this post was submitted on 19 Nov 2024
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What are features of Salesforce that is not possible to keep in spreadsheet?
I know spreadsheet don't scale but genuinely curious dif there is something that is not possible with excel.
CRM is “customer relationship management” i.e. a system to manage interactions with customers such as tracking calls, marketing emails and collateral, meetings, quoting, support tickets, and more. It tracks the lifecycle/pipeline of a sale from prospecting, lead qualification and solution mapping, demos and meetings, proposals, negotiations and commitment, opportunity win/loss, license generation, onboarding, renewals, and a ridiculously huge number of other things.
It’s not just tracking the numbers but giving you a centralised system that all other business operations can hook into so you’ve a single source of truth about customer state so that various other operations can be triggered.
When you’ve hundreds of sales people, numerous systems, marketing people, support teams, and more all reading and writing to the same CRM system, if that “system” was a spreadsheet, you’d be constantly deadlocking and race conditioning the hell out of it, not to mention how absurdly huge that file would become with all that historical data (since a big part of CRM is also projections and other analyses across all the data you have).
It's a well-known problem in the upper management that they only understand Excel.
I've seen inventories, statistical calculations, databases, project plans, calendars, address books, password management and even presentation slides done in Excel.
The Williams Formula 1 team managed everything in Exce until this year. The new team principal was stunned at how outdated their systems were and moved everything to more modern systems. The transition caused some major problems with inventory near the beginning of the season though. They didn't have enough replacement parts for a single crash. Hopefully they can make better progress now with the newer systems.