WHO IT MAY SUIT
Start with the shape of the work.
Spreadsheets may suit a small, simple process. PearlCRM may suit a team that needs customer history and follow-up to stay connected as work moves between people.
COMPARISON GUIDE
PearlCRM vs spreadsheets
Compare the point at which ownership, history, and follow-up need a shared home using a workflow your team knows.
SpreadsheetsPearlCRM
QUESTIONS TO ASK
Make the fit concrete.
| Decision area | Spreadsheets | PearlCRM |
|---|---|---|
| Follow-up | Where will owners and next steps live when several people are involved? | How should assigned work and next steps appear around the record? |
| Visibility | How will the team know which version and update is current? | Which views and reports should reflect the shared workspace? |
| Context | Where will notes, files, and history sit? | How should the relationship history travel with the record? |
BRING TO A DEMO
A few useful questions.
- What is difficult to find today?
- Which handoffs create repeated work?
- What should a manager see without asking for an update?
NEXT STEP