Spreadsheets vs. CRMs: 5 Reasons to Make The Switch

Spreadsheets vs. CRMs: 5 Reasons to Make The Switch

In this blog, we will discuss the benefits of switching from using spreadsheets to using a CRM, and the best free CRM to improve your business!

When it comes to thriving in the business world, it's crucial to manage and keep track of customer interactions and data. Although spreadsheets were once the go-to tool for many companies, their limitations have become increasingly apparent. That's where Customer Relationship Management (CRM) systems come in place.

Using a CRM gives you a comprehensive understanding of your customers, which helps in creating better communication and developing effective strategies. Among the numerous CRM options available, one standout choice is Moment, our free CRM. This feature-packed platform includes a free live chat, session recording, unified inboxes, and even email marketing capabilities.

Now let's dive into why making the switch from a spreadsheet to a CRM like Moment is a smart move.

1. Better Customer Support

Switching to a CRM can enhance your customer support significantly. Moment offers a free live chat feature that enables your customers to seek assistance instantaneously, thus improving their experience. This, in turn, allows your team to allocate more time to other vital tasks while also eliminating the need to manually record customer inquiries in spreadsheets. Having a live chat is proven to improve customer retention compared to having a contact form.

With Moment, every interaction is automatically logged and tracked, providing you with valuable insights and analytics. This allows you to watch out for important customer service messages,

2. Improved UX and CX

Moment takes user experience (UX) and customer experience (CX) to a whole new level. How? By allowing you to see what your customers see through its free session recording feature. This tool lets you see how customers interact with your website, pinpointing problematic areas and giving you the power to fix them quickly. Think of it as a window into your customer's journey; an opportunity to walk in their shoes and better understand their needs and frustrations. You can also A/B test your website with session recording, displaying only the best copy and call to actions.

3. Seamless Marketing

CRMs like Moment make marketing more streamlined and effective. With its free email and message automation, you can deliver personalized communications to your customers based on their behaviour, preferences and custom fields. Moment allows you to segment your audience, automate your messaging, and track performance, enabling you to fine-tune your marketing strategy. And all these without the hassle of juggling multiple spreadsheets, and mail merging tools, allowing you to make free B2B sales campaigns, or for your customers.

4. Better Delegation

In a fast-paced business environment, delegation is key. Moment’s unified inboxes feature allows you to delegate messages easily. No longer will important customer messages fall through the cracks, and each team member can focus on what they do best. With everything organized in one place, it reduces the clutter associated with using spreadsheets for customer communications; building better relationships and customer loyalty.

5. Take More Customer Notes

Not only does Moment allow you to easily delegate messages, but it also features a shared notes capability within its unified inbox. This means that team members can add their insights or important information about a customer interaction that can be seen by the entire team. Using this feature is one of the many benefits of using a cloud CRM, such as Moment. This feature enhances team collaboration and ensures that valuable customer information is never lost. No more hunting through spreadsheets or separate documents; everything you need is in one place.

Concluding Thoughts

In conclusion, the case for switching from spreadsheets to CRMs is compelling. Not only do they make your life easier by automating numerous tasks and centralizing information, but they also enhance the customer experience. With better customer support, improved UX and CX, easier marketing, efficient delegation, and a more collaborative note-taking system, CRMs like Moment can transform your business. You will close more leads with a CRM and will refine your customer experience, all for free.

So why not try Moment for free today? It's feature-rich, user-friendly, and best of all - it's free. Making the switch might just be the perfect decision that propels your business to new heights. After all, your time is priceless. Spend it on what truly matters, and let Moment take care of the rest!

Sign up for Moment, our free CRM, no credit card is required.

Need help using or installing Moment? Contact our live chat support!

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