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Why Many Business Can’t Wait to Implement Salesforce Excel Integration

Why should you consider deploying a Salesforce connector for Excel? If a business manages to streamline its operations, it registers enhancements in efficiency and productivity–important expansion and success factors. Yet, in many instances, companies face the issue of using disparate software solutions, causing ineffectiveness of data and operations. A very good example of such a scenario is where there’s continued use of Ms Excel long after a company has set up a fully-fledged customer relationship management (CRM) system, such as Salesforce. Although current platform users may cherish their prowess in the use of Excel, the best interests of the organization that employs them are served when the newly set up CRM is fully taken advantage of. Of course, both Salesforce and Excel have advantages and disadvantages, implying that, although overlaps in features may exist, integration may be required to take advantage of the best in both applications. That’s the issue Salesforce Excel integration addresses.

Excel plays a very useful role in the computation of a wide spectrum of complex business calculations, from financial projections and trend analysis to pricelists and budget allocation. Today, the solution is the most widely recognized standard spreadsheet program around the world. But Excel lacks sufficient features to allow for collaboration with other systems.

In the case of Salesforce, the CRM introduces a wide range of benefits, including promotion of customer experience, analytics capabilities, reporting features, linkage of business processes, shortening of sales cycles, and improved scalability. However, it’s not unusual for businesses to experience user resistance when implanting their CRM, badly impacting on user adoption, and ultimately, interfering with the success of the implementation.
Where To Start with Solutions and More

A Salesforce Excel connector may be introduced to synchronize your CRM software with the spreadsheet application. You do not have to leave any user out of this in your organization as you deploy both Excel and Salesforce to substantially increase productivity and inspire user adoption. System administrators may operate within the Excel interface to keep and transfer data en masse in record time, while enterprise users may have their tasks completed at Excel speed.
Lessons Learned from Years with Solutions

Salesforce Excel integration solution boast prebuilt programs that eliminate the need for businesses to start building from the ground up. These tools are built to help solve the most common business cases, including bidirectional data flow. Still, there are customization options allowing organizations to address their unique business cases using integration tools. Bringing together Salesforce and Excel also makes it easy to improve customer interactions.

Excel and Salesforce are platforms that have proved to be vital solutions that businesses are unable to do without today. However, Salesforce Excel integration is the only sure way to leverage the best of the CRM and spreadsheet applications have to offer.