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Making your choice : stocking your contact data in Excel or in a CRM?

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Making your choice : stocking your contact data in Excel or in a CRM?

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Excel, a good solution if you’re a beginner

Excel can be good to start with your contact management. If you’re a small company, or an individual business, Excel can be enough as a data Making your choice  management software.

However, stocking big databases with hundreds or even millions of contacts will quickly become a problem.

But don’t worry, there are multiple New Zealand Phone Numbers  ways to transfer your data from an Excel file to a CRM. Some CRMs even offer to directly import your data from a .csv or .xls file. Otherwise, you’ll be able to set up the automation of this export with an automated workflow software like Zapier, n8n, or Make.

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CRMs, a more secure and sustainable solution

If your company is booming and if your contact data base is increasingly growing, it would be better to choose a CRM.

It will make your contact management easier, as they’ll be constantly updated and you’ll be able to track the interactions between your team members and avoid duplicating them.

A CRM can also help you build more authentic relationships with your customers by letting you track precisely each interaction thanks to the history of your conversations available on each client card.

Lastly, CRMs have numerous native integrations that can internally automate some tasks, without needing a third-party platform.

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For instance, some CRMs allow you to :

  • Add your email service provider to send emails directly from your CRM (Gmail, Outlook, etc.)
  • Add your calendar to set up Belgium Phone Number List  meetings easily (via Google Calendar or Calendly for example)
  • Add your favorite video-call tool (Zoom, Teams)
  • Integrate your chosen  Making your choice  Cold Email tool (lemlist, Brevo (ex-SendinBlue), etc.)
  • Integrate your daily apps (Slack, WhatsApp, Google Sheets, etc.)

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