There’s one package that dominates the CRM space, and it’s not as obvious as you might think. I’ll give you a clue – it’s from Microsoft. No, not Microsoft CRM Dynamics, no, not Outlook, but you are getting warmer, no, the out and out market leader has to be…..wait for it – Excel. Take most organisations and look at the where customer and prospect data is stored and you will often find it’s scattered across a myriad of spreadsheets, on PC’s, lap-tops, and servers throughout the organisation. It can be a real eye opener to tally up exactly how many Excel data sources you have in the business. It’s also a good yardstick as to how well your current CRM system is functioning. It it’s working well, Excel data sources should be minimal, if it’s failing they are probably growing exponentially.

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