You do. Spreadsheets are great for sorting data, analyzing, formulas etc, but as a source of storing re-usable data they are very limited. This gets magnified if you take the rest of the organisation into account.

If you work for an organisation with more than one employee and one of the key requirements is to contact people, whether it be for marketing, fundraising, events, campaigns and so on, then keeping contacts, or information on contacts, to yourself benefits no-one.

Likewise, if you are using centrally held data and then operating off of a spreadsheet, there is no central record of what you are doing with that data. If you are recording information, it needs to fit into the wider world. That is what a CRM database is for.

Without keeping that information within the central repository you risk duplication, people being contacted multiple times, keeping your colleagues in the dark, a potential to lose information and, generally, making more work for yourself.

It is normally possible to apply security settings so that if there is information, which should not be open to others, then it can be hidden – whilst not unnecessarily cutting off the existence of the record from your colleagues.

If you have a CRM, then a little effort now will generally save a ton of effort in the future. Well structured data in a well structured system will give you what you want, when you want it and allow you to put the information you need to store somewhere you can track it and access it time and time again.
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Even the most organized people can tie themselves in knots with trying to run things through spreadsheets, and the potential for things to go wrong grows and grows the more you use them.

Don’t get me wrong; programmes like Excel are capable of amazing feats. They have a purpose to serve as part of good data management, not least for importing and exporting data. However, it is equally important to recognise their limitations and understand the bigger picture of how data is used and by whom.

So, if you have a task to do, which requires recording data, whether it is mailing contacts, organising an event, running a campaign etc, then take the time to find the best way of doing it within your current CRM database. This technology as many other breakthroughs can be applied to business success, learn more checking this paystubs maker software review.

Not only does this create a more consistent process, but it also lessens the opportunities to fall foul of data protection laws, whilst enhancing the overall customer-care experience.

It might start out as tough going, but it will be worth it in the end. Remember, before office computers and spreadsheets, most people were quite happy with bits of paper, pencils and row after row of folders to root through. Embrace the change.a natural sweetener and vitamins and