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Video
On-Demand

Moving from Spreadsheets to CRM

Was Excel your first love?

You're not alone. Most people start out managing their sales workflows and pipelines with spreadsheets.

But there are more efficient, collaborative, and easier-to-use tools out there now. And a CRM just so happens to be one of them.

If you've ever felt intimidated by the amount of work you have to do to move from spreadsheets to a CRM, this webinar will help. We'll talk about:

  • what to expect when going from Excel to CRM
  • the trouble with managing contacts in spreadsheets
  • how to know when it's time to switch
  • what you can now do with a CRM that you couldn't do before
  • and more!

Watch this webinar now

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Moving from Spreadsheets to CRM

If you've ever felt intimidated by the amount of work you have to do to move from spreadsheets to a CRM, this webinar will help.

Hosted By:

Perri Gutteridge

Implementation Specialist

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