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Inbound Marketing Strategy

Get Your Contacts Out of Excel and Into a CRM

By Gillian | July 17, 2013
Whether you are in marketing, sales or virtually any field of business, keeping close tabs on all your contacts is key. Once upon a time this meant keeping a Rolodex on your desk that you could rifle through for phone numbers and – what were those called? – Oh yeah, fax numbers. And mailing addresses. By now pretty much everyone has migrated their contacts to their computers, making them much easier to store and sort. But are you sure that you’re getting the most out of your contacts? If you’re keeping them in Excel, the answer is probably No. Using Microsoft Excel (or another spreadsheet program like Google Docs), probably seems like a great way to store your contacts. It takes barely any resources to keep that contacts list open all day and reference it quickly whenever necessary. But the fact is that you could be doing a lot more than looking up phone numbers, which is why as a busy professional, you need to consider making the switch to a CRM. What is a CRM? CRM is an acronym that stands for Customer Relationship Management. Once you get over the initial shock of the fact that someone is using an acronym on the internet, you can start thinking about what this type of software does. Like a spreadsheet, you can enter your contacts and any relevant information about them directly into the software and then access those contacts anytime you choose. Today, many CRM systems offer cloud-based software that can be accessed from any computer (or even mobile device) that is connected to the internet. Other CRMs require the installation of software and, therefore, are only accessible from a certain computer or network.

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