Your Team Does More Admin Work than Engagement: As you objectively examine your sales process, you may possibly notice that your team is working on more administrative tasks at the expense of customer acquisition. A major chunk of your sales team’s day gets wasted in tracking and maintaining Excel records. If you use Google Sheets to share them across, any disruption to internet connectivity can lead to unnecessary wastage of time.

Your Contact Lists are Scattered Everywhere: At the commencement of a business, it is easier to manage prospects in Google/Excel sheets as the leads are less as compared to an established firm. As you move towards a steady growth, tracking and updating data in scattered excel sheets become a task. Therefore, contacts that are currently scattered in spreadsheets, business cards, sticky notes, vCards, mobile devices and social accounts can be merged and imported into one location through a CRM including their job title, company name, phone number, email id, location, status, follow ups etc.

Inaccurate Records: It becomes difficult for the sales team to close a deal when they have inaccurate contact information such as phone number or email id which maybe mistyped while feeding the information in an excel sheet after qualifying a lead. This can be true specially while using Google sheets as the file is available with anyone it is shared with which exposes the sheet for accidental overwriting and deletions.

You Have No Idea What Some Sales Executives Do All Day: It is a possibility that your sales executives are spending a major chunk of their time in updating current records, chasing dead leads, following up but still getting no response etc. It is also possible that due to a large number of leads, they spend most of their chasing various prospects and forget to fill up sheets. Also when we talk about on-field executives, it is not possible for them to update excel sheets on the go due to various issues such as internet connectivity, lack of app support etc. In these cases, you are bound to think that your team is not working as there is a lack of evidence of the same.

Disorganized Data: Most likely, you’ve created various shared drive folders and inbox folder tags to organize different type of information such as proposals, quotes, invoices, etc. The sales team then manually sends these documents to prospects according to their stage in sales cycle. Moreover, it is difficult to keep a track on all the communication activities. With Eazy CRM, you’ll be able to get a full picture of how the relationship has progressed without the need to dig through countless folders and inboxes. You can remotely keep a track on all the active leads and all the activities being initiated to convert the prospect into client anytime according to your convenience.

Your salespersons get perplexed when asked about a particular customer: As a entrepreneur, you might have encountered cases where your sales team has no idea about a prospect or lead status due to huge database of prospects. Eazy CRM can help you in this case by putting all your database in one place. Its effective reporting system can enable the sales team to keep a record of lead status on their fingertips. It will also enable them to focus on prospects according to their position in sales cycle.