5 Advantages of Using CRM Software for Lead Tracking Over Spreadsheets

CRM software like Pipedrive can provide you with a centralized location for all your customer data, from lead contact records to purchase history, eliminating the need to switch between different applications to access the information you need. 

This allows you to have an instant complete picture of your buyers’ behaviors and needs, which can save time and improve your decision-making. Not only salespeople but also marketing and customer service teams can benefit from the CRM data as they can use it to build a consistent end-to-end brand experience for buyers. 

This can help your organization to provide a better customer experience and increase customer satisfaction. 

Mr. Umesh Kumar, Managing Director at GR Automation, emphasizes the importance of having a central hub for customer data in order to improve performance, particularly when dealing with larger clients. He believes that having access to all the client information in one place can help them win a relationship with the client which will lead to ongoing work. He highlights that currently, the company uses spreadsheets to store customer data but it's not as efficient as using CRM software which can provide real-time and accurate data.

A CRM tool standardizes the data collection process by prompting users to record the same data types in the same formats, allowing you to choose the types and formats that best suit your business needs. 

Without this standardization, it falls on individual salespeople to decide what data is valuable, leading to inconsistencies in data collection and a lack of comparability across the business. 

Pipedrive's Lead Inbox offers a standardized approach by including the following data in each lead record: Lead details, labels, value, owner, and source. This ensures that all data is consistent and comparable across the business, providing a clear and accurate picture of your leads and customer information.

Organization: Company name and address (clicking on the address will bring up the location on a map).

Notes: A place to store any non-uniform information on a lead.

Planned activities: Upcoming activities you have planned related to this lead.

Email: Any emails linked to the lead.

Changelog: When the lead was created and any other updates (including completed activities)

The resulting dataset is easier to navigate, so reps can pinpoint the information they need when they need it. It’s also simple to import and export clean, standardized data between platforms for added functionality, including automation

CRM tools like Pipedrive can help you save time by automating repetitive tasks such as triggering follow-up actions and synchronizing data between platforms. This allows you to focus on delivering personalized customer experiences. 

Pipedrive's automation software allows you to set up workflows and events, such as automatically adding a lead's contact information to your tracker data or moving them into the sales pipeline. Additionally, you can enhance 

Pipedrive's automation capabilities with integrations and add-ons, like Zapier which synchronizes data between Pipedrive and other marketing and project management apps, or LeadBooster which automatically feeds your CRM with high-quality inbound and outbound leads. To improve productivity, look for a mobile CRM that can store data offline, so you can prep for follow-up activities even when you don't have an internet connection.

Putting lead information into a spreadsheet on a smartphone is slower than using a laptop or desktop and the risk of making a mistake is much greater. However, if you wait until you’re back at the office, you might forget important details

A CRM tool with a well-designed mobile app will help you capture precise information on the move, for smooth and effective follow-ups

Pipedrive’s mobile app was built specifically for smaller touchscreen devices. It allows you to manage leads, archive records, & analyze data quickly from any location with an internet connection

Lead tracking is just one aspect of running a successful sales organization. Other tools such as calendars for scheduling actions, invoicing apps for getting paid, project management software for organizing staff, and communication tools for maintaining strong relationships are also necessary. 

By tracking leads in a comprehensive CRM like Pipedrive, you can instantly tie your data directly to all these functions, streamlining your sales process and creating an efficient sales machine. 

Pipedrive integrates seamlessly with all the tools you already use through its Marketplace, such as Zoom, Slack, WhatsApp, Gmail, Outlook, Calendly, and hundreds of others, allowing you to act on lead data quickly and with minimal effort. This can save time and increase productivity by staying within your CRM interface while emailing leads, adding follow-up tasks to calendar apps, and scheduling video calls.

"Boost Your Productivity with a Mobile CRM that Allows Offline Data Storage. Stay Prepared for Follow-Up Tasks, Even Without a Strong Internet Connection"