Do you still make frequent use of Excel for your business administration?
From Excel to Salesforce
At smaller companies there is sometimes no system at all and people still work entirely from Excel. The disadvantage of working with Excel is that you cannot link the various excel files together. Each sheet must be kept up to date separately. Keeping this up-to-date becomes an increasingly time-consuming process as the company grows, which means that employees often work with outdated data.
These companies are ticking off the investment in an ERP or CRM system and are afraid that the costs will grow indefinitely because they foresee many changes. Salesforce can also offer a solution here. Translating Excel 'administrations' into a customized administration in Salesforce is generally not much work. Salesforce is completely in the Cloud, there is no investment in systems and the costs for the required App Cloud licenses are low.
Do you also want to change your data in one place and not in multiple sheets? Then contact us about the possibilities to convert your Excel administration to an administration in Salesforce.
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