It’s easy to get confused between database software and crm because they both deal with data. Database software stores organized data so it’s easy to access, search and use. On the other hand, crm uses that data to aid the customer relationship, which also includes reporting and analysis.
Almost all of the respondents from our survey say their organizations store data in either database software, crm or a spreadsheet like excel. About one-third of respondents say they use all three of these methods. Out of the people who use database software, 46 percent say it’s off-the-shelf with the ability to add custom coding and functionality. 72 percent of respondents say they use their crm often to do their jobs. For more information related to the pros and cons of various data storage solutions, check out our blog on the subject.
There is no clear winner in terms of which type of crm respondents use for data storage
One-third of respondents say it’s custom-built; one-third say it’s custom-built with custom coding/functionality options; and one-third say it’s off-the-shelf. Additionally, 84 percent of respondents say their crm is a single system used to store and manage data across departments. Regardless of usa telephone book segment, respondents rate their crm system highly on it being professional, helpful, up-to-date or easy.
Though very few respondents are dissatisfied with their crm, when they are, they say it’s because their crm is time-consuming, labor-intensive and requires training for proper use.
There weren’t any differences between attitudinal segments when it comes to these data points, which suggests that these are common realities on data storage insights for anyone who is working with data regularly as part of their day-to-day job.
A key takeaway from these data insights is that everyone should have some sort of crm. That could be a simple spreadsheet in microsoft excel or google sheets or a bigger investment from salesforce. Either option is fine, but having a crm is the important thing.
From our experience the best crms are the ones that your team will actually use
Additionally, make sure to build in time to train your CU Lists team. On how to use the crm so that you are able to take advantage. Of its features. Training can also help your team use the crm consistently. Also, having policies in place—like how you want data formatted and entered. And how often—will help your team use the crm more often and more efficiently. In our next blog, we’ll share our research findings about the challenges organizations face around data.