[This article was originally published on March 3, 2016 and has been updated with products based on the methodology outlined at the bottom of this piece.]
If a company doesn’t know which software to use, it will usually default to Excel. When starting out with sales, for instance, all you really need to capture is a customer’s contact details and credit card info. Excel seems suitable enough to do that.
But, as your business starts to grow, managing your sales pipeline quickly becomes more than a simple spreadsheet can handle.
Companies start losing out on deals because they’re being mismanaged with tools such as Excel that don’t properly support the sales pipeline.
They need more sales-focused features, including pipeline management, lead scoring, and task assignment.
If a business continues managing its sales pipeline with Excel, it’s going to let key deals fall through the cracks and miss out on high revenue opportunities.
CRM or CMS? With those shared Cs and Ms, you’d think CRM and CMS would be more similar. In reality, the similarities between the two end with those two letters.
Customer Relationship Management (CRM) and Content Management Systems (CMS) serve two different purposes in the business software landscape: CRM is all about managing customers and clients, and CMS is about managing your website.
Most businesses start with a CMS, especially those that need an online portal to showcase or sell their product or service. If your business has a website, you’re already using a CMS (think WordPress).
A CRM will come later in the process, as you build your client base and need to keep better track of your sales pipeline and your customer interactions (think Salesforce). A CRM is especially useful for B2B businesses that need to record lots of client interactions and to follow up on leads.
NOTE: This article is intended to inform our readers about the current data privacy and security challenges experienced by companies in the global marketplace. It is in no way intended to provide legal advice or to endorse a specific course of action. For advice on your specific situation, consult your legal counsel.
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