Symptoms of this problem:

It has an Excel sheet called “Clientes_VersaoFinal_Current_EvenFinal. xlsx.”
To find a contact, do Ctrl+F and pray.
You don’t know where each lead is, but you know the name of some dog.
The team (or partner) uses a different version… and nobody gets along.

Diagnosis:

You’re managing relationships with technology from the last century. Excel is great for accounts, budgets and shopping lists. But when it comes to following up on opportunities, tasks and customer interactions… you’re missing a tool that’s up to your company’s ambition.

Consequence:

Lost leads in the middle of endless columns and tabs.
Lack of predictability in sales.
Difficulty in collaborating or maintaining a history of interactions.
Constant feeling of being “almost there”… but always missing something.

The good news:

There are simple, intuitive and effective CRMs — some even open source — that do all the boring work (and do it well). With our help, you can leave Excel for a system that helps you close businesses, not get lost in them.

What you can get when you solve this problem with Loqua:

Free diagnosis of your current sales and relationship process.
CRM recommendation appropriate to your reality (e.g. Krayin, EspoCRM, SuiteCRM… or other).
Helps to import data (yes, even that Excel with 87 tabs).
Basic training to start using effectively — and tastefully.

Note: Excel will not be jealous — it will still use it for many things. But when it comes to selling, there’s life beyond cells.