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Spreadsheets As The Simplest Crm Software

The development of effective management strategies and their implementation is a critical factor for the success of any business

. It is quite crucial to develop a perfect customer relations management strategy to optimize the results of sales and marketing efforts. There are various aspects of an effective customer relationship management strategy. This involves the effective communication, superior product knowledge, after sales and culture building that leads to achievement of the goals related to business development and maintenance.

These are a mix of the business processes carried out at different levels. They mainly involve the sales function as well as the marketing activities to enhance the productivity of sales and marketing departments. Customer relationship management largely affects the sales and marketing functions and plays a major role in effective conversion and retaining the customers.

The basic objective of customer relationship management is to resolve the after sales issues in a positive manner and help the organization retain the customers. Another important aspect of this support function is to help the other business functions and customer associate closely for long term relations. There are various points that are needed to develop sound customer relationship management plan and related processes.

The very first point that affects the customer relationship management strategy is to decide on the business requirements of this support function. Most of the small organizations have their own requirements and planning for customer relationship management. In such organizations the marketing and sales department carries the responsibilities of customer service. The CRM software used by such organization is quite simple and largely involves the tracking of business leads.


Such organization is maintaining the database of the customer suggestions and feedbacks received through the various channels. These organizations largely depend on the after sales personnel to track the issues related to customer relationship management. The data generated by the CRM software within this organization can be considered as the collection of the complaints, suggestions and product feedbacks. It can be easily understood with the small stores maintaining the customers data. These can be simply stored in spreadsheets containing various fields like as name, contact, product or service category and their details like anniversaries, choices and more...

These spreadsheets are the simplest version of CRM software that is used to manage the customer data. Such formats are used everywhere in the small organizations or the business function dealing largely with the multiple facets of interaction among the internal and external customers. Customer relationship management can be a challenging issue for the organizations and requires focused efforts. It is not only a matter of communication or customer satisfaction as considered in the smaller organizations but also influences the sales pattern and marketing trends. The inputs gathered through these steps can be quite useful in developing the strategies for sales, marketing and business development. The analytics developed on the basis of these reviews are a crucial factor in effective market segmentation as well as future projections for the business. Customer relationship management can be quite easy if it is considered as a part of the business strategy instead of a support function.

by: Veronika Dimitrova
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Spreadsheets As The Simplest Crm Software