It is the most famous spreadsheet in the world: with its numerous features, Excel lends itself to being the most used program in the company. If you, too, are part of the thousands of people who use this program from the Microsoft suite daily to carry out your business activities, you should know that there are areas in which it would be better not to use it.
Customer Management
Using Excel for customer data is very simple: filters, sorts, searches and ease of use. There is, however, the constant risk that data will not be saved, files will be damaged or, worse, stolen. There is also no possibility of updating the customer relationship and no integrations for marketing activities such as sending newsletters. You will have to create a list of emails within a mailing list each time and send the communication. But there is a solution, and we discussed it in depth in one of our previous articles.
Request Management
Numerous companies collect orders with Excel. Do you do it too? Think of the sales management costs you have to bear using this method: you must first store the request in a file, check that there are no errors, and then create a new registry in the archive. After that, you will have to draw up an offer in Word ( read here how to do it) or in Excel, remembering to store it in the correct folder.
Finally, if the negotiation is successful, it will be necessary to retrieve the customer’s data to process the order invoice, delivery note and related documents. If you had software available that allows you to archive requests (even those coming from your website), automatically create new personal data and offers, send orders and check their status in real-time with just a few clicks and in just one space, Wouldn’t everything be more straightforward at work?
Management Of Activities To Be Carried Out
Activity management is one of the cornerstones of a company. Not being able to make different figures interact with each other becomes very limiting and slows down the operating process. Excel is often used with cloud solutions to show additional information depending on the role played in the organization or to manage project activities. However, much filtering and permission work is required, with poorly performing results. Better to rely on a web application to help you manage your activities.
Management Of Estimates And Invoices
Many SMEs use Excel to generate estimates and invoices for their customers, and when you are starting your business, it is a good choice: you still have few invoices to manage, few customers and little income. However, when the company begins to expand, it becomes complex to make estimates and invoices with this tool:
- Customer master data.
- Invoice numbering.
- Requests are arriving from several fronts.
- Delivery notes to be prepared.
These are all operations that require a lot of time and work, so much so that often a person has to take care of them. The management of these practices could be facilitated by management software that can support agents. Furthermore, the problem of creating quotes in real time and retrieving previously processed offers through history could be solved.
Our experience and collaboration with our customers have taught us that, in a world where all information and data must pass quickly and be constantly updated by multiple figures, there is a need for an efficient tool that can support companies. NetManager is our answer to all the requirements listed above and much more. We will be happy to show you this valid alternative to the old estimating systems if you are interested.
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