, updating the sales team of the new contact [link widoczny dla zalogowanych], setting a follow-up task, and even setting a reminder for follow-up in your Outlook Calendar. The website leads can be put to good use this access. The leads are well managed.
? You can also use Microsoft Outlook categories and organize the data into categories so that you can have instant information on the source of the lead, the status of the lead, etc.
? Categorizing is very serviceable from the sales perspective. Microsoft Office has several views which you could use apt organize the leads, group them, alternatively sort them for per the prerequisite. You can change your sales tactics to suit the groups you have identified.
? A guide can be converted into one list by a simple action such as drag and drip.
Microsoft Excel, Word, Access, and Power-point are mighty tools with which you tin arrange your reports
This suits the requirements of all SMEs. Over and on the facilities of Microsoft Office if you still feel you need to develop an application, you will find that the complexity, cost and time ingredient of the project has been greatly reduced deserving to the readily obtainable features.