Is a Spreadsheet The Best Tool To Organize Work?

As our modern business landscape continues to shift, today’s organizations have more responsibilities and day-to-day tasks than ever before. Therefore, organized documentation and effective task management are extremely vital aspects of operating any successful organization.

However, this can be time-consuming, impractical and can ultimately lead to potentially disastrous human errors if performed manually. According to The Wall Street Journal, executive-level employees in the United States spent approximately six weeks per year retrieving misplaced information.

Therefore, it is very useful for modern businesses to take advantage of the various advantages of digital spreadsheets to organize personal and organizational data.

Your business can utilize spreadsheets to highlight important data, utilize pre-made documentation templates, sort data according to specific factors, use multiple different spreadsheets in the same file and use automatic mathematical functions to avoid the possibility of human error.

Planet Crust’s CRM Suite can help users automate workflow processes, build cloud-based centralized calendars, create customizable enterprise software, and much more.

How A CRM Can Best Help You Organize Work

1) Lead Categorization

One of the most important aspects of any successful organization is generating, categorizing, and converting prospective leads. However, keeping track of all potential leads manually can be impractical and may result in an overall decrease in sales volume. However, CRM software can help your business automatically keep track of prospective sales leads as well as categorize and sort them according to various target factors.

2) Better Customer Support

According to Microsoft, 54% of global consumers stated that they have higher customer service expectations than they did a year ago. Therefore, it can be beneficial for businesses to consistently improve their customer support channels. CRM platforms can help develop and manage automatic customer support systems that are much more efficient than customer support employees.

Furthermore, automatic customer support allows organizational human resources to be allocated to much more productive business tasks.

3) Offer Better Products and Services

CRM software will not only enable your business to automatically collect data related to your business as well as its products and services but also enable you to analyze consumer perspectives. This will help identify gaps and consequently develop, refine and offer better products and services.

Furthermore, this can substantially expedite the product development process, hence saving organizational resources.

4) Customer Referrals

Customer referrals can be a valuable tool that your business can leverage to create positive word-of-mouth and hence increase lead generation and sales volume.

Therefore, CRM solutions can help your business collect and analyze data from every step of the customer referral process to create easily accessible communication touchpoints. Referral tracking can help significantly increase prospective lead generation and can thus increase organizational profitability in the long run.

Planet Crust – The Perfect Tool To Help Your Organize Work

Planet Crust’s open-source, low-code CRM solution is the perfect tool to help your business efficiently and productively organize day-to-day workloads without having to deal with physical documentation or paperwork. CRM software can help your business categorize leads, offer better customer support, improve products and services and manage customer referrals.

Planet Crust’s software is equipped with data-rich dashboards that can provide a 360-degree overview of organizational information, cloud-ready architecture, powerful data reporting tools, visual workflow builders, drag-and-drop tools, and much more. Try a demo so that your business can take advantage of the various benefits of using spreadsheets to organize work.