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5 Tell-Tale Signs a Startup needs to Breakup with Spreadsheets

breakup with spreadsheet
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It’s overwhelming to see the startup bubble in its full glory these days. On the contrary, most small enterprise or startup owners still rely on outdated and conventional processes and tools to track customer data. One such prevalent and commonly used tool is spreadsheet. Yes, a staggering number of small businesses still retort to spreadsheets when it comes to managing and tracking business information. Reason being spreadsheet is easy to use and access and most important of all, is free.

But as a business flourishes and adds more manpower, spreadsheets tend to outgrow and it becomes challenging to track service, sales and other key business functions. With burgeoning team and growing sales, data is prone to go haywire, outdated and siloed. Now the freely available spreadsheets turn a burden on your startup. This calls for moving beyond spreadsheets.

Here are five flashing signs your startup is ready to ditch those spreadsheets for good:

  1. You find yourself submerged in a pool of spreadsheets

If you are sifting dozens of spreadsheets to fetch the most recent and important data, it is a neon sign that you need to part ways with spreadsheets. With a pool of spreadsheets lying around, your employees tend be on the losing side, since they lack a unified or centralised hub for fetching customer orders, purchase history, buying behaviours, contact details, etc.

  1. Customer history is disappearing between your fingers

Though you might be receiving customer updates on a routinely basis, what about the customer history? Is it replaced or deleted amidst all the hustle-bustle? Spreadsheets fall flat when it comes to capturing sales and conversation records of customers and as one cannot overlook the importance of existing customers, it is important that you get on-demand access to customer history.

  1. Reports are cumbersome

Is your team enduring from the tedious process of creating and managing reports manually? If yes, then your tracking practices are probably outmoded and spreadsheet can be the spoilsport here. This can deprive your sales and marketing crew of valuable insights and analytics.

Free E-book: 5 reasons to breakup with spreadsheets and switch to CRM


  1. You still run helter-skelter for data

If you track sales in one particular spreadsheet, but refer a different sheet or a tool for service and another one for tracking marketing metrics, you need to rethink, as you are managing business in a disparate way. Navigating through multiple systems or tools is a waste of time and efforts that could otherwise be dedicated in other valuable tasks such as team building, engagement, etc.

  1. Lack a secure solution

If you revere spreadsheets as your hub of truth, you customer data is at risk, as it can be shared, breached, copied or wiped out. Yes, anyone can walk out with all the critical customer data with ease. You certainly would not want to cry victim here risking your entire business on the table.

Embrace the right enterprise technology

A small business or startup won’t be small for a long time and relying on spreadsheets is simply not a viable option for a growing enterprise. Whether you intend to retain customers, improve growth or boost operational efficiency, a customer relationship management or CRM software solution will offer a robust base for your startup. It goes a lot beyond tracking customer relationships, as you can manage and track marketing campaigns and sales metrics as well.

By embracing a cloud based CRM tool, you put your business in a position to quickly adapt to the frequently changing needs of customers. Think of CRM solution as a wise investment for a better future by creating and maintaining robust relationships with your patrons.

Sage Software Solutions (P) Ltd. can help you win customers whilst retaining the existing ones to help you grow by leaps and bounds. Learn more about our CRM software small business here or SMS SAGE to 56767 or drop us a mail at to free demo and consultation.

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