Did you know there are 8 reasons why your business has outgrown spread sheets? 1. You can improve the quality of sales forecasts 2. You can act on more accurate sales information 3. You can plan ahead more effectively 4. You can stay grounded in reality 5. You can protect your business 6. You can use better metrics to track progress 7. You can take the surprise out of a setback 8. You can guard your time

2. sagecrm.com

3. They’re great for budgets

4. And spread sheets are
useful for basic reports
too

5. But what if we told
you spread sheets
have their limits?

6. Did you know there
are 8 reasons why
your business has
outgrown
spread sheets?

7. 1 You can improve
the quality of
sales forecasts
8 surprising reasons why your business has outgrown spread sheets

8. Spread sheet-based
forecasts don’t
provide trends by
product or by market.

9. CRM can, and it offers
greater insight into the
purchasing history
of customers.

10. 2 You can act on
more accurate
sales information
8 surprising reasons why your business has outgrown spread sheets

11. Unless a spread sheet
is manually updated, it
goes out of date.

12. CRM is dynamic, It
reflects changes in your
business through
forecasts.

13. 3 You can plan
ahead more
effectively
8 surprising reasons why your business has outgrown spread sheets

14. Sales people are
optimistic. Optimism is
great but…

15. CRM enables you to
interpret the logic behind
those graphs and charts
in your system.

16. 4 You can stay
grounded in
reality
8 surprising reasons why your business has outgrown spread sheets

17. Spread sheets don’t trigger a
record of actions, emails and
meetings.

18. Spread sheets don’t trigger a
record of actions, emails and
meetings.
With CRM you can review
meetings notes and actions,
plan marketing and sales
campaigns and figure out
what to do next.

19. 5 You can protect
your business
8 surprising reasons why your business has outgrown spread sheets

20. 09 July 2015Sage presentation 20
What happens to your
spread sheets when a
sales person leaves?

21. 09 July 2015Sage presentation 21
Can anyone else in
your company
interpret their data?

22. Keep company, contact
and opportunity data
secure in CRM.

23. Keep company, contact
and opportunity data
secure in CRM.
This way, you don’t have
to reinvent the wheel each
time a rep or manager
leaves.

24. 6 You can use better
metrics to track
progress
8 surprising reasons why your business has outgrown spread sheets

25. Spread sheets can’t
give managers
real-time metrics
for their sales forecasts.

26. CRM bases sales forecasts
on proposals, quotes
and conversion rates.

27. 7 You can take the
surprise out of
a setback
8 surprising reasons why your business has outgrown spread sheets

28. There’s nothing
worse than an
unexpected setback.

29. CRM won’t prevent
a setback, but it
will take the surprise
out of a sting.

30. 8 You can guard
your time
8 surprising reasons why your business has outgrown spread sheets

31. 09 July 2015
Managers tracking
campaigns with spread
sheets could spend their
time more productively.

32. 09 July 2015
With CRM, you can see,
customer, campaign,
and opportunity ahead
of any meeting.

33. PS… you can store
spread sheets
in Sage CRM

34. sagecrm.com