CRM : One Data Truth
Excel’s early advantages & quick wins are also offset by many disadvantages.
A bigger stumbling block to your admission growth with Excel as your admission-and-marketing system is about share-ability. Excel files tend to be built for specific purposes, such as a customer list for newsletter mails, or a targeted prospecting list for a sales rep.
Two admission teams disruption activities take place with this approach:
- there is a Chinese fire drill effort to enact all the changes for the next communication. As such, multiple copies of the same list are maintained throughout the organization. But every time there is a discussion based on the list, there first must be an argument regarding which list is correct.
Deep Dive on choosing an Admission CRM over Excel