You may have seen the BBC article discussing how Public Health England used Excel to track coronavirus cases with disastrous consequences.
Although it’s easy to blame those filthy bugs, it’s actually the choice of software that’s at fault.
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The BBC interviewed data expert Jon Crowcroft (a professor at the University of Cambridge), who had this to say:
"Excel was always meant for people mucking around with a bunch of data for their small company to see what it looked like, and then when you need to do something more serious, you build something bespoke that works."
Managing customer and supplier data for your brokerage is much the same. When you’re starting out, Excel offers a good value solution but it won’t be long before you’ll need to step up your game.
You’ll need something specialist, something powerful. Something to eradicate those user-flow bugs.
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That’s exactly why at UtilityClick we’ve built you your very own bespoke CRM.
With our Pro CRM you can:
Upload Leads, manage call-backs, then track and convert into Customers. Once they’re onboarded you can generate mass pricing quotes, manage multi-site locations and forecast your commission, all from one powerful system.
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