With a CRM system, your employees can dump their hideously-long sheets where customers information stored. Local sheet files are hard to share among colleagues, barely readable, and hard to maintain. What’s worst is, everyone in your company have a slightly different version sheet in their own drives, and all are partially up-to-date.
A CRM system is designed for collaboration. A group of people can look at the same database, and edit it at any time to ensure it is always carrying the latest information. Customer’s information is transparent to everyone involved. Conversations and purchase history can be accessed easily. Even if your lead sales take a sick leave or two, someone will be able to reach that customer and follow up, with rich knowledge to that customer.