Have you ever used a spreadsheet to store your customer and lead data?
Unfortunately, this is lead management at its worst. These customer and lead spreadsheets can become huge and unwieldy very quickly. An intimidating burden, difficult to maintain and rarely looked at.
While your business coach told you it was a good idea to keep track of your customers and leads, the spreadsheet as we know it is not fit for purpose.
The answer, of course, is a modern CRM built to make the life of a sales person easier and more productive. We feel your pain because we've also struggled with spreadsheets in a previous life...