Ditch The Spreadsheets

02 Sep 2024 15:19 - By Gavin Smith

Let Element Technology Services Simplify Your Sales with Bigin from Zoho CRM

Are spreadsheets slowing down your business? At Element Technology Services, we specialise in helping small businesses like yours streamline sales and client management with Zoho Bigin—an easy-to-use CRM designed to replace outdated spreadsheets and manual processes.

As a certified Zoho Bigin partner, we tailor the CRM to your unique needs, automating tasks, centralising your sales data, and improving team collaboration. With our expert support, you will spend less time managing data and more time growing your business.

Have read below of why ditching spreadsheets makes a lot of sense for your business.

Ready to leave behind the hassle of spreadsheets? Let us chat about how Zoho Bigin can help your business run more efficiently!

Five practical examples of how a CRM like Zoho Bigin is better than using spreadsheets:

1. Managing the Sales Pipeline

✔ CRM (Bigin): Bigin offers a visual sales pipeline with customisable stages for deals. You can drag and drop deals between stages, set reminders, and see the overall progress of your sales pipeline at a glance.

✗ Spreadsheet: To track deals, you would have to manually update rows and columns, create multiple tabs, and build custom charts for visualisations. This process is time-consuming and prone to errors.

2. Automating Follow-up Emails

✔ CRM (Bigin): Bigin allows you to set up automated workflows to send follow-up emails to clients after specific events, such as after a meeting or when a deal reaches a certain stage. This ensures timely and consistent communication.

✗Spreadsheet: You would need to track follow-ups manually, set reminders in another tool (e.g., a calendar or to-do list), increasing the chances of missing a follow-up.

3. Logging Client Communications

✔ CRM (Bigin): Bigin integrates email, phone calls, and even social media conversations. It logs and tracks all communication in one place, so you can see a full history of interactions with each client on desktop and mobile applications.

✗Spreadsheet: There's no way to automatically log emails or calls, so it becomes difficult to maintain a complete communication history.

4. Assigning Tasks and Managing Team Collaboration

✔ CRM (Bigin): Bigin allows you to assign tasks and track their progress. Everyone has access to the same real-time information.

✗ Spreadsheet: Assigning tasks via spreadsheets is clunky and does not work

5. Generating Sales Reports and Insights

✔ CRM (Bigin): Bigin automatically generates reports and dashboards based on your sales data.

✗ Spreadsheet: Creating reports in a spreadsheet requires manual data aggregation, formula setup, and chart creation.

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