In addition to guest posting on the UpCity blog, Cloudsquare is featured as one of the Top Salesforce Consultants in New York. Check out their profile here.

Many companies rely heavily on a plethora of different spreadsheets that hold vital company information. Imagine an easier, streamlined approach to accessing your customer information, records, and data: your answer is a customer relationship management (CRM) tool.

What is CRM?

In today’s business environment a lot of different acronyms and jargon are thrown around, so CRM may sound familiar, but what is it exactly? Customer relationship management is defined as the technology for managing all your company’s relationships and interactions with customers and potential customers. Investing in a CRM tool for your company is valuable because all of your customer and company information is stored in one cloud-based platform that makes it simple for your employees to access from anywhere where they have WiFi. So say goodbye to the days of needing bulky hard drives, losing files and relying on an extensive IT team and make the switch from laborious spreadsheets to CRM.

Which CRM Should I Use?

The most widely used CRM platform in the United States is Salesforce calls it the “undisputed leader” in CRM. Salesforce is highly customizable and provides solutions for companies large and small. The software allows you to automate business processes in a way that spreadsheets do not.

Salesforce allows you to get the 360 degree view of your individual customers, making customer relationships more personal and customer data easy to access. With all of your information in one place, you will never have to hassle with working on a different, dated version of a spreadsheet from your team. It allows sales teams, service teams, and all other business units to have the same, centralized view of the same customers.

Did you know that 65% of a company’s business comes from existing customers? With that being said, customer relationships should always be a priority no matter the size of your company and Salesforce makes that an attainable goal.

Another great  option for companies looking to spend a bit less on CRM, is Zoho. This CRM is also focused on managing customer contacts and leads, tracking sales, and engaging customers through different platforms. Zoho has the ability to integrate popular applications like MailChimp, Microsoft Outlook, Google Apps and even cloud-based applications like OneSaas and CloudWork. Zoho can work for large companies or entrepreneurs with small businesses to automate processes and help them to scale up.

If your business is small/medium sized, ConvergeHub might be the best option for you. ConvergeHub emphasizes their ability to streamline your business processes by keeping sales, marketing, service and billing in one platform. According to, they provide enterprise-grade features on a small business scale for an affordable cost. Therefore, even the smallest businesses with the lowest margins can utilize CRM to improve and grow.

Choosing the right CRM for your company is important, you can find more information about the selection process here.

How CRM Will Help You Grow As a Company

Once you’ve chosen a CRM and get started, your company will immediately notice the benefits of the automated processes, less spreadsheets, and the ability to access everything needed from one, cloud-based platform.

The time spent updating spreadsheets, tracking sales in spreadsheets, and mining for customer data could be spent on business processes, rather than system processes. In order to scale up, some automation is needed so you and your team can focus on your customers, rather than a spreadsheet. The user experience with CRM is overall easier and more streamlined for employees and in turn creates a better experience for the customer.

Customer Relationship Management has many more functionalities than spreadsheets do. The CRM you choose can help you with customer communication, marketing campaigns, document signage, and more; where as spreadsheets mainly just provide a place to store and filter data. The advanced functionalities you will have access to when you switch to CRM from spreadsheets will benefit all aspects of your business. When each business unit is able to grow and increase their capabilities, the company as a whole is bound to succeed.

It is Easy to Implement CRM for Your Company

Are you ready to upgrade from the array of spreadsheets required to keep your business organized? It is time to make the move to CRM.  After deciding which CRM is right for your business, you can get started by importing your data and getting your employees on board. In no time your business will see how beneficial it is to make the switch from spreadsheets to CRM.

Jillian Papa
Jillian Papa
Content Writer at

Jillian Papa is a content writer for Cloudsquare, a Salesforce consulting company with offices in Los Angeles and New York City. She is also currently a student at Suffolk University Sawyer Business School studying Marketing and Business Law. Jillian recently spent the summer as a Supplier Management Intern at Fidelity Investments in both the Merrimack New Hampshire location and the Boston, Massachusetts headquarters. In her free time, Jillian enjoys traveling and spending time with her Mini Schnauzer, Cleo.