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We did a post couple of days back on “A case for migrating from Excel and Outlook to CRM system“. We listed 9 triggers which may force you to think about switching from spreadsheets to a proper CRM system.
Read that post if you will and let us know why you moved to CRM when you did or are currently thinking of moving.
Feel free to comment and explain more in comments; as always.
There are many factors to consider why one should adopt a CRM system but always take into consideration your most critical reasons before migrating. We have multiple teams located elsewhere in the world so it triggered me to switch to a new and better approach in handling the business. This insights could really help your decide to move to a better and convenient platform.
Robert from Easy crm