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blog | May 12, 2016

CRM vs Excel – One Clear Winner

Some businesses rely on Excel to run their sales and marketing efforts. Is yours one of them? While Excel is relatively easy to use and widely known, it’s definitely...

By WorkWiseSoftware

Some businesses rely on Excel to run their sales and marketing efforts. Is yours one of them?

While Excel is relatively easy to use and widely known, it’s definitely not the most efficient or effective way to collect, analyze, and manage business data, especially if you’re a company that’s hoping to grow in the near future.

We’re here to show you the clear distinction between the features of a CRM versus Excel. And trust us, it’s not a fair fight.

AccessibilityCRM Vs Excel Infographic

CRM: CRMs like OnContact provide a free mobile application available for you and your team’s use, allowing accessible no matter where you are. This data is automatically entered into your CRM software; everyone on your team will be able to access and analyze that new information, whether they’re in the office, working from home, or on the road.

Excel: There’s no way to share data or new information with all of the members of your team while on the go via mobile. New data would get stored on your mobile phone, personal computer, or simply handwritten notes.


CRM: CRM gives you a complete look at the overall sales funnel, detailing a clear visualization of where prospects are within the cycle. This visualized process is automatic when adding data to the CRM, and is available to view directly within the software.

Excel: It can be difficult to understand relationships between spreadsheet data because there’s no way to report or manage it. Data is shown without allowing for any further analyzing, unless you go beyond the spreadsheet.


CRM: Customization is a major benefit of utilizing a CRM. With most customer relationship management tools, you’re able to make it work perfectly for your business’s unique needs. In addition, CRM allows you to treat every customer as uniquely as possible; you are able to identify patterns among customers and cater content offers, emails, or sales calls to specific interest levels.

Excel: While Excel is very well-known and simple to understand and use, there’s not a lot available in terms of customization. With Excel, you get what you’re paying for, which in most cases isn’t a whole lot besides simple data templates. Additionally, there’s no good way to be able to identify patterns or cater marketing deliverables uniquely to potential customers.

Marketing Automation

CRM: OnContact is unique in that it provides a marketing automation platform right within the CRM software. Tools included with marketing automation include:

Excel: Marketing automation isn’t a part of Excel’s capabilities, requiring you to purchase third-party software in addition to utilizing excel spreadsheets.


CRM: There’s a ton of seamless integration opportunities that come with using a CRM, including Intuit QuickBooks, marketing automation, ERP software, and more. No more dealing with manually porting information into countless spreadsheet templates.

Excel: With spreadsheets, there’s no direct integration with other software packages, such as the ones listed above. With excel, you’ll need to port over information manually, rather than having an instant integration through various software platforms.

See, warned you.

CRM software is the clear winner. If you’re interested in learning more about WorkWise’s phenomenal CRM, OnContact, get in touch with a sales rep today! They’ll be able to answer any questions you may have about the product, and set you up with a free 14-day trial of the product to see if you love it.

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